TAIPEI, TAIWAN – Copper clad laminate (CCL) demand has in Taiwan has been weak over the past quarter. The manufactures of CCL have come to expect a seasonal increase that typically occurs in Q3. For Q3 2008 some CCL manufactures in Taiwan are expecting weak increases of 5% to 15% compared to Q2 sales (20% to 40% is typical).
There was a CCL price increase in May due to increased copper metal costs. Prices closed below $3.80/lb. yesterday, down from a 1-year high of $4.0819 on July 2, 2008. Despite a drop in copper prices over the past week, CCL prices are expected to remain at the May adjusted levels for some time.
Taiwan Union Technology (TUC) said July orders are slightly ahead of June, and projected that August sales would be flat compared to July. Iteq said its July sales are better than June, and forward looking August orders extend only though mid-month. Uniplus Electronics said PCB CCLdemand remains weak and expects sales for the Q3 to be lower than for previous years.
TAIPEI – According to a Taiwan news source, Apple is said to have increased its orders of printed circuit boards used in notebook computers by 20% for Q3 compared to Q2 2008. The PC maker is expected to revamp the aging MacBook design in time for Q4 sales.
Compeq Manufacturing, Gold Circuit Electronics, Nan Ya Printed Circuit Board and Tripod are the well known suppliers expected to see the bulk of these sales increases. The PCBs are HDI type, with higher complexity and correspondingly higher margins than standard PCBs.
TAIPEI -- Taiwan PCB Techvest (TPT) and Yang An Electronics are major players in the Taiwan opto-electronics printed circuit board (PCB) market. These companies customers include; AU Optronics (AUO), Chi Mei Optoelectronics (CMO), LG, Samsung, Chunghwa Picture Tubes (CPT), and HannStar Display.
TPT has purchased NT$450 million (US$14.8 million) of Yang An shares, translating into a stake of 22.69% in the company and it is now the largest institutional shareholder at Yang An.
The companies’ partnership will improve its position versus rival Tripod Technology. TPT and Tripod Technology each hold about 30-40% share of the Taiwan opto-electronics PCB market and Yang An holds another 15-20% share according to TPT general manager Jack Chen.
TPT and Yang An are aggressively expanding into the Japan and Korea opto-electronics markets.
FRANKFURT -- According to the German electronics industry association, ZVEI, April output was up 15.6% compared to the previous month; and up 13.5% compared to last April.
TAIPEI -- Taiwan exported US$8.227 billion in machinery in the first half of 2008. The shipments represent a 12.7% increase versus the same period in 2007, according to the Taiwan Association of Machinery Industry (TAMI) who monitors exports.