Data source:Dominique K. Numakura - DKN Research
Reports from industry news groups in Taiwan address the possibility of a capacity shortage for Taiwanese PCB manufacturers in the fourth quarter. These announcements are causing anxiety for anyone associated with the industry because business trends for Taiwanese PCB manufacturers are recognized as a worldwide barometer for the consumer electronics segment.
Shipments from Taiwanese manufacturers plummeted during the fourth quarter of 2008 by almost 75%. The financial crisis of September 2008, followed by the dreadful fourth quarter drop in business, caused everyone in the PCB industry in Taiwan to act quickly to keep the ship afloat. The rebound in sales was quick, and January 2009 showed signs of a recovery. Shipments continued to increase steadily during the second half of the first quarter. This spike in business was not from current product lines, but new gadgets that include netbooks and smart phones. These markets have exploded and created new business avenues for manufacturers. Taiwanese flexible circuit manufacturers are also busy from the portable electronics segment.
The growth rate slowed in the latter part of the second quarter, but the Taiwanese PCB industry is happy with a moderate growth rate during the third quarter. Market trends suggest a typical year where manufacturers receive an increase in orders in anticipation of a busy Christmas season. Operation managers are reporting that their manufacturing plants are operating at full capacity due to the influx of new orders.
Unfortunately, market indexes for August reveals more than a 20% decline in volume compared to the same month last year; only the larger industry leading manufacturers are seeing an increase in business. So, who is riding this wave? A few large manufacturers that are fortunate enough to have customers associated with netbooks and smart phones are the ones who have seen positive growth since August. The majority of Taiwanese PCB manufacturers have negative growth compared to last year. Business for mid-sized manufacturers declined 40 to 60% comparing August 2008 to August 2009, and there are no clear signs that things will bounce back in the near future.
Sales and marketing teams from leading PCB companies report brisk sales and large orders in their queue for the fourth quarter; however, they are unable to provide a clear business forecast for 2010. Much of their activity is tied to portable electronics sales. Taiwanese manufacturers are in the hiring mode, assuming a busy season, but management is pulling back the reigns and do not want to expand the workforce too much in fear of another decline in business
SAYFU PRODUCT TYPE 产 品 类 型
■高频印制板（ＨＦＰＣＢ）：适用微波传输电子产品
High frequency PCB(HFPCB):suitable for electric products
with microwave transmission
■双面印制板（DPCB）：基材FR4
Double-sided PCB(DPCB):with base material of FR4
■多层印制板(MPCB)：基材FR4、PP
Multi-layer PCB(MPCB):with base material of FR4 and PP
■高密度印制板（HDIPCB）：含埋/盲孔，适用BGA电子产品
High-density PCB(HDIPCB):including built-in/blind holes,
which is suitable for BGA electric products
■铝基印制板：贝格斯铝基板，适用大功率散热电子产品
Bergquist Aluminum based board:suitable for electric products with high power heat dissipation
■多层盲孔板：适用仪器电子产品
High and multilayer printed circuit board with blind&buried via boards:suitable for instrument electric product
■厚铜板（3-10 Oz）和厚金板：适用电源产品
Heavy copper boards (3-10 Oz) and heavy gold board:suitable for power printed circuit board product
■软硬结合板：适用电脑、工业控制产品
Rigid-flex or Flex-rigid boards:suitable for computer and industry control products.
■软板(柔性线路板)：适用电脑、工业控制产品
Flexible printed circuit boards (FPCB):suitable for computer and industry control products.
(Note: SAYFU PCB specially produces on rigid printed circuit board; printed wiring board; mulitlayer printed circuit board; flex-rigid printed board, rigid-flex printed board; metal core printed board; metal base printed board; heavy copper coard; power printed circuit board; heavy gold board; Flexible board/Flex PCB; Bergquist Aluminum based board/Al PCB; Metal Core PCB; PCB/PWB/FPCB/FPC/MPCB/Rigid-Flex PCB)
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