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| Market pressures have hit the upstream mobile phone PCB board is not busy season |
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From Nokia to Motorola Sony Ericsson to LG, 2008 second-quarter earnings due to market one after another, especially in the high-end market, the emergence of shrinking demand situation of declining sales. And in Watertown, Yaohua, Yan Xing, represented by mobile phone PCB motherboard manufacturers remain optimistic, I believe the second half of the market will gradually warmed, returning to normal levels as in previous years. However, the reporter yesterday to get a Taiwans three major mobile phone PCB board performance report shows that the situation has started the third quarter and did not expected, some manufacturers sales or even regressed. The PCB motherboard objectively reflect the mobile phone production, manufacturers in the past began to ease pressure on the stock market ability of the model to the conservative rich atmosphere, affecting the upstream PCB supplier performance..
This article refers to the webesite address：http://www.eepw.com.cn/article/262725.htm
Predators Xin Xing chain fell 5%
Inflation and cost pressures from rising copper prices, the global mobile phone market of high-end consumer is slowing down again, Nokia, Sony Ericsson, LG and other first-tier handset vendors in the second quarter earnings report showed worries Under the guidance of this sentiment, the first half of this year, mobile phone production is strictly controlled in order to reduce pressure on the stock..
It is understood that a quarter of mobile phone, optical and some niche fared better with the board, the majority of manufacturers of single-quarter profit also showed a more substantial growth year on year. However, beginning in the second quarter, PCB board, the main customers AUO, CMO and other OEM companies to enter the inventory adjustment phase, the demand for PCB board as expected, coupled with low-cost mobile phone stock rises, a marked decline in demand.
Currently, Taiwan PCB board sales accounted for about 40% of global, with China as the representative of the enterprise through the second half of the market is expected to pick up, but the actual situation is not satisfactory in July.. Reporters yesterday to get Watertown, Yaohua, Yan Xing July sales data, Watertown monthly performance about 394 million yuan, an increase of 12%, as the Taiwan-based mobile phone board industry growth rate is more obvious, but it can not be expected to September orders. Yaohua July revenues of about 213 million yuan, up slightly from the previous month, and is estimated to increase by August-November than in previous years. As of last year, the global mobile phone PCB board accounted for 21% share of the market Unimicron performance about 817 million yuan, down about 5 percent from last month. Xinxing concerned that the revenue decline due to some important customers in June procurement initiative, July has slowed, the overall trend in the third quarter also conservative attitude.
Market pressures have hit the upstream
According to a senior PCB industry insiders, according to past experience, mobile high-speed PCB board pulled monthly revenue since September, November will reach annual peak. "Taiwan PCB mill corresponding customers for multinational handset manufacturers foundries, this law in line with foreign holiday sales season
But into August, look back to the original thought will be significant growth in July, PCB board giants were unable to determine this years trend. Watertown concerned that orders for September is not high degree of mastery. Consumer electronics industry watchers Li Shuo believe that this atmosphere is mainly due to the PCB copper material costs rose significantly, and handset manufacturers are not optimistic about the market demand trends in the second half.
Reporters learned from the internal PCB industry, most multinationals remain after the third quarter before thinking Gu, the market worried. Motorola has only just coaching pushing new trend, continued to sample a variety of new machines delivered to the hands of the PCB manufacturer since the second quarter.
LG Electronics and Sony Ericsson have conservative views on the third quarter. Second-quarter earnings announcement, LG said it would alert the global economic slowdown may generate sales, while lowering the third quarter market share expectations. "The market slowdown will lead to sales prices face more severe competition and pressure." Sony Ericsson about the person said, declining demand for high-end phones in mature markets affects the companys revenue, and is expected to tough market conditions will continue into the second half.
Although follow "customers" demand reduction rather conservative attitude, but the phone PCB board manufacturers still think three quarter overall market situation will turn for the better. But this is only expected to build in part driven by new products and vendors actively promoting the traditional peak season, it is still considered the negative impact of the economic environment on the mobile phone manufacturing industry chain will not have a significant improvement. |
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