PCB will be busy again for three years
The world's leading PCB Group, Amber (3037) yesterday (18) days will be the stockholders the chairman upbeat view Zengzi chapter printed circuit board industry grow strongly this year for three years and also revised the second quarter quarter consolidated revenue increased rate to 15 % to 2 percent.
Amber products both printed circuit board (PCB), integrated circuit (IC) substrate, flexible printed circuit board (FPC), on December 1 last year, combined IC substrate maker PPT, the PCB into the world's largest group. Benefit from this recovery and the IC substrate PCB orders for hot, Zeng Zi Zhang hoped that this year consolidated revenue reached 60 billion yuan (NT).
Amber last year, combined revenue of 43.697 billion yuan earnings (NT), by up to 60 billion yuan this year (NT) is estimated to grow by 37.31%; but until the merger in December last year, PPT, PPT is not the first 11 terms months of revenue, plus the post-merger revenue of about 54.347 billion yuan (NT), converted this year, consolidated revenue increased at a rate slightly more than 1 percent.
PCB industry first half of the season the economy is not short, Amber4 late law that would forecast second quarter revenue can be combined double-digit increase in first quarter; Zeng Zi Zhang said: "At that time the estimated double-digit』 『only slightly higher than the single digits, has recently been revised to the range between 15-20%. "
Amber on the revised consolidated second quarter revenue growth rate of quarter strength came from mobile phone PCB, IC substrate, PCB is also a good consumer electronics, notebook computer (NB) PCB is also rising.
Amber previously optimistic forecast in the second quarter handset PCB shipments surged sharply, but the European system by the mobile phone market share decline in factory, will be lower than expected growth; Fortunately, the United States Department of smart phone maker recently sold hot, lead the overall mobile phone shipments of PCB still better than the first quarter. Tzu-chang, mobile phone customers in September, October, November forecast for the next one quite warm.
In addition to PCB in the second quarter handset shipments grow, but also optimistic about the second half of orders, orders from the IC substrate, the most stable, this year has been in full orders. Tzu-chang, the recent head of IC testing and packaging manufacturers in the shareholders often have good market views published, AmberIC substrates for continued and new customers, new orders running into, push up overall sales.
Amber has been a non-Intel customers mainly in the microprocessor (CPU) almost did not read materials, to strengthen the services, though still emphasizing the main non-Intel customers, already borne fruit in the CPU has to enter the Advanced Micro Devices (AMD) supply chain, also added a CPU client.
Amber pointed out that recently the market feel soft and hard compound board (RigidFlex) in the large increase in recent acceptance of a future trend of mobile phone manufacturers, RigidFlex existing production capacity is expected to be filled in September.
