2014-4-12 CTT NEWS
Mobile device, 4G LTE related netcom products start to pull upside, industrial chain march revenue synchronization, upstream of the advanced electronic grade fiberglass cloth demand growth. Recently, advanced electronic grade fiberglass cloth inventory to change quickly, Fulltech Fiber even for inventory has been empty, high-order thin fabric, thin fabric products are now a full production full sale. But NB & consumer electronics not back still lower level, although some products in Q1 supply shortly, ASP is easy down hard up, view of Q2 relatively cautious, but in the second half of the ASP has the opportunity to watch the high-order thin cloth because season, short supply and pick up.
Semiconductor supply chain upstream for Q2 comprehensive start PULL IN, capacity utilization has been heating PCB industry chain, each PCB maker march revenue growth were significantly, especially from mobile devices, and 4G LTE netcom server, base stations and the related product requirements, joint make the upstream of the thin copper foil, advanced electronic grade fiberglass cloth inventory quickly to change. Important global economy recovery, as well as 4G LTE netcom, mobile devices, the new product will be gradually accelerated in the second quarter, synchronous drive industry growth, benefit from mobile devices demand, recent advanced electronic grade fiberglass cloth and thin fabric inventory to change quickly, because industry supply relative balance, Q2 May even be in short supply.
They said, at present the industry higher-order electronic grade fiberglass cloth, fiberglass yarn supply about slightly more than the demand, but the companies have since march inventory also quickly go, the famous brand Fulltech march consolidated revenue of NT$428 million, increased 30.77%, increased 6.11%; GOLtech march consolidated revenue also increased 25.35% to 267 million yuan per month, year increased by 2.83%, according to the lunar calendar years of cargo prior to the season strong. Rich Joe now inventory is sold, the higher order electronic level thin cloth is more complete production complete pin, capacity, and even some tight. But, in addition to the mobile device of electronic product demand has not yet back to temperature, low electronic grade fiberglass cloth is still in the off-season. Season 2 is still the traditional NB, consumer electronics, off-season, so even higher order supply disruption, thin cloth whole ASP is still down hard up easily, so for the second quarter closed still cautious conservative attitudes. But the second half of the season into the industry, on the supply of advanced electronic grade fiberglass cloth will be more tight, even have a chance to raise ASP, due to the shortage of fostering earnings growth.
