PCB mobile phone board photoelectric plate two areas not Wang

Officially entered the third quarter of 2006 in today's electronic industry at the same time, finally spent five poor six off season, but for the PCB industry, because the mobile phone, the TFTLCD panel is still in the inventory adjustment period in the third quarter, compared to the PCB plant performance in the third quarter has been unable to hold excessive optimism.

A model of PCB industry 'tripod Technology (3044-TW) in the main memory module board, photoelectric plate and hard board 3 items, tripod Technology stressed by photovoltaic panels at the end of June shipment was to the end of the quarter panel factory inventory on the grounds that pull goods slowed down, not on the performance in the third quarter growth rate of over optimistic look forward to.

Jian Ding science and technology pointed out that in the second quarter of 2006 consolidated revenues of about $4 billion 800 million, the current situation analysis by the order, the estimated revenue growth in the third quarter compared with the second quarter growth of about 5%, combined revenue will exceed $5 billion.

The golden statue of Electronics (2368-TW) spokesman Yang Chengze pointed out that the third quarter earnings forecast gold will grow 5-10% compared with the second quarter.

An electric original is in production structure adjustment of its Suzhou factory, the company estimated that in 2006 in the Department of Taiwan TFT LCD PV panel factory under the blessing, is expected in Suzhou the proportion of revenues accounted for photoelectric factory last year will be 8% to 20% in a single month this year. Although the current situation of TFT LCD photoelectric board shipments a bit sluggish, but Yang Chengze pointed out that at this stage is to make the Suzhou plant to make the output of photovoltaic panels on the production of NB board.

As for the mobile phone board, mobile phone inventory adjustment relationship with the mobile phone components factory, assembly plant performance trends, from the original second to third quarter quarter signs of further extension, Ren NanTzu electric (2316-TW) chairman Lin Mingyan pointed out that the main mobile phone factory customer orders by current trend, mobile phone inventory adjustment in the third quarter will in the low-end mobile phone market.

The two main products PCB NanTzu electric current, using high order mobile phone board and TFT LCD photoelectric board, Lin Ming Yan said, from the current high-end mobile phone in mobile phone customers orders increased trend, ease index of power has been significantly improved nantzu.

Including mobile phones and other electronic products inventory adjustment will be more serious? Lin Ming Yan said, is actually not as outsiders imagine orders. In fact, the hysteresis, the brand manufacturers in the launch of new models at the beginning of a meet the sales situation is not ideal, not only stop the following orders and other action only, even has been completed and production process of finished products of the assembly to stop shipments in the production line, and even halfway process the products have to stop.

Lin Ming Yan said, at present mainly by mobile phone factory customer current order trend, mobile phone inventory adjustment in the third quarter will be limited to low-end mobile phone market, did not affect the performance of the mobile phone in the third quarter of the electricity nantzu.