Small and medium-sized PCB factories have encountered bankruptcy alarms, and copper foil substrates have to rise in price?
In the rapid fermentation of the follow-up effect caused by the mainland's limited discharge, industry insiders said yesterday (4) that the relevant policies have slammed the second-line land-based factories that are not law-abiding. At present, the local atmosphere and the Taoyuan area in Taiwan two years ago began to pay attention to the recycling of environmentally-friendly waste. Up and down, Taiwanese factories are relatively unaffected by the high-standard environmental protection mechanism.
The mainland began to conduct environmental inspections for many electronic manufacturing and chemical materials industries this year. The industry mentioned that this year, especially the new environmental protection tax is on the road, although the official is mainly to replace the sewage charges, although the sewage charges may be changed from official fees in the park. It is covered by the environmental protection tax, but the actual operation still needs to pay the waste processor related expenses, which is equivalent to adding an environmental tax.
Due to the high production costs and the official rectification of the illegal discharge of waste water and waste gas in the mainland, local industry believes that there is at least one wave of small and medium-sized PCB manufacturers facing the collapse of the mainland this year.
In addition, mainland China has also added environmental impact assessment projects to manufacturers' expansion. The industry believes that this is more stressful for small and medium-sized land-based factories that have not yet achieved economic scale. Overall, the environmental protection problems of land-based factories are indeed better than those of Taiwan-funded factories. severe.
For example, local experts and scholars are required to report whether the air pollution and waste are in compliance with the relevant specifications, whether they are energy-saving, carbon-reducing and water pollution prevention. The expert report must be borne by the manufacturer, and the price should be priced at RMB 10,000. At the same time, there are also security systems required to prevent job damage, etc., which is a huge pressure for small and medium-sized businesses.
The mainland's limited discharge has caused the local PCB industry to have a high production cost. As the industry's peak season is approaching, the demand for the industry has turned stronger. The mainland index factory shouted a 5% to 10% increase in copper clad substrate material (CCL) in July. The price rose and peak season. Taiwanese manufacturers such as Taiwan Optoelectronics, Lianmao and Taiyao benefited simultaneously.
CCL is also the key electronic material for the first time after the mainland's recent expansion of the limit. In terms of production, the industry generally expects that the CCL plant will clearly feel the demand for terminal pulls in the third quarter of this year. Taiwan Optoelectronics mentioned that the overall production line in July has been much more busy than before, and there is also a need for overtime work. As for Lianmao, it has previously set a quarterly growth target, and this direction has not changed.
It is reported that Zhongxin Group, a subsidiary of Jianye Group, which has the largest PCB production capacity in the world, and Shandong Jinbao and other land-based PCB indicator factories, all reported that CCL news was raised in July. The land-based factory admits that due to the strictening of environmental protection, the production cost will increase, and the price increase must reflect the cost trend; Taiwan Optoelectronics and Lianmao also closely monitored the development of the market conditions yesterday, and the mobile phone responded to the price trend.
Yizhongxin laminated board and Shandong Jinbao explained that environmental protection factors have caused the price of chemical raw materials to rise. To ease the production pressure, all thickness CCL sheets will be raised, and each price will increase by RMB 5 yuan and RMB 10 yuan. According to industry observations, according to the average price conversion of low-end products, the brewing price has increased by about 5% to 10%.
Considering that the third quarter of the calendar year is the peak of manufacturing of consumer electronics products, the industry observes that PCB is the mother of electronic materials, involving the production of high-end flagship models such as the iPhone, in which the CCL for PCB applications can be replaced by other materials. The big manufacturers began to push up the price increase and extended to medium and high-end sheet products, which is beneficial to Taiwan-funded related materials suppliers such as Taiwan Optoelectronics, Taiyao and Lianmao.
For the mainland capital CCL to call for price increases, Taiwan Optoelectronics believes that if the news is true, considering the current strict environmental protection in the mainland, it does not rule out the local CCL factory for the price increase of low-end products related to heavy plates, from the current market situation, the acceptance is higher. In addition, Taiwan Optoelectronics focuses on HDI processes for high-end mobile phones, and this part of the quotation is still subject to peak demand.
As the land-based factories that circulated the price increase notice were mainly for the application of bulk products, Lianmao mentioned yesterday that it seems that the industry is throwing a price increase message to test the water temperature, and the follow-up still depends on the supply and demand of the products.
Copper foil substrate (CCL) is a key material for printed circuit boards (PCBs). There are no other replaceable materials, accounting for more than 50% of PCB production costs. PCB has the reputation of "the mother of industry", and CCL, which plays a key role in PCB, has become the key to the circuit connection design of 3C electronic products.
The top three CCL suppliers in the world are Jianye Group, Shengyi and South Asia.
Mc4 Solar Connector,Mc4 Connect,Mc4 Branch Connector,Mc4 Y Connector
Sowell Electric CO., LTD. , https://www.sowellsolar.com