Timing has entered the traditional peak season of the PCB group, and the start-up of pulling goods has driven manufacturers' performance to rise. The legal person said that the benefits of 5G communication technology are gradually showing, whether it is still under development, proofing, certification, or related high-frequency materials have been shipped one after another. In order to take the lead, all major factories are actively deploying. Among them, CCL (copper foil substrate) is an important material for PCB. With the improvement of process technology, relevant CCL manufacturers will be the first beneficiaries.

In recent years, Taiyao has been actively developing high-frequency and high-speed products, including Netcom, servers, base stations, etc. A recent foreign report pointed out that it is optimistic that the era of high Internet speed will drive the demand for CCL to increase, and it gave the company a buy rating. Tai Yao released its financial statements yesterday (9). The revenue for the first three quarters was 13.696 billion yuan, a year-on-year increase of 15.48%. After-tax net profit increased to 1.393 billion yuan, a year-on-year increase of 68%. Earnings per share was 5.67 yuan, a year-on-year increase of 66.27%. , The performance is better than market expectations. In addition, in response to the gradual increase in market demand for 5G materials, the company has an additional capital expenditure of 500 million yuan to expand its plant in Hsinchu. It is expected to increase production capacity by more than 16%. After completion, the monthly production capacity will increase to 2.1 million.

Taiwan Optoelectronics' third-quarter revenue was approximately 6.459 billion yuan, with a profit of 2.97 yuan per share. It also announced October revenue of 2.004 billion yuan, an annual increase of 3.82%. So far, its revenue performance has declined slightly compared with last year. Said that the market is about to enter the off-season, and the company will continue to optimize its product portfolio to drive gross profit performance. In response to the need for mass production of 5G materials, the company will expand a new plant in Huangshi, Hubei, and set up a research and development center in Kunshan, and it is estimated to increase the production capacity of 600,000 copper foil substrates in a single month.

Taihong, after fading out of the solar-related business, set its target on modified PI (heterogeneous PI) suitable for 5G high-frequency and high-speed. Taihong said that the company is in close communication with brand customers and is ready for mass production. , As long as the client’s certification is passed and the order is placed, it can be supplied immediately. In terms of capacity expansion, it is selected to set up a factory in Nantong, China, to produce aluminum plastic molds and FCCL electronic materials. Taihong’s third-quarter consolidated revenue was 2.848 billion yuan, gross profit margin was 22.12%, after-tax surplus was 238 million yuan, and after-tax surplus was 1.14 yuan per share.

The legal person said that 5G is the future trend is undoubtedly, but in the past communication system evolution process, the market mostly focused on base stations, terminal equipment, etc., and rarely noticed changes in high-end materials or components. Due to the characteristics of 5G communication, it breaks the existing product structure in the high-frequency field. Whether it is the increase in material requirements or the re-designation of parts specifications, not only the entry technology threshold has become higher, but also the demand for high-end CCL materials has increased. Therefore, it is not yet in 5G. Before commercial and terminal demand is generated, you can pay more attention to the layout of the CCL factory.