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5G concept fire PCB material family heat

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2018-10-30 17:06

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timing sequence entered the traditional peak season of PCB ethnic group, and the start of pulling goods drove the performance of manufacturers to climb one after another. The legal person said that thanks to the gradual display of 5G communication technology, whether it is still under development, proofing, certification, or related high-frequency materials have been shipped one after another, all major factories have actively laid out in order to take the lead, of which CCL (copper foil substrate) is an important material for PCB. With the improvement of process technology, related CCL vendors will be the top priority beneficiaries.
Taiwan has been actively developing high-frequency and high-speed products in recent years, including Netcom, servers, base stations, etc. A few days ago, a foreign investment report pointed out that it is optimistic that the era of high-speed Internet will lead to a significant increase in CCL demand, giving the company a buy rating. Taiwan released its financial statements yesterday (9), with revenue of 13.696 billion yuan in the first three quarters, an annual increase of 15.48 percent, net profit after tax increased to 1.393 billion yuan, an annual increase of 68 percent, and earnings per share of 5.67 yuan, an annual increase of 66.27 percent. Performance is better than market expectations. In addition, in response to the increasing demand for 5G materials in the market, the company's additional capital expenditure of 0.5 billion yuan to expand the plant in Hsinchu, is expected to increase production capacity by more than 16%, after completion of the monthly production capacity will be increased to 2.1 million sheets.
Optoelectronics reported a revenue of about 6.459 billion yuan in the third quarter, with a surplus of 2.97 yuan per share. Recently, it also announced a revenue of 2.004 billion yuan in October, an annual increase of 3.82. So far, its revenue performance has declined slightly compared with last year. Taiwan Optoelectronics said that the market is about to enter the off-season, and the company will continue to optimize its product mix to drive gross profit performance. For 5G material mass production needs, the company will expand the new plant in Huangshi, Hubei Province, Kunshan set up a research and development center, estimated to increase the copper foil substrate a month of 600000 pieces of production capacity.
Taihong has set its target on modified PI (heterogeneous PI) suitable for 5G high frequency and high speed after fading out of solar energy related businesses. Taihong said that the company is in close communication with brand customers and is ready for mass production. As long as the client passes the certification and orders are placed, it can be supplied immediately. In terms of capacity expansion, it has chosen to set up a factory in Nantong, mainland China, to produce aluminum mold, FCCL electronic materials. Taihong's consolidated revenue in the third quarter was 2.848 billion yuan, with a gross profit margin of 22.12, an after-tax surplus of 0.238 billion yuan and an after-tax surplus of 1.14 yuan per share.
legal person said that 5G is undoubtedly the future trend, but in the evolution of communication systems in the past, most of the market gave priority to base stations, terminal equipment, etc., and rarely noticed changes in high-end materials or components. Due to the characteristics of 5G communication, breaking the product structure in the existing high-frequency field, whether it is the upgrading of material requirements or the re-specification of parts, not only the entry technical threshold becomes higher, but also the demand for high-order CCL materials increases greatly. Therefore, before 5G is not commercially available and the terminal demand is generated, more attention can be paid to the layout trend of CCL factory.

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