【Industry Highlights】Laptops drive high-end HDI demand, and circuit board manufacturers continue to boom in Q3

 The outbreak of the epidemic last year, home office and distance learning led to a sharp increase in notebook shipments. The related demand continued to strengthen in the first half of this year. Although the second quarter was under pressure, it is optimistic that the third quarter is expected to ease. At the same time, orders are still strong. NB The board supply chain can take a positive view of the traditional peak season of pen power. Although the shortage of materials is still a challenge, whether it is the home economy, WFH demand, or the demand for new product launches, the industry expects that the demand for laptops will extend to the third quarter. Momentum continues to bet, legal persons are optimistic about the PCB supply chain, such as CCL factory Taiguang (2383), Tenghui (6672), soft board factory Zhending (4958), Taijun (6269), hard board factory Jianding (3022), Huatong (2313), Jinxiang Electric (2368), HannStar (5469), Jingcheng Technology (6191) and other operators will continue to benefit from the operation. Unit: NT Taiwan Optoelectronics stated that it is not only the epidemic that stimulates the demand for laptops, but also the demand for high-end laptops with high-frequency high-speed transmission and high-performance computing has always been strong. It is optimistic that the upgrade of ARM-based laptops and tablets to HDI boards will drive high-speed Low-loss material shipments are booming. After Tenghui won the order for high-speed laptops last year, the low-loss materials it needs have also become one of the important camp sports. The company mentioned a few days ago that there is no shadow in the laptops at present, and it is expected to be prosperous until the end of the year. In the notebook industry, the market generally expects that the new US-based notebooks to be launched in the second half of the year will be equipped with Mini LED display technology. As one of the few Mini LED PCB supply chains for this product, Zhending is optimistic about the business performance it brings. The company said that following the mass production and shipment of tablets in April, the addition of notebooks in the second half of the year means that Mini LEDs are officially ramping up. Together with other new product injections, the product mix is ​​favorable, and Lekan’s operations in the second half of the year are better than the same period last year. Stimulated by the epidemic, shipments of U.S.-based laptops grew significantly last year. In addition, the launch of Arm-based products also caused a wave of machine replacements, and the operations of the FPC factory Zhending and Taijun were simultaneously exposed. Taijun said that although the second quarter is a traditional off-season, the laptops and tablets are supported, and the overall performance is in line with the previous legal expectations. Looking forward to the third quarter, in addition to the new LCP antennas, the new laptop products are also expected to have good demand. . The demand for notebook power has not decreased, driving the shipment of Jianding and Huatong HDI boards to boom. The industry said that it is mainly benefited from the continuous upgrading of terminal products, coupled with the demand for thinner and lighter, the demand for HDI for high-end notebooks continues to increase. , Due to the small number of high-end HDI expansions in the market over the past few years, but the rapid influx of demand, the supply of HDI has remained tight since the peak season last year. In terms of non-US laptops, HannStar said looking forward to the third quarter, it is optimistic that the traditional peak season will drive the demand for consumer electronics to increase, and the demand for laptops and photovoltaic panels will maintain. demand, it is expected that the pen-electric performance will continue in the third quarter. Jinxiangdian said that laptops have maintained high popularity since last year. Although there are challenges due to lack of materials, the home economy and long-distance demand are still there. Coupled with the launch of new products, it seems that the orders are in line with the traditional peak season. The third quarter operations are viewed positively. Source: Business Times, the copyright belongs to the original author. The purpose of reprinting is to share more information and does not represent the position of this account. If copyright is involved, please contact the background and we will deal with it as soon as possible