The global PCB industry is facing the test of a poor economy. The global output value may fall into recession this year. It is difficult for Taiwanese factories to stay out of the matter, and the output value may be revised down. Li Changming, chairman of the Taiwan Circuit Board Association (TPCA), mentioned yesterday (18th) that due to the economic downturn, industrial inventory adjustments, and the end of the epidemic dividend, the PCB production value of Taiwanese factories this year is estimated to be adjusted from the original optimistic single-digit growth to flat. , As for the recovery, it depends on the second half of the year.

 

Li Changming attended the "Building Competitiveness in the Net Zero Era" forum held by the Industrial Technology Research Institute yesterday, and made the above remarks in an interview after the meeting. The Taiwan Circuit Board Association once released a forecast that if economic consumption recovers in the second half of the year, the annual revenue of Taiwanese factories this year is estimated to reach 917.8 billion yuan, an annual increase of 1.6%, and then challenge new highs. However, as market conditions change and inventory adjustments in the substrate industry intensify, relevant data will also be revised.

 

Substrate manufacturer Xinxing has announced that the market will freeze rapidly. The previous research institution Prismark has predicted that the output value of the global PCB industry may decline by 4%. The global PCB leader Zhen Ding also cited relevant data at the conference in March, but emphasized that the company is in the industry. While changing, the target market share will continue to grow.

 

Regarding the business climate issue, Li Changming said that there are signs of a business cycle in the PCB industry. There were signs in the second half of last year. In the past, the business cycle was about one year. From a multi-faceted point of view, the second half of the year is expected to improve. As for whether it is as optimistic as last year It is very difficult, because the base period last year was too high, and the gap will be quite large.

 

Li Changming is a senior consultant of Unicom Electronics (3037). Regarding the performance of Unicom, he mentioned that Unicom's revenue in the first quarter decreased by nearly 19% year-on-year. It is estimated that the second quarter will be similar, and the third quarter will gradually increase. U-shaped recovery.