In this article, it has been mentioned that “the price of raw materials such as PCBs may continue to rise after the two sessions due to greater environmental pressures.†However, after further tracking the status of raw materials such as PCBs, we learned that One case: In general, the prices of raw materials such as storage chips are still on the rise, and “high prices are also commonâ€, but the price increase of PCBs is far less “scareful†than at the end of the year. It is gradually getting smoother...
In the interview, some of the PCB board suppliers in the LED display industry industry said that although the price of PCB boards still has a small increase, the overall trend has stabilized.
Jin Shiyu Xiao Zong: Because of the increase in labor costs and environmental protection costs, it is unlikely that PCB board prices will fall, but the gains are gradually slowing down;
Upstream storage chips are still rising, PCB board gains tend to be stable
Haile Electronics Qiao: After the two sessions, under the influence of factors such as the policy adjustment of raw material price increases, although the prices of raw materials such as copper are still at a high level, the gains have basically been stabilized, and the capacity previously released is gradually being released. The average cost of each company has dropped, so the price of PCBs has recently increased slightly.
On the other hand, it is understood that the most urgent thing for some upstream PCB suppliers is not the cost of stability, but the issue of “deliveryâ€. In the interview, Qiao also said that the pressure on PCB delivery is very high now, and the supplementary capacity has been accelerated. It has become an urgent matter. Qiao always said: "The current production line of Haile is 80,000 m2, and plans to expand to 120,000 m2 by the end of the year. This is still a conservative estimate..."
So what is the cause of the shortage of PCB board capacity supply in the LED display industry? Of course, the "price surge" is the main reason for the shortage of cliffs during this period, in addition to many factors:
First of all, in recent years, with the outbreak of the small-pitch market, the LED display industry situation has improved, and the gradual increase in market demand has also stimulated the growth of PCB board demand;
Secondly, in the “cold winter†period of the LED display industry, the original upstream PCB board production capacity was occupied by other industries, which led to the current unprepared situation;
Finally, the PCB sheet manufacturing industry faces a year-on-year environmental pressure. This year's tougher environmental pressures may even lead to the inability of some factories to start construction, resulting in backlog of orders and affecting delivery;
In fact, the capacity problem is currently plaguing the entire upstream PCB manufacturing industry. In recent years, the price of PCB boards has been declining, and the demand has increased year by year, which has led many PCB companies to be squeezed out of the market because of price wars. The national government has carried out more and more stringent environmental remediation work and eliminated many backward production capacity. Last year, there were many circuit board factories that had been shut down due to environmental protection problems. The production capacity of the Pearl River Delta and the Yangtze River Delta will be limited this year. However, some excellent companies have not had time to replenish new production capacity, and the release of new production capacity will take time. Therefore, the overall supply pressure of PCB raw materials for the upstream LED display industry is still very large this year...
As Joe said: "Whether it is to raise prices or eliminate backward production capacity, it is a 'painful' process that must be adjusted for the PCB sheet manufacturing industry." Of course, for the LED display manufacturing industry, this is also a must. the road.
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