ITRI Linsong Yao analysts said the October 2015 highs to pull cargo supply chain-related manufacturers of Apple, but Apple sales as expected, its related companies presented monthly decline in the fourth quarter, the fourth quarter of last year, Taiwan circuit board manufacturers on both sides of the total output value of NT $ 152.8 billion yuan, compared with the third quarter growth of 3.6% over last year fell 0.6%; 2015 annual production value of NT $ 573.2 billion yuan on both sides, the annual growth of 1.79%, but should be aware of is NT $ 2015 exchange rate depreciation rate of about 5%, so the overall value of the dollar showed negative growth.
Looking to the first quarter of this year due to PCB manufacturer revenue by traditional seasonal factors, and the Apple supply chain of manufacturers of relatively large revenue decline rate estimated first quarter of Taiwan's total output value of cross-strait circuit board manufacturers about NT $ 1330 billion, compared with the previous quarter fell 13% over last year fell 1.6%.
Taiwan Printed Circuit Association, said 2016 global economy is less clear, with Chinese stock market volatility, growth cooling, also affect Japan, South Korea and Taiwan and other Asian countries, so the outlook in 2016, the estimated annual output value will reach the two sides of Taiwan PCB NT $ 579.4 billion yuan, the annual growth of 1.07%, but still continue to focus NT fluctuations.
Analysts also described Taiwan's ITRI 董钟明 currently 30.2% of the market share continued to hold a leading global position in almost two years in Korea because the Korean system vendors shipping terminal decline, resulting in a substantial decline in market share in Korea PCB. Japanese manufacturers shift to seek profit not for the amount of fine PCB industry policy will therefore focus on fewer competitors in the market niche applications, like China mainland manufacturers continue to use low-cost strategy to grab market share, does not cause the industry to Taiwan small threat. While China PCB industry after the peak growth period, is also facing growth bottlenecks, including how to cross the niche market and into the mainstream market, the poor quality of the established image of how to reverse the past, high-end technology and capacity investment is still behind Taiwan manufacturers ... etc. Therefore, the future land owned firms threat to Taiwan will continue to increase or decrease, deserves careful analysis.
Discuss the future development of the market context, the current PC market in the doldrums, and communications applications products gradually matured, automobile-related industry is also seen as another application of the new opportunities offered by electronic applications, Taiwanese circuit board industry has a very rich experience in manufacturing, strait logistics capacity, have a good chance to enter the automotive electronics industry chain, will celebrate in acoustic technology Jiang Zhihong, assistant manager carefully explained automotive Electronics and PCB reliability requirements and specifications of the automotive electronics emphasizes rigorous quality requirements, provide Taiwan with circuit board industry into the necessary cognitive automotive electronics industry.