As Apple's new machine is about to enter volume production, and non-Apple new machines are listed and started to pull out the upstream functional components, Taiwan PCB suppliers have increased their operating costs in May. The company's May-Yong, Kwong Wah, and Yadian may merge in May. Revenues grew from last month, and set a new high over the same period of calendar year. PCB industry companies said that new products were gradually pulled by customers and capacity utilization rate was gradually improved, and they were optimistic about the performance in the second half of the year.
Luding's operating performance has been bright this year. In May, the consolidated revenue reached 6.784 billion yuan, a monthly increase of 15.48%, an annual increase of 43.85%, reaching a record high in the same period of the previous year. The accumulated revenue of the previous May was 35.375 billion yuan, an increase of 31.76 years. %, due to the increasing number of new customer orders for international customers, Shen Dingfang, chairman of Minding, is very confident about the performance of this year; Shen Qingfang pointed out that the current order visibility is high, showing a quarter-to-quarter rise, and the annual operation is expected to reach a record high.
Yaohua's consolidated revenue in May was 1.536 billion yuan, up 3.64% month-on-year, an increase of 19.72% year-on-year, cumulative total revenue for the first five months of this year was 7.461 billion, an increase of 19.06% year-on-year, and Asia-Pacific consolidated revenue of 172 million yuan in May. Monthly increase of 4.63%, an increase of 41.67%, cumulative January-May combined revenue of 717 million yuan, an increase of 32.38%.
The optimization of the sub-product portfolio and PI (polyimide film) price rise effect continued to drive new record revenue in May. PI stock-out conditions continued, and there was still room for price increase; in addition, the company improved its black cover film and made up The proportion of strong gross margin products such as strong boards is also a key factor in encouraging positive growth in revenue in May.
Due to the 60%~70% production rate of Kunshan plant at the current stage of the company, coupled with strong demand for terminal applications such as 5G and vehicle networking, it is expected that a new plant will be established in Dongtai, China in order to expand production capacity. In the future, soft copper foil substrates will be produced. High-frequency and other related products, the fastest in August this year, the factory will start construction, and if successful, in August next year will be able to test production, the future growth momentum can be expected.
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