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PCB raw material price rises at the beginning of new year
Release time：2020-12-03
Number of visits：2562
Since November, the prices of raw materials factories in the upstream of PCB have been falling and stabilized. Although they are still in the traditional off-season of printed circuit boards, with low inventory and high cost, the prices of copper foil, glass fiber cloth and copper foil substrate are all coming out. It is expected that prices will rise from January. Among them, glass fiber gauze and copper foil substrate will increase by 10%, copper foil will reflect 5-7%, and fiberglass cloth will also have opportunities Slightly up.
Recently, the international copper price officially rose above $9300 / T, which put copper foil and copper foil substrate manufacturers under pressure. Copper foil factories have been increasing prices for more than three months. Even so, the actual increase has failed to reflect the extent of cost increase. Due to the impact of customer inventory adjustment and industrial downturn, copper foil substrate factories have suffered, and of course, have also affected the performance of glass fiber cloth factories. However, judging from the performance in November, most of the companies' revenue performance has stopped falling and rebounded, and they believe that orders received in December are also slightly improved. After the end of customer inventory adjustment and the replenishment effect before the lunar new year in January, the first quarter of next year will have the opportunity to show off-season.
In the face of a slight improvement in the market situation, PCB upstream raw material factories began to spread the sound of price rise. Among them, Jinju announced that in order to reflect the rising cost of copper price, it would rise 5-7% in January, which is also the fourth consecutive month price increase, but it has not been fully reflected. It is expected that the sales price will be adjusted according to the PCB boom in March next year, and the revenue in December will be better than that in November, with a double-digit growth rate. The copper foil substrate factory, which has the heaviest cost pressure, has also decided to raise the price. CCL's leading factory, South Asia plastics, has announced that the thick plate will rise by 10% and the thin plate will increase by 5% in January next year. Some CCL factories said that the same industry will follow up with the price increase of CCL in South Asia, but the pace and practice may not be consistent. The target of price increase will also start from smaller PCB factories, and large PCB factories may be in February.In addition, some CCL operators pointed out that the current policy is to follow up the price increase in February next year, hoping to win more orders and improve market share. From the perspective of December's revenue outlook, Taiyao is the most optimistic. It believes that there will be a 10% monthly growth rate, and that TPO can continue to catch up with the HDI boom. It is estimated that there will be no significant difference from November. As for the fire in Lianmao Yinping town plant and the personnel adjustment of Humen plant in mainland China, the operation performance will be small month first.
The cost of fiberglass cloth is rising in copper foil and CCL. Fujiao and Dehong also believe that the bottom has passed and the market is beginning to warm up. The price of the glass fiber cloth that was adjusted in succession will be increased in January next year, and there is a chance to return to $0.8 per kilogram. Although it is not the highest this year, it is higher than the $0.6 level in the same period of this year. The negative impact of the traditional inventory in December did not appear this year. The orders from CCL obviously recovered. There is an opportunity to increase the combined revenue by two digits compared with that in November, which is conducive to the price recovery of glass fiber cloth next year. According to the current observation, the price rise speed of glass fiber yarn upstream of glass fiber cloth will be slower than that of glass fiber cloth, and the cost pressure is light.
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