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Release time: 2022-08-02 14:04:02

The problem of high inventory of consumer electronic products has deteriorated significantly since the second half of this year, and has officially surfaced. Inventory adjustment has become an immediate priority for the overall supply chain, and the problem of delaying shipments and cutting orders has come to the PCB side; industry rumors , In addition to Apple's supply chain, servers, automotive and industrial control boards, other PCB fields have seen obvious problems of cutting orders. Some mainland factories of Taiwan-based PCB manufacturers have production lines that do not use boards in the above fields, and the utilization rate is reported. Fifty percent is left.

Inflation, wars, and the lockdown of the mainland have all led to a severe slump in demand for consumer electronics products such as TVs, PC/NB, and Android-based mobile phones. Since the second quarter, the overall supply chain high inventory problem has continued to deteriorate, and the issue of inventory adjustment has become the current issue. The most important issues in the overall industry chain, such as Samsung's first shot in the industry, will notify its own supply chain in June, at least until the end of July, and possibly even August, including TVs, monitors, and low-end mobile phones and other related components and assemblies. All factories have suspended the purchase of goods. In addition to the impact on Samsung's Taiwan-based semiconductor and assembly plants, the performance of related PCB manufacturers in July and August will be significantly affected.

However, the inventory problem in the upstream and downstream of the overall market is actually quite serious. It takes 2 to 3 months for terminal brand factories, about 3 months for ODM/OEM assembly plants, 3 months for IC access, 3 to 4 months for IC design, and other There are wafer banks that are continuing to increase the number of wafers, etc. The industry admits that such a high inventory level has rarely been seen in more than 20 years. Every production and sales link has to be destocked. For this reason, delaying the purchase of goods , Delayed film casting, and asked the manufacturing side to share the inventory, and the PCB side, which is almost very downstream, has also recently started to cut orders.

It is reported in the industry that the recent order cut has been extended to the downstream PCB side, except for the Apple supply chain, because new products will be launched in the second half of the year, it is gradually entering the peak season for goods, and the order of automotive PCB suppliers continues to recover steadily, as well as server boards. Since there will be a new platform in the fourth quarter, and corporate users have gradually begun to adjust their inventory, but the magnitude is not large, the orders for the remaining PCB boards have dropped significantly since July.

The industry also revealed that most of the mainland factories of Taiwanese PCB factories are mainly producing consumer boards, because the impact of this wave of prosperity will be the most obvious. Beginning in July, the production lines of non-Apple, automotive and server PCB boards have been affected by customer orders, or a sharp drop in orders, and the capacity utilization rate has dropped to 50%. Consolidated earnings in the next few months.