Apple's main pcb supplier - Huatong begin to set up new pcb factory in Chongqing
PCB factory gbm (6191-TW) Zhichao (8213-TW), the two notebook (NB) board in the Chinese mainland market, the flames of war spread to Sichuan, the two sides in the new production base in Chongqing and Sichuan new capacity out at the end of this year, while the veteran PCB factory Huatong (2313-TW) planned investment in Chongqing Fuling established the new HDI MILL held yesterday to start.
?????China through the program to set up a new plant in Chongqing, held yesterday at the commencement ceremony, including Chairman Wu Jian and the president Jiang baking Kun are personally involved, Huatong will be made to set up factories in Chongqing more than 250 acres of land, which, according to internal Huatong planning, Huatong will set up this phone MILL HDI process, is expected to open the first phase of a monthly capacity of 25-30 million sq ft, can be produced and opened in 2014.
?????Huatong previously in mainland China, Guangdong Province, Huizhou's PCB factory, then is the earliest Taiwan businessmen PCB factory in mainland China generous investment HDI manufacturing process of listing of PCB factory and China General Principles of planning further enter Chongqing addition conduct investment HDI manufacturing process of the production line, and has been Ministry of Economic Affairs Investment Commission approved an investment of $ 45 million.
????Huatong for the important Apple PCB suppliers, consolidated revenue of 2.83 billion yuan in November, the monthly growth rate of 9.16%, the annual growth rate of 29.58%, a record a new high in October 2008 after 49 months, the second calendar year. Huatong consolidated revenue of 24.149 billion yuan in the January-November 2012, the annual growth rate of 10.48%.
?????Gbm Chongqing Yongchuan District of PCB production line of the new plant at the end of November for completion is enabled, refined into a technology director said, set up by the investment refined into Yongchuan plant, the first phase will open a 600,000 sq ft PCB production can, the main production PCB NB board mainly will be extended in the future and Netcom IT peripheral products with the board; while next year would add another amount of investment to expand production capacity to 1.2 million sq ft per month.
Despite the recent market a look at the bad apples and the supply chain, under repair shipments of the rumors everywhere, but Apple PCB and chip supplier has pointed out, the first quarter of next year, did not see orders substantially lower signs, including iPad Series Tablet The computer demand continued warming and shipments next year will have around 100 million units, up to 4 percent annual growth rate. Apple next year the new iPad, iPad mini are equipped retina panel (Retina Display), the exclusive supplier of the P-Gamma chip F-IML Anen (3638) was awarded the hosting big single.
Industry, said the continuing shortage of iPhone 5, iPad 4 and iPad mini needs an equally strong, PCB board and chip orders of these products release of the first quarter of next year, only about 1 percent less than the fourth quarter of, in line with the seasonal correction, even so The order number is still large, early next year, the Chinese New Year holidays may require engineers to work overtime and operator.
?????However, Apple's supply business revealed that the second half of the second quarter of next year may indeed see a new revision of the iPad launch, which Youyi iPad mini specification changes, upgraded to the A6 application processor, is a comprehensive reform adopted resolution high retina Panel. By then, Apple iPad products imported all the high-resolution retinal panel.
?????In addition, according to market research firm DisplaySearch opposite mill investigation found that the Apple iPad Series tablet computer shipments total about 70 million units, but shipments next year is the point of view of 100 million units, with an annual growth rate of more than 4 percent. . IPad supplier revealed that Apple recently launched iPad mini will play shipments growth locomotive shipments this year, about 1,000 to 1,200 million units, but the next year annual shipments of 50 million units to challenge, the annual growth rate of 3 to 4 times.
In order to gain the enormous opportunities of iPad mini, plus Apple parts procurement exercise "," go to the Samsung, AUO is expected to win the panel large single the Apple retina panel P-Gamma chip, F-IML exclusive suppliers, the industry came new orders for iPad mini has won the revision after P-Gamma integrated chip.
Legal F-IML P-Gamma chip only Apple in New iPad, the iPad 4 Macbook Pro Retina product line, and next year once the iPad mini start importing, follow-up, there iTV orders are expected into the bag, F- IML next year out to Apple's P-Gamma chip total will exceed 100 million, at least more than 5 to 6 percent annual growth rate, the kinetic energy to the operational point of view, the next year to earn into stocks this little problem
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