The consumer electronics market is weak, the PCB ethnic group is entering the off-season, and the terminal demand is not strong, and the kinetic energy of the cargo is also falling. In addition, the environment and the uncertainties of the Sino-US trade war are interfering. The industry generally believes that there will be no Too good results, so the inventory adjustment tends to be conservative, which in turn affects the decline of raw materials industry revenue. In November, Taiwan’s PCB raw materials industry revenue fell 8.24%, of which copper foil declined 17.73%, which is the largest decline in raw materials. .
Among the FCCL ethnic groups, Taihong was affected by the off-season effect. In November, revenue was 884 million yuan, a decrease of 3.81%. Taihong said that the market is entering the off-season, and mobile phone demand is gradually weakening. It is estimated that the first quarter and the second quarter of next year are expected. At the beginning, the flagship new machine was listed on the market, and the market gradually recovered. Asian electrical materials revenue in November was 149 million yuan, down 3.37% year-on-year, 2.95% month-on-month. Asia Power said that mobile phone shipments fell quarter by quarter, and the company’s product structure was adjusted to maintain its growth throughout the year.
5G communication is not completely clear, CCL group flattened slightly in November, PCB stock Wang Taiyao slightly declined by 3%, Lianmao benefited from the penetration rate of Purley server platform, not increasing by 3%, Taiwan Optoelectronics November revenue Reduce by 10%.