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• | Container Shipping (Power Point): SEP 6, 2010 |  |
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• | Financials industry update: SEP 2, 2010 | |
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• | Semiconductor industry update: AUG 30, 2010 | |
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• | Airline industry update (power point): AUG 18, 2010 | |
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• | SEP 2010 Taiwan Market Monthly, AUG 17, 2010 | |
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• | SEP 2010 TFT LCD Touch Panel: AUG 18, 2010 | |
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• | SEP 2010 Handset outlook: AUG 17, 2010 | |
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• | SEP 2010 Semicon outlook: AUG 17, 2010 | |
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• | NB ODM update: AUG 10, 2010 | |
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• | 2H10/2011 Semicon View (Power Point): AUG 9, 2010 | |
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| Title: | PCB 2H10 outlook (powerpoint): JUL 21, 2010 |
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| Download File: | Taiwan PCB industry outlook 100721--sinopac.pdf  |
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| Summary: | PCB 2H10 Industry Outlook: Substrate, flexible board, and glass fabric
1) PCB Industry overview
-- Global PCB industry recovery
-- Taiwan PCB industry shows strong growth
2) Surging demand on new technology
-- From triple chip to dual chip ¡V improved overall effectiveness
-- Calpella will increase substrate demand by 65%
-- Surging FC demand in 2011
-- FC-CSP will gradually replace WB-CSP
-- Smartphone migrates to 45nm process; rising FC-CSP penetration rate
3) Substrate outlook
-- Qualcomm, Broadcom¡Xstrict inventory control
-- Intel, Nvidia, AMD¡Xhealthy inventory levels
4) Flexible board outlook
-- Flexible board to benefit from higher penetration rate in smart phone application
-- Touch NB will drive demand for flexible board
5) Glass yarns and fabric outlook
-- Taiwan and China¡¦s glass yarn and fabric supply and demand forecasts
-- Taiwan and China¡¦s glass fabric scenario analysis
6) SinoPac¡¦s top stock picks
-- Nan Ya PCB (8046 TT, BUY, TP: NT$168)
-- Career (6153 TT, BUY, TP: NT$35)
-- Taiflex (8039 TT, BUY, TP: NT$70)
-- Fulltech (1815 TT, BUY, TP: NT$38)
Analyst: Darstin Chen
darstin.chen@sinopac.com
FINI Contact: Connie Chen
(886 2) 2316-8079
Connie.chen@sinopac.com
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| Date: | 2010/07/21 |
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| Author: | TaiwanResearch.com |
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Market Commentary