In the first half of 2015, the PCB industry survey in Taiwan

According to the latest estimate of the Chinese Academy of Sciences, the annual growth rate of Taiwan's economy in 2014 was 3.43%, which was 1.20 percentage points higher than 2.23% in 2013. Among them, the annual growth rate of private consumption was 2.76%, and private investment was 4.10%. The actual output of goods and services grew by 5.77%, and the actual input of goods and services grew by 6.06% annually. The annual growth rate of CPI was 1.19%, an increase of 0.4% over the previous year. The annual average price of the Taiwan dollar against the US dollar was 30.33 yuan, a depreciation of approximately 1.86% from the previous year. As for the domestic unemployment rate, the average unemployment rate for the whole year of 2014 was 3.97%, which was a decrease of 0.21 percentage point from the previous year.

In the overall economic slowdown in Taiwan, driven by the increase in overall demand, the 4th quarter of 2014 saw a significant increase in the production rate of PCB factories across the Strait. This wave of orders is expected to continue into early 2015; wearable issues and objects that lock in fever After the development of networked peripheral electronic products, various manufacturers have also actively promoted technology advancement to high-end HDI and IC carrier boards, seeking new high-value orders to avoid falling prices in the market.

The Taiwan Circuit Board Association (TPCA) conducts a semi-annual survey of TPCA management supervisors, consultants, committee members, industry senior executives, and professionals from all walks of life. It intends to make a prediction for the overall PCB industry's overall economic situation in the first half of 2015, and also reviews the The six-month survey hopes to use this report to provide industry-leading decisions and opinions. The questionnaire collected a total of 227 valid questionnaires for analysis.

The types of manufacturers surveyed were circuit board factories (47%), raw material suppliers (24%), equipment suppliers (12%), chemical suppliers (12%), and other categories (5%) ( Figure 1). Of the business types, 84% are manufacturers, 9% are agents, and 7% are both types of manufacturers.

In the first half of 2015, the overall PCB industry and corporate self-evaluation grew by more than 60%

According to the survey, 47% of respondents think that there will be slight growth, 16% think that there will be medium-term growth, and about 4% think that there will be significant growth in the overall outlook of the overall circuit board industry in the first half of 2015. In the meantime, 70% of the respondents believe that the industry as a whole is a positive year for growth, and that about 20% of those who are equal, while 8% of respondents believe that they will decline slightly, 2% believe that In a recession, more than 87% of respondents believe that the business climate in the first half of 2015 will grow or remain the same.

While the data consolidation is divided into four categories: “growth,” “leveling,” “recession,” and “unable to judge.” The PCB industry believes that the ratio of growth, stability, and recession of the overall industry economy in the first half of 2015 is approximately 67%. : 20%: 10%. It can be seen that in the face of the new year, there is no optimism about what new products can bring. A further comparison of the forecast for the second half of 2014 can give an approximate indication of the industry’s view of the business climate in the first half of 2015 and the second half of 2014. The percentage of respondents considering that the economy is growing is reduced by 18%, while that of flat growth is increased by 10% compared to the first half of the year. The recession increased by 9%, indicating that the PCB industry's view on the economy in the first half of 2015 has been conservative.

According to the self-assessment of the performance and outlook of each PCB company in the first half of 2015, it can be found that 46%, 15%, and 5% of the respondents think that they will grow small, grow moderately, and grow significantly; 23% of the respondents It is considered that they will be flat; 6% and 1% of the respondents think that they will grow slightly and grow at a medium rate (Figure 5). The estimated growth and recession ratio is about 66%: 8%, which is in line with the overall industry climate forecast of 67%: 11%, showing a fairly consistent trend (Figure 6). It can be seen that the PCB industry will have an overall impact on the second half of 2014. Both the economy and the company's outlook remain optimistic and positive.