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Electronic Parts and Components Industry Review and Outlook of Taiwan's first qu

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Date:2012/7/5  Hits:1179

(A) Overview of the industry as a whole

The first quarter of 2011 by the new Intel processor the program SandyBridge defects resulting in a new generation of PC products shipping delay iPad existing NB product competition, the PC terminal products shipped from the previous quarter decline. In addition, the recent NT dollar appreciation, raw material prices stay high, the Taiwan plant profitability pressure on component makers revenue, thereby affecting the first quarter of Taiwan Electronic Parts and Components industry market downturn. The ITRI IEK, the 2011 first quarter Electronic Components market scale will reach NT $ 200 billion, down 3.03 percent from the previous quarter growth of 4.49 percent over last year.

Looking to the second quarter of 2011, in addition to SandyBridge new aircraft to promote, alive, smart phones and tablet PCs demand expected in the 2011 second quarter iPad2/iPhone5 the Wii2 other new products have been launched to stimulate another, will continue to push up Electronic Components demand active.

(B) the breakdown of Industry Overview

Optical components:

The first quarter of 2011 in the traditional off-season under the influence of LEDTV demand has not yet become clear, the overall performance of the previous quarter were declining 4%, the output value of NT $ 20.4 billion. Looking to the second quarter of 2011, expected LEDTV penetration rate will rise sharply, but by the growth rate is still affected, the reducing of the LED die light-emitting efficiency and grain number of pieces, the optoelectronic components of the second quarter of the whole output value will reach 251 billion new Taiwan dollars in the first quarter grew 23%.

Passive components:

In the first quarter benefited from the Chinese Lunar New Year and the fear that the Chinese mainland lack of strikes, each plant is urgent stocked, the output value of doing well in January and another in March good order, the output value is better than in January; However, subject to the reduced number of working days in February , various passive components factory in February revenue recession average of about 20% to 30% compared with January, and then on the NT dollar exchange rate continues to appreciate as well as higher raw material costs; Therefore, the first quarter of 2011, Taiwan passive component output value of 26.5 billion NT 2.3 percent decline compared with the fourth quarter of 2010, but grew 1.5 percent from a year earlier.

Passive components plant expansion in 2010 will gradually in the second quarter of fermentation, and helioseismology to single effect. Therefore, the estimated second-quarter performance of passive components in 2011 will be better than the first quarter of 2011, a substantial growth of 12.1%, the output value will reach NT $ 29.7 billion.

Printed circuit board:

2011 due to the traditional off-season and weak PC demand, the output value of the first quarter of the printed circuit board from the previous quarter fell 3.4 percent to reach NT $ 95.2 billion scale. Estimated in 2011 the second quarter of the global PC and tablet computer shipment growth to promote Taiwan's printed circuit board industry will grow about 2.5 percent growth rate, size of up to NT $ 97.6 billion.

Connecting components:

By IntelSandyBridge processor platform defective PC new shipments deferred, thus influencing the the domestic NotebookPCBTB, BTW, FPC, CPUSocket industry shipments resulting in revenue than expected, so the connector output value of the performance in the first quarter of 2011 as expected, only amounted to 36.9 billion new NT, compared with the previous quarter, slightly declined -1.67%.

Looking to the second quarter of 2011, the domestic industry continues to achieve iPad2, Smartphone, LEDTV connector product orders, and part of the connector plants should raw materials / wages / rate rose to some of our customers and medical as SandyBridge platform NotebookPC Reply shipped / prices of automotive applications, the system successfully ... and other various factors fermentation drive connector industry is expected to gradually return to a growth track, back to the level of output value of NT $ 37.9 billion in the second quarter of 2011.

Energy components:

By the traditional off-season and the Lunar New Year holidays in February the number of days shorter factor, the energy component vendor revenue is generally higher than the previous quarter, showing the phenomenon of recession, including Gabriel Yu is still subject to the end of last year, the loss of customers, one-quarter revenue facing one billion new Battle NT barriers become most evident in the decline rate vendors, and other manufacturers to maintain the performance of the seasonal cycle of revenue, the whole first quarter of 2011 energy component output to NT $ 20.9 billion yuan, compared with the fourth quarter of 2010 micro- 3.7% increase recession.

As smart phones and tablet PCs demand continues to boom will drive the growth of the energy component in the second quarter of 2011, estimated the 2011 second quarter of the energy component output will fall to NT $ 22.4 billion yuan scale.

(C) manufacturers dynamic

LED manufacturers adopted the strategy of vertical integration in the face of the rise of mainland China threat, active layout

The Chinese mainland firms active in mainland China LED industry output is expected to be accelerated expansion within the next three years to 2013 will exceed 40 billion yuan, under tremendous threat not only makes the LED components other producing countries in Asia, the market into oversupply heavy doubts. In the face of mainland China manufacturers under the threat of large-scale expansion, the Taiwan LED epitaxy manufacturers successively accelerated start toward the downstream application side layout of the vertical integration strategy.

Taiwanese manufacturers such as Epistar, Formosa Epitaxy, Genesis Photonics have a vertical integration strategy, including crystal power and packaging maker Everlight, Lite Branch, electronic and lighting applications manufacturers China Electronic Information Corporation (CEC), Delta Electronics, as well as the mainland's home appliances maker TPV, Skyworth, Konka and other strategic partnerships, the establishment of new factories throughout mainland China.

AUO and Hon Hai (new CMO) panel, NB, both business demand for backlight components, LED upstream manufacturers and better operating synergy; TSMC plans to its abundant resources and technology manpower, develop silicon-based integrated process capability, in an attempt to gain competitive advantage from the technical side.

Mainland China LED industry in support of the Government of emphasis, the industrial scale rapid expansion and large-scale cut epitaxy / grain production. The past, LED epitaxy manufacturers in Taiwan to mainland China as the most important export market, the next few years is bound to face gradually from the dumping of low-level grain to high-end grain market, the Chinese mainland manufacturers, LED industry oversupply crisis is the gradual warming.

Raw material prices Product gross margin erosion connector industry

Copper price in February 2011 exceeded $ 10,000 levels per metric ton; the international gold price performance is not much better in the first quarter of 2011 to an ounce 1,500 to $ 1,600 to continue to move the plus or the same high The price of tin, plastic prices, making the connector industry to bear the cost of raw materials a high proportion of no small profit pressure.

Copper alloy, electroplating materials, plastic materials, the three key raw materials, for a total occupy up to 5% of the proportion of manufacturing cost of the connector, the aforementioned copper, gold ... raw materials in 2011 is expected to average increase will be maintained at 15% ~ 20% level, estimated to be about 3% to 5% gross margin erosion connector industry.

The factories are hoping to co-design, through the occasion of the launch of such IntelSandyBridge new processor platform, that is involved in the internal connector framework to improve the pricing of new products to offer prices of new material, and think to expand the proportion of copper alloy less the proportion of product lines (such as LEDTV FFC soft flat cable), at the same time add to the layout of the solar energy, medical, optical communications, vehicle warning safety-related systems ... high-value-added applications, such markets behind the national government policies and regulations to foster strength, with greater pricing space, it can be moderately to offset some of the raw material cost pressures rise.

Battery cell plant in Japan earthquake rethink the procurement and distribution of the source material

2011/03/11 afternoon the northeastern region of Japan, off the coast of Miyagi Prefecture, a magnitude 8.9 earthquake, and caused over 10-meter-high tsunami affected production plant for northeastern Japan and North Kanto area.

Energy industry in Taiwan required battery cells provided by Japan, South Korea and mainland China, Japan to Taiwan main battery cell supplier for Sanyo SONY, which, SONY has two plants located in the disaster area, the Sanyo plant is not in sub-disaster area.

Only 8 percent of the battery cells needed in Taiwan from the SONY, and SONY the affected plant to the production of the Group the necessary internal lithium polymer battery-based, does not affect the supply of the battery cell and battery module manufacturer in Taiwan is still third-party sources of procurement, the required material sources there is no problem.

Battery cell needs higher on the Korean manufacturers still rely on (about 65% of the overall), if the Korean manufacturers can not be feeding, and module manufacturer in Taiwan to face the impact will be much larger than the Japanese earthquake effect on the proportion of the battery cell material source procurement allocation strategy, and perhaps re-think is necessary.

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