HDI board supply may be tight in 2010 on strong smartphone demand, says Unitech exec
Supply of HDI boards may become tight next year as handset vendors are aggressively expanding their smartphone product lines, according to Unitech Printed Circuit Board general manager Hsu Cheng-Hung.
Most of the handset samples that PCB makers, including Unitech and Unimicron Technology, have received from clients for 2010 are smartphones or mid-range to high-end models, according to industry sources.
Global handset shipment growth is slowing down while the high-end handset and smartphone markets are likely to have a more evident increase in 2010. Vendors are expanding their smartphone product lines in order to grab market share, meaning HDI board demand will increase and supply may become tight next year, Hsu indicated.
Hsu expects Unitech's revenues in 2010 will return to the level of 2008 at about NT$10.6 billion (US$327.81 million). The company's 2009 revenues will only reach 85-90% of the total of 2008 as a result of a weak economy, market watchers estimated.
Unitech saw losses per share of NT$0.59 in the first half of 2009 due to losses from its China subsidiary Shanghai Unitech Electronics. As the subsidiary swung to profits in August and Unitech's solar cell business has started contributing, Hsu expects the company will begin to see profits in the third quarter and break even for the entire 2009.
source
Most of the handset samples that PCB makers, including Unitech and Unimicron Technology, have received from clients for 2010 are smartphones or mid-range to high-end models, according to industry sources.
Global handset shipment growth is slowing down while the high-end handset and smartphone markets are likely to have a more evident increase in 2010. Vendors are expanding their smartphone product lines in order to grab market share, meaning HDI board demand will increase and supply may become tight next year, Hsu indicated.
Hsu expects Unitech's revenues in 2010 will return to the level of 2008 at about NT$10.6 billion (US$327.81 million). The company's 2009 revenues will only reach 85-90% of the total of 2008 as a result of a weak economy, market watchers estimated.
Unitech saw losses per share of NT$0.59 in the first half of 2009 due to losses from its China subsidiary Shanghai Unitech Electronics. As the subsidiary swung to profits in August and Unitech's solar cell business has started contributing, Hsu expects the company will begin to see profits in the third quarter and break even for the entire 2009.
source
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