TPCA announced that in Q2 of 2021, the output value of Taiwanese businessmen's PCB industry across the Taiwan Strait reached NT$182.3 billion (approximately US$6.513 billion). In the first half of the year, the total output value reached NT$355.7 billion (approximately US$12.621 billion), setting a new high for the same period in the first half of the year, up from last year. In the same half of the year, TWD 298.1 billion increased by 19.3%. It is estimated that the output value of Q3 in 2021 will reach TWD 195 billion. The estimated output value for the whole year is TWD 773.8 billion.

In addition to the continuous record high in output value, another noteworthy data is that the growth rate of PCB output value of Taiwanese businessmen in both sides of the strait has shown a reverse phenomenon. Although Taiwanese businessmen still accounted for 62.8% of the production in the mainland area in Q2, because Taiwanese businessmen are in Taiwan The rapid increase in the output value of regional substrates has caused Taiwanese businessmen’s growth rate in Taiwan to surpass that of Taiwanese businessmen’s domestic production value growth rate of 19.8% by 22.9%. The phenomenon will continue to be maintained.

In addition to the continuous decline in the output value of Taiwan’s Q2 products, other products maintained the growth trend in the first quarter. Among them, IC substrates benefited from the strong demand for orders, the continuous opening of new production capacity and the benefit of price increases, and the revenue increased significantly. , The annual growth rate is 34.8%, the PCB product with the highest growth rate this season. The multi-layer board, which has the second highest growth rate, benefited from continued strong notebook orders and a gradual rebound in the automotive market, with an annual growth rate of 18.2%. The growth rates of single and double panels and HDI this quarter were 11.5% and 5.5%. As for the soft board part, although the demand for iPhone phones has slowed down and the growth rate is not as good as in the previous two quarters, despite the high demand for laptops, tablets and other computer-related products and automotive electronics, it maintained a revenue growth of 8.3%.

In the first half of the year, Taiwan’s PCB industry was disrupted by negative factors such as the Asian epidemic, tight global raw materials and chip supply, and continued to trade under the influence of positive factors such as the relevant terminal application market, strong demand for substrates, and continuous expansion of production capacity. The best transcript in the first half of the year.

With the arrival of the traditional peak season in the second half of the year, the performance of this year’s output value has attracted much attention. However, behind the many good prospects in the first half of the year and the off-season, some industry players have already felt that the global supply and demand imbalance of IC chips affects not only automotive applications, but also other electronics. Products have also begun to be affected by chip supply and delivery. Some end-application customers have begun to slow down their shipments in the second half of the year, which has caused major changes in recent PCB production due to the adjustment of delivery dates. The overall terminal market has been doing well in the first half of the year. Whether the phenomenon can continue into the second half of the year, it is still worthy of the industry to pay attention to changes in supply and demand in the supply chain and to retain flexibility.