Taiwan's flexible PCB makers are reporting low order visibility in the wake of the US ban on Huawei, whose impact is rippling across the smatphone market, with Apple probably also taking a hit. The memory sector is also being hit by low demand partly resulting from the ban, sending suppliers bracing for a weak third quarter. But there is still some good news coming out from the PCB supply chain, as makers still expect robust demand from the networking device segment in the second half of the year.
Taiwan flexible PCB firms have limited order visibility: Zhen Ding Technology and Flexium Interconnect, both of which are reportedly among the flexible PCB suppliers of Apple, see low order visibility, according to industry sources.
NAND flash and LPDDR chipmakers dealing with inventory digestion: NAND flash and low-power DDR chip suppliers continue to digest excess inventory which may indicate a disappointing second half of 2019 facing the memory sector, according to industry sources.
PCB firms positive about demand from networking device segment in 2H19: Despite growing economic uncertainty triggered by the US-China trade dispute, most Taiwan-based PCB makers still expect demand for rigid PCBs for networking device applications, particularly for switch and router products, to remain robust in the second half of 2019, according to industry sources.
