Taiwan-based flexible PCB manufacturers including Career Technology and Flexium Interconnect are benefiting from orders shifted from clients of Japan-based fellow firms Nippon Mektron and Fujikura, which continue to suspend operations at their factories in Thailand due to damage caused by the country's flooding, according to industry sources.
Nippon Mektron's and Fujikura's halted facilities in Thailand are unlikely to resume operations until the second quarter of 2012, the sources indicated. Alternative suppliers including Career and Flexium reportedly have been approached by their clients, the sources said, adding that the shifting of orders would carry on through the first half of 2012.
Thanks to the shifting of orders, these major Taiwan-based FPCB makers are expected to see on-quarter revenue growth in the fourth quarter, the sources said. Previously, fourth-quarter revenues of the players were anticipated to register sequential drops.
Article translated by Jessie Shen
