According to industry sources, PCB manufacturers are optimistic about the strong order momentum for notebooks in the second half of the year. At the same time, considering that upstream material prices are likely to rise in the context of continued shortages, they plan to update their quotations on a rolling basis.
The above-mentioned person told the "Electronic Times" that although they are worried about overbooking by customers, PCB manufacturers are still optimistic that notebook customers have not adjusted their inventory levels and orders, and the momentum of order placement is still strong, so the notebook peak season will be the same as in previous years. Coming in the third quarter, bringing strong demand.
The industry insider emphasized that since there is still no sign of slowing down in the terminal notebook market demand, customers have maintained a strong shipment momentum for PCB products of all specifications, especially high-end HDI boards and multilayer rigid boards, prompting PCB suppliers to work overtime To meet the shipping plan.
In terms of quotation, after implementing the first round of price increases earlier this year, most notebook PCB manufacturers do not want to raise prices again in the short term, but if upstream material prices increase further, they will try to negotiate specific quotation adjustments with customers.