Will The Pcb Factory Affect The Environmental Protection Policy?

Recently, the official environmental protection units in the mainland have issued a new round of pollution emission control standards. They have strictly inspected the industrial zones in South China, the Pearl River Delta and the Yangtze River Delta. As a high-pollution production group, the PCB industry is the first to be affected, especially the local small and medium-sized manufacturers in the mainland, in the absence of adequate capital investment in environmental protection measures. They are closing down. Recently, Shenzhen Daxin, an old PCB factory owned by Jiantao, a large copper foil substrate factory in mainland China, announced its closure on September 30 on the grounds that it was difficult to bear the huge cost of environmental protection policies. Shenzhen Daxin has become a large manufacturer in terms of both technical level and production capacity. Gradually expanding.

After a wave of shocking education at the end of the past year, Taiwanese firms in mainland China have mostly turned to a proactive approach to environmental protection. As official policies on the mainland are expected to become increasingly stringent, factories are usually expected to upgrade their environmental standards to a higher level than the existing ones, just in case Sudden improvements in standards affect the operation of factories, so in recent waves of intensive inspections, most Taiwanese factories have passed smoothly, leading manufacturer Zhengding is in the environmental protection of local government approval, was listed as one of the pilot green manufacturing factories.

There are also manufacturers who say that in addition to eliminating operational risks, downstream brand customers like Apple often require their upstream suppliers to agree on environmental checks, so environmental costs are not only invested to keep the plant running smoothly, but sometimes as well. To ensure business opportunities.

Under the impact of the impact of the collapse of the land plant, the outside world also began to expect that Taiwanese plants with outstanding environmental protection measures may get the attention of the order, the views of the industry are different, but generally conservative view of the order effect. Relevant vendors say that PCBs come in many different types, so the order-to-order effect depends on what technology they use, what applications they use, and what customers they are targeting. The actual situation is very complex, so there is no expectation of the order-to-order effect.

Complex product composition is a problem, on the other hand, at this stage in the third season of the traditional peak season, the production capacity of large factories are approaching full capacity, not necessarily free space to receive additional product orders, even if there is, for the overall operation of the company may be just a drop in the bucket, let alone the current release of the product shortage. Most of them are orders from local small and medium-sized manufacturers in mainland China. The gross profit margin of their products may not be too high, and they are not very attractive to large factories.

Manufacturers believe that PCB industry participants, and the market has been quite mature, this short-term supply and demand changes, the impact on the overall industry sector is really not big, product prices and order flows will soon return to normal levels, compared with excess capacity to degrade, upstream material prices and downstream electronic products overall boom. That is the main factor that can drive market changes. The issue of environmental protection, for Taiwan's manufacturers, is still generally seen as an increase in additional costs, not as a profit opportunity.