Review and Prospect of electronic materials industry in China in the two quarter
发表时间:2016/1/14 14:37:07 浏览次数:2250
ITRI IEK itis plan recently published the second quarter of 2012 China electronic materials industry review and Outlook report, the survey showed when the season Taiwan electronic material output value of NT $749 million yuan, than in the first quarter of 2012 growth of 10.1%, but compared to the same period in 2011 dropped 6.4%. Second quarter should be gradually enter the electronic material industry of the season, but the PCB material in downstream boom without significant growth, output value of only modest growth; semiconductor industry because of the downstream demand growth and substantial growing season, energy and materials industry benefited in solar cell demand to increase, but last year and the corresponding period still compared to a sharp decline.
With the advent of the electronic industry season, ITRI IEK itis plan estimated in the third quarter of 2012 China electronic materials industry output value of Ji Chengchang will reach 7.2%, approximately NT $80.3 billion yuan, especially LCD materials, will be because of the panel of economic recovery and growth of large amplitude. On the other because of the boom in the electronics industry decline, ITRI IEK itis plan also of 2012 China electronic material production value estimated down whole, improve on semiconductor materials estimated value, reduce the output value of the PCB material and energy materials, the overall value of electronic materials slight decline 3.0%, amounting to NT $29.45 billion yuan.
In the fine industry overview, semiconductor industry, the second quarter of 2012, mainly by semiconductor IC in advanced process capacity continuous full load effect, semiconductor material shipments also increased, especially silicon wafers and other materials have significant growth. 2012 second quarter output value of NT $18 billion 600 million, compared with the first quarter of 2012 grew 14.2%, compared with the same period last year, a slight decrease of 0.3%.
Construction material industry, the second quarter of 2012, the industry because mobile phones and tablet computers and consumer products such as wafer packaging demand driven, the output value of NT $226 billion yuan, than in the first quarter of 2012 rose 8.0 percent, and compared to the same period last year increased by 13.4%. Part of PCB material industry, 2012 second season in the second half of the price decline, together with the electronic industry demand growth, influence of PCB need to ask, PCB material industry in China output only 3.4% rate of growth, the output value reached NT $123 billion yuan.
LCD material. In the second quarter panel industry not sharply to temperature, but LCD materials has compared with the first quarter output grow 8.5%, reached NT $129 billion yuan, the main benefit in optical coating manufacturers to increase both in China and South Korea panel factory sales, and light resistance of liquid chemicals began shipping.
Part of energy materials, solar photovoltaic industry in the second quarter because of the double reverse and the virtue of justice policy change under the drive of the psychological expectations, needs to have a rising trend, with Europe and the United States manufacturers continued to plant closing and bankruptcy, the capacity is concentrated in mainland China and Taiwan, orders are on the rise. Silicon wafer production value compared to the previous quarter, the largest rise, although the silicon wafer and polysilicon prices lower than the same period in 2011 60%, so that the output value of these two times compared to the previous level is still low. Silicon wafer production ratio is still the largest proportion, but decreased to 69.3%, conductive adhesive ranks second, the proportion of micro fell to 16.1%, the back is significantly grow to 8.3%.