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PCB factory, said Bo Cheng, HDI, in short supply before the end of this year will be the Kunshan plant additional two plating lines and laser drilling machine is expected to HDI (high-density link substrate) will be able to increase monthly production capacity of approximately 50,000 square feet . HDI performance help, Bo Cheng preliminary estimates suggest that in November the consolidated revenue is expected to reach 340 million yuan, the single-season in the fourth quarter consolidated revenue Challenge 10 billion, quarter by more than 10%.
Bo Cheng third quarter loss of more than 20 million yuan by the large Lu Huiyang plant, dragged down by profit performance as expected, into the fourth quarter, after a positive production of structural adjustment, Huiyang factory in October operating conditions have improved, the Kunshan plant is to reduce the traditional the proportion of production of printed circuit boards, full sprint to the HDI, the current HDI accounts for the Kunshan factory revenue of 65%.
Bo Cheng pointed out that the Kunshan plant now accounts for half of the overall proportion of revenues, especially in the HDI strong demand pushed up, the company also actively carry out the expansion of the bottleneck process is expected before the end of this year will be two additional plating line laser drilling machine, about to increase the monthly production capacity of 50,000 square feet.
However, Bo Cheng also said that due to the product of high-end HDI process must be continuous electroplating, continuous drilling production, leading to reflux an increase in the number of capacity consumption, although the completion of the frequency of cervical process expansion, can produce an additional 50,000 square feet, the overall can produce up to 250,000 to 300,000 square feet, the scale of difference is not large and the original production.
Bo Cheng further said that the Kunshan plant after adjustment, the HDI share of plant revenues accounted for 65% of traditional printed circuit board from 50% to 35%, and most of the traditional printed circuit board orders to Huiyang plant production, to enhance the Huiyang plant capacity utilization. Kunshan plant HDI production capacity utilization rate of 90% is estimated that the plant in November revenue up to 170 million yuan, 140 million yuan last month surged more than
Bo Cheng said, the serious shortage of HDI process equipment, laser drilling machine for the delivery of up to six months or so, the supplier, Hitachi, Mitsubishi and Sumitomo three, and the impact of the appreciation of the yen, a Taiwan The asking price is a high-end laser drilling machine up to 20 million yuan, so the expansion of HDI production capacity, in addition to early planning, but also have sufficient funds to the job.
Bo Cheng in the first three quarters this year, after tax net profit of 149 million yuan, EPS1.1. Corporate estimates, driven by the HDI needs to warm the consolidated revenue is expected to reach 340 million yuan in November, by more than 13 percent the previous month, the single-season in the fourth quarter consolidated revenue Challenge 10 billion, compared with the previous quarter, increased by more than 10%, this year's full-year EPS will reach more than 1.5 yuan.
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