Samsung Group html announced recently that it will suspend external procurement by the end of July, including all suppliers such as panels, ICs, mobile phone components, etc., will suspend the delivery of goods from now on, and the time will be until the end of July, which has caused market discussion. In this regard, the Taiwan Circuit Board Industry Association (TPCA) today analyzed that according to the Samsung supply chain list, Samsung's suspension of delivery of goods this time will have little impact on Taiwan's PCB industry.
The industry also said that Samsung's suspension of goods has a great impact on Korean PCB factories, and the part that has a greater impact is TV-related optoelectronic boards, and the mobile phone part has relatively limited impact.
According to Samsung Group's 2021 version of the supply chain list, the relevant information is to fully count the list of top 100 suppliers. The representatives of Taiwanese manufacturers include 2 PCB manufacturers, Jianding , Zhichao and other 4 Taiwanese factories, including 4 non-PCB manufacturers, the same as in the previous year.
Korean suppliers have the largest number of Samsung Motors , SI FLEX, Daeduck Group, etc., followed by Japanese and American entrepreneurs, reflecting that Samsung Group relies on the most on the Korean local enterprises, followed by 22 Japanese enterprises, most of which are major suppliers of chemical materials and semiconductors.
TPCA also analyzed that Samsung's suspension of goods this time has little impact on Taiwan's PCB industry, but it also truly reflects the unoptimistic view of brand manufacturers on the terminal market. However, for another major customer, Apple's new consumer product stocking period, the company expects that the shipment volume of new iPhone in the third quarter can boost operating performance, and also regards it as a confidence trend indicator for the terminal market in the second half of the year.
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-