Recently, some brokerage firms released research reports mentioning that copper-clad plates and PCBs are expected to be upgraded to less cloth or no cloth, and the amount of copper-clad plates and PCBs used in the future may decrease. In response, a number of listed electronic cloth companies responded to the China Securities News and China Securities Taurus reporter. Currently, electronic cloth accounts for about 20% of the cost of copper-clad sheets. Electronic cloth has good advantages in terms of support strength, service life, drilling difficulty, heat deformation, etc. for copper-clad plates. Less cloth and less cloth are still due to cost pressure. The details depend on the actual situation of downstream copper-clad plate and PCB companies. Jin'an Guoji, the leading listed company for copper-clad sheets, responded to the reporter that the no-cloth and low-cloth solutions mentioned by the above agency can, on the one hand, reduce costs and improve performance; on the other hand, stability may be affected. At present, the no-cloth and low-cloth solutions are still in the laboratory stage. The industry's demand for electronic cloth is high, and the overall trend has not changed. It is expected that substrates without cloth and with little cloth are only suitable for use in specific fields. As to whether the price of electronic cloth will rise in November, which is receiving a lot of attention from the outside world, several listed companies responded that the October price increase was well implemented. The November price increase was a probable event, but it still needs further verification by the market, and it is still in the price increase channel. International Composites told the reporter that the October price increase was relatively well implemented, and the electronic cloth market is currently still in a tight balance between supply and demand. Some listed electronic cloth companies, who did not wish to be named, responded to the reporter that the fabric-free solution is currently still in the verification stage, and no mainstream copper clad board or PCB manufacturers have actually achieved fabric-free production. In addition to laying out electronic cloth, the company has also laid out production capacity related to electronic yarn. The logic of increasing the price of electronic cloth has gone through many stages such as less yarn, less looms, and less cloth. Currently, the bottleneck of looms has basically been alleviated, and the supply gap with less yarn and less cloth still needs to be filled by additional production capacity.
Zhitongcaijing · 2d ago
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Recently, some brokerage firms released research reports mentioning that copper-clad plates and PCBs are expected to be upgraded to less cloth or no cloth, and the amount of copper-clad plates and PCBs used in the future may decrease. In response, a number of listed electronic cloth companies responded to the China Securities News and China Securities Taurus reporter. Currently, electronic cloth accounts for about 20% of the cost of copper-clad sheets. Electronic cloth has good advantages in terms of support strength, service life, drilling difficulty, heat deformation, etc. for copper-clad plates. Less cloth and less cloth are still due to cost pressure. The details depend on the actual situation of downstream copper-clad plate and PCB companies. Jin'an Guoji, the leading listed company for copper-clad sheets, responded to the reporter that the no-cloth and low-cloth solutions mentioned by the above agency can, on the one hand, reduce costs and improve performance; on the other hand, stability may be affected. At present, the no-cloth and low-cloth solutions are still in the laboratory stage. The industry's demand for electronic cloth is high, and the overall trend has not changed. It is expected that substrates without cloth and with little cloth are only suitable for use in specific fields. As to whether the price of electronic cloth will rise in November, which is receiving a lot of attention from the outside world, several listed companies responded that the October price increase was well implemented. The November price increase was a probable event, but it still needs further verification by the market, and it is still in the price increase channel. International Composites told the reporter that the October price increase was relatively well implemented, and the electronic cloth market is currently still in a tight balance between supply and demand. Some listed electronic cloth companies, who did not wish to be named, responded to the reporter that the fabric-free solution is currently still in the verification stage, and no mainstream copper clad board or PCB manufacturers have actually achieved fabric-free production. In addition to laying out electronic cloth, the company has also laid out production capacity related to electronic yarn. The logic of increasing the price of electronic cloth has gone through many stages such as less yarn, less looms, and less cloth. Currently, the bottleneck of looms has basically been alleviated, and the supply gap with less yarn and less cloth still needs to be filled by additional production capacity.
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