Taiwanese PCB suppliers dropped sharply to 5, and TV backlight demand weakened.

The supply chain said that Korean LCD TV brands have lowered their LCD TV shipment targets twice this year, which has impacted the performance of the supply chain. It is reported that the Taiwanese PCB supply chain has dropped sharply from 10 to 5. In the first half of the year, LED manufacturers also revised their versions of the brand, resulting in weak demand for TV backlights.

Affected, in the first half of the year, LED manufacturers were affected by TV backlight orders that were not as expected and LED lighting order prices bottomed out, and all stocks performed weakly; while PCB manufacturers benefited from the supply chain adjustments of Korean brand manufacturers, F - Taiding Queping was selected and the production capacity of the new factory was released. F-Tiding's September revenue and third quarter revenue hit a record high. Last quarter's revenue stood at the 2 billion yuan mark for the second consecutive quarter, reaching 2.689 billion yuan, with a quarterly growth rate of 28.9%.

According to statistics from Witsview, a market research agency, in the second quarter of this year, global LCD TV shipments were dominated by Samsung, LG Electronics, and TCL, which ranked among the top three brands in the world, with market shares of 21.8%, 14.7%, and 6.2% respectively. However, due to the weak Chinese market and lower-than-expected demand during the May Day holiday, market research agencies have revised down global shipment estimates at the end of the second quarter, from 223 million units to 220 million units.

A certain Korean brand factory has also been affected. It revised its global shipments twice this year, from the 60 million integer mark at the beginning of the year to 48 to 52 million units, which is equivalent to a downward revision of 13 ~20%, the supply chain said. In addition to poor market conditions, the reason for the brand's downward revision was the strong expansion of market share by Chinese-owned brands, which also had a big impact on Korean brands. In addition, there were new versions and redesigns in the first half of the year, which also affected the shipment targets of Korean manufacturers.

Although the Korean brand focuses on one-stop services and all kinds of parts are mainly made by the group, the supply chain in Taiwan is still affected. It is understood that due to the decline in TV orders, the number of PCB suppliers of this Korean brand supplier has been reduced from 10 to 5. The overall purchase amount has declined, but the firepower has been concentrated on the remaining 5. The order amount of these 5 selected PCB factories has not decreased but increased.

In addition to the change in PCB procurement strategy, LED factories are also affected. In the first half of this year, the Korean brand's high-end models all adopted flip-chip technology. However, due to the revised version in the first half of the year, domestic LED chip factories were affected. In addition, the number of LEDs used in flip-chip technology was only half of the original, resulting in weak demand for TV backlights.

Both the Apple and non-Apple camps have suffered misfortunes this year. Although Apple’s performance in mobile phones, NB, and tablets is outstanding, the pre-order numbers for the newly launched iPhone 6S/6S Plus in the first week were not as expected. There are rumors in the industry that Apple’s parts orders will be cut by 15% in the fourth quarter; non-Apple brand factories are also facing the fierce attack of Apple, and their market share has declined.

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