News & Events

PCB makers continue to see shipments constrained

PCB manufacturers engaged in the notebook, tablet and other PC industry supply chain continue to see their shipments constrained by shortages of various chips in varying degrees, which may persist through the second half of this year, according to industry sources.

The impact of uneven inventories across chipmakers on other PC-related component suppliers' deliveries could worsen in the second half of 2021, said sources at PCB makers, which may post disappointing revenue growth during the six-month period usually seen as the traditional peak season for the industry.

PCB firm Compeq Manufacturing already saw its June sales hit by shortages of notebook and other PC use chips. Compeq has said despite brisk order visibility for the months ahead, the company is unable to give a sales guidance for the third quarter due to varying degrees of the chip shortages facing it.

Fellow PCB company Global Brands Manufacture (GBM) is also cautiously optimistic about its performance in the third quarter, as the ongoing IC shortages may disrupt its shipments for notebook applications.

Besides, Android smartphone vendors have reportedly cut back orders for the third quarter - another variable that could undermine related PCB makers' growth outlook for the quarter, according to industry sources.