PCB007 Magazine

PCB007-Apr2021

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90 PCB007 MAGAZINE I APRIL 2021 The Price Boom is Expected to Continue Strategy choice among manufacturers: Joint price increase. According to the CCL industry structure, in recent years, the global CCL production capacity is mainly concentrated in the main- land and Taiwan. According to statistical data from Prismark, more than 90% of the global output value of rigid copper clad laminate in 2019 comes from the mainland and Taiwan. erefore, whether the price increases con- tinue depends mainly on the interactions be- tween mainland manufacturers and Taiwan manufacturers. If you review price adjustments since the fourth quarter of last year then, on the whole, mainland manufacturers are better than Tai- wanese manufacturers. e main reason is that under diversified competition, there are dif- ferences in overall productivity growth rates. Specifically, in early November 2020, major Figure 3: Models on the Game of Oligarch Manufacturers: "plan to expand production" vs. "no plan to expand production". (Source: Zhongtai Securities Research Institute)

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