Published :12/3/2020 1:39:15 AM
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On November 30, the copper clad laminate manufacturer Kingboard issued another price increase notice. This is the third time the company has issued a price increase notice in half a year. The company pointed out in the notice, “In view of all the raw materials of copper clad The prices of cloth, epoxy resin, etc. have been rising all the way, leading to the continuous increase of the company's copper clad laminate production costs. The company will adjust the sales prices of all materials from now on."
According to the price increase letter, Kingboard’s price adjustments are as follows: FR-4 (40*48) will increase by 10 yuan each, CEM-1/22F (40*48) will increase by 5 yuan each, VO/HB (1030* 1230) An additional 5 yuan per piece, and an additional 200 yuan per volume for PP (150 meters).
According to reports, the company issued two price increase notices in succession at the end of August, and then on November 9 the company issued another price increase notice. According to the price increase letter information, the reason for the last price increase was basically the same as this time. Last time, the price of CEM-1/22F (40*48) was increased by 8 yuan, but this time the price was increased to 5 yuan. The price adjustment range of other products is the same.
Copper clad laminate is a material that needs a lot of use in printed circuit boards (PCB). PCB is called the mother of electronic components. It is an essential part for most electronic devices. Copper clad laminates are used in many fields through PCBs, including automobiles. , Consumer electronics, communication equipment, etc., the substantial price increase of copper clad laminates means that the cost of PCB rises, which affects many downstream industries one by one.
The main raw materials of copper clad laminates include copper foil, epoxy resin, and fiberglass cloth, of which copper foil accounts for about 50%, epoxy resin accounts for about 25%, and glass fiber cloth accounts for 25%. It can be seen from the statement of Kingboard's price increase letter above that the prices of its main raw materials, such as copper, glass cloth, and epoxy resin, have been rising.
It is reported that entering the second half of the year, the price of electrolytic copper directly exceeded 50,000 yuan. On March 23 this year, the price of electrolytic copper was still at the lowest level since 2016. As of November 19, the price of Shanghai Copper 2101's main contract rose to 52730. The high level of RMB/ton. In addition, epoxy resin has directly broken through a ten-year high, and the price has risen to the point that manufacturers have begun to seal the market and refuse to sell.
The price of glass fiber also experienced a ten-year high in the third quarter of this year. To be precise, it ended the downward cycle since 2018, and finally stopped falling and rebounded. Since mid-August, major manufacturers have started a wave of price increases. Some manufacturers directly The price exceeds the 5,000 yuan/ton mark, becoming a new high in the past decade. The explosion of the three major raw materials shows that the cost of copper clad laminates has risen dramatically.
In addition to Kingboard, in the past November, many manufacturers issued price increase notices. On November 6, Shandong Jinbao Electronics issued a price increase letter stating that due to the recent prices of upstream raw materials such as electronic copper foil, resin, and fiberglass cloth. The continuous rise has caused the company's copper clad laminate product production costs to remain high. Due to cost pressure, the company's copper clad laminate product (CEM-1/22F) price has been increased by 5 yuan per sheet since November 6.
Also on November 6, Willibang Electronics also issued a notice on adjusting the price of copper clad laminate products. The company said that due to the recent prices of epoxy resin, copper foil, and glass cloth, the prices of epoxy resin, copper foil, and glass cloth have been continuously rising, and the supply is tight, resulting in the company’s Production costs continue to rise. Therefore, the company has decided to adjust the price of copper clad laminate products from November 9, 2020. According to the price increase letter, the company's price of HB will be increased by 5 yuan, and the price of 22F and CEM-1 will be increased by 8 yuan.
On November 6, Laizhou Pengzhou Electronics also issued a notice on the price adjustment of copper clad laminates. The company said that because of the main raw materials for the production of copper clad laminates, the prices of copper foil, epoxy resin, fiberglass cloth and other chemical materials are rising and the supply is tight As a result, the company’s production costs continue to rise. In order to alleviate the cost pressure, the company has decided to adjust the price of some panels from November 9, 2020. The price of 22F/CEM-1 is increased by 6 yuan per sheet, and the price of 22F whiteboard per sheet is increased. Raise 8 yuan.
It is reported that in addition to the price increase notice issued by Kingboard at the end of August, several companies including Willybond Electronics and Shandong Jinbao Electronics have also carried out a round of price increases. According to previous reports, Willybond Electronics announced that all CCL products will be sold from the 26th. The price was raised by 6 yuan per piece; Shandong Jinbao Electronics issued a price increase notice on the 29th, and CEM-1/22F increased the price by 10 yuan per piece.
As mentioned above, copper clad laminates are used in many fields through PCBs. With the commercialization of 5G technology and automotive electronics, the market demand for copper clad laminates is also very large. It is expected that the price increase trend of copper clad laminates may continue to be higher in the future. For a long time.
