Threats in the Printed Circuit Board (PCB) Industry:

1. Rising Pressure on Raw Material and Energy Prices: The increasing prices of raw materials and basic energy such as petroleum and coal have led to substantial cost pressures for PCB manufacturers. The price competition in the downstream industry has also intensified, making it difficult for manufacturers to increase the price of PCBs.
2. Risk of RMB Appreciation: There is a risk of RMB appreciation that could affect exports and companies focusing on foreign orders in the PCB industry.
3. Excessive Industry Supply: The industry’s excessive supply requires further consolidation, posing risks for manufacturers.
4. Environmental and ROHS Standards: PCB manufacturers need to address environmental issues and comply with ROHS (Restriction of Hazardous Substances) standards.
5. 3G License Issuance: The delay in issuing 3G licenses may affect the PCB market.
6. Structural Supply and Demand Imbalance: In the PCB industry, there is an imbalance between supply and demand, particularly for mid to high-end manufacturers.
7. Worker Wages: Rapidly rising worker wages are adding to the cost pressures in the PCB industry.