PCB上游原物料供需缺口擴大 PI第二波漲勢將再起
Date: 2018-04-17
News Type:
聚酰亞胺薄膜(PI)在3月底又傳台灣供貨商達邁發出調漲價格通知，且已有部分FCCL客戶端同意此調漲動作，並準備將在產品價格進行半年來第二次的反應，預期將引起另一波軟板成本價格的走揚。
其實，PI價格走揚與另一 PCB重要原物料銅箔價格目前處高檔震蕩的道理類似，都在於新需求瓜分供給造成市場供需失調。
PI主要供應軟性印刷電路板(FPC)上游基材軟性銅箔基板(FCCL)，市場幾乎是寡占，主要供貨商僅有美國杜邦(DuPont)、日本鐘淵化學(Kanaka)、韓國SKC Kolon PI及台灣達邁4家，全球PI廠近年並無明顯擴大產能，加上PI燒結的石墨片，可廣泛應用在散熱上，因此在PI產能移轉至燒結散熱用石墨片趨勢影響下，自然對FCCL廠供應就更加吃緊。
雖然，部分FCCL廠在目前第2季軟板市場需求淡季中，對PI價格喊漲不表認同，但在市場供需失調狀況一直存在，且在需求不斷成長下，即使PI的漲價在現階段被暫時壓下，但馬上進入第3季的市場旺季，屆時，各廠也不得不接受價格調漲。
同樣道理，銅箔價格目前處高檔震盪，國際銅價遲遲不見價格明顯回調跡象，主要也是因電動車產業蓬勃發展，進一步帶動電動車用電池對銅箔的高度需求，推升銅箔價格居高不下，而國際銅價也被PCB 業者引用為其產業景氣重要指標。 (數據源：鉅亨網)
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