Time, Space, Structure, and Model Analysis of CCL Price Increase
Editor s note: The price of copper clad laminate (CCL) affects the whole electronics industry. Here, we invited analysts from Zhongtai Securities to analyze and forecast the current situation. The content of this article is also based on field research data of Zhongtai Securities and its researchers. This article originally appeared in PCB007 China Magazine and has been translated from the original Mandarin.
Material prices remain firm and the supply-demand structure has improved. These are the core driving forces of the current round of price increases.
Raw materials account for more than 80% of the cost, and the profit is greatly affected by the material cost.