While the global auto market is bustling, the upstream component supply chain continues to fluctuate. PCB manufacturers pointed out that although it has been June, the global automotive supply chain has not fully returned to the normal state of the past, from the upstream components to the terminal car factory, the shortage of labor and material is frequent, so although the PCB factory itself has adjusted the production capacity back to run, the shipment is still intermittent phenomenon.

Pointed out that in respect of orders, the relevant manufacturers now depot customer start to adjust according to actual shipments rhythm, like the earlier things are ease excess order directly to the overload capacity, but the order visibility has continued stretched, further orders has row to the fourth quarter, many industry pointed out that in order to avoid future vehicle assembly and shortage phenomenon, Even if the order size is adjusted, it is still the collective consensus of customers to ensure long-term capacity supply first.

According to the automotive PCB factory, at the present stage, the terminal car market is gradually warming up. If the vaccination rate in Europe and the United States increases, it will promote the recovery of economic activities and drive the terminal demand to rise again in the second half of the year. However, with the current boom in automotive electronics and the rapid commercialization of various new applications such as electric vehicles, the industry is not worried about the end market, but the operation of the entire supply chain and the shortage problem is a bigger risk.

PCB industry pointed out that from the beginning of this wave, automotive PCB factory is a little too late to deal with, mainly because of the automotive market downturn in the past few years, human resources to maintain at a low level, short-term to find a lot of manpower to pull high production line grain moving rate, the difficulty is really very high, and the same phenomenon also occurs in many parts industry.

At the end of the auto industry, there is another labor problem -- wage increases, which are more severe in the United States. Many U.S. automakers say wages are failing to attract labor, affecting shipments throughout the supply chain.

As for lack of materials, automotive PCB plate material used in supply relatively nervous state, is mainly because of CCL industry upstream raw materials for master degree is not too high, too much copper foil production use larger plate materials affect the overall inventory balance, PCB investors believe, however, despite the thick plate material, but to raise prices or to purchase, But whether the cost can be passed down is unknown.