TAIPEI — Publicly traded PCB fabricators reported revenue fell 2.26% sequentially in October but rose 14.4% year-over-year, TPCA said.

Both rigid and flexible boards saw a slight decline in revenue compared to September, but the demand for some products is relatively strong, and the overall PCB industry is still seeing growth compared to last year.

TPCA statistics show that the revenue of hard board/carrier board in October decreased by 3.11% from September but increased by 8.62% year-on-year, and the accumulative revenue in the first ten months increased by 19.38% year-on-year.

According to TPCA's discussions with PCB industry leaders, this year's peak season for the electronics industry was not as strong as previous years with the kickoff of the World Cup, weak Christmas sales, low popularity of the latest iPhone, as well as Chinese blockades and logistics issues all affecting customers' purchases.

The industry believes, with the exception of a few products with relatively strong demand, such as IC substrates, HDI, server boards, automotive boards, etc., the peak of the third quarter has generally passed, and the industry will be entering its off-season in the fourth quarter. The forecast remains weak for the first quarter of 2023, and industries are looking to the second quarter for signs of a rebound, TPCA said.

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