The closure of the city of Kunshan, China is extended to 4/8, and the legal person estimates the impact on the PCB supply chain

With the spread of the new crown epidemic in China, the Kunshan Municipal Government announced that it would extend the closure and control measures to April 8, requiring all personnel not to leave Kunshan unless necessary, and requiring enterprises to implement closed management in an all-round way to effectively prevent the spread of the new crown epidemic, and because Kunshan is a PCB supply chain Therefore, it is estimated that the legal person will impact the operation of some manufacturers.

The Kunshan New Crown Epidemic Joint Prevention and Control Headquarters issued Circular No. 32 on April 5. From 0:00 on April 6 to 24:00 on April 8, prevention and control measures will be further strengthened, mainly including not leaving Kunshan unless it is necessary, and the public will reduce the number of people suffering from For necessary activities, the city remains relatively silent, and enterprises that reduce production take turns to implement closed management in an all-round way.

Xinxing announced that its Kunshan subsidiaries are temporarily suspended, including Kunshan Dingxin, a subsidiary that mainly produces PCB and HDI, and Xinxing Tongtai, a subsidiary that mainly produces soft boards. The production capacity accounts for about 20~25%. According to the current prevention and control measures Calculated from April 2 to 8, the legal person estimates that it will affect April revenue by about 4~6%.

Taiwan Optoelectronics announced that its Kunshan subsidiary will temporarily suspend production. The legal person estimates that the production capacity will account for about 30~40%. According to the current prevention and control measures from April 2 to 8, it is estimated that it will affect the April revenue by about 7~10%.

Nandian announced that the Kunshan plant is under closed-loop management, which does not affect the company’s operations. The legal person estimates that the production capacity accounts for about 40%, mainly producing PCB and BT carrier boards.

Dingying announced that it will implement rotating holidays in line with government policies. The legal person estimates that Kunshan’s production capacity will account for about 60-65%; Taijun has not yet made relevant announcements, and the legal person estimates that the empty board manufacturing capacity in the front section of Kunshan will account for about 40%.

As China’s new crown epidemic continues to be severe, Taiwan’s major PCB manufacturers Xinxing, Nanya Circuit Board, Taiwan Optoelectronics, Wistron, and Pegatron have all announced suspension of work recently, and with the upgrade of Kunshan’s sealing and control, as a printed circuit board PCB supply chain It is estimated that the legal person will impact the PCB supply chain.

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