According to market reports, Huawei and other non-Apple flagship HDI expanded release orders, which will add momentum to the PCB factory's off-season operations in the first quarter of this year. Analysts are also optimistic that Yaohua, Jianding, Xinxing and Hongtai will receive more orders for non-Apple HDI. At the same time, Zhending will also actively develop new applications of non-Apple HDI outside the soft board.
After achieving the target of 140 million mobile phones sold last year, Huawei strengthened the layout of second- and third-tier cities, set a high-growth target for 2017, and expanded the use of HDI for mobile devices to release orders. As for OPPO and vivo, they also set targets for 160 million and 150 million mobile phone shipments this year, doubling their growth simultaneously. The market expects that due to the long-term cooperation between both of them and Zhending, Zhending will also benefit from non-Apple HDI mobile phone application growth.
Outside of the three major HDI vendors in Taiwan, Xinxing, Huatong, and Yaohua, it is understood that Jianding HDI's production capacity mainly provides mainland non-Apple mobile phone customers, while Hongtai mainly competes for samples and small batch supply, including Huawei, Coolpad, Lenovo , Xiaomi, etc. With the rumor that Huawei has ordered 170 million mobile phone shipments this year, an annual increase of 21.4%. The industry also observes that as the lunar year of this year is earlier than previous years, as mainland brand mobile phones are actively stocked before the lunar year, the traditional low season of major PCB suppliers and the operating performance of January are supported.
