The epidemic situation in mainland China is severe. Kunshan, a major Taiwanese business town near Shanghai, extended the closure and control for 4 days to April 12, and required enterprises to be fully closed for management.

Industry insiders believe that printed circuit board manufacturers may face increased transportation costs, some shipment delays, and foundries are also affected by logistics, but the overall impact on the production side of Taiwanese factories has little effect.

Kunshan upgraded its epidemic prevention measures on the evening of April 1, announcing multiple rounds of nucleic acid testing across the city, requiring companies to take turns to reduce production, work from home, and control external traffic; on the evening of the 5th, it announced that the epidemic prevention and control measures would be further upgraded from the 6th to the 8th. Businesses must implement total closure management, which was then extended for another four days to April 12.

Kunshan is an important production center for components such as printed circuit boards (PCBs), electronic foundries, and panels. Many Taiwanese companies have settled there. The outside world is worried that the closure and control may affect the shipment of 3C products, and even impact the global electronics supply chain.

Industry insiders analyzed that in addition to the production impact of the PCB manufacturers located in Kunshan, due to the controlled logistics, transportation costs will be slightly increased and some shipments will be delayed. big impact.

According to industry estimates, Xinxing's subsidiary Kunshan Dingxin, which mainly produces PCB and HDI in Kunshan, and Xinxing Tongtai, a subsidiary that mainly produces flexible boards, account for about 20% to 25% of the production capacity; Tai Optoelectronics Kunshan's production capacity accounts for About 30% to 40%; Nandian Kunshan's production capacity accounts for about 40%, mainly producing PCB and BT carrier boards.

Industry insiders pointed out that the production lines of electronic assembly plants Pegatron, Wistron and Compal in Kunshan are operating normally, but logistics are affected. Overall, the Kunshan lockdown has little impact on the production side of Taiwanese factories, but it is still necessary to pay attention to the negative impact of the lockdown on logistics and demand.

The copper foil substrate and environmental protection substrate factory Taiguang announced today that its subsidiary Taiguang Electronic Materials (Kunshan) Co., Ltd. is cooperating with the local government in the prevention and control of the COVID-19 (2019 coronavirus disease) epidemic, and temporarily extended the suspension until April 12. It will resume normal operations after the local government is notified.

Guanghua-KY, a car interior parts factory, pointed out that its subsidiary Xiangyang Guangjia has flexibly adjusted its production plan in response to the impact of stricter epidemic control and logistics blockades in Shanghai, Wuxi and Kunshan for its major customers. At present, sufficient raw material inventory has been prepared to meet the production needs of customers after the resumption of work.

The board factory MSI announced on the 8th that its subsidiary Weimob Electronics (Kunshan) cooperated with the local government to implement closed management requirements for the epidemic. It has suspended work since the 8th, and the exact time of resumption of work will be notified by the government; it will maintain close contact with customers and suppliers, Adjust the production and shipping time, and continuously evaluate the impact of the local epidemic on the financial business.

Other Taiwan factories that have announced the suspension of Kunshan subsidiaries include AUO, Xinxing, Baicheng, Lantian, Huafu, Anli-KY, Shanghua, etc.