Demand fluctuations

Despite a decline in global handset shipments, demand for China's white-box handset market remains strong, attracting first-tier handset PCB makers to concentrate more on the China market. Unimicron has won small orders from three branded handset vendors based in China. Unitech's Shanghai plant, Shanghai Unitech Electronic, also began receiving orders for white-box handsets this quarter.

However, orders from international brand vendors are expected to recover in the second quarter, which may result in first-tier handset PCB makers declining orders from China and refocusing on business with international vendors, the sources noted.

The supply chain in pcb manufacture's handset market has more flexibility, shorter lead times, and greater demand fluctuations. Therefore, first-tier handset PCB makers will usually focus less on the China market.

Unless otherwise stated, the content of this page is licensed under Creative Commons Attribution-ShareAlike 3.0 License