Thailand's flood disaster promoted Taiwan soft board factory to receive urgent orders

Thailand's worst flooding in 50 years has led to the shutdown of many industrial parks. Many well-known Japanese companies have also suspended operations. Among them, the Fujikura plant in Thailand, the world’s top three soft board manufacturers, has also been affected and the turnaround effect has begun to surface. Taiwan’s largest flexible board producer Jia Lianyi said that it has received an urgent order in October and will see its revenue contribution in November. With the visibility of tablet computer orders, it is expected that the combined revenue in the fourth quarter is expected to continue rising.

Thailand has always been one of the key investment areas for Japanese-funded enterprises. This time, it was hit by the worst floods in 50 years, and related Japanese companies, including automobiles, digital cameras, and soft boards, were affected, including Fujikura, Japan’s second-largest soft board factory. Fujikura's Thai plant was also flooded and is currently shut down. Customers are releasing orders to Taiwan's soft board factory.

Jia Lianyi pointed out that from October onwards, the single turn-over effect has emerged in areas such as automobiles and mobile phones, and it has begun to accept this part of the urgent orders under sufficient production capacity. It is expected that there will be substantial revenue contribution from November.

In addition, Jia Lian Yi also revealed that the demand for tablet computer-side orders has been hot, and orders have been received until next February. As for smart phones, order visibility is also about 2 months. On the whole, Jia Lianyi believes that the consolidated revenue in the fourth quarter is still expected to continue to rise. The legal person estimates that the annual consolidated revenue will reach the target of RMB 12 billion, with an annual growth rate of approximately 17-18%.

It is learnt that Jia Lianyi successfully entered the Amazon tablet computer supply chain through its main customer, Shenghua (2384). In the new Apple computer model, a new generation of iPad has begun to be stocked and put into mass production. It is expected that after 11 and 12 months, , shipments will increase month by month.

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