Analysis of COF supply and demand trends and manufacturer production trends since the second half of 2012.
Emergency report. Analysis of supply and demand trends in the COF market, which is expected to experience significant fluctuations due to the withdrawal of MCS, SamsungTW, and Sumitomo Metal Mining from COF.
At the end of 2011, the withdrawal of MCS, SamsungTW, and Sumitomo Metal Mining from the COF and tape business became apparent. Although there are slight differences in the areas and timing of withdrawal, each company plans to exit the COF market by June 2012. Production capacity will be significantly reduced all at once. Additionally, in the COF market, where the three companies collectively hold about 25% market share, a large free demand will arise. Competition among the companies has already begun, but significant fluctuations in the CO market are expected after the second half of 2012. This report analyzes the demand forecast for COF, trends in production capacity, and production operating rates from the second half of 2012 onwards. It also investigates user trends for the three withdrawing companies, including their supply users and supply volumes, analyzes the potential for existing COF manufacturers to gain market share, and forecasts manufacturer shares for the latter half of the year. Furthermore, by clarifying the positioning of the three withdrawing manufacturers, it provides an outlook for the future tape substrate market.
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basic information
After two consecutive years of poor performance in the COF market, it was finally announced at the end of 2011 that three companies would withdraw: MCS, Samsung TW, and Sumitomo Metal Mining. They will withdraw from COF by June 2012. The industry's COF production capacity will shrink from 497KK/month to 365KK/month. COF demand in 2012 is expected to be higher than in 2011, and the operating rate of COF production lines is predicted to rise significantly. There is a high possibility that the supply and demand for COF will finally stabilize. However, the market may also experience turmoil. From the second half of 2012 onwards, manufacturers and users will need to carefully monitor the market. In any case, the COF and tape substrate markets are expected to undergo significant fluctuations starting in the second half of 2012. This report clarifies the demand forecast for COF, trends in production capacity, and the user and supply trends of the withdrawing manufacturers. It analyzes the supply and demand trends for COF after the second half of 2012, as well as the predictions for new user acquisition and supply volume by existing manufacturers, providing an outlook for the COF market after the second half of 2012. Furthermore, it clarifies the positioning of the three withdrawing companies and analyzes the impact of their withdrawal on the market.
Price information
65000
Price range
P2
Delivery Time
P1
Applications/Examples of results
Analysis of demand trends in the highly volatile COF and tape substrate market.
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Company information
A market and technology research company specialized in the field of implementation technology: chip mounters, semiconductor assembly equipment, automatic visual inspection, IC packages, BGA/CSP/FC.
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