Digitimes notes that costs for PCB materials are declining. Digitimes writes:
Printed circuit board (PCB) makers may see their profitability improve as soon as the fourth quarter of 2008 as prices of key materials, which include solder paste and copper clad laminates (CCLs), are declining.
Industry players indicated that the price of tin, the key raw material for solder paste, has declined to US$19,000 per metric ton recently, down from US$22,000 late in the second quarter. Once the price drops to US$19,000 or below, pressure for a price adjustment surfaces, they said.
Later Digitimes observes the decline is not due to price adjustments for copper but as a result of increased inventory. These price declines is good news for the entire computer value chain I suppose, and especially for motherboard makers. They will either be able to increase their profit margins or, as is so typical in Taiwan, compete more aggressively on price, which is good news for you the consumer. We will have to wait and see now, won't we?
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