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Printed circuit board makers posted their second-lowest November book-to-bill ratio for the last...

Printed circuit board makers posted their second-lowest November book-to-bill ratio for the last decade, according to trade group IPC. Consider that one more sign broader consumer electronics/IT hardware demand remains soft in spite of the smartphone/tablet boom. The data leads Topeka's Brian White to think contract manufacturers such as Jabil (JBL), Flextronics (FLEX), and Sanmina (SANM) will continue having a hard time. (NPD data)
Comments (2)
  • texaswiz says
    , contributor
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    For the last 10 years or so I would build at least one custom built computer every weekend for folks in business environments or for home use. I have not built one machine in the last 5 months. The market for custom built high end systems has completely dried up so it stands to reason the broader based low end systems that would typically be sold in the box stores would be soft as well. I think the only contract manufacturer that is doing well is the Foxconn division that is cranking out all the Apple phones.
    24 Dec 2012, 01:25 PM Reply Like
  • Skaterdude
    , contributor
    Comments (829) | Send Message
     
    It's not just computers. It's stereos, TVs, appliance control boards, game consoles, home and core network routers, cell phones, etc. I don't disagree with your point that the business is down because "things" aren't selling, just suggesting that you need to expand your idea of what PCBs are used in, so when something turns up, you'll recognize it! Happy investing!
    27 Dec 2012, 12:14 AM Reply Like
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