Recently, there has been another round of price rise of raw materials upstream of PCB. Jiantao issued the nth price rise letter. Lianmao and Shengyi didn't bother to send the price rise letter. Direct mail informed that the price rise of 8 ~ 10% would be increased from June 1.

   Mitsubishi Chemical announced to increase the prices of epoxy resin and epoxy curing agent from June 1, including:

   Bisphenol A / F epoxy resin increased by 100 yen / kg (about 5822 yuan / ton),

   Epoxy resin diluent series is 47 ~ 93 yen / kg (about 2736-5414 yuan / ton),

   The special epoxy resin is 18 ~ 19 yen / kg (about 1048-1106 yuan / ton),

    Epoxy resin hardener is 73 ~ 115 yen / kg (about 4249-6695 yuan / ton).

   The copper foil market has also ushered in a price boom again. The average price of copper foil has increased by about 22% compared with the beginning of the year, and the price of electronic copper foil has increased by 60% since the low point in 2020. The explosive growth in downstream new energy vehicles, 5g, IDC, energy storage and other fields this year has driven the rapid growth of copper foil demand. At the same time, because the copper foil supply can not be effectively solved in the short term, it is expected that the situation of short supply will remain for a long time. The cost pressure of PCB manufacturers is "mountain big". Because the price of PCB raw materials continues to rise, the PCB Factory is facing great cost pressure. Not only the price of direct raw materials increases, but also the auxiliary materials such as cartons, freight and exchange rate have become the driving force of the cost rise. Even in the early Q2, the board factory is not easy to increase the quotation to customers, but it is swallowed up by the rising raw material prices later. According to the analysis of people in the industry, large PCB factories with large capacity and technical advantages may adjust their quotations to downstream customers according to the market, but small PCB factories have very limited bargaining power. The price increase may mean the loss of customers and orders. Without the price increase, the cost can not be borne at all, which can be described as a dilemma. According to the current rising trend of raw materials, the price of raw materials is expected to remain high in the third quarter and face a life and death situation in 2021.