April Market Forecast, Price Trends, And Supply And Demand Situation For Electronic Fabric

I. Price Trends: A Certain Price Increase in April, Monthly Price Adjustment Implemented

Electronic fabric prices have already increased consecutively in February and March, and leading companies will uniformly implement a new round of price adjustments in April. The mainstream product, 7628 electronic fabric, is expected to increase by 0.4-0.5 yuan/meter, a rise of 8%-10%; thin fabrics 1080 and 2116 will also increase by 5%-8%; high-end Low-DK low-dielectric products will continue to accept long-term orders only and will not quote prices, with prices remaining firm. Supported by a shortage of weaving machines, tight raw material supply, and the peak season for downstream stockpiling, there is no room for a decline in electronic fabric prices in April, and bargaining power will remain strong.

II. Supply and Demand Pattern: Low Inventory, Rigid Supply, Strong Demand

Suppliers: The industry faces a shortage of approximately 4,000 weaving machines, with high-end equipment delivery times reaching up to 18 months, a situation unlikely to ease in the short term; leading companies are proactively reducing ordinary production capacity and shifting towards high-margin high-end electronic fabrics, further tightening the supply of ordinary fabrics. Industry-wide inventory is only 7-10 days, at a historically low level.

Client-side: April marks the start of the Q2 inventory buildup cycle for PCB and CCL manufacturers. AI servers are driving a surge in demand for high-end electronic fabrics, with single-unit usage five times that of traditional products. Orders for wind power, new energy vehicles, and 5G base stations are full, leading to supply shortages across all categories of electronic fabrics and further extending delivery times.

III. Market Outlook and Operational Recommendations After April

The logic behind electronic fabric price increases in April is clear, and the supply-demand gap is unlikely to ease, resulting in a steady price increase. Downstream customers are advised to lock in prices and inventory as early as possible to mitigate the risks of subsequent price increases and shortages. Upstream companies should maintain a production-to-order approach, prioritizing core existing customers and capitalizing on the industry's boom cycle.

Overall, the continued upward trend in electronic fabric prices in the first half of 2026 is certain. April is a crucial window for customers to plan their strategies and secure orders. Following the pricing strategies of leading companies and responding rationally to market changes are essential for stable operations.