印刷電路板上游材料廠,1月營收靚
Date: 2014-02-13
News Type:
1月雖逢農曆春節假期,但手持裝置熱絡並帶動節前備貨需求,金居、富喬等印刷電路板上游材料廠1月營收同返3億元新台幣大關,月增也都超過兩位數,金居並逾三成。展望本季,富喬認為傳統淡季審慎樂觀,主要在於行動裝置新產品朝更輕薄、面積更大的設計趨勢發展,有利高階電子級玻纖薄布需求,也看好各國持續推動第四代行動通訊(4G)基礎建設及雲端伺服器技術應用日益成熟,都提供電子級玻纖厚、薄布的良好成長動能。巨橡表示,1月受惠高階手機大廠紛紛傳出提前推出新款手機的訊息,供應鏈在春節前開始備料,積體電路(IC)基板、軟性印刷電路板(FPC)等PCB產品需求旺盛。而大陸手機品牌大廠紛在1月美國消費性電子展(CES)推出多款高階智慧型手機,大陸PCB大廠方正也開始佈局IC基板,除將以臺灣的成功經驗積極開拓對岸市場,同時也送樣日本IC基板廠認證,未來將持續發酵。金居指出,國際銅價今年來走揚,為反映成本,連兩月調高銅箔售價,同時春節前備貨需求,均帶動1月營收增溫。(來源:經濟日報)
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