敬鵬改寫歷史新高,健鼎、博智馬年旺
Date: 2014-02-19
News Type:
印刷電路板產業1月營收普遍不淡,敬鵬、健鼎、博智相對耀眼,敬鵬更是產業鏈唯一改寫歷史新高,健鼎、博智也各創33個月及15個月新高。敬鵬是全台最大汽車電子PCB廠,去年營收創歷史新高,並看好今年汽車電子產業。汽車電子已是PCB廠近年積極開拓的新藍海市場,耀華、欣興、健鼎、精成科均大力爭食。敬鵬表示,因應汽車電子需求,已著手擴增產能,估計新廠最快明年貢獻營收。健鼎過去主力產品在筆記型電腦(NB)、硬碟(HDD)及記憶體模組(Dram Module),近年營運深受PC產業不振衝擊,但汽車PCB及HDI佈局大陸手機明顯發酵。健鼎表示,一月尤以大陸中低階智慧型手機出貨最旺,明顯帶動高密度連接(HDI)板需求,汽車電子出貨也將持續提高。博智是伺服器PCB廠,在雲端趨勢及新添客戶,也有望走出去年衰退。伺服器也是近年PCB廠看好的市場,先豐、金像電、華通是主要供應商,金像電居全台最大,今年目標占營收45%。(來源:經濟日報)
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