利多紛呈,志超、佳總營收回溫
Date: 2014-04-09
News Type:
志超、佳總是印刷電路板(PCB)組裝加工(Assembly)大廠台表科的PCB供應鏈,在市場傳出小米電視採用台表科發光二極體(LED)背光燈條(Light Bar)並在第2季出貨之後,志超傳統材料PCB及佳總散熱鋁基板有望沾光。志超、佳總分別是全球最大光電板PCB廠、全台最大LED背光Light Bar散熱鋁基板廠,也都說3月已見大陸五一拉貨動能,主要來自LCD TV。志超指出,除大陸五一LCD TV拉貨帶動光電板PCB,4K2K光電板PCB的出貨比重增加,平均單價與產值同步成長,可期待較以往更好營運表現。志超今年前兩月營收創歷年同期新高,對於3月營收表示樂觀,甚至有機會超越1月。佳總說,2月營收受到春節、工作天數少及大陸廠缺工衝擊,3月這些不利因素已消失,也看到4K2K及大尺寸LCD TV因大陸五一拉貨,營收接近1月水準。佳總去年營收、毛利率、稅後純益同創上櫃掛牌新高,除看好LCD TV今年持續帶動散熱鋁基板的需求,應用LED照明的散熱鋁基板出貨也將成長。(來源:經濟日報)
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