營收結構優化,南電業績逐季攀升
Date: 2014-04-23
News Type:
IC載板大廠南電受惠于非PC應用如網通、手機、遊戲機等需求,首季營收已年增約2成,第2季IC載板、傳統PCB產能利用率均將較首季全面升溫,業績可望逐季成長,且2014年全球PC出貨量雖仍衰退,但企業用戶可望因XP停止更新,帶來部分換機需求,市場也看好南電營收隨著產能利用率正向成長;但,南電2014年PC占比將因其他應用增長而下滑,從產品類型來看,覆晶載板占45%,打線載板占25%,PCB則占30%,營收結構可望進一步優化。受惠於PS 4、XBOX One熱銷而大幅成長28%,遊戲機處理器IC載板、PCB供應商南電首季合併營收也達到新臺幣78.44億元,年增近20%之多;除了遊戲機外,4G LTE伺服器、基地台及手持裝置也是南電業績重要成長動能,帶動其FC BGA、FC CSP及多層板產能利用率升溫,第2季各產品線產能利用率將全面較首季成長。而在網通、行動裝置需求升溫同時,南電在車用電子也頗有斬獲,2014年新客戶訂單加入,帶動業績增長,整體而言,南電2014年業績成長主力來自非PC應用領域,營收也將隨之逐季升溫、逐漸走出營運穀底,全年表現將優於2013年。(來源:電子時報)
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