蘋果新機預計九月推出，台FCCL廠後勢看漲
Date: 2014-04-30
News Type:
軟板廠表示，iPhone 6今年將推出4.7吋與5.5吋產品，目前按照原定計劃於9月推出，距離年底不遠，出貨量預計達9,000萬∼1億支，由於整個出貨量重壓在第4季，因此多數軟板廠在第4季有機會連2個月寫下營收新高，且今年下半年的旺季效應會超過去年同期，上、下半年差距也更甚以往。軟板廠目前推估，第2季營運約當等於第1季，7月開始備料，iPhone 6對營收挹注可望從7∼8月開始。而軟板上游軟性銅箔基板廠（FCCL）營運也逐步加溫。台虹承接國內所有蘋果供應鏈軟板廠訂單，臻鼎、台郡、嘉聯益均為其主要客戶，蘋果供應鏈占了FCCL營收的50％，另外3成為陸資客戶，其餘2成為製造軟硬結合板的硬板廠。亞電為嘉聯益FCCL供應商之一，該公司指出，公司50％營收為陸資軟板廠，台資客戶方面，以嘉聯益為最大單一客戶，占營收比重超過10％，除FCCL產品外，亞電今年也力推高毛利率的EMI產品，出貨物件為軟板廠，營收比重希望從去年的7∼8％，提升至10％。 (來源：工商時報)
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