半導體、智慧型手機熱，帶動巨橡成長
Date: 2014-05-28
News Type:
用於PCB及IC載板鑽孔制程絕緣耗材廠鉅橡，2014年首季財報。同時，在來自高市占的鑽針廠及鑽孔制程代工廠指出，4月起的兩岸PCB及IC載板廠產能利用率明顯提升，都形成對於鉅橡業績的強大挹注效果。2014年第2季智慧型手機正式進入旺季也有利於業績的再成長，鉅橡進入第2季在4月營收達1.07億元，為今年首度突破億元關卡達旺季水準；同時，鉅橡也在4月供貨給市場潛力極高的中國大陸IC載板廠。對於2014年第2季的市場看法上，鉅橡主管認為，從半導體供應鏈來看，IC載板景氣落後上游代工約1季，第1季半導體代工紛紛傳出佳績，因此鉅橡看好第二季IC載板出貨成長，目前鉅橡在IC載板鑽孔墊板市占率逼近90%，因此可望直接受惠。而這波景氣提前進入旺季，主要是由於智慧型手機大廠推出新機帶動，包括國際品牌如三星、宏達電，中國品牌如聯想、華為、小米等紛紛在第2季推出新款手機，鋪貨需求帶動，且第3季還有美系大廠新機種推出，今年智慧型手機市場可望維持高速成長態勢。而提高毛率產品營收比重也是鉅橡今年的工作重點之一。(來源：巨亨網)
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