華通臻鼎，下半年營收衝鋒
Date: 2014-06-11
News Type:
蘋果新產品將密集登場，組裝廠7月起拉貨放量，帶動華通電腦、臻鼎科技等印刷電路板供應鏈營收衝鋒，部分廠商下半年業績有望比上半年倍增。蘋果印刷電路板（PCB）供應鏈包括華通、欣興等任意層（Any Layer）高密度連接（HDI）板廠及臻鼎、嘉聯益、台郡等軟性印刷電路板（FPC）廠，本季都忙著為出貨做準備，迎接7月下游組裝廠拉貨開始放量，營收也將明顯拉高。蘋果PCB供應鏈對客戶動態低調，僅強調下半年智慧型手機訂單熱絡可期，可逐季躍增，在今年出貨集中度更甚去年，傳統旺季效應擴大，FPC尤其顯著。PCB業者分析，蘋果放大iPhone 6尺吋已是定局，分析應有兩款，市場都認為將熱銷。欣興今年重返蘋果供應鏈，近年大舉投資的新廠也將投產，下半年營收躍增幅度可期。臻鼎受惠蘋果訂單效益最顯著，去年營收逾600億元創歷史新高。而蘋果占營收比重較高的台郡、嘉聯益，下半年比上半年成長甚至可逾一倍。(來源：經濟日報)
More news
- BYD's Thailand factory has been completed, achieving the production target of its 800th new energy vehicle 2024-07-25
- China to Cancel Tariff Concessions on Over 100 Products Under ECFA 2024-07-10
- MKS-阿托科技 大中華區業務總監 蔡政修博士對於大中華PCB市場的展望問與答 2024-06-06
- Dell Technologies announces AI PC, aims to make it standard by 2025 2024-05-20
- TSMC‘s Major Advancement in Advanced Packaging: Silicon Photonics Packaging to Launch in 2025 2024-05-10
- Kinsus Interconnect Technology contemplates setting up an IC substrate plant in Malaysia 2024-02-15
- Mainland China Rewrites the Global Map for Electric Vehicle 2024-02-01
- The spokesman revealed that the government is accelerating investment promotion in the electronics industry, one of the three industries targeted to upgrade the country. 2024-01-20
- CES Debuts Next Week, Unveiling the First Year of AI PC 2024-01-15
- Apple and Amkor to jointly establish a packaging plant - Serving as a downstream US plant for TSMC 2023-12-10
- Breaking Nvidia's Monopoly? 6 Major Tech Giants Developing In-House AI Chips in Unison 2023-10-20
- IDC: Mobile phones will recover next year 2023-09-10
- "Made in India" mobile phone production has exceeded 2 billion, making it the second-largest mobile phone manufacturing country globally. 2023-08-20
- The Taiwan Carbon Solution Exchange formally established 2023-08-10
- Zero inflation in mainland China in June Clouded by the shadow of deflation 2023-07-17
- Apple’s first MR, Vision Pro -- Mixture of Reality Glasses Debuts 2023-06-12
- Server shipments declined in Q1, and an increase in AI-server orders is expected in the second half of the year 2023-06-02
- Apple plans to head to Thailand for NB production 2023-04-27
- Sales of global semiconductors decline to their lowest level in 14 years. 2023-04-21
- Tripod Technology to acquire an existing Japanese-funded PCB factory in South Vietnam 2023-03-24