電子業6月營收，持續走高
Date: 2014-07-02
News Type:
5、6月通常為電子業淡季，但今年5、6月卻有淡季不淡的味道，5月營收創歷史新高家數達到107家，6月因有年中庫存盤點的因素作梗，推測6月營收創新高家數恐低於5月，但包括封測、晶圓代工、PCB、車用電子、iPhone6供應鏈等，6月營收續揚的機率仍高。半導體產業景氣大好，也帶動封裝測試業業績上揚，封測大廠京元電第2季除接獲聯發科，及大陸最大IC設計廠海思手機晶片測試大單，4G基地台特殊應用晶片（ASIC）也全委由京元電代工，訂單能見度大增。不讓半導體業專美於前，軟板廠6月營收也有機會硬起來。其中PCB廠競國實業最先表態，4月因大陸廠高單價的記憶體模組板出貨量拉高，帶動單月營收以7.8億元改寫歷史新高，5月營收7.83億元再創新高；6月則可望有汽車板訂單增加的加持，市場預期單月營收至少可維持5月的高水準，甚或有連3月創新高的機會。除了競國外，包括旭軟、尖點、泰鼎也各擁題材，被市場看好6月營收奔高。（來源：中時電子報）
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