展望PCB設備廠下半年趨勢
Date: 2014-07-09
News Type:
2014年景氣穩定升溫，PCB產業進入高階產品競爭，兩岸PCB廠同步進行擴產，臺灣如景碩、欣興、敬鵬等大廠均興建新廠增加產能，華通、健鼎、志超則西進大陸佈局，大陸PCB廠如景旺、崇達、博敏、深南及銅箔基板(CCL)廠生益均有擴產計畫，增加產能遍及多層板、HDI、散熱基板至IC載板各類產品，加上海外的Ibiden、CMK、KCE等業者，上半年臺灣PCB設備業者接單熱絡，能見度也直達第3季之遠。曝光機廠川寶上半年累計合併營收新臺幣7.93億元，年增16.21%之多；AOI設備廠牧德第2季合併營收共新臺幣1.81億元，季增29.09%，幹制程設備大廠志聖及濕制程設備廠揚博第2季營收也上看2位元數季增幅度；其中，揚博在日系客戶接單熱絡，帶動設備出貨逐季成長，並且出貨以高階蝕刻等制程設備為主，成長性將優於2013年，第3季將成為全年業績最旺季；加上揚博代理封測材料近來進入半導體旺季，需求十分暢旺，可望推升上半年營收優於2013年同期。惟業者表示，第2、3季接單強勁，但景氣變化迅速，從客戶下單情況來看，下半年的設備出貨不確定性較高，第3季以後的需求仍需審慎以對。（來源：DIGITIMES）
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