迎向蘋果旺季,台廠Q3產能豐碩
Date: 2014-07-17
News Type:
同屬美商蘋果PCB供應鏈的華通及健鼎科技,在2014年業績將呈現逐季向上攀高的走勢;同時,這兩家大型PCB廠在2014年第3季進入PCB市場旺季之際,在中國大陸的大西部地區都有新產能的開出。
健鼎科技目前積極進行接單結構的篩選,對於市場殺價過於激烈的資訊板產品則傾向不再競價接單。同時,健鼎科技預估今年將對於其新設的中國大陸湖北省仙桃廠再擴充100%的產能到每月80萬呎並于第3季開出新產能,包括此一擴充案在內,健鼎2014年的資本支出約30億元。
華通電腦在2014年第3季將有重慶涪陵新廠首階段加入每月15萬平方英呎產能的開出挹注,加上美商蘋果公司的推出iPhone 6所形成高度HDI制程PCB產能需求,將有助於在2014年的業績呈現逐季的向上攀升。最值得注意的是華通目前為台商PCB廠中HDI產能僅次於欣興電子的廠商,在下半年的新料號訂單順利出貨後,將大幅提高其獲利的水準。(以上幣值為新臺幣)(來源:巨亨網)
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