PCB潛力無窮,應用商機擴大
Date: 2014-07-17
News Type:
印刷電路板被稱為電子工業之母,近年來受惠於行動裝置迅速普及,並延伸至穿戴商品,加上全球各國積極布建更高速的網路,可預見的未來將建構車聯網(含汽車電子)、智慧家庭至物聯網,隨著科技更加深入生活,也為PCB產業注入活水。根據研調機構Prismark資料顯示,今年Q1軟硬板廠產值多較去年同期下滑,其中旗勝產銷值減1.58%,而臻鼎,則年增17.35%,預期今年有望超越去年全球市占率約3.92%,朝向突破4%前進,雖然臻鼎的漲幅並非相當出色,僅在產業的平均值上下,不過相較於去年上、下半年營收比,為懸殊的38比62,今年明顯有淡季不淡的味道,主要是因為除了美系大客戶之外,還有日商Sony與小米的數位機上盒(STB)訂單。此外,台郡預期下半年在蘋果訂單加持下,今年可望維持逐季成長態勢。毅嘉上半年合併營收為59.47億元、年成長38%,其中軟板業績達53.69億元、年增87.73%,其中6月營收雖受客戶盤點影響,不過仍寫下今年新高。嘉聯益本為蘋果iPad系列供應商,不過今年跨入iPhone供應鏈,預期營收可望從7月開始正式貢獻,8月後迅速增加,另外iWatch也有機會跟著貢獻營運。由於蘋果供應鏈上、下半年比重懸殊,因此,下半年將有機會出現爆發性演出。車市持續復蘇,加上盲點偵測、停車輔助、碰撞警示、偏離警示、夜視等汽車安全配備比重越來越高,對PCB板需求也跟著提升,也吸引健鼎、敬鵬、耀華、精成科、欣興、競國等廠商投入。(以上幣值為新臺幣)(來源:Money Link 富聯網)
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