NB產品現轉機,PCB供應鏈重新洗牌
Date: 2014-07-23
News Type:
去年銷售呈現衰退的筆記型電腦(NB)產品今年出現轉機,在美商微軟宣佈XP作業平臺的正式退役並加速新作業系統的市場攻略,加上返校潮的採購效應,市調單位DIGITIMES Research預估,2014年第3季全球筆電出貨量將呈現季增率4.3%,其上升態勢並優於去年同期;同時,在NB的供應鏈PCB廠也在洗牌之中。原在NB板市場市占率全球第一的瀚宇博多已明顯在調整本身的接單結構並控管成本,其NB板占本身營收比重在2013年已降至50%,而目前對於NB板訂單具有高度企圖心的志超、精成則在快速擴充產能、爭取認證以接單。DIGITIMES Research表示,第3季全球筆電出貨量將呈現季增率4.3%,而就目前的整體2014年NB出貨量預估,上下半年的出貨比重分佈也將呈現48.7%比51.3%。在重慶市以透過引進包括華碩、宏碁、思科、惠普及東芝等5家NB品牌廠進駐,進一步帶動包括緯創、廣達、富士康、和碩、英業達、仁寶6家代工廠商進駐,並進一步吸引零組件供應鏈前往配合生產。而目前在NB板廠商中則有精成科技及志超科技進入中國的大西部投產,兩者在2014年都將把產能擴張到每月150萬呎。同時,目前在中國大西部投產的PCB廠具有健鼎科技切入湖北省的仙桃市設廠,其產能將在本季由月產40萬呎擴大到80萬呎,但目前健鼎科技對於NB板的接單意願不高,也在削減NB板的營收比重。(來源:巨亨網)
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