PCB產業市況轉佳,板廠設備紛紛升級
Date: 2014-08-07
News Type:
PCB產業今年市況轉佳,預估產值可達8000億元台幣,受惠終端行動載具持續演進,軟硬板廠設備升級更新需求同步增加,設備廠志聖、高僑、科嶠皆受惠。
工研院評估,行動載具未來還有2年的榮景,緊接著市場將轉進物聯網以及穿戴裝置等新興應用。對此,PCB業者顯得信心滿滿,由於行動載具興起後已經帶動PCB高階高密度連接板(HDI)、任意層(Anylayer),就連傳統板也因效能增加而增加層數,往8層以上移動。產品效能增強自然帶動設備需求同步演進,PCB業者部分既有機台設備已無法應付良率以及精密度的要求,刺激今年PCB設備業者出貨明顯增長,尤其產業走向自動化,高附加價值的自動化機台設備成為設備廠營運推動功臣。
志聖上半年合併營收18.93億元台幣,年增10.98%;志聖表示,今年PCB設備訂單動能明顯優於去年,另外,受惠大陸面板廠積極擴產,面板設備機台出貨佳。高僑指出,受惠4G網路升級為全球大勢所趨,技術升級已成功引發通信設備用PCB的大量需求,另一成長趨勢則來自於IC載板市場,由於IC載板單價較高,因應生產需求高僑所生產的鑽頭也因此提升孔位精確度,目前已完成0.1mm以上鑽頭量產,基於鑽頭小型化的趨勢,正朝向開發0.1mm以下鑽頭,使技術水準與日本同步,並且朝向耐磨,提高鑽孔精度及排屑為研發導向。科嶠今年營收年增約20%,高毛利產品出貨增,獲利可望優於營收增幅。(新聞來源:聯合晚報)
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