下半年HDI需求強 台廠擴產及時雨
Date: 2014-08-21
News Type:
2014年Q3起的各項3C電子產品開始備料及推出上市同時,進一步引爆對於高階的HDI制程印刷電路板高度需求,其中如欣興電子、健鼎科技及華通電腦業績將獲挹注,各廠在2014年業績將呈現逐季向上攀高的走勢,也使市場對於增加提供HDI產能的華通及健鼎科技的注意。
健鼎科技在2014年Q2有佳績傳出,其2014年Q2營收突破100億元而達到103.38億元,為3年來單季營收新高,並較Q1的98.29億元成長5.17%;健鼎科技的中國湖北仙桃廠在到Q2的產能利用率已達90%,主要用以生產包括光電板、記憶體模組板、硬碟板等非HDI制程的PCB板,而再擴充40萬呎月產能的投資案將在Q3完成。
而華通在2014年7月的營收已明顯走高到27.81億元,而預估華通在8月及9月業績將在蘋果全力為推出iPhone 6的備料之下,其業績將出現高度的向上推升效應,其Q3的營收營收可望較Q2的76.78億元成長15-20%。華通2014年7月營收以27.81億元改寫2014年單月營收新高紀錄,並較2013年同月26.63億元成長4.42%,累計2014年華通1-7月營收達176.5億元,也較2013年同期162.31億元成長8.74%。華通在台商的PCB廠中,其HDI制程產能僅次於欣興,Q3華通的重慶涪陵廠新增15-18萬呎HDI產能將開出,在Q4起全面量產將可明顯挹注營收,對於囊括蘋果及小米PCB訂單的華通而言,無異是在產能上有大大的幫助。
而欣興電子上半年業績,2014年Q2營收150.88億元,較Q1增加11%,毛利率由Q1的9.2%提高到Q2的9.5%,Q2稅後盈餘2.53億元,優於Q1的8700萬元,累計2014年1-6月稅後盈餘為3.4億元。欣興電子也對下半年的HDI制程及IC載板的營運表示樂觀;但相對于傳統多層板的銷售則相對保守看待。以上幣值為新臺幣(新聞來源:钜亨網)
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