PCB廠商7月產能滿載 產品漲價可期
Date: 2014-08-21
News Type:
據時報資訊報導，臺灣PCB廠商相繼公佈7月營收資料，受益於三季度的消費電子新品拉貨效應，各PCB廠商的營收均實現環比增長，欣興、華通更分別創下10個月和8個月新高。目前PCB廠商的產能已接近滿載水準，產能利用率已從二季度的90%提高到95%，臺灣廠商普遍預計出貨旺季將延續至四季度，下半年營收有望環比增長50%。
與此同時，大陸廠商生益科技的產能利用率持續好轉，其東莞工廠將在三季度旺季到來時達到滿產。同時原材料中的銅箔、環氧樹脂、玻纖輪番漲價，PCB廠商已結構性提價。
目前行業庫存水準較低，隨著旺季的到來，相關企業的盈利也將大幅增長。公司方面，興森科技主營PCB，將受益行業高景氣；超聲電子已成功切入蘋果供應鏈，將為iWatch提供主機板PCB產品；金安國紀主營覆銅板，將受益於下游PCB需求的量價齊升。(新聞來源：騰訊科技)
More news
- BYD's Thailand factory has been completed, achieving the production target of its 800th new energy vehicle 2024-07-25
- China to Cancel Tariff Concessions on Over 100 Products Under ECFA 2024-07-10
- MKS-阿托科技 大中華區業務總監 蔡政修博士對於大中華PCB市場的展望問與答 2024-06-06
- Dell Technologies announces AI PC, aims to make it standard by 2025 2024-05-20
- TSMC‘s Major Advancement in Advanced Packaging: Silicon Photonics Packaging to Launch in 2025 2024-05-10
- Kinsus Interconnect Technology contemplates setting up an IC substrate plant in Malaysia 2024-02-15
- Mainland China Rewrites the Global Map for Electric Vehicle 2024-02-01
- The spokesman revealed that the government is accelerating investment promotion in the electronics industry, one of the three industries targeted to upgrade the country. 2024-01-20
- CES Debuts Next Week, Unveiling the First Year of AI PC 2024-01-15
- Apple and Amkor to jointly establish a packaging plant - Serving as a downstream US plant for TSMC 2023-12-10
- Breaking Nvidia's Monopoly? 6 Major Tech Giants Developing In-House AI Chips in Unison 2023-10-20
- IDC: Mobile phones will recover next year 2023-09-10
- "Made in India" mobile phone production has exceeded 2 billion, making it the second-largest mobile phone manufacturing country globally. 2023-08-20
- The Taiwan Carbon Solution Exchange formally established 2023-08-10
- Zero inflation in mainland China in June Clouded by the shadow of deflation 2023-07-17
- Apple’s first MR, Vision Pro -- Mixture of Reality Glasses Debuts 2023-06-12
- Server shipments declined in Q1, and an increase in AI-server orders is expected in the second half of the year 2023-06-02
- Apple plans to head to Thailand for NB production 2023-04-27
- Sales of global semiconductors decline to their lowest level in 14 years. 2023-04-21
- Tripod Technology to acquire an existing Japanese-funded PCB factory in South Vietnam 2023-03-24