PCB設備需求旺 科嶠今年營運將創高
Date: 2014-08-27
News Type:
自動化乾燥設備廠科嶠正式掛牌上櫃,科嶠今年上半年毛利率大幅改善,較去年同期提升近十個百分點。展望全年,今年上半年起中、韓PCB業者的擴產需求明確,公司於去年推出的2款「自動靜電噴塗機」市場反應度佳,訂單能見度已達年底,且觸控面板客戶下半年需求也可望跟上,整體營運下半年仍將走高,全年營收獲利挑戰新高表現。
科嶠產品主要應用在PCB產業為主,占比為5成,觸控面板占比重約3成,其它包括綠建築玻璃、LED、Cover Lens等市場則占2成水準。科嶠今年營運成長動力首推PCB市場,其客戶群遍及中/泰/韓/日,因應今年PCB產業建廠需求旺,國內今年仍大舉擴廠的PCB大廠包括志超、健鼎、欣興、華通以及競國皆為其客戶,下半年訂單能見度已達年底,客戶拉貨需求強勁,推升今年科嶠在PCB產業營收年成長估可達3成以上的水準。
展望下半年,科嶠認為PCB 產業進入高階產品競爭,全球PCB廠商進行擴產以增加產能而產生對乾燥設備及周邊製程的需求,帶動全球PCB 設備業者接單熱絡;在觸控面板市場,隨著大陸品牌智慧型手機全球市佔率持續增加、大陸觸控面板廠積極爭取成為國際品牌平板電腦及NB 用觸控面板供應鏈等需求有助於觸控產業升溫,且未來終端行動載具將持續演進以及穿戴裝置等新興應用,為了增加產品效能將會帶動軟硬板廠設備升級更新需求也將同步增加,將會刺激自動化設備更新設備之需求。(新聞來源:MoneyDJ新聞)
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