軟板三雄 下季業績攀巔峰
Date: 2014-09-04
News Type:
蘋果新iPhone將在9月9日現身。蘋果今年新品分階段上市、策略較去年靈活，軟板三雄嘉聯益、台郡、臻鼎的8月及9月營收轉強，下季業績挑戰今年新高。對照去年蘋果平板與智慧機多集中9月至11月推出，今年相對分散，除了4.7吋、5.5吋iPhone 6擬分批上市外，兩款7.9吋與9.7吋的iPad也將接棒在耶誕節前亮相；智慧表則在明年首季開賣。據悉，以蘋果新品挑戰高規格而言，面板後段模組（LCM）、電池、鏡頭等製造面對機身薄型化與設計的考驗，連帶使軟板（FPC）今年交期進一步壓縮逾40%。往年軟板廠平均交期在四周至八周，但是，今年因其他零組件生產調度與品管流程，壓縮最短一周至兩周以內。換句話說，蘋果新機若9月19日開賣，相關軟板供應鏈業者第2季「一路待命」、8月中下旬才正式備貨。市場也傳出，因今年時間特別緊迫與配合度考量，蘋果7月中下旬降低對美系、日系各軟板廠等釋單比重5%，回頭再對台廠追加訂單補足缺口，難免間接排擠其他非蘋新機的供給量。（新聞來源：中時電子）
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