超越日韓 台PCB廠今年出頭天
Date: 2014-10-09
News Type:
印刷電路板(PCB)產業是台灣最早發展的電子業之一,歷史逾40年,過去幾年不少PCB業者因PC產業下滑而重創,在經歷2008年洗盤與轉進手機、平板等新電子產品,再加上國際轉單,今年多家PCB業者成為市場大黑馬,包括欣興、定穎、燿華、金像電等轉虧為盈,正式向低潮說BYE BYE。
2014年台商PCB產業產值年成長2.66%,產值上看5330億人民幣,打破過去3年來僅約1%的低成長。資策會MIC調查,台灣PCB產業高居全球前三名,近幾年產值更與日本為伯仲之間,2011年台灣首次超越日本台灣業者產值占31%,日本占29%,隨著日商關閉HDI生產線,三星重要PCB供應商DAP今年3月大火,市場供應吃緊,蘋果與非蘋陣營積極轉單給台廠。法人分析,目前市場情況對PCB業者相當有利,光是從成本面來看,就有極大優勢,PCB主要原料包括銅箔、玻纖布及樹脂等,銅箔占生產成本20%-25%左右,黃金也占了10%以上,今年金價、銅價維持弱勢格局,有利於舒緩成本壓力,而美元走強,新台幣貶值,也可望出現匯兌收益。另從應用面來看,蘋果iPhone以及iPad越做越大,對於台灣PCB產業更是重量級的利多,蘋果手機與平板電腦螢幕尺寸放大,對於HDI與軟板的需求大幅增加,而智慧型手機朝高階發展,過去中低階只需要三層Any-layer HDI板(任意層高密度連接板),現在比照高階機種採用十層板,皆造成HDI板需求激增。(新聞來源:PCB技術網)
More news
- TPCA Show 2025 Reservation! 2024-11-15
- TPCA Show 2024 will be held as scheduled on 10/25 2024-10-24
- TPCA Show 2024 Pre-registration 2024-10-23
- Rajah&Tann:Doing Business in Thailand &Southeast Asia 2024-10-18
- 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