智慧機熱 钜橡提前進入先進制程
Date: 2014-10-09
News Type:
受惠智慧型手機新機上市密集，印刷電路板(PCB)絕緣材料廠钜橡9月營收新台幣1.19億元，年增5.01%，創5年來新高。公司表示，由於第3季智慧型手機大廠持續推出新機，帶動智慧型手機用的IC載板與軟板需求。此外，由於半導體大廠持續精進，提前進入先進制程，钜橡看好明年由先進制程帶動的高階需求，高階產品已經準備到位，將持續維持成長態勢。
美系大廠9月正式推出大尺寸手機，引爆市場搶購，由於美系大廠供應鏈移轉，台灣的IC載板擴大受惠，钜橡目前在台系IC載板用墊板市占率約達90%，因此8月起配合客戶鋪貨需求，營收看到明顯成長，9月由於銷售供不應求，帶動營收進一步成長。
钜橡表示，智慧型手機目前呈現 M型趨勢，高階市場除了美系大廠訂單之外，韓系大廠也積極推出新機，钜橡近年成功打入韓系供應鏈，將持續受惠，另外，低階市場部分包括中國大陸品牌也陸續推出多款智慧手機，公司也看好這部分帶動台灣IC載板的出貨，有助於钜橡營收成長。 (新聞來源：中央社）
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