科嶠Q4不看淡 訂單看到明年
Date: 2014-11-26
News Type:
設備業進入第4季及第1季傳統淡季,科嶠工業總經理吳明致看好優於第3季,更強調訂單透明度達3個月,明年第1季會很忙。
科嶠剛在8月25日上櫃掛牌,主要生產自動化乾燥設備,第3季產品應用印刷電路板(PCB)產業約35%,觸控面板等光電領域約61%。
PCB幹制程志聖、濕制程揚博等設備廠仍不看淡今年第4季,志聖預估本季可上攀今年第2季水準;揚博也強調目前生產滿載,出貨順暢,尤其高階高密度連接(HDI)制程擴充的需求加深,接單已到明年。
吳明致也指出,隨著手機大廠三星、小米、華碩等不斷推出低價智慧機,科嶠目標提供客戶高CP值生產設備,未來除深耕PCB並將觸角往外探索。他說,科嶠噴塗機在PCB板廠詢問度高,占前3季近15%,明年會再成長,推升PCB占營收比重,但PCB及觸控面板營收都會成長,預料上半年會較今年同期持平或微增。(新聞來源:中時電子報)
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