PCB族群淡季不淡 12月營運續強
Date: 2014-12-18
News Type:
PCB廠商11月交出亮眼成績單，臺郡及先豐11月營收創歷史新高，其中先豐更連續3個月沖上新高，嘉聯益則創歷史次高，在蘋果iPhone 6出貨持續帶動下，臺郡、嘉聯益等蘋果供應鏈12月可望維持高檔，法人分析，PCB族群近期以具轉機的金像電漲勢最驚人，帶動PCB族群近期買盤明顯增溫。
PCB產業營運今年明顯轉佳，除了大吃蘋果訂單之外，金像電與先豐轉進伺服器有成，營運亦有亮點，臺郡11月合併營收達18.74億元，月增21.93%，創下單月曆史新高，臺郡今年產品主力朝高階方向發展，可望有效提升毛利率，公司預估下半年高階產品比重可一舉拉高至50%，法人看好臺郡第四季營收有機會挑戰歷史新高，再加上蘋果新iPad加入出貨行列，可望一路旺至明年第一季季底。
嘉聯益11月合併營收為歷史次高， F-臻鼎目前產能利用率仍滿載，PCB業者指出，雖年度出貨高峰多落在11月，但在蘋果出貨帶動下，12月及明年1月進入傳統淡季，但仍可望維持高檔，並明顯優於去年同期表現。(新聞來源：自由時報)
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