四大應用加持 帶動PCB用量不墜
Date: 2015-01-15
News Type:
印刷電路板（PCB）業者提早迎來春燕，臺廠大多認為，網通／伺服器、LED照明、汽車電子與非蘋智慧新機密集上市等四大終端應用，將同步帶動PCB用量不墜，今年首季有望是歷年最旺的淡季。
在去年第4季時，已有金像電、博智、燿華、敬鵬、佳總等超過五家PCB廠商，12月業績逆勢拉尾走高，展現不受季底庫存盤點影響的表現。燿華、健鼎、先豐、慶生等業者的去年第4季業績，也皆優於法人預估的季減5%以內。
供應鏈上游人士研判，今年春燕的身影提早約一個月報到，主要力道來自於農曆春節長假前，大陸終端消費電子品牌廠密集推出新品的備貨需求。PCB廠商指出，尤其是手機方面，包含小米旗艦機、聯想智慧機Moto X等，及諾基亞平板N1、華為與TCL新機等，在農曆年前分批上市，搭上當地4G換機需求，亦帶動相關高密度連接板與組件用量。
另一方面，中國大陸當地網通與基地臺、雲端伺服器資料中心建設所需百億級資金，在元台幣月上旬已陸續敲定，也成為PCB廠首季業績成長動能之一。據瞭解，除了中國大陸三大電信業者擴張4G布建，百度、阿裏巴巴等也爭相規畫大西部建置資料中心的投資。
展望今年首季， PCB廠指出，儘管存在工作天數較少的影響，但配合客戶需求，產品銷售價量齊揚，以及農曆年前急單挹注，首季上旬平均稼動率預料將維持歷史同期高檔。(新聞來源：經濟日報)
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