蘋果打亮軟板廠,今年續發熱
Date: 2015-02-12
News Type:
3家軟性印刷電路板廠(FPC)1月營收(9)日全數出爐,受惠蘋果iPhone 6拉貨威力持續顯現,除同創歷年1月新高,F-臻鼎科技、嘉聯益科技也同步優於前一月,都看好首季優於去年同期,喜迎歷年最旺淡季。
由於蘋果去年推出新產品較慢,遞延效應使得F-臻鼎、嘉聯益及台郡科技等FPC供應鏈去年第4季營收同創歷年單季新高,一直到今年遞延效應仍在,使得傳統的第一季淡季也沾光,嘉聯益更自3家台系FPC廠出線,獲得即將問世的蘋果智慧表Apple Watch訂單,可望3月起放量。
臻鼎1月營收除創歷年1月新高、歷史第3高,也創下多項紀錄,包括首度超越前一年的12月,更推升臺灣印刷電路板(PCB)供應鏈1月超過80億元整數關卡的里程碑,穩坐上市櫃PCB產業鏈龍頭,單月並高出營收居次的欣興電子35.4億元。臻鼎1月營收除為蘋果任意層(Any Layer)高密度連接(HDI)板供應鏈欣興及華通電腦加起來的1.07倍,也是合計嘉聯益、台郡的2.45倍。
臻鼎除仍樂觀今年營運,沈慶芳已擬妥新的5年成長計畫,預計共投入300億元資本支出,高於前一階段的200億元至250億元,其中仍以擴充FPC為主流,但也發展汽車電子、雲端伺服器等硬板(Rigid PCB)。臻鼎表示,轉投資江蘇省淮安新的生產基地已在去年8月動土建廠,估計明年上半年完工,屆時再為營運添動能。(新聞來源:中時電子報)
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