維持高階HDI優勢 華通 欣興與燿華投資大加碼
Date: 2015-04-21
News Type:
上市PCB大廠今年都編有高額的資本支出以支應產能的擴充挹注營運的成長,其中尤以華通、欣興電子與燿華電子三大Any Layer HDI(任意層高密度連結板)PCB廠今年的資本支出預計將超過160億元的水準最受矚目。
其中,最受矚目的是欣興電子的大幅投資預估高達106億元,其競逐於高階的HDI板市場佔有率企圖心明顯,主要在於高階HDI製程的相對於傳統的多層板來得技術密集、資本密集而形成阻絕效果。
同時,華通針對中高階HDI板需求增加,2014年的資本支出大幅拉到30億元,隨產能增加下,營運規模再放大,推升業績成長,達成去年稅後盈餘達到19.87億元,每股稅後盈餘為1.67元,創下2001年以來的獲利新高紀錄;而華通2015年則依照市場需求,擴充產能往高階HDI移動,預估今年資本支出40億元起跳。
而宏達電的手機板供應鏈之一的燿華電子目前連同中國大陸轉投資的上海展華電子計算在內,共有110萬呎的HDI製程產能,目前在2015年第1季的產能利用率約在80%;同時,今年燿華電子規劃將達到15億元資本支出,優先投入於在台灣的產能去瓶頸,再視市場狀況規劃產能擴充案。
目前台商在在PCB市場上多層板產品面臨來自中國大陸崛起的PCB廠殺價競爭壓力,唯有在Any Layer HDI高階製程產品上仍有技術領先優勢,同時,在已搶得先機之下的競爭策略,如燿華電子、華通及欣興電子都在現階段加速其投資擴充營運規模,投入160億元資本資出,以拉開與競爭者的差距。(新聞來源:百能網)
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