PCB八雄 五路攻物聯網
Date: 2015-06-24
News Type:
物聯網加速硬體商機爆發,台系八家(欣興、華通、健鼎、金像電、先豐、楠梓電、臻鼎、泰鼎)印刷電路板廠配合客戶群下半年新品將上市,五路並進,搶搭物聯網相關車用電子、無人機、機器人、智慧家庭、穿戴裝置用板浪潮。
台廠研判,國際大廠爭相通過物聯網聯盟,加速終端硬體互聯與整合,在相關硬體新品將密集上市的情況下,預估物聯網終端裝置即將突破500億個,平均每人擁有聯網裝置將超越五個,將成為印刷電路板中高階製程(高密度連接板、多層板)的新出海口。
值得注意的是,車聯網用PCB更較無人機、機器人、穿戴裝置在目前擁有大而穩定的PCB用量,主要在感測器關鍵用板、先進駕駛輔助系統(ADAS)等領域帶動;其次則為智慧家庭相關PCB散熱板與網通板。
有兩岸PCB股王滬電加持的楠梓電積極搶進車聯網領域,至於非安全汽車電子應用,泰鼎則已先通過認證提前卡位,欣興則因應客戶需求強勁,既有昆山、德國廠將不敷使用,山東新廠目標今年內完成建置,明年進一步拉高汽車板產能。(新聞來源:經濟日報)
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