台虹新揚科亞電 下半年好展望
Date: 2015-07-08
News Type:
台虹科技、新揚科技、亞洲電材3家台灣主要軟性銅箔基板廠6月營收（7）日全數出爐，都逆勢優於5月，也看好第3季傳統旺季來臨，尤以新揚科上半年表現最突出，6月份、第2季及上半年營收都比去年同期成長，第2季傳統淡季營收也高於首季。
台虹、新揚科、亞電客戶或多或少與蘋果FPC供應鏈相關，在蘋果新一代智慧型手機即將上市，再加上第3季傳統旺季，都樂觀營收更上層樓。其中亞電表示，第1季已打入美系主要FPC供應鏈並小量出貨，同時下游客戶開發新品與製程布局已進入完成階段，可望帶動覆蓋膜需求提升，還有穿戴式智慧裝置逐漸成熟期，加上消費性電子產品如手機、平板進入出貨旺季，第2季雖受到電子業傳統出貨淡季影響，但第3季起將可望恢復以往水準。
台虹下半年可望出現明顯轉機，除FCCL與蘋果FPC供應鏈台郡科技關係最密切，另一大類產品太陽能背板（PV Backsheet），也有望受惠太陽能產業升溫，6月PV Backsheet營收已創17個月新高。(新聞來源:工商時報)
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