迎接蘋果換機潮PCB第三季盼轉運
Date: 2015-07-08
News Type:
PCB產業經過第二季傳統淡季,業者多預期第三季將顯現傳統旺季效應,尤其以接獲蘋果新機訂單的台郡、臻鼎、欣興、華通、嘉聯益營運將有所加溫,迎接蘋果新一波龐大換機潮。
華通第一季交出近年同期最佳營收、毛利率與獲利成績,第二季產能利用率從上季的75%提高至80%以上,第二季營收可望季增5-10%,公司預估,今年營運可望逐季上揚。
欣興表示,今年上半年整個市場偏淡,第一季是今年穀底,4月起訂單已陸續回籠,7、8月後隨著大客戶新品推出,下半年成長力道轉佳,預估欣興今年軟硬複合板營收約40億元,未來3-4年內全年營收可快速成長到60-70億元,至於PCB與IC載板業務則穩健發展,一年貢獻約600億元。(新聞來源:自由時報)
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