PCB強攻車電 前景佳
Date: 2015-07-30
News Type:
受惠車聯網龐大商機,PCB族群從上游至下游切入汽車電子相關的供應鏈,包括敬鵬、台光電等今年業績前景,由於汽車板對於安全規範的要求較高,認證過程時間約需二到三年,對產品穩定性的要求即形成產業的進入障礙。
台新投顧協理黃文清指出,對PCB產業而言,汽車電子化打開了PCB產業新的商機。在未來車聯網與智慧汽車所採用的車用電腦,預期將為PCB產業創造出更新的產品應用領域,進而引爆該產業更大的商機,且在國際領導大廠早已進行車用PCB相關技術的開發,以迎接未來車用電腦帶給PCB產業的新市場機會中,看好台灣上游至下游切入汽車相關供應鏈的廠商。其中,全球科技巨擘蘋果積極跨足智慧汽車的動作,包括與Google及其他非汽車製造的科技公司合作,共同研發智慧汽車。 (新聞來源:經濟日報)
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