伺服器訂單顯現 博智Q4盼升溫
Date: 2015-09-02
News Type:
主攻伺服器、工業電腦利基印刷電路板廠博智第二季營運陷入谷底，因兩大市場同樣面臨清淡市況，但展望近期，9月底訂單回頭，營運逐漸回溫，第四季大股東研華訂單也可望陸續出貨。
博智在策略上主攻少量多樣的印刷電路板市場，需求和利潤都較為穩定，主要佈局在伺服器和工業電腦領域，以上半年來看，博智在伺服器市場占比約70%，工業電腦占比重約25%，其它還包括HDI和其它類產品。博智近年快速往高層板推進，10層板以上的產品占營收比重占比約40%多，包括10層、12層、14層板到20層板，10層板以下，目前占比重達50%多的水準。
展望第三季仍是相對保守，7月營收已微幅回溫，8月估為持平，但已萎靡許久的景氣，可望在9月份有些微動能，9月份博智伺服器有2大客戶已開始回頭下單，營運可望逐漸回升，而在工業電腦領域，博智在去年引進策略投資人研華，經過近一年來的打樣、驗證，研華逐漸將高階訂單轉到博智，預計第四季可陸續開始出貨。(新聞來源：MoneyDJ新聞網)
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