陸華南8虎、軟板4大金剛來勢洶洶
Date: 2015-09-23
News Type:
近年大陸PCB 廠目前雖然技術仍未達一線水準,但低價搶單已對不少台廠帶來影響,加上大陸政府全力發展半導體產業,臺灣PCB廠未來恐面臨求生威脅。而大陸低價軍團強勢崛起,更衝擊台廠接單與利潤表現。
華南是大陸PCB產業最為集中地區,近年「華南8虎」勢力正快速擴張中,包括深南電路、珠海方正、汕頭超聲、興森快捷、崇達電路、景旺電子、五株科技、博敏電子,年營收規模已躋身全球100大。
其中,大陸PCB龍頭廠深南電路與面板廠天馬微電子同屬於中航國際控股旗下子公司,擁有大陸官方支持,2005年全球排名僅為127名,最新已躍升至38名,產品應用主要鎖定通訊、工控、醫療、車用電子與航空等領域,員工約6,500多人,依照大陸於2011年所頒佈的「十二五計畫」,年產值目標達人民幣100億元人民幣。
另一全球排名第40名的珠海方正,2003年由北大方正全資收購,以生產HDI高密度連接板、普通多層板等為主,主要用於通訊、消費性電子與工控等領域,過去接單能力也不弱,曾獲摩托羅拉(Motorola)、西門子(Siemens)、台達電、杭州斯達康、華為、普天與中興等訂單。
另外,號稱大陸軟板4大金剛的安捷利、廈門弘信、珠海元盛和深圳精誠達正積極茁壯中,在大陸政府積極扶植下,本土手機與消費性電子產品等訂單紛紛落袋,未來成長速度不容小覷。(新聞來源:Digitimes )
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