PCB上游產業維持成長 各尋利基市場
Date: 2015-10-21
News Type:
屬美商蘋果供應鏈股PCB上游的銅箔基板(CCL)廠台光電受惠于PCB產業高階CCL需求的明顯復蘇,其2015年第3季業績呈現連3月創新高的走勢,台光電所締造的佳績主要來自積極尋求產品升級所獲致;而在2015年以來PC相關產品不見復蘇景象同時,PCB上游業者均積極行動尋求利基市場。目前台光電在無鹵材料出貨量和營收都已居全球第一位。公司並將啟動另一階段的5年市場開發計畫,進一步切入車用板材料市場。
另一CCL廠聯茂電子在過去產品比重偏重PC端應用的現象,於去年設置臺灣新埔廠同時,即有意進行扭轉,在聯茂電子經產品開發、送認證程式下,在伺服器產品應用開發出客戶,成效也將在第3季的獲利中顯現。 同時,聯茂電子今年在臺灣新埔廠擴大產能,將原有每月30萬張CCL的產能增加50%到45萬張,其擴廠動作並將在第4季完成;也將原有聯茂電子兩岸原有每月310萬張CCL產能增加到325萬張。
而在玻纖布廠方面,富喬工業在今年在產銷策略上以工業級玻纖布搭配電子級玻纖布全產全銷的策略以維持其稼動率,同時,富喬工業並進一步開發車用板市場,積極尋求進入利基市場,目前己見成效,在2015年上半年單季都能維持獲利的營運。而富喬工業在2015年第3季也因車用板的客戶增加,在營收上維持穩定成長,第3季也可望取得獲利的成績,表現也優於其它玻纖廠。 (新聞來源:钜亨網)
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