台灣高階HDI 大舉投資鞏固市場
Date: 2015-11-10
News Type:
2014第2季之後的全球PCB產業復甦態勢確立,而在全球PCB產值居龍頭地位的台商PCB廠也明顯受惠;但今年以來PC產銷售需求疲弱、雲端及伺服器用高層板一下匿蹤,但在全球3C電子產品設計趨勢及PCB產業生產向亞洲地區集中的走勢下,具有高度資金、技術門檻的高階HDI板將成台商PCB在全球市場決戰的主戰場。
目前台商PCB廠主要生產HDI廠商包括欣興、華通及燿華、健鼎科技等,則有積極擴張其HDI產能以應市場需求的動作,而欣興電子、華通及健鼎科技等在第3季營收創新高的表現,其中華通在10月營收並突破50億元新台幣達50.2億元新台幣創新高,2015年並將挑戰450億元新台幣。
華通客戶除美商蘋果公司之外,也已打入小米等中國品牌供應鍵,同時,華通針對中高階HDI板需求增加,2014年的資本支出大幅提升到25億元新台幣以上,隨產能增加下,營運規模再放大,推升業績成長;而華通2015年則依照市場需求,擴充產能往高階HDI移動,預估全年資本支出超過40億元新台幣。(新聞來源:鉅亨網)
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