占地利!泰鼎搶汽車電子大餅
Date: 2015-11-18
News Type:
泰鼎執行長周瑞祥13日表示,長期深耕傳統印刷電路板掌握藍海優勢,再加上生產基地位處泰國,不僅有助爭食汽車電子大餅,也提供跨海在大陸攻城略地的實力。
周瑞祥分析,大陸持續將改善重汙染列為重點計畫,印刷電路板(PCB)生產聚落勢必進行新一波的移動,東南亞具有鄰近大陸廣大市場的優勢,加上人力成本及基礎建設符合製造業生產需求,目前品牌大廠已陸續將訂單南向釋出。
周瑞祥強調,美國、日本、台商都逐漸退出或轉往高階,陸系大廠也不投資,但全球2至10層PCB仍有需求,一年約5,000億元新台幣的市場規模,在競爭者愈來愈少下,價格已觸底,泰鼎長期聚焦的中低階PCB板,1年營收100億元新台幣的市場占有率仍低,反而成為新的藍海。
周瑞祥指出,泰國本就是汽車大廠重鎮,尤其汽車電子PCB層數也不高,是泰鼎的強項。 (新聞來源:工商時報)
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