敬鵬、臻鼎 喜迎換車潮
Date: 2015-12-16
News Type:
全球消費電子成長趨緩，市場看好車用PCB市場，在歐美八年一次屆齡車輛汰換需求、半自動駕駛等新應用帶動兩大成長動力帶動下，訂單相對明朗，敬鵬、健鼎、燿華、臻鼎等四家2016年首季營運相對有撐。
敬鵬表示，明年首季「不會有閒置產能」，隨著切入全球前20大汽車電子供應鏈，預估明年首季營收季減幅度在5%以下，季減幅度相對同業輕微；臻鼎明年首季營運預估將優於同業，在既有35um以下細線路製程比重提高以外，深耕東北車用電子客戶的效益浮現，將降低淡旺季的營運波動風險。
業界指出，明年車用PCB需求在既有應用以外，新應用領域的成長也有望抵銷春節部分影響。新需求來自半自動駕駛與環車影像等，目前燿華、健鼎、臻鼎已積極搶進卡位。研調機構預估，全球汽車電子年產值1,800億美元，其中，汽車板等關鍵組件比重將於2020年邁向五成，年複合成長率6.6%，對於台系PCB廠存在新機會。分析師看好，歐洲市場車齡相對美國市場偏高，2016年整體市場需求穩定成長，至於中國大陸市場於10月回溫，加上十三五新計畫敲定，在綠色新能源與智慧車輛政策帶動，推升車用PCB市場進一步成長。(新聞來源：經濟日報)
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