宇環併志昱營收大增 鎖定汽車板市場
Date: 2016-07-18
News Type:
印刷電路板廠商宇環因6月起合併汽車板廠志昱營收,推升營收大增,未來宇環將進行轉型,漸棄守軟硬結合板,轉型聚焦汽車板業務,下半年表現可望逐季成長。
志昱為先前由志超並購的日立化成高雄的PCB部門,主要是以汽車板為主,該廠主要的客戶為日廠Sumitomo,且志超在並購前還新增了Delphi納入客戶群,客戶陣容堅強。
宇環在漸退出軟硬結合板市場後,未來將以發展汽車板為主軸,其中就是志昱的業務,主要是看好汽車電子以由過去高檔車延伸到中檔車,且車用電子的種類和滲透率也提升,臺灣汽車板的市占率仍低,還有向上的空間,而志昱因剛接手,為40多年的老廠房,需要大整理以及改造,故在整頓期需要不少一次性的費用支出,因此宇環Q2仍低落。
第三季部分,志昱本身的業務第三季是優於上季,訂單量上升,志昱預計在第四季完全改造完畢後,生產進入穩定,也不會再有擴產改造的費用,而總產能也將由原先的20萬呎/月,提升至30萬呎的水準。 (新聞來源:MoneyDJ 財經知識庫)
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