【行業亮點】台郡鞏固高階產線 因應下世代iPhone需求
Date: 2017-02-07
News Type:
印刷電路板廠商台郡首季筆電產品將挹注營運，加上下一代iPhone手機軟板產值提升，更有機會成為無線充電接收端軟板供應商，凱基投顧認為，下一代iPhone手機軟板產值提升可能年增達15~20%，高於先前預估的10~15%，公司將受惠此趨勢。
凱基投顧預估，2017年新款iPhone手機軟板廠值年增率將達20%，使每只軟板產值將提升到34美元以上，主要因為新款iPhone出貨量銷售可望提升，預期2017年新款（合計新款OLED、4.7-inch與5.5-inch TFT-LCD機種）與所有iPhone出貨分別為100M與225M；另外，軟板片數提升到20片以上，所增加軟板推測來自於OLED面板設計影響觸控面板設計改變（in cell轉至Out cell）、無線充電及虹膜辨識等功能應用。
受惠於新款iPhone導入無線充電，凱基投顧認為台郡專注在高階軟板，有機會進入接收端（RX）軟板線圈供應鏈，根據推估，此產品困難度及複雜性較高，若含組裝元件其單價將為一般軟板2倍以上，因此，對台郡營收、獲利仍有潛在上調空間。(新聞來源：聯合晚報)
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