【行業亮點】慶生去年營運趨緩；今年暫以持平看待
Date: 2017-02-17
News Type:
印刷電路板廠商慶生去年營運趨緩。展望今年度，慶生主力供應工業電腦IPC/伺服器Server市場，今年此兩大市場較持平看待，而因目前未看到有新的適合小量生產新產品，故今年整體營運持平看待。而在生產部分，則未有擴產計畫，則以提高自動化程度為資本支出的重點。
以近期營運來看，去年12月因客戶盤點，客戶延到1月拉貨，再加上部分客戶趕在農曆年前也提早拉貨，故1月營收則月成長逾7成的水準，故2月營收則會下滑，但整體第一季要維持較去年同期成長則有難度。
以市況來說，從2015年到2016年第一季都感受到雲端相關的需求熱絡，但在一波高峰期後，自2016年第二季、第三季起需求陷入穀底，目前尚未看到有新的應用接上，故今年全年以保守看待。
由於慶生的應用市場主攻少量多樣，故市場上要有新應用產品開始少量或批量來生產，對慶生這樣生產規模的廠商才會有説明，一旦產品在市場上成熟需要大規模產能的量產，基本上就會轉到其它的PCB業者，所以市場上是否有新產品應用則會是慶生主要的業務拓展方向。慶生目前月產能達30萬呎，今年並沒有擴產的打算，而會將資本支出配置在提升自動化的工作。(新聞來源：MoneyDJ理財網-Focus News)
More news
- BYD's Thailand factory has been completed, achieving the production target of its 800th new energy vehicle 2024-07-25
- China to Cancel Tariff Concessions on Over 100 Products Under ECFA 2024-07-10
- MKS-阿托科技 大中華區業務總監 蔡政修博士對於大中華PCB市場的展望問與答 2024-06-06
- Dell Technologies announces AI PC, aims to make it standard by 2025 2024-05-20
- TSMC‘s Major Advancement in Advanced Packaging: Silicon Photonics Packaging to Launch in 2025 2024-05-10
- Kinsus Interconnect Technology contemplates setting up an IC substrate plant in Malaysia 2024-02-15
- Mainland China Rewrites the Global Map for Electric Vehicle 2024-02-01
- The spokesman revealed that the government is accelerating investment promotion in the electronics industry, one of the three industries targeted to upgrade the country. 2024-01-20
- CES Debuts Next Week, Unveiling the First Year of AI PC 2024-01-15
- Apple and Amkor to jointly establish a packaging plant - Serving as a downstream US plant for TSMC 2023-12-10
- Breaking Nvidia's Monopoly? 6 Major Tech Giants Developing In-House AI Chips in Unison 2023-10-20
- IDC: Mobile phones will recover next year 2023-09-10
- "Made in India" mobile phone production has exceeded 2 billion, making it the second-largest mobile phone manufacturing country globally. 2023-08-20
- The Taiwan Carbon Solution Exchange formally established 2023-08-10
- Zero inflation in mainland China in June Clouded by the shadow of deflation 2023-07-17
- Apple’s first MR, Vision Pro -- Mixture of Reality Glasses Debuts 2023-06-12
- Server shipments declined in Q1, and an increase in AI-server orders is expected in the second half of the year 2023-06-02
- Apple plans to head to Thailand for NB production 2023-04-27
- Sales of global semiconductors decline to their lowest level in 14 years. 2023-04-21
- Tripod Technology to acquire an existing Japanese-funded PCB factory in South Vietnam 2023-03-24