景碩Q2回溫 類載板生產具良率優勢
Date: 2017-06-08
News Type:
景碩Q2客戶拉貨可望回升，營收向上。景碩今年受惠於美系新機採用類載板為全新動能，且景碩擁有技術製程和良率的優勢，可望爭取到較大的供貨份額，轉投資隱形眼鏡廠商晶碩，今年營收持續成長。法人估，景碩本季營收將季增5-10%的水準，毛利率也可回升。
景碩近年來主要因毛利率較佳的繪圖卡客戶產品出貨較少再加上台幣升值，導致毛利率降低，再加上新產品類載板未開始量產，費用先行墊高，導致第一季獲利受到衝擊。展望第二季，繪圖卡客戶有機會需求回升，新產品也有機會在本季開始有貢獻，估營收可望回升。
今年景碩主要的成長動力來自於美系新機導入類載板製程，相對於其它的HDI廠商，景碩的良率有機會較其它國內同業表現為佳，與歐美的大廠良率相當，對景碩在爭取美系訂單以及滲透率有所幫助，占新機供應比重可望上看2成的水準；另一方面，類載板的價格也是市場關心重點，由於類載板的難度高，價格可望調升，有機會將該產品原本毛利率是低於公司平均到優於公司平均水準。(新聞來源：MoneyDJ理財網-Focus News)
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