主攻伺服器、工業電腦 博智營運成長動能佳
Date: 2017-06-30
News Type:
主攻伺服器、工業電腦 博智營運成長動能佳
主攻伺服器、工業電腦利基印刷電路板廠博智今年營運成長動能佳，受惠兩大市場應用需求均佳，Q2-Q3可望走出逐季創高的表現，尤其Q2成功反應成長上揚轉嫁客戶後，毛利率可望再度回升至2成以上水準。而以長期來看，Intel Server新平台Purely，對伺服器用板可望價量齊揚，雖然放量仍需時間，但長期則為博智的成長動能。
博智在兩大市場的部分，在工業電腦領域，與大股東、同時也是工業電腦大廠研華深化合作，往高階板的方向開發；而在伺服器板的領域，Intel Server新平台Purely推出，層數以及ASP可望提升，雖然放量時間仍不定，但可望為長期的成長動能。
另外，博智也持續往高難度的高層板推進，此趨勢也有利於毛利率向上推升，目前10層板以上的產品占營收比重已逾50%，而10層板以下的產品中，也以8層板為主，在產品組合優化下，有利於毛利率較去年改善。(新聞來源：MoneyDJ理財網-Focus News)
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