景碩Q3營收季增25%Q4再往上；類載板7月量產
Date: 2017-07-13
News Type:
景碩Q3營收季增25%Q4再往上；類載板7月量產
景碩上半年因蘋果未啟動拉貨以及中國手機市場疲軟，營收面臨衰退表現，第三季起開始啟動拉貨潮，法人估營收將有25%的季成長，第四季將登全年最高峰，而市場關心的類載板已於7月起開產，估今年佔比重可達10-15%的水準。
展望第三季，正式進入旺季表現，除了蘋概股拉貨啟動之外，在繪圖卡客戶部分今年也成長穩健，今年每季都維持5-10%的季成長表現，法人估，第三季景碩營收約有25%的季成長，毛利率也會回升至20%以上的水準，而也因為今年蘋果供應鏈的拉貨潮延後且分散，故今年第四季營收可望達全年最高峰的表現。
以今年景碩主要的成長動力來自於美系新機類載板產品，景碩已於7月份正式量產，目標在1-2個月內，良率可拉到8成水準，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，今年占景碩營收比重約10-15%的水準。景碩類載板主要是在新豐廠生產，景碩今年針對類載板的設備投資已逾70億新台幣，毛利率優於公司平均水準，景碩也有信心，類載板產品線今年就有機會獲利。(新聞來源：MoneyDJ理財網-Focus News)
More news
- TPCA Show 2025 Reservation! 2024-11-15
- TPCA Show 2024 will be held as scheduled on 10/25 2024-10-24
- TPCA Show 2024 Pre-registration 2024-10-23
- Rajah&Tann:Doing Business in Thailand &Southeast Asia 2024-10-18
- 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