iPhone拉貨發酵華通燿華業績攻頂
Date: 2017-10-11
News Type:
蘋果iPhone8及8 Plus銷售雖不如預期,但相關印刷電路板供應鏈出貨仍積極,尤其市場頗看好的iPhone X月底將銷售,6日華通電腦、燿華電子公佈的9月及第3季營收均創歷史新高。
切入蘋果iPhone印刷電路板(PCB)供應鏈的華通、燿華、欣興電子、景碩科技、臻鼎科技、嘉聯益科技、台郡科技等6家業績,昨有4家公佈9月營收都升溫,僅嘉聯益仍處6年同期低檔。
華通9月營收站上55億元新台幣,帶動第3季直逼150億元新台幣;燿華9月營收更連續兩個月刷新歷史高紀錄,景碩9月也擺脫先前低潮、大舉衝鋒。
燿華雖未搶進蘋果今年iPhone類載板,但仍受惠相關產品軟硬複合板(Rigid Flex)、任意層(Anylayer)高密度連接(HDI)板大舉攻城掠地,汽車電子PCB也升溫。
景碩今年以類載板首次搶進蘋果PCB供應鏈,9月營收大舉發酵,除創39個月新高、歷年同期新高,也是近13個月首見優於前年同期,帶動Q3較Q2所創22季新低躍增25.03%。
蘋果軟性印刷電路板(FPC)供應鏈的嘉聯益,9月營收雖創今年新高,仍處近6年同期新低,第3季也成長,但仍創5年同期新低,在蘋果PCB供應鏈相對遜色。率先蘋果PCB供應鏈公佈9月營收的FPC廠台郡,首度突破30億元新台幣並創歷史新高,帶動第3季同創新猷。(新聞來源:時報信息)
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