2017年台商兩岸PCB產值創新高達6,192億新台幣 YoY +9.5%
Date: 2018-03-12
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2017年Q4台商兩岸PCB產值達1870億新台幣,全年PCB產值達6,192億新台幣,相較於2016年成長9.5%。台灣PCB產業的歷史性突破成長,受惠於蘋果推出iPhone 8和iPhone X,其中以台灣軟板廠收益增長強進。
根據IEK 分析評估,2018年在美國及歐洲景氣回升帶動消費需求成長之下,預估全球之電子產品將有持續之成長動能,對於PCB之需求亦將呈現較為明顯的狀態,保守估計2018年台商兩岸PCB產值將成長4%左右。
蘋果今年將發表3款新一代iPhone搭載天線模塊軟板,且天線FPC都將運用LCP,使得天線模塊軟板、人工智能運用、大數據高速運算等未來趨勢需求增加。此外,SLP將成為蘋果高階機種主流,但成本上也相對偏高,stack SLP 約 6 至 8美元。
蘋果的新機相繼推出,亦帶動手機市場的整體需求,而3D 感測臉部辨識、SLP、無線充電的新方案等,成為帶動PCB市場成長的主要動力來源。 (資料整理: TPCA)
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