松上開拓車用PCB佈局 今年可望有兩位數成長
Date: 2018-04-30
News Type:
PCB暨磁性組件供貨商松上近日表示，今年將在有限產能之下，提高車用PCB等高毛利產品比重，看好今年車用PCB可望有兩位數成長，並帶動毛利率回到前(2016)年的高峰水平。
松上近日舉行法說會，展望未來，總經理陳添富指出，預期汽車領域的開發成長能大幅提高毛利率，目前德系和大陸合資車廠均在開發中，產品聚焦於儀表板、車燈、防滑系統與充電裝置，今年車用PCB可望有兩位數成長，並持續改善獲利。
松上並指出，去(2017)年因銅價等原物料上揚，使毛利率降至16%，但今年在開拓和提高車用PCB等高毛利產品比重帶動下，預期第二季毛利率將回升到2016年約20.4%的水平。
松上也指出，去年PCB營收佔比約70.6%，磁性組件佔比約27.9%，其餘約1.5%。過去大陸東莞廠產能受限於設備，因此策略性調整產品結構，主要生產多層板和雙層、四層板為主；磁性組件則主要配合OEM廠，間接供應韓係兩家全球電視品牌客戶。 (數據源：MoneyDJ)
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