PCB產業鏈砸重金迎接5G市場新需求 日商也來台軋一腳
Date: 2018-05-07
News Type:
美國川普政府盯上中國大陸的中興通訊、華為，分別進行技術輸出管制及調查，被解讀為限制已超前的中國大陸5G 通訊發展，顯見其重要性，台商PCB 產業目前也積極投入5G 應用，連日商日東紡、日立化成都來台軋上一腳。
而日商來台投資的重點，在於PCB 上游原物料包括CCL 及玻纖布產業，主要也在搶攻軟硬板製程升級所需的高頻、高速及訊號但流失的PCB 原物料，其中包括日立化成(Hitachi Chemical) 宣布，將投資約20 億元新台幣在台灣設立子公司，並於廠區內興建PCB 用高性能積層材料(CCL)，主要用於5G、先進駕駛輔助系統(ADAS) 、人工智能(AI) 等用途應用。
而日商玻纖大廠日東紡（NITTO BOSEKI）也因看上 5G 通訊的發展，將以溢價 10%，公開收購建榮工業最高達 35.22% 的股權。如加上建榮最大法人股東創佑投資出售移轉 14.88% 的建榮股權給日東紡，將使日東紡最高對建榮的持股到 50.1% 而過半。
PCB 業界人士指出，日東紡收購建榮工業過半股權拿下經營權是一回事，重要的在觀察日東紡是否引進新設備，協助建榮生產5G 應用的新材料，或僅以建榮為日本原有生產外移次要基地，而5G 應用產品仍在日本生產。 （新聞來源：鉅亨網）
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