PCB族群 蘋果新訂單發展受矚目
Date: 2018-05-08
News Type:
蘋果財報優於預期，嘉聯益因傳出接獲蘋果天線軟板新訂單，帶動燿華、華通；至於銅箔基板（CCL）廠台燿聯茂獲得日系外資點名，外資看好未來可望受惠5G需求，後市值得觀察。
歐系外資看好嘉聯益的軟板可望獲得蘋果及非蘋陣營訂單，預估嘉聯益今年營收有機會達到新台幣195億元，蘋果軟板供貨商台郡則因首季毛利率不如預期，加上無線充電訂單可能有變量。
此外，銅箔基板再度備受注目，因5G時代來臨，需要高速高頻的PCB板，加上汽車電子、大型數據中心、電動車等皆需要CCL材料，外資看好台廠是全球少數取得高階CCL製造資格廠，成長性有機會高於市場平均值，尤其看好具有高速CCL領先地位的台燿，預估台燿今年獲利的年增幅度逾70%；而聯茂因英特爾Purley平台服務器換機潮受惠，未來兩年獲利可望有不錯的成長。 (新聞來源: 自由時報)
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