PCB上游原物料廠大幅擴充投資 瞄準2025中國製造商機
Date: 2018-05-29
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PCB 上游原物料廠包括聯茂、台虹、富喬等在中國大陸新增的擴廠案，看上包含汽車、5G 通訊與雲端儲存服務器等需求，背後最大的推動來自於「2025 大陸製造」內需趨勢。美中貿易戰延燒，中國大陸已意識到包括手機芯片、高階電子材料等，都不能掌握在外國人手上，因此推動高階電子材料大陸在地化生產計劃。
在這些廠商中，CCL 廠聯茂電子投資手筆最大，在江西投資高達18 億元台幣進行擴產，擴充產能以因應5G、電動汽車與物聯網帶動高頻材料需求的成長，新產能將在明年中開出。
台虹中國大陸客戶佔FCCL 營收高達4 成，在江蘇省南通市如東縣投資10 億元台幣設立新廠，預計2019 年第1 季完工，明年第2 季可望投產貢獻營收，台虹新廠主要也是因應軟板應用如汽車電子需求走揚，促使台虹積極投資南通建立新產能。
玻纖布廠方面，富喬去年汽車板應用佔45%，出貨比重第1 ，隨著汽車電子程度加深，汽車應用比重將持續增加，富喬在東莞投資16.5 億元台幣設置360 台織布機，產能將在2019 年第1 季全數開出，鎖定的也在汽車服務器應用市場。
PCB 供應鏈上游原物料業者在大陸則發動「10 億元台幣級」大手筆投資計劃，主要目的皆要以新產能滿足高頻、高速、符安規認證等高階電子材料需求，不難看出各家業者對「2025 大陸製造」的企圖心。 （新聞來源：鉅亨網）
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