崇達技術珠海廠繼續推進 預計明年投產
Date: 2018-07-30
News Type:
崇達技術珠海新廠佔地400畝，規劃年產能640萬平米（約為公司目前總產能的2-2.5倍），二期三期均有高端產能擴出，總產值至少50億元人民幣，總投資逾25億元人民幣，一期投資10億元人民幣，預計明年建成投產。
崇達技術轉型中大批量板市場後，人均指標不降反升、在全球PCB公司中處於頂尖水平。增量訂單主要來自工控、安防、醫療、通信等高附加值原有客戶的供貨份額提升，手握1000餘家各細分行業龍頭客戶，進一步挖掘空間巨大（如博世給TTM每年的採購量達15億元人民幣，而公司目前不到2億人民幣）。太平洋電子團隊認為珠海工廠人民幣50億產值是非常保守的，按這個口徑產品均價才780元人民幣/平米，考慮新產能包含HDI和FPC，未來珠海廠投入後，100億人民幣只是崇達的小目標。 （新聞來源：劉翔電子研究）
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