看PI薄膜 缺貨到2020年
Date: 2018-08-02
News Type:
天風國際證券研究與策略部副總郭明錤看好軟板關鍵材料PI（聚酰亞胺）薄膜在主要供貨商並無大幅擴產、下游用量持續大增下，將供不應求到2020年。法人看好，全球前四大PI薄膜供貨商達邁受惠大。達邁7月30日透露，第3季傳統旺季看法沒有改變，7、8月生產線皆處於滿載運作。
郭明錤認為，PI薄膜需求因軟板、硬板與復合板以及無線充電等新應用持續增加，但杜邦與韓系PI薄膜供貨商尚無新產能開出，加上因5G新品設計帶動散熱需求，促使以PI膜燒結的石墨膜應用加速產能去化，導致PI供給更吃緊，預期2020年前都處於供不應求。
PI薄膜因擁有良好絕緣特性，該材料早年在美蘇冷戰期間多用於航天軍工領域，近年隨著半導體、光電與PCB軟板應用滲透至多元物聯網、智能手機、新創裝置等，暫無可替代的其他材料，成為市場新的當紅炸子雞。 (新聞來源:經濟日報)
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