台達電車用業績 看增50%
Date: 2018-08-21
News Type:
電源大廠台達電及光寶科積極搶攻車用佈局，打造獲利新成長曲線，台達電聚焦電動車市場，陸續切入特斯拉（Tesla）、大陸蔚來汽車等供應鏈，看好今年來自車用佈局營收年增逾五成。
光寶科也是特斯拉、蔚來汽車供應鏈之一。光寶及台達電的車用營收佔比僅個位數。但因基期低，成長力道強勁，光寶科目前車用佈局主要成長動能來自車用照明，日前取得一筆歐系Tier 1的車用鏡頭大單，預計明年第4季放量出貨，整體車用佈局到2020年更趨明朗化。
因應電動車成長動能，台達電今年3月在美國底特律成立辦公室並接獲一筆大單。台達電佈局電動車市場近十年，因應市場成長動能，去年中將車用電子獨立成一個事業單位，並加大投資力度，投入更多人力、設備和研發。
台達電董事長海英俊日前指出，一般廠商打入車用零組件從開始到交貨，快則三年，慢則五年，且單價貴，一套零組件可賣2,000多美元，和產品週期短、單價低的PC產業不同。台達電發展電動車方向相當明確，現在電動車市場百家爭鳴，台達電要先把單子拿下來，等待訂單發酵。
More news
- BYD's Thailand factory has been completed, achieving the production target of its 800th new energy vehicle 2024-07-25
- China to Cancel Tariff Concessions on Over 100 Products Under ECFA 2024-07-10
- MKS-阿托科技 大中華區業務總監 蔡政修博士對於大中華PCB市場的展望問與答 2024-06-06
- Dell Technologies announces AI PC, aims to make it standard by 2025 2024-05-20
- TSMC‘s Major Advancement in Advanced Packaging: Silicon Photonics Packaging to Launch in 2025 2024-05-10
- Kinsus Interconnect Technology contemplates setting up an IC substrate plant in Malaysia 2024-02-15
- Mainland China Rewrites the Global Map for Electric Vehicle 2024-02-01
- The spokesman revealed that the government is accelerating investment promotion in the electronics industry, one of the three industries targeted to upgrade the country. 2024-01-20
- CES Debuts Next Week, Unveiling the First Year of AI PC 2024-01-15
- Apple and Amkor to jointly establish a packaging plant - Serving as a downstream US plant for TSMC 2023-12-10
- Breaking Nvidia's Monopoly? 6 Major Tech Giants Developing In-House AI Chips in Unison 2023-10-20
- IDC: Mobile phones will recover next year 2023-09-10
- "Made in India" mobile phone production has exceeded 2 billion, making it the second-largest mobile phone manufacturing country globally. 2023-08-20
- The Taiwan Carbon Solution Exchange formally established 2023-08-10
- Zero inflation in mainland China in June Clouded by the shadow of deflation 2023-07-17
- Apple’s first MR, Vision Pro -- Mixture of Reality Glasses Debuts 2023-06-12
- Server shipments declined in Q1, and an increase in AI-server orders is expected in the second half of the year 2023-06-02
- Apple plans to head to Thailand for NB production 2023-04-27
- Sales of global semiconductors decline to their lowest level in 14 years. 2023-04-21
- Tripod Technology to acquire an existing Japanese-funded PCB factory in South Vietnam 2023-03-24