欣興、同泰 力拚轉盈
Date: 2018-08-21
News Type:
欣興與旗下同泰營運將先後迎轉機。同泰搭上韓係無線充電軟板需求,本季有望先轉盈, 欣興則因類載板前期投資大,預估轉盈時間點約落在第4季。
同泰是欣興集團與台表科投資的軟板廠,欣興董事長曾子章並兼任同泰董座,近年同泰在非蘋軟板應用開拓國際客戶以外,也跨足MiniLED用載板市場佈局。
業界看好,受惠於配合韓系一線手機廠在無線充電軟板需求本季放量,軟板獲利表現將能彌補載板的前期投資、單季有望實現轉盈,第4季更有望進一步改善營運。
欣興方面,預期在本季產能利用率受惠傳統旺季需求提升,有助營收持續向上,但因類載板與載板的研發投資與管理費用墊高,單季預料在損平至小幅虧損邊緣。
不過,欣興在旗下蘇州廠不再受制於內存缺料,加上黃石廠汽車電子PCB出貨穩定提升,欣興第4季毛利率有望進一步改善,並回升至二位數水平,有助單季營運轉盈,並帶動全年達成獲利目標。 (新聞來源:經濟日報)
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