【行業亮點】臻鼎、台郡 9月營收有看頭
Date: 2018-09-10
News Type:
蘋果兩大軟板供應廠公佈8月營收,皆創下歷年同期新高。臻鼎繼7月營收101.06億元新台幣後,8月營收拿下121.29億元新台幣,連續兩個月營收破百億新台幣。台郡受惠新機備貨需求強勁,8月營收約27.22億元新台幣。正值傳統PCB旺季,兩家公司皆看好9月業績表現。
臻鼎8月營收121.29億元新台幣,月增2成,年增15.8%,累計今年前8月營收約為656.6億元新台幣,年成長26.8%。公司表示,目前出貨仍以手機、平板、穿戴式裝置等消費性電子品為主,但在各式新品推動以及市場需求旺盛支持下,下半年營運必定是健康成長。
展望第4季表現,公司表示需要看終端客戶出貨狀況才能評定,不過對整體業績表現仍樂觀看待,營運挑戰新高的機會肯定不小。為因應客戶需求,公司也積極進行產能擴充及調整,目前在淮安舊廠有硬板整改工程,以擴增軟板產能,預計明年下半年量產,秦皇島也有擴產計劃正在進行,預估今年資本支出約100億元新台幣,折舊費用約68億元新台幣。
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