【行業亮點】5G成科技股新題材 PCB、車用電子明年可期
Date: 2018-12-20
News Type:
隨著國際貿易戰洗禮，加上手機市場需求走弱，PCB產業也慢慢進入傳統淡季，根據市調機構IDC報告指出，第三季全球手機出貨量較去年同期減少6％，已是連續四個季度的下滑，但5G做為下一世代的產業趨勢，IDC預估在2020年5G智能型手機將有2.12億支的出貨量，看好5G可望帶來龐大的商機，各大廠無不積極佈局相關領域，業者更表示，雖然市場進入淡季，但對於PCB產業前景仍有期待。
首先為5G帶動PCB相關材料的規格升級，今年Q3~4明顯可見PCB 上游原料產業對拉貨動下降，然而在5G需求的加持下，將進而帶動PCB板廠的規格提升，未來PCB產品將走向面積放大以及迭構層數增加，進而帶動上游CCL 廠銅箔基板需求量。因此營運重心在通訊應用的銅箔基板廠商將享有產品規格升級的有利趨勢。
在5G與AI持續加持，也促使電動車與自動駕駛增強汽車電子應用擴大。正崴本月公告擴大旗下中國車用創投公司NEW START INDUSTRIES LTD.投資額，並表示明年將對車用領域進行佈局，隨著中國大陸也透過政策在扶持電動車市場，電動車需求包括三電整合，包括電控、電池電源管理，以及高層版的PCB零組件等，於市場面及終端用戶，明後年或將都有顯著的發展機會。 (新聞來源:工商時報、蘋果日報)
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