類載板再下一城 華為傳跟進蘋果、三星全面導入Mate 30
Date: 2019-01-30
News Type:
華為傳出年底旗艦新機Mate 30將導入類載板技術,這等同宣告類載板未來將成為消費性電子產品的主流主板技術。根據相關上游供應鏈透露,華為已經計畫在今年年底推出的全新旗艦機種Mate 30中,全面導入最新的類載板(SLP)技術,成為繼蘋果、三星後,第三個大量採用類載板做為手機主板的品牌。
華為這兩年在手機應用取得相當優秀的成績,現在在手機市場的市佔率已經來到坐二望一的地位,緊追全球龍頭三星不放。雖然手機市場陷入成長瓶頸,但根據PCB供應鏈的說法,各家品牌的手機主板在今年仍會有明顯的升級趨勢,除了如華為等一線品牌會在旗艦機內導入類載板之外,其他二線品牌也將會從傳統的高密度連接板(HDI),升級至Anylayer等級的HDI產品,而主板升級的誘因主要還是來自於手機功能需求的持續成長。
華為導入類載板技術,絕對具備指標性的意義,這幾乎已經宣告類載板未來將成為消費性電子產品的主流主板技術,華為可能也會循蘋果模式,從手機開始導入,未來逐步擴張至智慧手錶、平板電腦等其他產品,類載板的市場滲透率可望因此加速成長。
目前台灣的類載板大廠臻鼎、欣興、華通都是華為的手機供應鏈成員,雖然三家廠商一致表示不對單一品牌的任何產品作出評論,但外界預期,這三家廠商將會是華為新機類載板的主要供應者,尤其臻鼎目前在全球類載板技術領域居於領先地位,也與華為在5G相關通訊技術上有密切的戰略合作關係,因而被預期有機會取得較大比例的訂單,保持自身在類載板市場的領先優勢。
PCB業者認為,在前景不明的市場中,當市況已經差到不能期待靠出貨量帶動獲利表現時,生產技術與管理能力便成為各PCB廠能否撐過逆風,並把握住下一波新機會的關鍵,而新技術的提前布局就顯得相當重要,類載板便是一個良好的範例。雖然各家類載板業者都曾經歷過良率偏低的學習期,但隨著生產經驗的累積,以及市場滲透率的逐步提升,當初對新技術的大量投入,將開始在接下來幾年迎來收割期。。(新聞來源:DIGITIMES)
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