【大陸】陸PCB廠快速成長 直逼台灣龍頭地位
Date: 2019-02-22
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2018年全球印刷電路板產業產值規模達到691億美元,再度創下歷史新高。但工研院產科所發布報告指出,雖然台灣全球市佔率31.3%仍居冠,但中國大陸也已達23%,且市佔率和成長率節節上升中,逐步進逼台灣龍頭地位。
根據資料統計,2011年台商PCB產值約陸資廠的2.04倍,2013年縮小為1.51倍,2018年更縮小到1.35倍。目前在全球TOP 15電路板廠商裡,台灣雖佔多數,但是陸資中型規模廠商眾多,即便營收規模普遍不及其他市場,但陸資廠商仍是全球前百大電路板的最大族群。
對於台資廠來說,潛在威脅是美中貿易戰、大陸環保趨嚴等不利因素短期難以改變,更重要的是大陸為全球電路板主要生產聚落是事實。此外,即使政府積極限排,陸資廠商仍不畏威脅積極擴產,不少上市公司更積極募資投資高密度、高層數產品,另外他們還透過頻繁併購,來擴大產能以及增加業務範圍。
回顧台灣發展,我國在技術及市場佈局上一向領先他國,因此能長期擁有全球產業領導地位,而大陸發展雖然相對較慢,但不論是政府政策力道、廠商擴產、併購的企圖心、國內品牌帶動等優勢,正不斷帶動陸資電路板廠競爭力提升。
就短期現況來看,陸資廠想搶當主角,仍需持續努力,但放眼市場趨勢,如華為即便遭各國抵制,仍是全球第二大手機製造商、蘋果影響力漸低,非蘋勢力抬頭、5G商轉倒數,大陸在5G準備程度全球第一,且掌握全球4成基地台市場,雖然台灣仍是PCB龍頭,但種種帶動大陸快速崛起的潛在因素,其威脅性不容小覷。(新聞來源:工商時報)
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