車用領域表現不俗,燿華1月營收、獲利雙增
Date: 2019-02-25
News Type:
燿華(2367)元月營收19.4億元,創下歷史同期新高,月增16.04%,年增5.73%,公司表示,1月營收成長較往年大幅成長,係因為部分12月訂單遞延出貨,以及2月受長假影響,工作天數減少,客戶端提前下單備貨,所以預期2月營收會較1月明顯下滑,不過就目前整體接單情況來看,今年第一季表現優於去年同期仍可期待。
燿華在去年初切入美系客戶無線耳機的軟硬結合板供應鏈中,而市場關注的第二代產品,燿華則表示,由於尚未接收到明確的拉貨指令,相關零組件也在如火如荼的持續調整與改良,保守估計該產品要到第二季才會有較明朗的消息出現。
另外帶動燿華營收、獲利雙雙成長的汽車領域,公司認為,受到貿易戰影響所致,去年底確實有明顯感受到車市下滑,不過在電動車、智慧車等領域快速成長之下,以及業界預期換車的剛性需求將在第二季逐步回溫,預期車用電子領域今年仍會有小幅度的成長。公司也將致力於調整產品線組合以提高獲利表現,如先進駕駛輔助系統、智慧車用HDI、電動車泛用的厚銅板等,並持續引進新客戶。
產能方面,燿華擴廠重點將會擺在軟硬結合板和車用相關板材,目前在大陸南通設立的新據點已經開始建設,預計在第三季完工,第四季進駐設備,明年初可正式投產。此外看準市場對於軟硬結合板的需求大增,燿華也計畫持續購入設備,以擴充產能應付市場所需。
針對未來市場展望,燿華表示,AI、AR在硬體的發展值得期待,但仍需要1~2年的時間,尤其是需要配合5G的進度,而車用電子的快速成長,帶動PCB採用大量高頻材料厚銅、軟硬板及HDI,不僅改變現有車載PCB之技術,同時也帶動ASP增加,因此該領域是最為期待的一環。(新聞來源:工商時報)
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