車電發酵 汽車板廠後市俏
Date: 2019-03-04
News Type:
全球汽車PCB市場約占整體PCB的11%,且仍在持續成長,汽車電子大舉進入動力及安全領域,規模超越車載資訊系統,不僅是最主要的汽車PCB應用市場,也成為各家廠商的必爭之地。法人指出,除傳統汽車用板需求持續成長,未來車種如新能源車、自駕車等概念也逐漸盛行,不少業者將該領域視為今年重點目標,除已受惠的硬板大廠健鼎、泰鼎-KY,其他汽車板業者如敬鵬、競國、定穎同樣後市看漲可期。
健鼎和泰鼎在車用領域訂單支撐下,去年第四季淡季仍繳出亮眼的成績單,也帶動全年營收同步創下歷史新高。泰鼎指出,未來汽車所需的電路板如同一台大型電腦,其需求是以每年15%的速度持續成長,商機之大顯而易見。法人觀察表示,去年底消費型電子產品需求下滑,兩家業者仍能維持不錯的業績表現,有很大部分來自於汽車板貢獻,在相關領域訂單仍暢旺下,淡季營運優於往年同期表現。
老字號汽車板廠敬鵬先前則表示,汽車板的成長動能要看汽車銷量和功能應用,目前汽車需求有些微下降,預估第二季回溫,其他如ADAS(先進駕駛輔助系統)、EV(電動車)等新應用雖持續有貢獻,但目前價格仍太貴,占比還不高,不過隨著觀念及技術普及,該領域將會持續成長。
有業者指出,雖然同業積極搶進相關領域,但汽車板不同於一般電子,其製作技術並不困難,但品質的要求卻非常嚴格,零不良率是國際大廠對於供應商的基本要求,從原料投入到生產過程都不能有差異產生,認證標準不單是生產出來的產品,還包括整個廠區,所以切入車用領域並非那麼容易,甚至會經歷工廠大改造的過程。
台灣電路板協會分析,當3C市場成長力道開始不如以往,業者紛紛將觸角伸向車用領域,雖然汽車供應鏈較為封閉,且與傳統3C供應鏈有所不同,但汽車板非常重視產品可靠度、穩定供貨以及售後保險,傳統大廠相對容易憑藉雄厚資源滿足客戶需求,所以當傳統電路板大廠陸續跨入汽車領域,市場版圖必定將有一番變化。(新聞來源:工商時報)
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