太空布局喊衝 PCB廠沾光
Date: 2019-04-16
News Type:
SpaceX衛星通訊計畫Starlink商用化將啟動，法人點名，包含PCB供應商華通、供應PCB所需銅箔基板（CCL）廠台光電同步沾光。
SpaceX是特斯拉（Tesla）執行長馬斯克擁有的太空事業。據證實，由於Starlink計畫主要是針對太空應用在地面設衛星接收站，配合相關訊號傳輸，主要需求是高階網通PCB板並帶動周邊材料需求。不過，遭到市場點名的供應商昨（15）日皆不評論單一客戶訊息，華通強調，不會依賴單一客戶成長。
華通與TTM是市場點名Starlink計畫所需PCB供應商，帶動周邊CCL材料需求，華通所需CCL材料也非僅一家供應。華通近年深耕網通板布局，華通昨日重申，對今年營運展望看法沒有改變，相關應用都是長期布局，若有較前瞻的應用方向更寄望2020年效益浮現。
台光電也不評論單一客戶訊息，僅表示主要供應一線PCB大廠，至於終端客戶應用領域非能臆測範圍。
展望未來，台光電表示，第2季因工作天數恢復正常，加上中國大陸廠區工作天數回到正軌，整體來看仍朝著季節全產全銷，寄望4月有更好的成效。不過稼動率還有努力提升的空間。(新聞來源:經濟日報)
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