搶進5G+智慧汽車 群翊訂單能見度可到Q3
Date: 2019-04-29
News Type:
〔記者卓怡君／台北報導〕PCB設備廠群翊（6664）接單暢旺，群翊董事長陳安順表示，景氣不如去年想像那麼冷，目前感覺市場已經動起來，群翊鎖定高階應用，市場有很多新的亮點，包括5G、智慧汽車新領域，目前訂單能見度可到第3季，全年表現可望優於去年，此外，為了因應訂單需求強勁，5月董事會將討論產能擴充計畫。
5月將討論擴產
群翊受惠台灣、日本、中國PCB廠持續升級與擴產，拿下相關設備訂單，看好未來亮點集中在5G、汽車電子、OLED等，群翊副總經理陳禹水認為，車用電子是下一個蘋果產業鏈，隨著新能源車、無人駕駛、車載信息系統日益成熟，未來汽車產業將朝智能化、網路化與深度電子化方向發展，其中玻璃飾板、電池、汽車電路板將是重要發展方向，特殊玻璃材料廠康寧在中國合肥設廠，群翊將負責相關自動化設備，日本PCB大廠名幸（Meiko）將在越南擴廠，增加類載板產線，群翊也會前往服務。
陳安順指出，5G衍生出的相關商機非常可觀，預計明年基礎建設的建置會逐漸上來，為因應客戶訂單需求，不得不進行擴充計畫，預計在台灣進行增建，提升產能，雖有美中貿易戰干擾市場，但群翊不受到影響，公司在東南亞PCB廠的市佔率相當高。(新聞來源:自由時報)
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