今年PCB產業 聚焦6大風向球
Date: 2019-05-20
News Type:
2019華東PCB設備與材料供應鏈展覽會(CTEX 2019)緊鑼密鼓進行,台灣業界大廠包含臻鼎-KY(4958)、欣興(3037)等積極參展,展望今年PCB產業,欣興總經理李長明指出,從今年全年來看,可能存在六個影響產業發展的因素,包括蘋果iPhone、5G、高階載板、中國大陸行業標準、車用電子及中美貿易戰等。
李長明指出,今年首季台灣PCB產業受蘋果手機銷量下滑影響,加上5G形勢不明朗,所以預估整體形勢是下滑的。但從2019年全年來看,可能存在六個影響產業發展的因素,包括蘋果iPhone、5G、高階載板、大陸行業標準、車用電子及中美貿易戰等。
高頻產品後市看俏
李長明表示,2019年5G基站、車用雷達等領域PCB,還有一些高頻產品前景明朗。但是相對的,這些產品的品質要求以及信賴性也要求高。對PCB廠商而言,通過這些方面來提高製程能力、管理能力,是值得投資的。
大陸工信部於今年年初發布「印製電路板行業規範」。對此,李長明認為,主要有四個目的,一是要調整產品結構,達到產業轉型升級;二是要加速淘汰體質不良的企業,扶植更多產業龍頭;三是要鼓勵電路板產業聚集發展,建設配套完備的產業園區;四是要引導企業退城入園,高風險高污染企業與市政開發區域分開。
臻鼎:車用需求加速
臻鼎董事長沈慶芳表示,5G技術下驅動汽車新應用加速發展。而汽車電子占整車成本逐年提升,預估2030年將達到五成,這也帶動PCB用量逐步增長。臻鼎看好汽車電子長期發展,已開始布局非安全性汽車電子元件與安全性汽車電子元件。
2019華東PCB設備與材料供應鏈展覽會(CTEX 2019)在蘇州國際博覽中心舉行,展期從15日至17日,總計有500多家廠商參與,共同展出PCB行業相關的先進技術以及產品。(新聞來源:udn聯合新聞網)
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