力拼今年營運優於去年欣興看好下半年旺季
Date: 2019-06-26
News Type:
欣興受惠於ABF載板產能滿載,首季營運淡季不淡,前5月營收總和創下歷史同期新高。董事長曾子章在日前股東會上表示,觀察目前產業現況,只要跟5G通訊,基地台,服務器等領域有相關,預期都會有不錯的業績表現,而下半年旺季效應依然會在,但受到貿易戰因素干擾,不確定成長幅度有多少,欣興也期許今年營運可優於去年表現。
法人指出,該公司目前所有產品中,以IC載板相關展望較佳,目前大多是以12層以下的產品為主,看好5G,AI等高效能運算帶動,將推升層數增加,未來甚至有望達到20層。至於其餘產品如HDI,相較往年同期需求疲弱,能否如期回溫有待觀察。
至於類載板方面,由於目前接受類載板設計的手機客戶有增加的趨勢,未來在手機以外的應用也可望採納相關設計,預期會是未來值得關注的一環。
欣興在致股東報告書中指出,展望2019年,受到中美貿易戰衝擊而且態勢尚未明朗,全球經濟擴張速度與市場不確定性仍高,經濟成長趨緩,Prismark的預估2019年全球PCB產業年成長約2.1%。下半年有機會隨著旺季來臨,以及未來5G,AIoT,大數據發展等商機,電子相關產業軟硬件整合與優化,拓展創新應用,以帶動PCB產業成長新契機。此外,未來會適度擴充黃石與蘇州產能,強化載板,HDI,軟硬板的制程能力與去瓶頸,期望帶動2019年營收,獲利持續成長(新聞來源:工商時報)。
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