汽車板動能強 台PCB廠受惠
Date: 2019-07-15
News Type:
全球汽車PCB市場約占整體PCB的11%,且仍在持續成長中,此外汽車電子已大舉進入動力及安全領域,其規模已超越車載資訊系統,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。受惠於汽車板接單穩定,台廠PCB如健鼎(3044)、泰鼎-KY(4927)等,均在該領域有不錯的營運表現。
健鼎主要成長動能來自於手機HDI、汽車板、伺服器等領域,公司曾表示,看好汽車逐漸走向電子化,將帶動需求持續成長,未來汽車內含的印刷電路板多到如同一台大型電腦,預估未來有很大一部分的營收會來自於車用領域,目前汽車板占健鼎營收比重超過二成,為所有品項當中最高。
泰鼎則延續去年底的車用板接單穩健,加上成本優化、新製程生產效率提升、報廢率降低、產品組合持續轉佳等,帶動第一季獲利創下歷史同期新高。泰鼎表示,雖然目前全球車市下滑,但公司本身在車用板領域仍會有年對年的正成長,目前各廠房稼動率逼近滿載,對於下半年營運審慎樂觀看待。
其他深耕汽車板的業者如燿華(2367)表示,公司耕耘汽車板超過20年,營收比重佔公司第二大,也與世界一線大廠有長期且穩定的供需夥伴關係。觀察市場現況燿華認為,ADAS、高階內部電子控制系統將陸續升級高精密的HDI板,因此長距離高頻雷達板、引擎控制單元、煞車輔助、變速箱、中控台的整合儀表板等,皆有明顯的需求和成長力道,鎖定ADAS有需求顯著的新客戶,預期今明兩年會有1∼3家新客戶進入量產。
定穎(6251)同樣受惠於汽車板也有不錯的業績表現,也是該公司訂單穩固的重要基礎,涵蓋傳統板可觸及的影音娛樂系統、車身控制、車用無線充電器、天線、安全氣囊、內飾控制等,HDI可應用於攝像頭、傳感器、短程雷達、倒車雷達,厚銅板可用在中央接線盒、充電控制器,其他還包括semi-flex、高頻材料、軟硬複合板,目前車用產品占定穎營收比重達38%,預估今年將繼續突破。(新聞來源:中時電子報)
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