CCL商機大開 台廠積極擴產
Date: 2019-08-27
News Type:
看好銅箔基板市場需求，台光電、聯茂等台灣CCL廠積極擴產，本季新產能陸續開出，搶食市場龐大商機。 據了解，5G是帶動此波CCL市場熱潮的重要助力，除了5G手機之外，中國大陸5G基礎建設大開，更是一大動能。
機構預測，中國大陸已規劃35萬座5G基地台投資，是4G的1.3至1.5倍，挹注全球相關5G所需CCL材料市場規模估計是4G的13倍，高頻基地台PCB的規模則達五倍，尤其以高頻高速CCL材料成長幅度較大。
台廠擴產方面，全球前三大廠南亞CCL事業單位在去年規劃擴產中國大陸產能月增110萬張，若相關目標今年到位，總產能增幅約18%。
台光電黃石廠區新產能預計陸續開出，9月試產順利後可逐步放量，每月新增60萬張產能，初期產能開出後，有望帶動產能年增逾二成。聯茂在新增江西產能後，目標產能年增逾18%。依據計畫，聯茂新產能在第3季底開始貢獻業績。
據台灣電路板協會資訊，觀察全球PCB用銅箔產能預期增加11.5%，由2018年的26萬9,100噸，增加至2019年的30萬100噸，整體供給穩健提升。(新聞來源:經濟日報)
More news
- TPCA Show 2025 Reservation! 2024-11-15
- TPCA Show 2024 will be held as scheduled on 10/25 2024-10-24
- TPCA Show 2024 Pre-registration 2024-10-23
- Rajah&Tann:Doing Business in Thailand &Southeast Asia 2024-10-18
- BYD's Thailand factory has been completed, achieving the production target of its 800th new energy vehicle 2024-07-25
- China to Cancel Tariff Concessions on Over 100 Products Under ECFA 2024-07-10
- MKS-阿托科技 大中華區業務總監 蔡政修博士對於大中華PCB市場的展望問與答 2024-06-06
- Dell Technologies announces AI PC, aims to make it standard by 2025 2024-05-20
- TSMC‘s Major Advancement in Advanced Packaging: Silicon Photonics Packaging to Launch in 2025 2024-05-10
- Kinsus Interconnect Technology contemplates setting up an IC substrate plant in Malaysia 2024-02-15
- Mainland China Rewrites the Global Map for Electric Vehicle 2024-02-01
- The spokesman revealed that the government is accelerating investment promotion in the electronics industry, one of the three industries targeted to upgrade the country. 2024-01-20
- CES Debuts Next Week, Unveiling the First Year of AI PC 2024-01-15
- Apple and Amkor to jointly establish a packaging plant - Serving as a downstream US plant for TSMC 2023-12-10
- Breaking Nvidia's Monopoly? 6 Major Tech Giants Developing In-House AI Chips in Unison 2023-10-20
- IDC: Mobile phones will recover next year 2023-09-10
- "Made in India" mobile phone production has exceeded 2 billion, making it the second-largest mobile phone manufacturing country globally. 2023-08-20
- The Taiwan Carbon Solution Exchange formally established 2023-08-10
- Zero inflation in mainland China in June Clouded by the shadow of deflation 2023-07-17
- Apple’s first MR, Vision Pro -- Mixture of Reality Glasses Debuts 2023-06-12