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)
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