【獨家點評】『2019全球電路板產業回顧與趨勢展望(下)』
Date: 2020-03-19
News Type:
2019年有幾件重大事件影響電路板產業版圖的變化，包括5G行動通訊帶來的前期電路板商機、大廠退出PCB生產、高階電路板產品亦進入白熱化競爭…等，再再顯示電路板產業往前走的步調愈來愈快，剛剛出現的新商機或新產品，很可能馬上就成為殺價競爭的紅海市場，可以預見未來產業汰弱換強的戲碼將更常上演。
臺灣主要大廠2020年資本支出預估值，整體合計若與2019年相比，幾乎成長將近一倍，若觀察各家廠商資本支出的細部規劃內容，大都集中在高階產品的產能擴充或是制程優化改良，龐大的高階產品資本支出雖代表競爭力的優勢維持，但背後必需要有穩定長期的訂單支撐，假若一旦客戶產品規格突然改變，是不是有足夠的底氣及轉換能力，對廠商而言也是相當大的挑戰及風險。
年初突如其來的新冠肺炎疫情影響了產業生產面的供給，也壓縮了終端消費面的需求，而從全球各大研究機構的預測顯示，2020上半年不論是終端或是零元件勢必面臨年衰退超過5%的狀況，關鍵在於目前樂觀估計第三季在供給及需求均回復正常情形下，可望迎來一波回補追貨的效應，至於是不是能如預期般樂觀，以及回補效應多大，決定了2020年電路板產業成長或衰退的局面。（新聞來源：TPCA）
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