【行業亮點】這家台系PCB大廠預估Q2季增15%
Date: 2020-05-08
News Type:
泰鼎今年第1季在車用與家用產品回溫，稼動率由先前的50%提升到70%至75%，季增14%，加上原物料平穩以及泰銖相較新臺幣貶值，預估毛利率20.1%的水準。
展望第2季，家用與通訊產品相對較佳，且泰國為防治疫情，取消潑水節假期，工作天數將較過往增加，預估單季營收30億元新臺幣，季增15%，因稼動率持續提升，預估毛利率達21.4%。
分析師指出，傳統PCB板為相當成熟的產品，因此成本結構十分重要，隨著中國大陸的生產條件愈趨嚴苛，日韓歐美等客戶積極朝其他地區尋找成本更低的OEM、EMS廠合作，目前東盟地區將成為下一個世界工廠，而泰鼎廠區位于泰國，可持續受惠大廠轉單效應，搭配公司優異的管理能力，未來仍可持續站穩傳統的二至八層硬板的生產地位。
展望2020年，在家用產品訂單回溫及車用產品穩定提升，以及台系PC組裝廠轉單貢獻有望持續上升，此外，新併入的S廠將完整貢獻全年營收，三廠已開始興建，將奠定未來成長利基。(新聞來源：經濟日報)
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