【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)
More news
- 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
- Server shipments declined in Q1, and an increase in AI-server orders is expected in the second half of the year 2023-06-02
- Apple plans to head to Thailand for NB production 2023-04-27
- Sales of global semiconductors decline to their lowest level in 14 years. 2023-04-21
- Tripod Technology to acquire an existing Japanese-funded PCB factory in South Vietnam 2023-03-24