【行業亮點】景旺電子:2021年底釋放7.5萬㎡/月高多層PCB產能
Date: 2021-01-11
News Type:
日前,在接受投資機構調研時景旺電子對外表示,目前珠海高多層工廠會邊建設邊投產,預計今年底會釋放7.5萬㎡/月的高多層產能;珠海高端HDI工廠將會在今年二季度投產,預計釋放2萬㎡/月的產能。
“龍川FPC二廠會在二季度投產,預計釋放4萬平米/月的多層軟板產能;龍川MPCB工廠預計會在三季度投產,預計增加2萬㎡/月的產能。”
對於剛剛過去的2020年,景旺電子總結道,2020年是國家“十三五”規劃的收官之年,公司堅持變革和技術兩個路線,以實現公司的遠期規劃目標為方向,在內部不斷通過組織能力建設,流程/體系優化,提升整個組織的活力和績效,並進一步對未來幾年的發展做出了明確規劃。
技術方面,積極佈局高多層、高端HDI(含SLP)、多層軟板、軟硬結合板等;訂單方面,三季度以來汽車電子、消費類訂單非常飽滿,宅經濟相關產品、智慧穿戴、電腦、手機等訂單也比較理想,客戶訂單份額提升明顯,新客戶開拓進展順利。
新產能爬坡方面,江西二期自動化工廠基本完成產能爬坡,產能和效率都在有序提升;在建項目方面,今年珠海高欄港SLP、HLC工廠、龍川FPC二期多層軟板工廠、龍川MPCB工廠會相繼投產,給公司高端產品的制程能力帶來質的飛躍。
集微網瞭解到,在新能源汽車方面,景旺電子目前主要通過零配件商進行供貨,終端客戶有國內的造車新勢力蔚來、理想等,電池模組類的客戶有甯德時代、比亞迪等。
目前,其下游客戶占比分別是:汽車電子占比22%至23%,通信占比30%,消費電子占比30%,工控醫療占比14%至15%。
“2020 年下半年通訊類的訂單受美國政策限制下降比較明顯,但公司積極通過其他領域的訂單,例如光伏類的產品,將訂單量補足。通過2020年四季度的招標情況來看,今年的通訊類訂單中標情況比較樂觀,已進入客戶的核心供應商,其中高端產品的占比較2020年有明顯增長。”景旺電子補充道。(新聞來源:集微網)
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