【行業亮點】同泰、燿華今年都取得新車用板客戶訂單 下半年顯效益
Date: 2021-03-24
News Type:
雖然車用晶片缺貨狀況迄今未獲解決，但軟板廠同泰及PCB廠燿華今年都取得新車用板客戶訂單，在晶片荒的問題解決後，最快今年下半年可望帶來效益。
欣興、台表科轉投資的軟板廠同泰電子，積極進行接單體質調整，並佈局各式新產品，高層主管指出，2020 年同泰取得 7 項車用板的認證，可望挹注今年營運。同泰電子江蘇揚州廠調整營運體質，並已脫離虧損狀態，臺灣廠也有改善，去年完全汰除包括 Chip LED 板等獲利貢獻不佳的產品，營運負擔減輕，去年疫情期間也拿下不少入場券，未來 Mini LED、車載、5G 等產品，出貨逐步放量，樂觀看待業績將漸入佳境。而車用電子軟板訂單也報捷，同泰去年爭取到 7 家陸系車廠認證，揚州廠未來也會增加汽車相關產品線。
PCB 廠燿華今年上半年營運仍處調整階段，第二季起開始會有一些新品加入，今年整體營運可望逐季成長；至於去年 7 月開始量產的江蘇南通新廠，2021 年的目標也力拚轉虧為盈。汽車用板占燿華總體營收約 30%，燿華主管指出，車用板今年下半年將有 2-3 家新客戶加入，估將對燿華營收產生不錯貢獻。（新聞來源：钜亨網）
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