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筆電回補庫存 電路板廠首季不淡
Feb 13th 2014, 12:31
受惠於筆電(NoteBook,筆記型電腦)客戶回補庫存,加上Intel(英特爾)也在去年底調降晶片價格,法人預估,NB板第1季需求可望呈現淡季不淡,包括瀚宇博(5469)、金像電(2368)、欣興(3037)、健鼎(3044)等電路板廠首季營收可望與去年第4季持平或小幅成長。 法人指出,根據調查,目前筆電板廠的產能利用率大約維持在70~80%。另外佔原料成本達30~50%的銅,近期每噸報價也維持在7000~7200美元(約21~21.6萬台幣)區間,且不排除還有小跌空間,可望讓廠商成本壓力稍微趨緩。(李宜儒/台北報導) 想看更多有趣訊息,快上「蘋果搖錢樹」粉絲團
更多文章,都在【蘋論陣線】有話要說 投稿「即時論壇」 onlineopinions@appledaily.com.tw This entry passed through the Full-Text RSS service — if this is your content and you're reading it on someone else's site, please read the FAQ at fivefilters.org/content-only/faq.php#publishers.
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