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PCB热门族群 苹果新订单发展受瞩目

time : 2019-11-20 09:14       作者:凡亿pcb

【凡亿PCB 】苹果财报优于预期,嘉联益因传出接获苹果天线软板新订单,带动燿华、华通;至于铜箔基板(CCL)厂台燿联茂获得日系外资点名,外资看好未来可望受惠5G需求,后市值得观察。

欧系外资看好嘉联益的软板可望获得苹果及非苹阵营订单,预估嘉联益今年营收有机会达到新台币195亿元,苹果软板供货商台郡则因首季毛利率不如预期,加上无线充电订单可能有变量。

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