车用PCB市场逆势生长，，，，，，，PCB厂商汽车板营收比重一连提升_Guangzhou Sanfu New Materials Technology Co., Ltd

车用PCB市场逆势生长，，，，，，，PCB厂商汽车板营收比重一连提升

Date: 2023-09-08　Click: 6718

泉源：工商时报

随着电动车（EV）、汽车电子化的趋势来临，，，，，，，发动车用PCB产值大幅生长，，，，，，，今年在消耗性电子难以挣脱颓势之下，，，，，，，车用PCB成为唯一可望年增的终端应用，，，，，，，需求此消彼长，，，，，，，健鼎（3044）、定颖（3715）、燿华（2367）、高技（5439）、敬鹏（2355）车用比重携手攀升至高等，，，，，，，车用PCB对营收孝顺已经举足轻重。。。。。

凭证各PCB公司的统计，，，，，，，车用PCB突破20％营收占比的公司包括健鼎、定颖、燿华、敬鹏、高技，，，，，，，其中以敬鹏的85％比重最高，，，，，，，健鼎绝对金额则相对最大，，，，，，，营收比重介于27.3％至85％，，，，，，，刚开完法说会的定颖、燿华也划分拉高至70％、42％，，，，，，，跃升为营收主力。。。。。

工研院产科国际所引述数据指出，，，，，，，2023年种种终端应用中仅汽车成为一枝独秀，，，，，，，可望较去年生长，，，，，，，整体汽车销量将突破9000万辆，，，，，，，达9300万辆，，，，，，，约昔时增14.9％；；；；；；；；AI伺服器虽然是市场焦点，，，，，，，可是一样平常伺服器走跌，，，，，，，导致2023年伺服器市场规模将年减5.9％，，，，，，，降至1340万台，，，，，，，与半导体、手机、小我私家电脑同步陷入年减趋势。。。。。

2023年上半年整体PCB产值达3511亿元新台币，，，，，，，汽车占了14.6％，，，，，，，换算之下，，，，，，，车用PCB产值高达513亿元新台币，，，，，，，其中多层板、HDI板、软板、载板划分占61％、20％、11％、4％，，，，，，，虽然多层板占有最高的产值比重，，，，，，，不过工研院产科国际所看好汽车电子化、先进辅助驾驶系统（ADAS）趋于普及，，，，，，，将发动车用HDI、软板的生长潜力，，，，，，，相对看好这二类车用PCB制程后市。。。。。

工研院剖析师张渊菘体现，，，，，，，小型、高密度的特征将使HDI在车用板的应用逐步扩大，，，，，，，ADAS以及车用镜头模组是未来HDI主要动能，，，，，，，ECU（车载资讯娱乐系统）对HDI的激励也禁止小觑；；；；；；；；至于软板，，，，，，，可以有用使用组装空间，，，，，，，镌汰车体重量，，，，，，，动力系统、照明、感测器、ECU及电池管理为软板可鼎力大举施展的空间。。。。。

泉源：工商时报（PCB资讯整理）

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