洋華今年營收旺季,仍將如往常落在第四季。法人預估,洋華8月營收持續走揚,再創歷史新高。
今(jin)年第二季獲利優于預期的(de)觸控(kong)大廠洋華光電,以往(wang)年度營(ying)收高峰通常(chang)落在10月到(dao)11月間,洋華預估(gu),今(jin)年應該也不例(li)外(wai)。
洋華表示,目前訂(ding)單能(neng)見度一到兩個月(yue),根(gen)據(ju)客戶的訂(ding)單預測,加上電容式觸控(kong)面板產(chan)(chan)能(neng)持續(xu)擴充中,預計第(di)四季惠(hui)州廠新產(chan)(chan)能(neng),及越南廠新產(chan)(chan)能(neng)將陸續(xu)開(kai)出,筆記本電腦(nao)(Netbook)用觸控(kong)面板新產(chan)(chan)品也將在第(di)四季開(kai)始(shi)出貨,第(di)四季業績(ji)仍屬(shu)樂(le)觀(guan)。
洋華今(jin)年下半年新(xin)產(chan)(chan)品,包括(kuo):小尺寸(cun)的(de)電(dian)(dian)(dian)容式(shi)(shi)(shi)觸(chu)(chu)(chu)控(kong)(kong)面(mian)(mian)(mian)板,以及10英寸(cun)以上(shang)Netbook用多(duo)點電(dian)(dian)(dian)阻(zu)式(shi)(shi)(shi)觸(chu)(chu)(chu)控(kong)(kong)面(mian)(mian)(mian)板。其中(zhong),小尺寸(cun)電(dian)(dian)(dian)容式(shi)(shi)(shi)觸(chu)(chu)(chu)控(kong)(kong)面(mian)(mian)(mian)板方面(mian)(mian)(mian),將(jiang)有部份產(chan)(chan)品會做到(dao)模(mo)塊出(chu)貨(huo),Netbook產(chan)(chan)品方面(mian)(mian)(mian),則(ze)會有IT產(chan)(chan)業的(de)新(xin)客戶會加入(ru)。依洋華的(de)規劃,全平(ping)面(mian)(mian)(mian)電(dian)(dian)(dian)阻(zu)式(shi)(shi)(shi)觸(chu)(chu)(chu)控(kong)(kong)面(mian)(mian)(mian)板產(chan)(chan)品前段制程(cheng)設(she)在(zai)(zai)觀音廠,后段制程(cheng)多(duo)在(zai)(zai)平(ping)湖廠和(he)惠州廠完成。電(dian)(dian)(dian)容式(shi)(shi)(shi)觸(chu)(chu)(chu)控(kong)(kong)面(mian)(mian)(mian)板和(he)白(bai)牌機,所使用的(de)傳統電(dian)(dian)(dian)阻(zu)式(shi)(shi)(shi)觸(chu)(chu)(chu)控(kong)(kong)面(mian)(mian)(mian)板,則(ze)在(zai)(zai)惠州廠生(sheng)(sheng)產(chan)(chan)。中(zhong)大(da)尺寸(cun)產(chan)(chan)品初期會在(zai)(zai)臺灣觀音廠生(sheng)(sheng)產(chan)(chan),但未來良率及制程(cheng)運作順暢后,會逐步移到(dao)越南生(sheng)(sheng)產(chan)(chan)。
洋華(hua)預(yu)計(ji),越(yue)南(nan)廠將于今年第四季開始投(tou)產(chan),當(dang)初(chu)投(tou)資(zi)考(kao)慮是人(ren)力便宜,而且洋華(hua)有取得(de)賦稅減(jian)免優(you)惠。越(yue)南(nan)廠迄今總投(tou)資(zi)金額(e)累計(ji)約5億元新臺幣,因為(wei)還必(bi)須考(kao)慮人(ren)力訓練和(he)制(zhi)程(cheng)運轉,若以3.2英(ying)寸面板為(wei)計(ji)算(suan)基礎,越(yue)南(nan)廠初(chu)期月產(chan)能約100萬(wan)片,未來將持續擴(kuo)充。但實際出(chu)貨尺寸大小也會影(ying)響可(ke)(ke)出(chu)貨量,同時生產(chan)尺寸也可(ke)(ke)依照訂單需求調整制(zhi)程(cheng)。
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