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高压贴片电容粉末供不應求,贴片电容持续旺到年底

编辑:东莞市嘉值电子科技有限公司时间:2018-12-06

MLCC高压贴片电容缺货以来一年都难以缓解,连带上游MLCC粉末供给缺口进一步恶化,华新科(2492)旗下陶瓷粉末及利基型元件厂—信昌电(6173)自去年启动3年扩产计划、加上公司布局工业、车用及航太等特殊规格产品效益显现,带动信昌电第1季合并毛利率达28.77%、年增5.1个百分点,随著新产能逐步开出及市场需求强劲、信昌电营运可望逐季走升挑战新高,信昌电表示今年营收及获利都可望优于去年。


XINCHANGDIANZHUYAOCHANPINWEITIEPIANDIANRONG、TIEPIANDIANZU、JIEDIANTAOCIFENMO、BANDAOXINGTAOCIDIANRONGCIPIAN、ERJIGUANJIXIANQUANDENGDENG,TONGSHIYESHIHUAXINKEDESHANGYOUCAILIAOGONGYINGSHANG,QIZHONGMLCCJIEDIANTAOCIFENMOCHANPINSHIGUONEIWEIYIYIJIAYOUZIZHIYANFANENGLICHANNENGWEIQUANQIUSHIZHANLVYUE10%,ZHANGONGSIHEBINGYINGSHOUBIZHONGYUE30%,XIAYOUTESHUGUIGEMLCCTIEPIANDIANRONGYINGSHOUBIZHONGYUEZHAN30%,LIJIXINGTESHUGUIGEDETIEPIANDIANZUHEDIANRAOXIANDIANGANGEZHAN20%,SUIZHUQUNIANQIMLCCTIEPIANDIANRONGJIAGEYILUSHANGZHANG,XINCHANGDIANYEZAIQUSHIZHONGSHOUHUI、JINNIANDI1JIMLCCTIEPIANDIANRONGYINGSHOUZHANBIYIDADAO45%、JIEDIANFENMOZEJIANGZHI26%、JINGPIANDIANZUSHENG12%、DIANGAN16%。


XINCHANGDIANSHOUHUIYUMLCCTIEPIANDIANRONGXUQIUQIANGJING、FENMOCHANNENGYILUMANZAI,QIEYINYUANLIAOCHENGBENSHANGSHENGERDIAOZHENGJIAGE、RANGXINCHANGDIANJIEDANCHANGWANG,JIASHANGGONGSIBUJUGONGYE、CHEYONGJIHANGTAIDENGTESHUGUIGECHANPIN,CHANPINZUHEYOUHUADAIDONGCHANPINPINGJUNSHOUJIA(ASP)HEMAOLILVSHANGSHENG,JINNIANDI1JIHEBINGMAOLILVDA28.77%,NIANZENG5.1GEBAIFENDIAN。


YOUYURIXIBEIDONGYUANJIANDACHANGFENFENJIANGCHANNENGJIZHONGGONGYINGGAODUANSHICHANG、BAOKUOCHEYONGDIANZI、GONGYE、ZIDONGHUADENGLINGYU,ZAOCHENGXIAOFEISHICHANGYIBANZHONGDIJIEPINXIANGDEQUEHUO

、XINCHANGDIANYINYINGKEHUXUQIUPEIHEGONGHUOYEKAIFAYINGYONGLINGYUZHIGAODUANDEGONGGUI、JUNYONG/GUOFANG、HANGTAI、WANGTONG、DIANXIN、SIFUQIDENG,MUQIANXINCHANGDIANJIEDIANTAOCIFENMOCHANNENGCHULEGONGYINGHUAXINKESHIYONGZHIWAI、WAIXIAOBIZHONGYEBUDUANPANGAO,RUOCHANNENGLUXUKAICHUDUIJITUANNEIDEGONGHUOBIZHONGJIANGZAIXIAJIANGYOUZHUYUTISHENGGONGSIHUOLI。


ZHIYUKUOCHANXIANGMUXINCHANGDIANZEBIAOSHI3NIANKUOCHANJIHUAHANGAIJIEDIANFENMO、MLCC、JINGPIANDIANZUHEDIANGAN、KUOCHANFUDUHUISHISHICHANGXUQIU。


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