2018年是次世代5G的崛起年,2020年是次世代5G的佈署年,2021 年將是次世代 5G 改變人類歷史的另一段里程碑的關鍵年,未來全世界的電子產品運作都會在5G 的框架結構下運行之。自2020年初起,因新冠肺炎疫情爆發間接形成遠距通訊趨勢商機,直接帶動個人筆記型電腦、數位通訊電視、5G規格網通設備等終端市場需求成長,伴隨著次世代5G應用技術的到來,相關周邊電子產品都會對印刷電路板有著極大的需求,這將促使印刷電路板產業的配額需求市場規模擴大與快速增長。 本研究對象為鴻海集團關係企業負責生產 PCB 關鍵性零件的臻鼎科技控股股份有限公司,透過公開資訊觀測站取得財務資訊分析PCB產業展望5G所受影響的股價與財報之關聯性。藉由個案分析的方式,說明 5G 對個案公司與集團存在群帶效應及同業公司PCB生產供應鏈的經營績效。而受5G發展PCB產業,個案公司位居PCB全球百大排名之首,經過本研究的各項數據分析後,在不同領域的終端應用上不斷進行新產品研發及技術創新,更與客戶端共同開發新型的應用,先期掌握未來主流市場趨勢。
The Next Generation, 5G, rises in 2018 and deploys in 2020. In the year of 2021 will be the very milestone of changing on human beings’ history, which means, 5G will be the framework on the electronic products all over the world in the future. Due to the COVID-19, a trend of remote communication brings the growth of terminal market demand on personal laptop computer, digital television, 5G telecommunication equipment and so on since the end of 2019. With the 5G application technology, the market demand on PCB of related electronic products will be raised and extended greatly. The object of this research is Zhending Technology Holdings Co., Ltd., a subsidiary of Hon Hai Group responsible for the production of key PCB components. Financial information obtained through the public information observatory is used to analyze the correlation between the PCB industry outlook and the impact of 5G stock prices and financial reports. Through case analysis, it shows that 5G has a cluster effect on the case company and the group and the operating performance of the PCB production and supply chain of peer companies. Due to the 5G development of the PCB industry, the case company ranks first in the top 100 PCB rankings. After various data analysis in this research, new product development and technological innovation are continuously carried out in terminal applications in different fields, and it is also common with clients Develop new types of applications and grasp the mainstream market trends in the future.