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5G換機潮大幕正式開啟散熱企業供不應求
格隆匯 08-21 09:15
格隆匯8月21日丨據證券時報,華為5G手機供不應求,在線開售不到1分鐘便迅速售罄。5G手機的火爆程度超出預期。隨着主流廠商5G手機紛紛開賣,5G換機潮大幕正式開啟。由於5G手機功耗較4G手機增加2倍以上,散熱材料行業需求將會大增。在華為、三星及OV等廠商在5G智能手機中導入均温板,加速了散熱企業的供不應求。台灣散熱廠商雙鴻科技基於均温板的市場需求上升,預計明年需求將比今年提2-3倍。相關公司有中石科技、飛榮達、超頻三。
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