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元大台灣50

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元大高股息

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台積電

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聯發科

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元大台灣價值高息

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鴻海

美元台幣匯率

32.634

台幣日圓匯率

4.791

台幣歐元匯率

0.029

台幣韓元匯率

44.317

台幣英鎊匯率

0.024

台幣人民幣匯率

0.224

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元大台灣50 ▸ |

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元大高股息 ▸ |

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台積電 ▸ |

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聯發科 ▸ |

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元大台灣價值高息 ▸ |

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鴻海 ▸ |
美元台幣匯率 ▸ 32.634 | 台幣日圓匯率 ▸ 4.791 | 台幣歐元匯率 ▸ 0.029 | 台幣韓元匯率 ▸ 44.317 | 台幣英鎊匯率 ▸ 0.024 | 台幣人民幣匯率 ▸ 0.224
綜合

「連接器有賺,但要拿去養線材」宏致一度賠錢,卻執意買技術、通路,花9年賣進雲端巨頭

「連接器有賺,但要拿去養線材」宏致一度賠錢,卻執意買技術、通路,花9年賣進雲端巨頭

「連接器有賺,但要拿去養線材」宏致一度賠錢,卻執意買技術、通路,花9年賣進雲端巨頭

「連接器有賺,但要拿去養線材」宏致一度賠錢,卻執意買技術、通路,花9年賣進雲端巨頭

今周刊/撰文‧譚偉晟

從製造、研發、通路多方併購,宏致電子用9年時間,將高速連接線打造成未來營運成長主力,不僅從消費性產品跨足雲端伺服器市場,更成功卡位美國雲端網路服務業的一線客戶。

今年下半年,老牌連接器廠宏致電子締造新里程碑,從消費性電子成功跨足到AI伺服器,打入需求持續成長的市場。為此,宏致正加速擴建產能,宏致電子董事長袁万丁指出,桃園中壢新廠將成為高速傳輸產品,最重要的研發與製造基地。

過去,宏致曾憑藉著筆記型電腦,一度做到連接器產業的前段班,「2015年那時,我們緊追鴻海,成為台灣連接器產業(國內廠商)的前三大。」

然而,2015年時的宏致,不僅客戶幾乎都是筆電廠,連產品都只有連接器,產品線過於單一。現在的宏致,客戶除了電腦廠外,還跨足網通設備、工業機械等,產品線則新增負責訊號傳輸的連接線,其中的高速連接線,更是帶動宏致成功打入美系知名大型雲端服務供應商(CSP)的關鍵。

宏致電子財務副總經理李舒韵指出,以AI應用為主的雲端伺服器事業,包含高速連接器與高速連接線,預計今年對營收的貢獻將超過5%,「明年可望到10%以上。」

拿連接器獲利  養線材事業

這一趟從產品僅有連接器,再到新產品高速連接線打入AI伺服器市場、獲得CSP客戶肯定的路,宏致走了整整9年。起點是2015年,連接線廠維翰實業有意出售,袁万丁即出手買下,讓維翰成為宏致的子公司龍翰科技,宏致也因此開始發展連接線事業。

然而,龍翰的連接線聚焦在工業電源與消費性產品,規格不高、競爭者又多,宏致接手後也未能開發出有競爭力的產品,連接線事業逐漸成為宏致的賠錢貨,2017年龍翰更從獲利轉為全年虧損逾5千萬元。

「連接器有賺錢,但要拿去養線材事業⋯⋯。」袁万丁接著說,儘管公司整體仍有獲利,但對於連接線的事業「內部有很多聲音,有些人不認同就離開公司了。」

事實上,隨著電子業朝高頻高速的應用發展,連接線作為訊號傳輸過程中,降低訊號衰減的關鍵,重要性在網通與伺服器領域不斷提升。希望替宏致找到突破點的袁万丁,在2021年注意到工研院正在技轉高速傳輸線技術。

「本來,工研院來跟我們副總談技轉的時候,覺得沒有希望談成。」袁万丁說,當時資料中心使用高速傳輸的主流規格,仍是100G、200G,800G雖然是尖端技術,也是未來一定會走到的方向,但躍居主流的時間尚未確定,有興趣合作研發者寥寥無幾。

100G:代表每秒訊號傳輸量達100個10億位元組,G前方數字愈大,代表傳輸速度愈快,而800G是目前資料中心主流的超高速傳輸標準之一。

袁万丁回憶,當時他看到工研院團隊正要離開宏致的大樓,就找他們到自己的辦公室聊聊,「我一聽到是800G,就覺得可以挑戰。」他想的是,這能替宏致的連接線事業,帶來具有長期競爭力的產品線。

於是,宏致陸續投入300萬美元開發製程,並把當時負責該項技術的工研院材料所組長黃添富,聘來擔任宏致的總經理。另一頭,袁万丁也在為高速連接線找出海口,這即是2021年另一筆關鍵投資——併購美國業者創世紀(Genesis)。

(閱讀全文…https://bit.ly/3B1DVwL)

更多內容,請參閱最新一期《今周刊》(第1459期)

「連接器有賺,但要拿去養線材」宏致一度賠錢,卻執意買技術、通路,花9年賣進雲端巨頭〉這篇文章最早發佈於《668 News》。

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