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北京时间·🕒 发布 05-20 08:43:50时区推断·⟳ 抓取 06-03 17:50:56回填·⚡ 决策 06-17 01:29:25·132.6 天前
KOL梳理低轨卫星PCB供应链：华通获Starlink/Kuiper订单，竞争加剧利好上游材料
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Starlink / Amazon Kuiper LEO ideas: -> Compeq (2313): "has secured orders from leading operators, including Starlink an…
不做 2313.TW
旧闻重提，华通获Starlink/Kuiper订单为市场已知事实，KOL梳理帖无新催化剂，无edge
不做 ACCL.US
代码归一化存疑，美股无知名PCB厂代码为ACCL，且文中指其面临拿单困难（利空），无法操作
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原文全文
展开原文 · 732 字
Starlink / Amazon Kuiper LEO ideas:
-> Compeq (2313): "has secured orders from leading operators, including Starlink and Amazon's Kuiper program" - $9.6B MC
"Analysts say the influx of PCB suppliers is likely to produce a "many players, limited pie" dynamic, raising barriers for newer entrants"
- Unitech Printed Circuit Board
- Chin-Poon Industrial, K Tech
- ACCL
"are all expected to face growing difficulty in winning contracts."
What's coming next:
- optical inter-satellite links (OISL).
Bottleneck ideas:
- next-generation HDI boards required for high-frequency are increasingly dependent on specialty materials, leading to longer lead times across the upstream supply chain
So good to look into this upstream area.
-> Compeq (2313): "has secured orders from leading operators, including Starlink and Amazon's Kuiper program" - $9.6B MC
"Analysts say the influx of PCB suppliers is likely to produce a "many players, limited pie" dynamic, raising barriers for newer entrants"
- Unitech Printed Circuit Board
- Chin-Poon Industrial, K Tech
- ACCL
"are all expected to face growing difficulty in winning contracts."
What's coming next:
- optical inter-satellite links (OISL).
Bottleneck ideas:
- next-generation HDI boards required for high-frequency are increasingly dependent on specialty materials, leading to longer lead times across the upstream supply chain
So good to look into this upstream area.
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