Taiwan PCB makers to embrace bright prospects for 2021
Taiwan-based PCB makers are expected to see their combined output value grow further in 2021, driven by strong demand for IC substrates, HDI boards and flexible PCBs, according to market sources.
IC substrate and PCB maker Unimicron Technology expects ABF substrates to remain its major growth driver in 2021 and will maintain high capacity utilization for the product line throughout the year.
China MOSFET suppliers to raise prices again
China-based power MOSFET and other power device suppliers have already raised their quotes by 10-15% recently amid tight foundry capacity, and will make another upward price adjustments, according to industry sources.
MOSFET prices poised to rise on worsening shortages
Prices for MOSFET chips are set to rise significantly in the months ahead thanks to worsening shortages arising from persistently tight 8-inch foundry capacity and rapid increases in demand for graphics cards and automotive electronics applications, according to industry sources.
Yageo and Walsin Technology have seen their visibility of orders for MLCCs, chip resistors, inductors and capacitors extend to the second half of 2021 thanks to ODMs and distributors strengthening order momentum to replenish their inventories, according to industry sources.
Unusually low rainfalls in Taiwan over the past year have resulted in water shortages, particularly in the southern parts of the country. Some companies at the Southern Taiwan Science Park, including TSMC, have started buying truckloads...
CCL prices may rise further later in 1H21
Rising copper foil prices will likely prompt Taiwan-based CCL makers to further raise their quotes later in the first half of this year, according to industry sources.
Taiwan's automotive PCB makers may see short-term impacts on their revenues from deferred deliveries of shipment to car vendors who are forced to suspend production due to shortages of automotive chips, according to industry sources.
High-capacitance MLCC prices set to rise
MLCC vendors including Samsung Electro-Mechanics (Semco) and TDK are likely to raise their quotes for high-capacitance MLCCs in response to stronger-than-expected demand for 5G handset and automotive applications, according to channel distribution sources.
Taiwan suppliers of high-end IC substrates, HDI boards, rigid PCBs with high layer counts and flexible PCBs are expected to have another busy year in 2021 after benefiting from pandemic-induced upgrades in electronics devices in 2020. Their increasingly tight capacity has prompted them to farm out...
Leadframe makers about to raise prices
Taiwan-based leadframe makers are about to raise their prices to reflect rising copper material costs, according to industry sources.
Surging prices of Ethereum has boosted demand for graphics cards used to mine the cryptocurrecny, which is benefiting Taiwan-based IC testing services providers, according to sources from the semiconductor industry.
The supply of aluminum electrolytic capacitors has fallen short of demand by 15-20% since second-half 2020, resulting in extensions in delivery lead times at suppliers in Japan, Taiwan and China, according to industry sources.
Foundry, packaging materials in tight supply
The supply of foundry and packaging materials, such as photoresist and leadframes, has already fallen short of demand, prompting related distributors to raise prices, according to industry sources.
ABF substrate prices likely to rise
ABF substrate prices are likely to rise later in the first half of 2021, driven by rebounding demand for crypto mining chips and a sharp rise in demand for server applications starting in the second quarter, according to industry sources.
Major chip vendors have been striving for support from production partners, and Qualcomm reportedly will even appoint a VP dedicated fully to working to secure capacity in Taiwan. Qualcomm and MediaTek are also said to be both stepping...
As supply of high-end BT substrates has turned tight in the first quarter of 2021, major chipmakers including Qualcomm and MediaTek are moving aggressively to secure more capacity support from Taiwan IC substrate makers to meet increasing demand for 5G handset APs and mmWave AiP modules in the months...
Thinking Electronic Industrial, Polytronics Technology and Fuzetec Technology, which make circuit protection components for handsets, notebooks and game consoles, all saw their January revenues hit new highs with double-digit sequential increases and over 50% on-year growths, according to industry...
Prosperity Dielectrics Company (PDC), which mainly supplies MLCCs and related ceramic powders, has utilized over 90% of production capacity with clear order visibility extended to 3-4 months thanks to particularly strong demand for application to 5G regular base stations and small cells, according...
Intelligent Epitaxy Technology (IntelliEPI), which supplies epi-wafers to the electronics and optoelectronics industries, has temporarily halted production at its facilities in Texas due to rolling power outages across the US state amid frigid weather.
HDI PCB manufacturers have enjoyed a strong influx of orders for non-handset applications, with order visibility extended to April-May, allowing them to expect a strong first-half 2021, according to industry sources.
Tape COF substrate demand picking up
Taiwan-based Chipbond Technology and JMC Electronics have both seen orders for tape COF substrates pick up substantially, reflecting limited capacity supply for such substrates and strong demand for packaging display driver ICs (DDI), according to industry sources.
Solid-state lithium ceramic battery (LCB) maker ProLogium Technology has disclosed it will start trial production at its new factory in northern Taiwan by the end of 2021.
Flexium sees LCP antennas as growth driver in 2021
Flexible PCB maker Flexium Interconnect has projected a double-digit growth for its 2021 revenues, driven by shipments of LCP antenna boards for smatphones.
Global tablet market – 4Q 2020
Fourth-quarter 2020 global tablet shipments amounted to 51.56 million units, soaring 17.6% from a quarter ago and 19.3% from...
China smartphone AP shipments – 4Q 2020
Fourth-quarter 2020 smartphone AP shipments to China-based vendors amounted to 211.6 million units, up 9.9% quarter-over-quarter...
China smartphone market and industry – 4Q 2020
Fourth-quarter 2020 smartphone shipments to the China market amounted to 86.7 million units. The volume represented 19.3% growth...
Global server shipment forecast and industry analysis, 2021
Taiwan-based makers' server-related revenues are expected to climb 7.6% on year in 2021, buoyed by growing demand from cloud...
China semiconductor industry: From 13th 5-year Plan to 14th 5-year Plan, 2015-2025
China government has always attached great importance to advances of the semiconductor sector, but semiconductors' vital role...
Global LCD panel shipment forecast, 2021 and beyond
Global large-size LCD panel shipments will fall at a CAGR of -0.3% 2020 through 2025, while shipments of small-to-medium-size...