Passive, PCB, other IC components
  • ev
    The EV market is poised to enter a decade of robust growth starting 2021 amid the maturing infrastructure for new energy vehicles, prompting Taiwan's automotive PCB vendors including Chin-Poon industrial to step up deployments in the segment, particularly the markets in the US and Europe, according...
  • handset
    VCSEL maker TrueLight expects its shipments of VCSEL chips for proximity-sensor applications to grow significantly in the fourth quarter of 2020, driven by strong order pull-ins from the handset sectors in China and Korea, according to company sources.
  • a
    Manufacturing equipment supplier C Sun expects equipment used in advanced IC packaging, mainly SiP (system in package), FO-WLP (fan-out wafer-level package) and CoWoS (chip-on-wafer-on-substrate), to be the major source of business growth in 2021.
  • car-use PCB
    Automotive PCB specialist Chin-Poon Industrial has seen demand start picking up, and expects a recovery in global auto market to push up its shipments in 2021.
  • charging piles
    Taiwan-based leadframe makers including Jih Lin Technology and SDI have reportedly cut into the supply chain for Tesla's charging piles, and are poised to embrace significant increases in their shipments for automotive applications in 2021, according to industry sources.
  • IT products
    Production indexes for Taiwan-based makers of various electronic components for fourth-quarter 2020 remain high, according to Taiwan Institute of Economic Research (TIER).
  • GaN
    Taiwan's III-V semiconductor supply chain players are gearing up to deepen deployments in the segment of GaN-based power components and RF modules increasingly applied to 5G handsets and other consumer electronics devices, according to industry sources.
  • a
    Tesla's adoption of SiC-based MOSFETs for Model 3 is expected to cause other electric vehicle (EV) vendors to follow suit, but their use will not be popular until year-end 2021 or 2022 because certification will take a long time and availability of SiC is likely to be quite limited, according to industry...
  • Unitech
    Unitech Printed Circuit Board expects to post a revenue increase of 20-30% in 2021 as shipments for new orders and new clients will ramp up steadily, particularly in the second half of the year.
  • Xiaomi
    In the wake of the US trade sanctions on Huawei, other major Chinese handset brands have been eager to bite off shares of their top competitor in the domesitc market, with strong momentum in their orders with upstream suppliers likely to last till first-quarter 2020, according to sources from Taiwan's...
  • Walsin
    Several employees at Walsin Technology's Malaysia plant have tested positive for COVID-19, prompting the Taiwan-based passive component supplier to suspend operations at the plant.
  • 5G
    Taiwan-based IC substrate suppliers including Kinsus Interconnect and Unimicron Technology are expected to gain growth momentum from increasing demand for AiP (antenna in packages) modules for 5G mmWave smartphones in 2021, according to industry sources.
  • Eternal Materials
    Eternal Materials, which specializes in resin materials and dry-film photoresists, expects to enjoy a particularly strong fourth quarter of 2020.
  • Foundry
    Tight capacity has already sent pure-play foundries raising quotes for the 8-inch segment by 10-15% in fourth-quarter 2020, and further rises are expected in 2021. Demand for 8-inch and smaller silicon...
  • Passive components
    Taiwan-based inductor makers, including Chilisin Electronics, are expected to enjoy a particularly strong fourth quarter in 2020, bolstered by robust shipments for both handset and non-handset applications, according to industry sources.
  • substrate
    The supply of ABF substrate has been tight, which has also pushed up BT substrate production lead times, according to industry sources.
  • car
    Taiwan's automotive PCB makers have experienced a major change in shipment structures so far this year, with the ratio of shipments to Asia rising significantly and those for the US and Europe markets declining amid the pandemic, according to industry sources.
  • PCB
    Tight ABF substrate supply has not only pushed up prices by 30-40% but also prolonged delivery lead time to a maximum of three quarters, according to industry sources.
  • ASE
    Supply has barely been able to ctach up with demand in the semiconductor manufacturing sector, sending prices up to reflect tight capacity at foundry and backend houses. ASE Technology reportedly has decided to raise backend services...
  • 5G equipment
    With prospects for 5G infrastructure construction in China remaining uncertain, Taiwan's CCL makers in the supply chain for 5G base stations may have to rely more on shipment momentum from telecom equipment makers in Europe and South Korea to support their revenue performance in first-half 2021, according...
  • IC
    For Chinese fabless IC vendors, tight foundry supply has been compounded by the fact that China-based SMIC has been blacklisted by the US. More Chinese IC vendors are now seeking support from Samsung for 14nm and above manufacturing processes...
  • A fire has disrupted Unimicron's BT substrate production and supply in the overall market
    Handset application processor vendors have expressed concerns about the supply of BT substrates that may fall due to the suspension of production at Unimicron Technology's fire-hit plant in northern Taiwan, and are moving to vie for more capacity support from other suppliers for 2021, according to...
  • MediaTek
    MediaTek is likely to report record sales for 2020, and the mobile SoC vendor is confident that its sales will grow further next year. MediaTek's chairman believes the global economy will recover and stimulate demand for handsets and...
  • Unictron
    Unictron Technologies, a Darfon Electronics subsidiary dedicated to producing chip antennas and piezoelectric ceramics for wireless communication applications, will see its shares traded on the Emerging Stock Board of Taipei Exchange starting November 19, 2020, and is optimistic about sales prospects...
  • Apaq optimistic about solid capacitor demand for HPC and server related applications in 2021
    Apaq Technology saw its cumulative 2020 revenue through October rise 26.8% on year, thanks to robust orders for motherboards, graphics cards and game consoles. The solid electrolytic capacitor maker expects the sales growth momentum to carry on in the fourth quarter, judging from clear order visibility...

Global tablet market – 3Q 2020

China smartphone AP shipments – 3Q 2020

China smartphone market and industry – 3Q 2020

Global mobile device shipment forecasts, 2021 and beyond: Smartphones, notebooks and tablets

Outbreak impact: China smartphone and AP shipments

Coronavirus impact special report: Mobile devices

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