Passive, PCB, other IC components
  • Dynamic sees clear order visibility in 2Q20
    PCB maker Dynamic Electronics managed to swing to profitability in 2019 and expects stable shipment growth in the first half of 2020 but remains cautious about its revenue prospects for the second half due to impacts from the coronavirus pandemic.
  • Zhen Ding chairman Charles Shen
    Taiwan-based PCB maker Zhen Ding Technology saw its net profit for 2019 rise 7.5% on year to hit a record high of NT$12.402 billion (US$409.78 million) on total revenues of NT$120.068 billion, and will be proceeding with multiple investment projects despite uncertainties in the wake of the coronavirus...
  • Unimicron sees clear order visibility through 3Q20
    Unimicron Technology has seen clear visibility of IC substrate orders throughout the third quarter of 2020, which is expected to further drive up the firm's profits for the year.
  • Unimicron to spend more on expanding capacity
    PCB and IC substrate supplier Unimicron Technology has revised upward its capex target for 2020 to NT$24.07 billion (US$794.8 million), a record high.
  • GCB sees strong demand from the server sector
    Taiwan-based PCB maker Gold Circuit Electronics (GCE), with sever applications contributing 50% of revenues, is expected to see its sales for the first half of 2020 improve sharply from a year earlier as datacenter servers are increasingly needed to support remote work and learning amid the coronavirus...
  • Unitech is wary of weakening demand
    Unitech saw its net earnings for 2019 shoot up 170.85% to NT$1.731 billion (US$57.24 million) on revenues of NT$22.42 billion due mainly to robust shipments of rigid-flex boards for AirPods 2, but it has turned conservative about its revenue prospects for 2020 due to the ongoing coronavirus pandemic,...
  • PCB suppliers not told to delay production for 5G iPhone
    There has been speculation that Apple is looking to delay the launch of its next-generation iPhones due the impacts from the coronavirus pandemic, but its PCB suppliers say they have not received any notification from the client about delaying production for the 5G...
  • PCB makers say they have not received notification from Apple about delaying production
    Taiwan's PCB makers in the supply chain of 5G iPhones have denied reports claiming they have been asked to postpone volume production by two months in line with a likely launch delay for Apple's new-generation devices amid the coronavirus pandemic, according to industry sources.
  • Tripod had record sales and profits in 2019
    Taiwan-based PCB specialist Tripod Technology has posted record revenues and profits for 2019, but it has turned cautious about its business prospect for 2020 as the coronavirus pandemic has led to many uncertainties on the demand side.
  • Wistron expects sales to grow in 2020 despite the coronavirus pandemic
    The coronavirus pandemic is threatening the lives and livelihoods of many, but despite the uncertainty lying ahead of the IT industry, Taiwan-based ODM Wistron - a major maker of notebooks and servers - remains optimistic that its sales...
  • PCB suppliers for Apple do not see sufficient ecosystem support in South and Southeast Asia
    Apple is reportedly moving more of its production out of China, but Taiwanese PCB makers in the supply chain of iOS devices seem to stay conservative in following in the vendor's footsteps at least in the foreseeable future, given their heavy capacity deployments in the country.
  • Taiwan-based PCB makers are reluctant to move out of China despite the coronavirus' impacts on prod
    Taiwanese PCB makers, despite the coronavirus pandemic's impacts, still expect 5G handset demand to pick up later this year, and remain reluctant to move production out of China in the near future, according to industry sources.
  • STB demand is growing steadily
    With stay-at-home economy gaining momentum amid the coronavirus pandemic, demand for set-top boxes (STB) and gaming consoles is on track to stable expansion, serving as a growth driver for second-quarter 2020 revenues at Taiwan-based makers of rigid PCBs, according to industry sources.
  • Server board demand remains strong
    Taiwan-based rigid PCB makers have enjoyed robust orders for both server boards with high layer counts and server memory module substrates as HPC servers and networking equipment are increasingly needed to support growing online services amid the coronavirus outbreak, according to industry sources.
  • Multi-lens camera setup becoming mainstream design for smartphones
    CMOS image sensor (CIS) backend specialists including Tong Hsing Electronic Industries and Xintec are expanding capacity seeking to satisfy growing demand for multi-lens camera phones.
  • EMC's growth in 2020 will depend on the 5G smartphone segment
    Elite Material (EMC) saw its net profits climb 85% in 2019 to NT$3.245 billion (US$107.09 million) on revenues of NT$24.86 billion, thanks partly to upgrades in PCB materials demanded by China-based handset vendors.
  • Most of the PCB maker's sales come from the car sector
    Automotive PCB specialist Chin-Poon Industrial remains conservative about its performance in 2020, due to the coronavirus impact on the car market.
  • Enterprise notebooks see rising demand thanks to work-from-home needs
    Taiwan-based PCB makers are poised to benefit from growing demand for business-use notebooks and tablets from enterprises and schools in many countries rushing to implement remote work and learning programs amid the fast spreading coronavirus pandemic, according to industry sources.
  • The coronavirus is hitting the IC industry
    The coronavirus pandemic's impacts on the global economy is only beginning to be appreciated and has deep implications for the world's technology supply chain.
  • The PCB maker turned profitable after three years of losses
    Nan Ya PCB returned to profitability in 2019, thanks to strong shipments of its high-end ABF substrates and an influx of new orders for SiP substrates.
  • Iteq expects growth to continue in 2020
    Copper clad laminate (CCL) specialist Iteq has reported net profits surged 38.8% to a record high of NT$2.46 billion (US$81.2 million) on total revenues of NT$23.79 billion in 2019, thanks to robust shipments of high-frequency and high-speed materials with higher gross margins.
  • Kinsus expects profits for 2020
    Kinsus Interconnect Technology, after returning to profitability in fourth-quarter 2019, is expected to gain further profit momentum for the whole of 2020 by focusing on ABF substrates, AiP substrates, and 5G base station applications, according to industry sources.
  • Demand from the 5G infrastructure sector remains strong
    As part of their efforts to bolster economic development amid the ongoing coronavirus pandemic, many countries are stepping up establishment of 5G base stations and large-size datacenters, keenly building inventories of crucial III-V components including GaAs RF devices, according to industry source...
  • Chipmakers now believe demand will remain weak throughout 2020
    The coronavirus pandemic is sweeping across the US and Europe, casting a shadow over the consumer electronics market. Now the semiconductor supply chain fears that the end-market demand may not pick up until 2021. In China, where the...
  • Ventec expects robust sales in 2020
    Niche-type PCB materials supplier Ventec Electronics, after ending 2019 with impressive profits, expects shipments of specialty materials such as those for thermal conductivity aluminum substrates and high-frequency antenna boards to serve as the firm's growth driver in 2020.

Taiwan large-size LCD panels – 4Q 2019

China smartphone AP shipments – 4Q 2019

Global tablet market (outbreak updates) – 4Q 2019

Outbreak impact: China smartphone and AP shipments

Coronavirus impact special report: Mobile devices

Global server shipment forecast and industry analysis, 2020

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