Passive, PCB, other IC components
  • Driven by sales boom for voice-controlled and smart speakers, Bluetooth headphones have seen growing popularity, prompting web giants and consumer leectronics vendors to jump on the bandwagon, which is in turn providing strong growth momentum for upstream suppliers of VCSEL components in 2019, according...
  • Renesas is reportedly moving toward a fab-lite business model by temporarily shutting down some frontend and backend fabs, with its Taiwan-based OSAT partners including ASE, Ardentec, Greatek Electronics and KYEC seen to enjoy more outsourcing orders from the Japan IDM, according to industry sources...
  • Ventec International, a supplier of copper clad laminates (CCL), has officially got listed on the Taiwan Stock Exchange (TWSE) on April 17 as the fourth listed Taiwanese CCL supplier, and the company is poised to reap fruits from deployments in developing 5G and niche products.
  • Taiwan-based IC testing solution provider Chunghwa Precision Test Tech (CHPT) will see efforts in developing its new product line of aerospace PCBs pay off gradually, as its PCBs will undergo satellite communication situational tests by US aerospace firm SpaceX in the near future, according to industry...
  • Taiwan-based distributors of semiconductor materials have posted revenue increases in the first quarter of 2019, mainly driven by ramp-up in demand for high-end chips for 5G, AI and automotive electronics applications, according to industry sources.
  • China-based PCB maker Shennan Circuits has reported revenues of CNY2.163 billion (US$322.49 million) and net earnings of CNY187 million) for the first quarter of 2019, shooting up 46.39% and 59.54%, respectively, from a year earlier, compared to flat revenue and profit performances recorded by most...
  • Companies selling optoelectronics currently dominate the ranking of the top-10 O-S-D (optoelectronics, sensors/actuators and discretes) suppliers, according to IC Insights. Nine of the top-10 companies sell optoelectronics, while six offer sensor/actuator semiconductors, and five provide discrete pr...
  • Taiwan-based FPCB materials suppliers Asia Electronic Materials (AEM) and Taiflex Scientific, after experiencing lackluster revenue performances in the first quarter of 2019, both expect more orders from Chinese smartphone clients to drive their revenue growth in the remaining quarters of the year.
  • Uncertainty in end-market demand has caused PCB firm Tripod Technology to remain conservative about its performance in the second quarter of 2019.
  • PCB manufacturer Compeq Manufacturing saw its revenues decrease 4.3% from a year earlier in the first quarter of 2019, while revenues at fellow companies Unimicron Technology and Unitech Printed Circuit Board increased 4.3% and 8.8%, respectively, on year.
  • PCB maker Apex International has reported consolidated revenues of NT$2.85 billion (US$92.3 million) for the first quarter of 2019, the highest for the quarter on record and up 17.7% on year.
  • Flexible PCB specialists Zhen Ding Technology and Flexium Interconnect have both reported strong sales for March and expect their sales momentum to continue into the second quarter of 2019.
  • mlcc
    Taiwan-based suppliers of MLCCs and chip resistors are expected to see demand pick up gradually later in the second quarter of 2019, with factory utilization rates rebounding, according to industry sources.
  • Passive components vendor Chilisin Group has reported consolidated revenues of NT$1.27 billion (US$41.3 million) for March 2019, up 27.5% sequentially, with its aggregate revenues for the first quarter surging 20.27% on year to NT$3.698 billion. The group expects its revenues to pick up steadily in...
  • Taiwan PCB makers lack new growth momentum to spur demand during the transition to the 5G era, according to industry sources.
  • MA-tek chairperson YF Hsieh
    Taiwan's Materials Analysis Technology (MA-tek), after gaining a solid presence in the silicon-based materials analysis business, is aggressively venturing into the analysis market for organic semiconductor materials needed for the production of high-frequency and high-voltage devices for 5G applications,...
  • The global semiconductor materials market grew 10.6% in 2018, propelling semiconductor materials revenues to US$51.9 billion to eclipse the previous high of US$47.1 billion set in 2011, according to SEMI.
  • Worldwide sales of semiconductors registered another sequential and on-year decreases in February 2019.
  • Diode maker HY Electronic has disclosed it recently completed its second factory in Yangzhou, China, and is undertaking trial run with commercial production to begin later in 2019.
  • Flexible PCB and keypad maker Ichia Technologies has reported revenues of NT$500 million (US$16.22 million) for March, up 31% on month but down 19% on year.
  • PCB and IC substrate supplier Unimicron Technology expects about 60% of its capex this year to be spent on IC substrate production.
  • Demand for wireless earbuds is growing
    Taiwan-based IC designers, MCU suppliers and back-end packaging and testing service providers are all optimistic about the business opportunity brought by true wireless stereo (TWS) earbuds, with order visibility for the segment already reaching the end of the second quarter, according to sources from...
  • Flexible PCB specialist Zhen Ding Technology will see sales of its non-FPCB products including substrate-like PCBs and rigid-flex boards to account for more than 20% of company revenues in 2019, according to company chairman Charles Shen.
  • PCB and IC substrate maker Nanya Printed Circuit Board, which managed to cut its losses substantially in 2018, is eyeing a return to profitability in 2019.
  • Ajinomoto build-up film (ABF) substrate demand will remain robust and be even more bullish in the era of 5G, when a diverse range of applications emerges, according to industry sources.

Taiwan LCD TVs – 4Q 2018

Taiwan LCD monitors – 4Q 2018

Global tablet market – 4Q 2018

Global AP demand forecast, 2017-2022

Global server shipment forecast and industry analysis, 2019

Global mobile device shipment forecasts, 2019 and beyond: Smartphones, notebooks and tablets

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