Passive, PCB, other IC components
  • TSMC's positive outlook for the rest of 2019 has lifted the cloud over the semiconductor supply chain. For passive component makers, business improvements may not come right away, but they are banking on 5G...
  • Lackluster terminal market demand has prompted Taiwan's leading passive components makers Yageo and Walsin Technology to step up implementing new development roadmaps for the next decade, focusing on 5G wireless communication components such as RF (radio frequency) and antenna applications, as well...
  • Taiwan-based MOSFET chip suppliers have seen demand from the PC and notebook segments pick up, with improved order visibility for the second half of 2019, according to industry sources.
  • Despite the fact that China's smartphone market is shrinking, Taiwan's semiconductor component suppliers still see a silver lining in the horizon as Chinese smartphone vendors are gearing up efforts to develop 5G-enabled models, according to industry sources.
  • The 2019 global electronic systems market will grow 4% to US$1,680 billion, but the worldwide semiconductor market is expected to drop by 12% this year to US$443.8 billion after exceeding the US$500 billion level for the first time in 2018, according to forecasts by IC Insights.
  • PCB maker Chin Poon Industrial has seen its chairman Vincent Huang leave the president post he had concurrenly held and let SL Huang succeed him.
  • Taiwan-based TrueLight, dedicated to providing optoelectronics semiconductors including VCSEL components, is expected to see revenues from shipments of VCSEL devices for smartphone and optical communication applications to surge to 60% as a proportion of company revenues for the third quarter, traditionally...
  • Rigid-flexible PCB maker Dynamic Electronics has dismissed a recent Chinese-language report indicating the company plans to sell its factory site in Taiwan to a fellow Taiwan-based company looking to build additional new capacity for ABF (ajinomoto build-up film) substrates.
  • apple
    Apple has reportedly asked its supply chain partner to supply VCSEL components for use in rear ToF camera lens in its mobile devices to be released in 2020, according to supply chain sources.
  • PCB maker HannStar Board continues to be cautious about its outlook for the rest of 2019, citing uncertainty in customer orders.
  • Taiwan-based backend houses and COF substrate suppliers will see orders from Huawei pick up in July or August, according to industry sources.
  • PCB maker Apex International expects its 10-layer PCB shipments for 8K Ultra HD TVs to pick up each quarter in the second half and to become a key growth driver for the company during the period.
  • Taiwan-based Topco Scientific, a distributor of semiconductor materials, has clarified that it will supply Japan-sourced photoresist and other related semiconductor materials to clients only in Taiwan and China and will continue following its Japanese suppliers' policies.
  • Taiwan's makers of ABF-based IC substrates including Unimicron and Nan Ya PCB will see full capacity utilization for the product line through the second half of 2019 mainly thanks to strong demand from emerging application segments such as network communication and AI, according to industry sources.
  • Tripod expects operation in 2H19 to stay strong
    Taiwan-based PCB maker Tripod Technology saw its revenues grow slightly from a year ago to reach a record high in the second quarter of 2019 and expects the momentum to continue in the second half of the year.
  • For the IT industries, there are still many uncertainties, such as the outcome of the US-China trade talk, lying ahead for the rest of the year. TSMC's better-than-expected second-quarter sales may prompt optimism, but it remains to be seen whether its biggest client, Apple, can wow the market with...
  • Merck is cooperating closely with Taiwan-based LCD panel makers in the development of photoresist products to be used in the manufacture of OLCD displays, and the company has not yet set a timetable for kicking off volume production of this key electronics materials, according to industry sources.
  • Uniflex CEO Yuan-chih Lee
    Uniflex Technology is looking to break even in the fourth quarter of 2019, according to CEO of the flexible PCB specialist Yuan-chih Lee, who also disclosed plans to downsize its capital to unload the company's accumulated losses in the last three years.
  • PCB firm Compeq Manufacturing has expressed guarded optimism for its sales outlook for the second half of 2019, even though its sales performance for the first half was better than the industry's average.
  • AUO chairman Paul Peng
    Any form of trade war, such as Japan's restrictions on exports of key chemical materials to Korea, will have a negative impact on global industrial development, as each of the players in the supply chain has very specific roles to play, according to Paul Peng, chairman of AU Optronics (AUO).
  • TSMC has reported better-than-expected growth in revenues for the second quarter of 2019, with the prospect of seeing robust demand in the third quarter, partly driven by demand from Apple. The new iPhones to beleased by Apple are also...
  • Taiwan-based Unitech Printed Circuit Board has utilized up to 80% of its available rigid-flex PCB manufacturing capacity to fulfill orders for TWS (true wireless stereo) earbuds including Apple's AirPods, according to industry sources.
  • Taiwan-based flexible PCB makers, after ending the first half of 2019 with lower revenues than a year earlier, are expected to significantly ramp up shipments in the traditional peak season in the third quarter. But their order visibility for the fourth quarter remains unclear, according to industry...
  • Chip-on-film (COF) substrate suppliers JMC Electronics saw its revenues for June and the second quarter of 2019 hit record-high levels.
  • Taiwan-based FCCL (flexible copper clad laminate) makers including Taiflex Scientific and Asia Electronic Material have given conservative guidance for the second half of 2019, as demand for FCCL products is likely to contract due to stagnant growth in the global smartphone market.

Taiwan handsets – 1Q 2019

Already detrimental to Huawei's smartphone business, the US ban will impact the telecom and enterprise equipment market in the long run

Taiwan LCD monitors – 1Q 2019

Global AIO PC shipment forecast and industry analysis, 2019

Global AP demand forecast, 2017-2022

Global server shipment forecast and industry analysis, 2019

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