IC substrate maker Kinsus Interconnect Technology saw its net profits for second-quarter 2021 shoot up 202% on year to NT$1.01 billion (US$36.1 million), thanks to substantial improvements in production yield rates and efficiency in arranging production schedules, according to company statistics.
The output value of Taiwan's compound semiconductor industry grew 26.4% on year to NT$36 billion (US$1.28 billion) in the first half of 2021, according to statistics compiled by the Photonics Industry & Technology Development Association (PIDA).
Career Technology, which specializes in flexible PCBs, has seen shipments for consumer electronics products ramp up thanks to seasonal factors. Shipments for handsets, notebooks and other devices enabling stay-at-home initiatives are also expected to grow and drive its revenue growth in the second half of this year, according to the company.
Chang Wah Electomaterials (CWE), after building a solid presence in the distribution of semiconductor materials, is on track to transform into a manufacturer of diverse materials including even front-end process solutions.
Taiwan's automotive PCB makers are expected to significantly ramp up their shipments in the second half of the year as car chip shortages are improving along with a notable surge in capacity support from TSMC and other peer foundry houses, according to industry sources.
Taiwan-based leading PCB maker Zhen Ding Technology and Austria's AT&S are set to enter the high-end ABF substrate segment where demand will stay robust through 2025, both making bold investment plans with solid support from major clients, according to industry sources.
Taiwan-based Leatec Fine Ceramic, a dedicated maker of aluminum and ceramic substrates needed for manufacturing chip resistors, has expressed optimism about its operations in the third quarter of 2021.
Shipments of flexible PCBs (FPCB) and SiP modules for use in the next-generation AirPods have kicked off in small volumes, and will be scaled up between late third-quarter and fourth-quarter 2021, according to industry sources at the upstream supply chain of the AirPods.
OSATs are expected to raise their quotes again for wire-bonding packaging services in the first half of 2022 to reflect ever-rising costs for materials such as leadframes and molding compounds as shortages worsen, according to industry sources.
ABF substrate supply is likely to remain short of demand through 2023 although makers in Taiwan, Japan and South Korea have all geared up capacity expansions at the request of chipmaking clients, according to industry sources.
Taiwanese industrial IT product makers, including Foxlink, Delta Electronics, AcBel Polytech, FSP, and Winmate, have all warned that component shortages have become an issue that all supply chain companies need to deal with, as extensions in component deliveries have become a norm.
LCD chemical material supplier Daxin Materials will complete the construction of its new plant in Taichung, central Taiwan by the end of this year, laying the groundwork for significant business expansion in 2022.
Taiwan-based quartz component suppliers including Harmony Electronics, Siward Crystal Technology, Tai-Saw Technology, Taitien Electronics and TXC have seen brisk order visibility through the first quarter of 2022, buoyed by growing demand for 5G, Wi-Fi 6 and EV-related device applications, according to industry sources.
Taiwan's PCB maker Compeq Manufacturing is guardedly optimistic about its shipment prospects for the second half of the year, and will continue to diversify its target markets to rely less on consumer electronics applications.
Taiwan-based PCB maker Dynamic Electronics expects additional production capacity at its factory site in Huangshi, China to come online later in third-quarter 2021 and contribute positively to its revenues and profits for the second half of the year.
While Apple is expected to have at least its new iPhone Pro series for 2021 feature ToF-based LiDAR scanners, some Android handset vendors including China's Honor are poised to resume adoption of ToF cameras for their new flagship models, according to industry sources.
PCB manufacturers engaged in the notebook, tablet and other PC industry supply chain continue to see their shipments constrained by shortages of various chips in varying degrees, which may persist through the second half of this year, according to industry sources.
IC testing service provider and equipment developer YoungTek Electronics (YTEC) has seen strong demand for IC testing services and equipment as well as equipment for miniLED backlighting, according to industry sources.