Taiwan's PCB equipment makers including C Sun and Symtek Automation Asia are poised to embrace strong growth momentum as many PCB and IC substrate makers are keenly expanding capacities for HPC chips, cloud server, and other 5G applications, according to industry sources.
Major flexible PCB suppliers Zhen Ding, Flexium Interconnect and Career Technology, and IC substrate makers Unimicron, Nan Ya PCB and Kinsus Interconnect Technology, as well as their peers in China are all proceeding with capacity expansion deployments, promising bright business prospects for equipment makers, the sources said.
Both C Sun and Symetek have seen orders for mainstay equipment PCB drilling and molding machines ramp up steadily since second-quarter 2020, and have remained busy fulfilling shipments to Taiwan, Southeast Asia and China to support capacity expansions by their clients in the regions, the sources continued.
C Sun's September revenues surged 34.13% sequentially and 43.42% on year to NT$419 million (US$14.63 million), and third-quarter revenues climbed 19.86% sequentially and 11.51% on year to a five-quarter high of NT$1.077 billion.
Symtek's September revenues reached a 14-month high of NT$366 million, jumping 23% sequentially and 89.2% annually. Its January-September revenues inched down 1.4% on year to NT$2.404 billion due mainly to shipments affected by the pandemic in first-half 2020.
Both firms have seen clear order visibility for IC substrate equipment through the third quarter of 2021, and are expected to land more 5G business opportunities next year as most countries are planning to accelerate 5G infrastructure construction following the US presidential election and the easing of the pandemic.
Article translated by Willis Ke
