Taiwan-based IC distributors, particularly those specializing in memory IC sales, are poised to generate impressive revenues in 2021, according to industry sources.
Thanks to clients' robust shipments of products including notebooks, PCs, base stations, network communication and peripheral devices, servers and cloud computing devices, WPG has reported consolidated revenues of NT$66.09 billion (US$2.36 billion) for May, up 41.5% on year, with the amount for first five months of 2021 reaching NT$309.57 billion, up 32.6% on year.
WT Microelectronics, a major IC channel distributor for Apple, saw consolidated revenues arrive at around NT$33.1 billion in May, down 8% on month, but up 43% on year. For the period from January to May, WT's consolidated revenues reached NT$166.5 billion, up 30% on year.
Edom Technology registered consolidated revenues of NT$7.55 billion in May, down 5.22% on month, but up 5.46% on year. The company's consolidated revenues for the first five months in 2021 were NT$40.08 billion, up 9.04% on year.
Supreme Group, a distributor for Samsung Electronics' memory products, witnessed its May consolidated revenues rise 4.1% on month and 69.8% on year to NT$16.86 billion - the highest May level - with the amount for the first five months of 2021 going up 62.84% on year to NT$83.42 billion.
Thanks to strong pull-ins of memory and panel orders and a robust recovery of demand for server memory, Supreme will see better results in the second half of 2021 compared to the first.
Although demand for smartphone memory will slip in the second half due to weak smartphone sales in China and India, its orders for smartphone APs, power amplifier (PA), display driver ICs (DDIs) will still help boost its second-half sales.
Weikeng Industrial, a distributor for AMD's products, reported May consolidated revenues increased more than 40% on year to NT$6.33 billion with the amount for the first five months of 2021 coming to NT$18.6 billion, up 36.7%, thanks to demand for gaming and HPC chips.
Answer Technology, which distribute products for Qorvo, Xilinx and ADI, enjoyed surging demand for niche products supporting WFH needs, 5G, Wi-Fi 6/6E and industrial control applications and saw May revenues reach the highest monthly level at NT$610.08 million, up 8.3% on month and 52.8% on year with consolidated revenues for the first five months of 2021 at NT$2.71 billion, up 34.32% on year.
GMI Technology, which has tight partnership with Realtek in chip distribution, registered NT$1.41 billion in May revenues, up 38.48% on year with the amount from January-May reaching NT$7.02 billion, up more than 36% on year thanks to the business opportunities from the stay-at-home economy, network communication, Wi-Fi 6 and TWS chips.
Article translated by Joseph Tsai
