Taiwan-based industrial PC makers have reported brisk sales results for June 2022, mainly thanks to the easing of related component shortages enabling them to fulfill more deferred orders, according to industry sources.
IPC makers including Advantech, Ennoconn, Ibase Technology, Aaeon Technology, Avalue Technology, Aiomtek and Aplex Technology saw their June revenues hit record monthly highs, and they are expected to steadily ramp up shipments in the second half of the year as the overall components supply continues to improve, the sources said.
There are still a small number of components occasionally in short supply, but basically makers can now maintain regular production, and their book-to-bill rations are returning to healthy levels of 1.1-1.2, the sources continued.
Apart from traditional entertainment, retail and banking operations continuing to go smart, the sources noted, many other sectors including healthcare, mobility and manufacturing are also actively expanding the use of smart solutions.
China still shows large demand for production automation equipment, and makers in Europe and the US are also accelerating the incorporation of smart manufacturing solutions, the sources said, stressing that industrial automation has become an important growth driver for IPC makers.
IPC makers are also keenly making deployments in new application scenarios. Ennoconn, for instance, has developed new solutions catering to AIoT, industrial metaverse and ESG applications, and Aplex has also rolled out smart mobility solutions for electric cars and buses.
COVID-induced new application scenarios, such as unmanned or contactless operations will persist, and automated or less-labor production has also become a new industry trend, which will bring a lot of orders to IPC makers.
The sources stressed that components shortages have improved notably, and IPC makers will see clients gradually return to normal patterns in placing orders.