Win Semiconductors' revenue dipped 1.5% sequentially in September, while revenue at fellow gallium arsenide (GaAs) foundry Advanced Wireless Semiconductor (AWSC) climbed 7.9% on month. Meanwhile, September revenue for Visual Photonics Epitaxy Company (VPEC), a supplier of epi-wafers, registered an 11.6% sequential increase.
Win Semi, a contract manufacturer for power amplifiers and 3D sensing VCSEL chips for new iPhones, reportedly saw its revenue surge 16.6% on year in September 2023. Revenue for the first nine months of this year totaled NT$10.97 billion, down over 25% from a year earlier.
AWSC, primarily engaged in the supply chain for Android smartphones, reported its September 2023 revenue climbing 53.8% on year to NT$287 million. The company's cumulative 2023 revenue through September declined 7.6% from a year ago to NT$1.65 billion.
Market watchers expect AWSC to post another sequential revenue growth in the fourth quarter, with revenues for 2023 likely to increase year-over-year thanks to a resurgence in demand from the Chinese handset market.
VPEC saw its third-quarter revenue increase nearly 20% sequentially. The epi-wafer supplier posted a September revenue of NT$286 million, up a robust 81.3% on year, boosted by its entry into supply chains for new US and Chinese handsets. VPEC's revenue for the first nine months of 2023 came to NT$1.76 billion, down 16.2% from a year earlier.
In addition, VPEC has reportedly entered the supply chain for AI datacenters. The company was quoted as saying in previous reports that it may see its sales from the datacenter segment exceed NT$80 million in 2023, and more than double in 2024.
Article translated by Jessie Shen
