Passive, PCB, other IC components
  • The new Samsung Galaxy S9+ equipped with 64GB of NAND flash memory (model number SM-G965U1) carries a bill of materials (BOM) cost of US$375.80, much higher than for previous versions of the company's smartphones. The preliminary estimated total is US$43.00 higher than costs for the Galaxy S8+, according...
  • Taiwan-based Episil Holdings, which makes silicon epitaxial wafers and provides foundry services at its 5- and 6-inch wafer fabs, expects to return to profitability in 2018 thanks to robust demand for MOSFET and epitaxial wafers.
  • Lite-On Semiconductor's board of directors has approved plans to distribute a cash dividend per share of NT$1.60 (US$0.06) for 2017 when it reported NT$1.80 in EPS.
  • Passive components in increasingly tight supply
    Taiwan suppliers of passive components and their downstream clients have shown divided views over when the lingering supply shortfalls and price hikes would ease. Though downstream customers expect a significant improvement to come in the next two quarters, suppliers opine that the situations may last...
  • Chip-on-film (COF) packaging demand will start to grow substantially in the second half of 2018, driven by the arrival of new smartphones featuring an edge-to-edge display, according to JMC Electronics, an affiliate of Chang Wah Electromaterials (CWE) specializing in the manufacture of COF substrate...
  • Metal-alloy chassis maker Catcher Technology has announced plans to subscribe to new shares of PCB firm Career Technology for NT$38 (US$1.30) each or a total of about NT$1.13 billion.
  • ShunSin Technology, a subsidiary of Foxconn Electronics (Hon Hai Precision Industry) specializing in assembly and test of system-in-package (SiP) modules, returned to profitability in the fourth quarter of 2017. EPS for the year came to NT$1.05 (US$0.04), hitting a record low, however.
  • Diode makers are striving to secure more supplies from their upstream wafer providers, as well as production capacities at their foundry partners, according to industry sources.
  • With Apple set to launch its in-house designed wireless charging pad AirPower by the end of March, Taiwan suppliers of glass passivated package (GPP) bridge rectifiers needed to support the device expect their shipments to double in the first quarter of 2018 from a quarter earlier and rise further...
  • PCB drill bit maker Topoint Technology is expected to post a 5-10% sequential decrease in first-quarter revenues, but revenues will start registering sequential growth in the second quarter and grow through the fourth quarter, according to market watchers.
  • Aided by the price hikes enforced in late 2017, Taiwan MOSFET makers including Sinopower Semiconductor, Excelliance MOS, Niko Semiconductor and Advanced Power Electronics (APEC) all expect better revenue performances for the first quarter of 2018 than a year earlier, despite the traditional slow season...
  • Taiwan-based Lite-On Semiconductor recently raised its discrete component average selling prices (ASP) by 10-15%, according to industry sources. Demand for discrete components particularly diodes has been strong driven by more diversification of end-market applications.
  • passive components
    The global supply of passive components is expected to remain tight through 2019, thanks to robust end-market demand, according to Pierre Chen, chairman for Yageo.
  • PCB manufacturer Compeq Manufacturing has reported consolidated revenues of NT$3.12 billion (US$106.7 million) for February 2018, down 31.1% on month and 15.1% on year.
  • Taiwan-based Eris Technology, which specializes in the manufacture of rectifier diodes, has raised its automotive diode shipment target for 2018 to 150 million units.
  • Topco chairman Pan Chen-cheng
    Global supply of silicone materials in 2018 is expected to turn much tighter than in 2017, allowing Topco Technologies, which distributes and sells silicone products for Japan's Shin-Etsu Chemical, to expect record revenues and profits for the year as its order visibility is clear through the third...
  • resistor
    Following the footsteps of MLCC, chip resistors have evolved into the seller's market, and Taiwan suppliers have implemented a 100% hike in quotes for some specs of resistors in serious supply shortfall. Nevertheless, local EMS and ODM customers have no other choice but to accept the price rises, as...
  • Murata has reportedly raised prices for part of its general-type multi-layer ceramic capacitors (MLCC), while cutting back production capacity for its conventional product lines.
  • Flexible PCB manufacturer Career Technology has reached an agreement with Eversol to buy the solar wafer maker's factory in Taoyuan, northern Taiwan for NT$1.57 billion (US$53.6 million), according to the companies.
  • 2018 likely to be another record year for Yageo
    Passive component maker Yageo has reported consolidated revenues for February 2018 surged 60.6% from a year earlier to NT$3.22 billion (US$109.7 million).
  • Daxin chairman Lin Cheng-yih
    Daxin Materials, a specialized chemical material supplier for TFT-LCD and touch panel production, has rolled out organic coating materials for IC packaging process with shipments of these products likely to begin in the second half of 2018 after those materials are verified.
  • Taiwan suppliers of compound semiconductor devices are poised to gain significant growth momentum from the increasing market demand for radio frequency (RF) and power amplifier (PA) components along with the efforts of chipmakers to roll out related solutions to support 5G devices such as smartphones,...
  • Worldwide sales of semiconductors reached US$37.6 billion for the month of January 2018, an increase of 22.7% compared to the January 2017 total of US$30.6 billion, according to the Semiconductor Industry Association (SIA).
  • The low-end market segment offers huge business opporunties
    The Indian handset market has experienced drastic changes in the past two years. Xiaomi has dethroned Samsung, whose six-year development in India ha allowed it to remain the only non-China brand among the top five vendors there. The third, fourth and fifth largest vendors are respectively Lenovo,...
  • Taiwan-based diode makers have raised their quotes by 7-15% to reflect increases in costs for materials such as copper and silicon epi wafer and for wafer fabrication, with prices for low-profit products already rebounding to reasonable levels. And prices are expected to further trend upward throughout...

Global server market – 4Q 2017

Taiwan LCD monitors – 4Q 2017

Taiwan handsets – 4Q 2017

Global AP market, 2017-2021

Taiwan server shipment forecast and industry analysis, 2018

China AMOLED panel capacity expansion forecast, 2016-2020

© DIGITIMES Inc. All rights reserved.
Please do not republish, publicly broadcast or publicly transmit content from this website without written permission from DIGITIMES Inc. Please contact us if you have any questions.