Taiwan’s provide chain makers for LCD manufacturing tools and supplies are set to see their gross sales momentum proceed in 2019, with most of them having loved robust gross sales final yr, in keeping with trade sources.
These suppliers have been enhancing their deployments in China to money in on the on-going capability ramps being carried out by China’s flat panel makers.
As a results of the continued expansions, China now serves as the highest provider of TV panels worldwide, accounting for 46.4% of worldwide unit shipments and 41.9% of panel space shipments within the first quarter of 2019, in keeping with Sigmaintell Consulting.
Additionally, China’s manufacturing capability for large-size LCD panels is anticipated to account for 45% of the worldwide manufacturing in 2019.
By 2020, there can be a complete of 18 8G and extra superior LCD fabs working in China, together with 13 8.5G/8.6G traces and 5 10.5G traces.
China’s makers are additionally eager to broaden their OLED panel manufacturing capability, with the variety of its OLED traces – together with those who have kicked off quantity manufacturing and people nonetheless being constructed – totaling 13.
Taiwan-based automated optical inspection (AOI) tools specialist Utechzone and fab toolmakers Mirle, Csun Manufacturing, Marketech International, and Contrel Technology, have been benefiting from the funding binge in China, mentioned the sources.
Utechzone noticed its revenues improve 11% to NT$3.12 billion (US$100.99 million) in 2018, buoyed by elevated shipments of AOI gadgets for PCB, COF packaging and different semiconductor packaging functions.
Csun’s revenues expanded 13.92% to a 22-year excessive of NT$5.699 billion in 2018. The firm’s internet income of NT$549 million or NT$3.68 per share for 2018 have been additionally its highest-ever ranges. With a backlog of orders available, Csun expects its gross sales to achieve a brand new excessive in 2019.
Marketech posted revenues of NT$24.Four billion in 2018, up 20.8% on yr and in addition the highest-ever stage for the corporate. With an inflow of orders from China, the corporate seems to continued development in 2019 and 2020.
Mirle’s revenues surged 16.3% to a report excessive of NT$14.Four billion in 2018, whereas Contrel’s revenues rallied 66.2% to NT$6.91 billion.
Meanwhile, polarizer provider BenQ Materials reported its revenues grew 2.54% on quarter and 14.59% on yr to a four-year excessive of NT$3.391 billion within the first quarter of 2019, having seen its gross sales develop 14.6% to NT$12.76 billion in 2018.
