Taiwan CCL makers could rely extra on non-China 5G base station purchasers in 2021
Jay Liu, Taipei; Willis Ke, DIGITIMES
With prospects for 5G infrastructure building in China remaining unsure, Taiwan’s CCL makers within the provide chain for 5G base stations could should rely extra on cargo momentum from telecom tools makers in Europe and South Korea to help their income efficiency in first-half 2021, in line with trade sources.
China’s 5G infrastructure building has entered a consolidation interval since third-quarter 2020, and order visibility from Chinese purchasers is obvious just for one month forward, the sources mentioned, including that the unsure outlook could final into at the very least first-quarter 2021.
Chinese authorities have plans to arrange 700,000-800,000 new 5G base stations in 2021, with Huawei alone having landed 60% of the development orders. But it stays to be seen whether or not the Chinese tech large, underneath the US commerce ban, can easily fulfill the orders with the stock of elements it has stockpiled.
European telecom tools distributors Ericsson and Nokia in addition to Korea’s Samsung Electronics are anticipated to step up shipments of 5G base stations to non-Chinese purchasers in 2021, with their mixed shipments effectively on a par with these demanded in China, the sources mentioned, including that Taiwan’s CCL makers, significantly Iteq and Taiwan Union Technology with greater presence in 5G infrastructure phase are more likely to get increased ratios of shipments to European tools distributors.
