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Taiwan IC vendors upbeat about PC, handset chip demand in 2H21

Taiwan-based IC design houses see mixed shipment momentum for different segments in the second half of the year, with PC peripheral chips to sustain strong demand, handset chips to enjoy a surge in shipments, and chips sales for general consumer electronics devices to slow down, according to industry sources.

Replacement demand for PCs and notebooks continues to intensify along with the rollout of new-generation CPU and GPU platforms, which, coupled with the seasonal effect, will significantly drive up shipments from many Taiwanese vendors of peripheral chips and power modules in the third quarter of the year, the sources said.

Vendors, including Realtek Semiconductor, Elan Microelectronics, ITE Tech, Advanced Power Electronics, Excelliance MOS, FocalTech Systems, Sinopower Semiconductor and Niko Semiconductor, are expected to see their third-quarter and even annual revenues and profits to hit new highs, the sources continued.

For most makers of MUCs for general consumer electronics devices such as gifts and toys, they have seen clients scale down order placements for the third quarter, affecting their revenue growth in the second half of the year, the sources indicated.

After experiencing a sales slowdown in the first half of the year, Chinese handset vendors are set to roll out more 5G models with high price-performance ratios to cash in on peak-season demand in the third quarter, the sources said. And they are expected to ramp up orders to and shipment pull-ins from Taiwanese chips suppliers including handset SoC vendor MediaTek, display driver IC suppliers Novatek Microelectroncis and FocalTech, as well as fast-charging and other peripheral chips makers such as Himax Technologies, Leadtrend Technology, Weltrend Semiconductor and Global Mixed-mode Technology.