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IC test interface vendors CHPT, Keystone to enjoy strong 2H21

Taiwan-based IC test solutions providers Chunghwa Precision Test Tech (CHPT) and Keystone Microtech are both expected to enjoy a strong second half of 2021, thanks to robust demand for handset application processors, RF chips and Wi-Fi 6/6E chip solutions, according to industry sources.

CHPT has landed big probe card orders from Qualcomm and MediaTek for processing their 5G handset SoCs, RF power amplifier chips and Wi-Fi 6/6E core chips, while also seeing strong order momentum from vendors of HPC chips. This will further drive up its revenue ratio for vertical probe cards from the current level of over 30%, the sources said.

MediaTek has replaced Huawei/HiSilicon as the largest client of CHPT, releasing the majority of test interface solution orders for high-end 5G mobile SoCs and other related 5G chips solutions, the sources added.

Keystone has also obtained part of test interface orders for 5G AP from MediaTek and will continue to benefit from the chipmaker's increasing demand for testing its IoT chips, higher-end ASICs and other chips solutions, noted the sources.

Its shipments of burn-in boards to chipmakers for final test of diverse 5G, AI, HPC, RF and power management chips will continue to mount significantly in the months ahead, the sources said.

CHPT's second-quarter 2021 revenues grew 29.2% sequentially but edged down 0.8% on year to NT$1.048 billion (US$37.56 million), and January-June revenues slipped 5.0% on year to NT$1.86 billion.

Keystone's revenues for the quarter expanded 7.96% sequentially and 28.27% on year reaching NT$378 million, and its first-half 2021 revenues of NT$728 million represented a new high for the same period.

By DIGITIMES

Link:https://www.digitimes.com/news/a20210707PD202.html?mod=3&q=IC

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