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Analog IC vendors gain foundry support, eyeing record 3Q21 sales

Taiwan-based analog IC vendors are poised to see their third-quarter 2021 revenues hit new highs again on the growing availability of foundry capacity support from 8-inch fabs, according to industry sources.

The vendors including Global Mixed-mode Technology (GMT), Advanced Analog Technology (AAT), Leadtrend Technology, Anpec Electroncis and Excelliance MOS, have seen the foundry service orders they placed in late 2020 with 8-inch fabs start being fulfilled since June, allowing them to meet peak-season terminal demand for power management ICs, fast-charging chips, MOSFET chips and diverse controller chips, the sources said.

The vendors will see their revenues rise month by month in the third quarter while also enjoying stable profit gains along with double-digit quote hikes enforced to reflect cost increases in foundry and backend services, the sources said.

GMT saw its second-quarter 2021 revenues grow 9% sequentially and 38.5% on year to NT$2.381 billion (US$85.035 million), and January-June revenues jumped 36.3% on year to NT$4.565 billion. Its affiliate AAT posted record revenues of NT$423 million for the second quarter, up 12.1% sequentially, with first-half 2021 sales also hitting a new high of NT$800 million, up 42% on year.

Leadtrend also logged record revenues for the second quarter at NT$516 million, for a sequential increase of 20.2%, and its January-June sales shot up 45.5% on year to NT$945 million, also a fresh high for the period.

Despite quite low unit prices for their analog ICs, most vendors are optimistic that their 2021 revenues will grow over 40% on year, driven by increasing volume shipments to meet persistently strong demand for terminal devices, the sources said.