The Taiwan Printed Circuit Association (TPCA) released December’s shipment data.

Full-year data are now posted for 2020, so it’s time to review the industry’s performance.

Last year was historical and unforgettable for obvious reasons. Everyone and every industry throughout the world was affected by the pandemic. Modern transportation accelerated the infection, and modern technology kept us connected through social media and webinars. Pharmaceutical companies developed vaccines in record time. There is an opportunity to improve distribution logistics for vaccinations, but I know this will improve and vaccinations will be administered during the summer to anyone who wants one.

Taiwan managed the pandemic better than any other country: 924 total cases and nine deaths. The Taiwanese PCB industry reported record revenues for 2020. The pandemic provided a boost for electronics from the “work from home” employees who drove sales for notebooks, laptops, desktop computers, monitors and any hardware related to an internet connection. Taiwanese manufacturers have the lion’s share of market in this industry, and accordingly, PCB manufacturers in Taiwan have been out straight since the second half of 2020.

The monthly production for rigid circuit boards set a new record in September, and that volume continued throughout the fourth quarter. YTD revenues in 2020 reached NT$480 billion, a 4.9% growth from the previous year. Flexible circuits were down the first three quarters due to the delayed release of Apple’s iPhone 12. A huge rally from Apple and other manufacturers pushed December’s revenue to NT$25.3 billion, a 59.2% increase over the same month in 2019. This incredible growth increased the total revenue for flexible circuits in 2020 to NT$187 billion, up 7.5% year-over-year.

Total revenue for all segments within the Taiwanese PCB industry reached NT$667 billion in 2020, up 5.6% compared with the previous year.

Historically, electronics production during the first two months in Taiwan slows because of the Chinese New Year. However, demand within the supply chain remains strong. Executives from most of the PCB companies in Taiwan are optimistic and very confident for a robust year in 2021.

Dominique K. Numakura, This email address is being protected from spambots. You need JavaScript enabled to view it.

DKN Research,

DKN Research Newsletter #2001, February 7th, 2021 (English Edition) (Micro Electronics & Packaging)

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Headlines of the Week

1. TDK (Major device manufacturer in Japan) rolled out a new small size carbon dioxide sensor “TCE-11101” with low cost packaged in 28 pin LGA. Size: 5 x 5 x 1mm.

2. TIT (Technical institute in Tokyo) successfully extended the battery life of all solid-state batteries, generating pure interface between electrodes. Battery life doubled.

3. Panasonic (Major electronics company in Japan) decided to terminate manufacturing of photovoltaic cells by the end of the year. Panasonic continue to sell and supply of the products.

4. Osaka University (Japan) codeveloped a Seebeck Effect material based on Silicon/Germanium. The new material convert heat to electric power with high efficiency.

5. Anritsu (Major equipment manufacturer in Japan) commercialized a new semiconductor base optical amplifier “AA3T115CY” packaged on film carrier for 1310nm band optical transceiver.

6. Sony (Major electronics company in Japan) made a record income of 359 billion yen for the thirrd quarter, up 19.7% from the previous year. The new PS5 game machine made the major contribution.

7. Tokyo University (Japan) developed an electrode materialm Na2Mn3O7. Oxygen atoms in the material work for the storage of the electric effectively.

8. Toshiba (Major electric & electronics company in Japan) rolled out an electronic fuse IC “TCKE712BNL” for power supply circuits. It can change the threshold. It works multiple times.

9. Omron (Device manufacturer in Japan) will gear up the remote service of healthcare system in the US utilizing the current service network.

10. Tohoku University (Japan) developed a micro-sized power generator utilizing piezo effect of AlN substrate. The device converts the vibration to electric power.

11. Nidec (Major device manufacturer in Japan) announced plans to buy the machine tool business from Mitsubishi Heavy Industry, expecting to manufacture automobile parts.

12. Tohoku University (Japan) codeveloped a low-cost manufacturing technology with graphene for ultra-high-speed devices up to terahertz band.

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