Diode makers see robust demand from IT, gaming console sectors
Julian Ho, Taipei; Steve Shen, DIGITIMES
Taiwan’s diode suppliers expect current robust demand from IT products and gaming console vendors catering to stay-at-home activities to stretch to the end of 2020.
Among the suppliers, Lite-On Semiconductors believes its business prospects for fourth-quarter 2020 will remain bright after seeing its revenue grow 4% sequentially and 3% on year to NT$1.754 billion (US$61.25 million) in the previous quarter.
In September alone, revenues totaled NT$540 million, down 11% sequentially and 8% on year. Year-to-date revenues came to NT$4.898 billion, decreasing 2% from a year earlier.
Panjit International and Eris Technology both expect to land more orders from the gaming console sector as related console makers are set to release new models soon, in addition to steady orders from notebook vendors.
However, Panjit and Eris posted mixed results for September. Panjit saw revenues increase 8.1% sequentially and 27.49% on year to NT$990.7 million in September. For January through September, revenues amounted to NT$7.493 billion, up 10.44% on year.
Eris’ September revenues came to NT$81 million, down 39.1% on month and 41.7% on year. For the first three quarters of 2020, revenues totaled NT$1.146 billion, down 0.21% on year.