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    Crusher at the Wodgina lithium mine in Western Australia. Image courtesy of Mineral Resources.

    Restart of Wodgina Mine is a Good News for Tantalum and Lithium Supply Chain

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Taiwan Inductors Suppliers Optimistic about 4Q20

24.11.2020
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Taiwan-based inductor makers, including Chilisin Electronics, are expected to enjoy a particularly strong fourth quarter in 2020, bolstered by robust shipments for both handset and non-handset applications, according to industry sources.

Chilisin has seen clear visibility for orders from handset vendors in China and South Korea for small-size molding chokes for four months ahead, the sources said, adding that 5G handsets require the use of 20-30% more molding chokes than 4G models, mainly for RF, anti-EMI (electromagnetic interference), and power supply applications.

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Chilisin has also registered strong shipments of molding chokes for server, notebook, automotive and networking applications, with its capacity utilization for such segments staying at over 80%.

This year, the company has boosted its monthly capacity for large-size molding chokes to 300 million units from 280 million, and that for small-size ones to 600 million units from 500 million.

Another inductor maker Tai-Tech Advanced Electronics has also completed capacity expansion for molding chokes, mainly for notebook, desktop PC and TV applications, with monthly revenues from these segments sustaining on-year increases of over 20% since March 2020, the sources said.

Chilisin’s October revenues rose 12.78% on year to NT$1.479 billion (US$51.83 million), and January-October revenues gained 9.09% on year to NT$14.389 billion.

Tai-Tech’s October sales expanded 23.75% on year to NT$383 million, and January-October sales spiked 35.31% on year to NT$3.652 billion.

Source: DigiTimes

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