TAIWAN - Major IC substrate suppliers all saw January sales
decline seasonally, but report that they expect demand to increase in March.
Nan Ya Printed Circuit Board (NPC) reported $116.34 million in
sales for January, down 8.7% sequentially. Company sources said NPC
expects its sales to drop 15-50% in the first quarter, attributing the decline to reduced orders from Apple for consumer
electronics applications.
Sources report that although Intel has announced lower sales
expectations for the first quarter, NPC's flip-chip substrate capacity,
which primarily supplies Intel demand, remains at high levels.
Kinsus Interconnect's revenues for January fell 4% sequentially
to $36.6 million on the seasonal downturn of the memory card segment,
according to the company, and although demand is expected to grow in
the coming months, Kinsus reported that first quarter sales are likely
to be the lowest of the year.
Phoenix Precision Technology (PPT) reported a 5.7% sequential
decline in January sales to $32 million. Market sources estimate that
PPT's first quarter sales may decline 19% compared to the fourth
quarter's $118 million.
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