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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