#2102 / 2020 PCB Production in Taiwan

The Taiwan Printed Circuit Association (TPCA) released December’s shipment data. Full year data is 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 were affected from 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 for anyone that wants one during the summer.

Taiwan managed the pandemic better than any other country – 924 total cases and 9 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 4th quarter 2020. YTD revenue in 2020 reached 480 billion NT$, a 4.9% grow from the previous year. Flexible circuits recorded negative growth during the first three quarters due to the delayed release of Apple’s new iPhone 12. A huge rally from Apple and other manufacturers pushed December’s revenue to 25.3 billion NT$, a 59.2% increase compared to the same month in 2019. This incredible growth increased the total revenue for flexible circuits in 2020 to 187billion NT$, a 7.5% increase year over year.
Total revenue for all segments within the Taiwanese PCB industry reached 667 billion NT$ in 2020, a 5.6% grow compared with the previous year.
Historically, electronics production during the first two months in Taiwan slows down because of the Chinese New Year. However, demands within the supply chain remain strong. Executive from most of the PCB companies in Taiwan are optimistic and very confident for a robust year in 2021.

Dominique K. Numakura, dnumakura@dknresearch.com
DKN Research, www.dknresearch.com

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Headlines of the week
(Please contact dnumakura@dknreseach.com for further information and news.)

  1. TDK (Major device manufacturer in Japan) 1/22
    Has rolled out a new small size carbon dioxide sensor “TCE-11101” with low cost packaged in 28 pin LGA. Size: 5 x 5 x 1 mm.
  2. TIT (Technical institute in Tokyo) 1/28
    Is successful to extend the battery life of all solid-state batteries generating pure interface between electrodes. Battery life became double.
  3. Panasonic (Major electronics company in Japan) 2/1
    Has decided to terminate the manufacturing of the photovoltaic cells by the end of the year. Panasonic continue to sell and supply of the products.
  4. Osaka University (Japan) 2/2
    Has co-developed a new 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) 2/3
    Has commercialized a new semiconductor base optical amplifier “AA3T115CY” packaged on film carrier for 1310nm band optical transceiver.
  6. Sony (Major electronics company in Japan) 2/3
    Has made the record income of 359 billion yens for the 3rd Q, 19.7% grow from the same Q of the previous year. New game machine PS5 made the major contribution.
  7. Tokyo University (Japan) 2/4
    Has developed a new electrode material Na2Mn3O7. Oxygen atoms in the material work for the storage of the electric effectively.
  8. Toshiba (Major electric & electronics company in Japan) 2/4
    Has rolled out a new electronic fuse IC “TCKE712BNL” for power supply circuits. It can change the threshold. It works multiple times.
  9. Omron (Device manufacturer in Japan) 2/4
    Will gear up the remote service of healthcare system in the U.S. utilizing the current service network.
  10. Tohoku University (Japan) 2/5
    Has developed a new micro size power generator utilizing Piezo Effect of AlN substrate. The device converts the vibration to electric power.
  11. Nidec (Major device manufacturer in Japan) 2/5
    Announced to buy machine tool business from Mitsubishi Heavy Industry expecting the manufacturing of automobile’s parts.
  12. Tohoku University (Japan) 2/8
    Has co-developed a new low cost manufacturing technology with graphene for ultra high speed devices up to Tera Hz band.

Recent Articles of DKN Research
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