Automobile / Consumer Electronics Climbing Passive Components Factory Continues to Adjust and Advance

Passive component manufacturers carefully observe the third quarter performance trend; manufacturers continue to adjust their product mix in the second half of the year, optimistic about the prospects of smartphones and automotive electronics applications, and actively develop new products for related applications. Entering the third quarter, most passive component manufacturers are cautiously observing the performance of the third quarter. Smartphones and tablet applications are still the main operating energy in the third quarter, but high-end smartphones and low-end smarts in emerging markets must be observed. Machine manufacturers' inventory and market demand. In order to improve gross profit and profitability, passive component manufacturers continue to accelerate the adjustment of product mix. In addition to expanding the proportion of handheld device application products in the second half of the year, some Taiwan manufacturers are also relatively optimistic about the development prospects of automotive electronics applications. To gain business opportunities.

Optimistic about automotive electronics Passive components factory continues to adjust product portfolio

In the application part of handheld devices, inductive component factory Qilixin began to actively expand the new miniaturized molding choke (Molding Choke) products in the third quarter, focusing on the Asian high-end smartphone market; it is estimated that by the fourth quarter, Qili The new miniaturized one-piece choke products account for 10% of the overall revenue.

Market participants said that Delta's subsidiary Qiankun also actively expanded the choke products used in handheld devices in the second half of the year; Qilixin Molding Choke new products need to undergo a heating process, Qilixin hopes to increase the technical threshold to achieve market segmentation .

For Netcom applications, Feicheng also continues to plan new molded inductors (Power Choke), plans to cut solid capacitors and network transformers into Netcom applications, and estimates that monthly capacity and monthly revenue in the fourth quarter will be significantly increased.

High-end smart phones have adopted near field wireless communication (NFC) chips, and passive component manufacturers have also entered the field of NFC chips. Since NFC communication uses electromagnetic induction, chip inductance components can be used as raw materials for the NFC chip front-end process. If the inductance component factory also has RF antenna design capabilities, there is a chance to develop NFC chip products.

For example, He Shentang combines its capabilities in active components and passive components, and has successfully developed software and hardware solutions that integrate passive components, antennas, and firmware, and steadily supplies them to handheld device OEMs and OEM foundries.

Inductive component factory Mei Lei has also successfully developed NFC chips, which have been produced in small quantities in the second quarter. In the third quarter, it continued to lock in high-end smartphones, electronic wallets in mainland China, and mid-to-low-end smartphone applications.

It is estimated that by the end of the third quarter, Mei Lei's monthly performance of NFC chips will increase significantly by 2.5 times; by the end of this year, Mei Lei's monthly capacity of NFC chips will increase by 4 times.

In the automotive electronics segment, Xingqin, a passive component protection component factory, continues to work on battery protection components for electric vehicles. For battery temperature sensing components for electric vehicles, continuous sample delivery design will lock the Chinese mainland market in the future.

The legal person stated that Xingqin's related automotive electronic protection components have been used in air conditioners, fuel tanks, water tanks, intelligent sensor seats, and power window controls.

Aluminum capacitor factory Lilong Electronics also continues to pass the first-tier (TIer 1) certification of major auto parts manufacturers to supply SMD chip capacitor products for key automotive electrical modules; Electric manufacturers, Lilong aluminum capacitor products also steadily cut into vehicle safety systems and vehicle entertainment systems such as reversing radar, rearview mirrors and wipers.

Passive component ceramic substrate factory Jiuhao plans to concentrate most of its non-resistance ceramic substrate production resources in the automotive electronics field in the third quarter. Observe that in the second half of the year, the demand for laptops, personal computers, and even mobile phones may slow, and the demand for TVs is not obvious enough. Passive component manufacturers will launch new products in the second half of the year. The core consideration is to adjust the product mix to increase profits. The market price of handheld devices continues to decrease, and it also accelerates the automotive electronics field of some passive component manufacturers with high gross profit and profit conditions. However, the long-term certification is required to enter the automotive power supply chain, the entry threshold is high, and the short-term revenue injection is less obvious. The results of the layout must be viewed in the long run.

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