Inductor and passive component maker Tai-Tech Advanced Electronics has obtained orders with shipments scheduled until December 2021, according to company president Hsieh Ming-Liang.
In particular, shipments for orders of common-mode filters and LAN transformer modules are scheduled until the end of 2021, Hsieh said.
Tai-Tech currently has a factory in northern Taiwan and two in eastern China. As of the end of June 2021, Tai-Tech had a total monthly production capacity of 1.80 billion multilayer chip inductors and beads, 1.67 billion wire-wound inductors, 85 million molding power inductors, 335 million common-mode filters, and LAN transformer modules.
In view of continued strong demand, Tai-Tech will expand the total monthly production capacity for multilayer chip inductors and beads to 2.0 billion units and that for common-mode filters and LAN transformer modules to 399 million units at the end of September 2021, Hsieh noted.
Multilayer chip inductors and beads accounted for 18.1% of first-half 2021 consolidated revenues of NT$2.958 billion (US$106 million), wire-wound inductors for 19.0%, molding power inductors for 37.3%, common-mode filters for 7.4%, LAN transformer modules for 17.7%.
In terms of the application of products, 36% of the consolidated revenues came from PCs and peripherals, 30% from networking/communication devices, 15% from automotive components, 12% from consumer electronics, 7% from others. Shipments to OEM clients accounted for 24% of the consolidated revenues, those to own clients for 34%, and those to sales agents for 42%.
For operation in the future, Tai-Tech will focus the application of products on automotive components used in ADAS (advanced driver assist system), telematics systems, LED automotive lighting, and battery management for electric vehicles; networking/communication devices including switches, 5G small cells and IoT; high-performance computing including servers used in cloud computing and DDR5 memories; consumer electronics including smartwatches, TWS earphones, tablets, smart speakers and wireless power chargers.
Tai-Tech has reported consolidated revenues of NT$555.5 million for July, increasing 1.39% on month and 34.92% on year, and those of NT$3.514 billion for January-July, growing 43.39% on year.
Tai-Tech Advanced Electronics: Financial report, 2Q21 (NT$m) | |||||
Amount | Q/Q | Y/Y | 1H21 amount | Y/Y | |
Consolidated revenues | 1,584 | 15.30% | 36.29%% | 2,958 | 45.10% |
Gross margin | 34.39% | up 1.04pp | down 1.06pp | 33.90% | up 0.44pp |
Operating profit | 360.3 | 42.83% | 34.89% | 612.5 | 48.49% |
Net profit | 344.6 | 49.23% | 47.26% | 575.5 | 54.20% |
Net EPS (NT$) | 3.48 | 6.06 |
Source: Company, compiled by Digitimes, August 2021