REVENUE FROM THE TOP 10 SEMICONDUCTOR OSAT COMPANIES WORLDWIDE INCREASED 26.4% YEAR-OVER-YEAR TO US$7.88 BILLION IN SECOND QUARTER 2021.
🟩 Top 10 semiconductor OSAT companies increase revenue
TrendForce has released its ranking of OSAT for the second quarter of 2021. Revenues in the OSAT industry increased due to demand for large-scale televisions due to sporting events such as the Tokyo Olympics and the European Football Championship, demand for IT products due to the surge in remote work, and market demand for automotive semiconductors and data centers.
WHAT IS OSAT?
Outsourced Semiconductor Assembly & Test (OSAT) is a post-process manufacturer that assembles and tests semiconductors. In general, it is called the “post-process” of semiconductors, and through the “pre-process” of forming a circuit on a wafer, we are in charge of the manufacturing process of cutting into chips, connecting them to electrodes, and sealing them with resin.
WHILE THE OSAT INDUSTRY AS A WHOLE HAS GROWN BY MORE THAN 30%, SOME HAVE GROWN TO THE SINGLE DIGITS.
🟩 FACTORS OF HIGH GROWTH OSAT
THIS LED TO HIGH GROWTH BY BENEFITING FROM STRONG DEMAND FOR 5G SMARTPHONES, NOTEBOOK PCS, AND AUTOMOTIVE CHIPS.
Largest ASE (Sun Moonlight Investment Reserve)
ASE, THE KING OF THE COMPANY, SAW A SHARP INCREASE IN REVENUE AT 35.1% DUE TO THE TRANSFER OF PRODUCTION FROM KYEC DUE TO THE IMPACT OF THE KYEC PANDEMIC CLUSTER.
growth of chinese companies
IN LINE WITH CHINA’S SEMICONDUCTOR SELF-SUFFICIENCY POLICIES, CHINESE COMPANIES JCET (CHODEN TECHNOLOGY), TFME (TSUTOMI MICRODEN) AND TFME (TSUTOMI MINI ELECTRIC) HAVE GROWN SIGNIFICANTLY.
IN PARTICULAR, TFME ACHIEVED REMARKABLE GROWTH OF 68.3%. MAINLY DUE TO THE COMPANY’S STRONG AMD OSAT.
olympic demand
The packaging of panel display driver ICs such as large TVs was strong. ChipMOS (Minamimo Technology) and Chipbond (頎頎
🟩 WHAT ARE THE LOW-GROWTH OSAT FACTORS?
KYEC (Kyomoto Electronics)
KYEC’S PRODUCTION CAPACITY HAS DECLINED DUE TO THE IMPACT OF COVID-19 CLUSTERS. THEREFORE, IT REMAINED LOW GROWTH.
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SPIL (PRECISION INDUSTRY)
SPIL GREW ONLY AT A LOW RATE DUE TO A SHARP DROP IN DEMAND FOR SMARTPHONE IC PACKAGING FOR ITS MAIN CUSTOMER HUAWEI.
🟩 summary
THE SEMICONDUCTOR OSAT INDUSTRY’S REVENUE INCREASED IN THE SECOND QUARTER OF 2021 DUE TO HIGH DEMAND FOR SEMICONDUCTORS.
IT IS SAID THAT THE TECHNOLOGY OF THE POST-PROCESS OF SEMICONDUCTORS IS A FIELD WITH A STRONG PRESENCE IN JAPAN, BUT THERE ARE NO POWERFUL OSAT SPECIALIZED COMPANIES IN JAPAN. I WANT JAPANESE COMPANIES TO DO THEIR BEST TO MAINTAIN THEIR PRESENCE.
