With Intel's CPU shortages easing, many Taiwan-based vendors of chips for PCs and notebooks expect to post sequential double-digit revenue increases in the third quarter after seeing their performances bottom out in the second quarter, according to industry sources.

The sources said that Taiwan PC IC designers are likely to see their shipments to clients steadily ramp up in the third quarter and through the end of 2019, bolstered by increasingly stable CPU shipments from Intel.

Many of them are optimistic that third-quarter revenues will grow by at least 10% sequentially, including Realtek Semiconductor, ASMedia Technology, Elan Microelectronics, Weltrend Semiconductor, Etron Technology, Niko Semiconductor, Sinopower Semiconductor, and more.

Meanwhile, quite a few Taiwanese chipmakers are expected to kick off shipments of new chip solutions in the third quarter to support specs upgrades on new PC and notebook models. Among the new offerings are Type-C chips, touch controller ICs, fingerprint identification chips, MEMS microphone chips, MOSFET chips, audio ICs, and Wi-Fi chips, all boasting higher prices and gross margins.

Industry sources said the higher average selling prices (ASP) for the new chip offerings will enable Taiwan PC IC designers to enjoy substantial revenue expansions in the third quarter of 2019 from a year earlier.

Some chipmakers even expect revenue ratio for the second half of the year to hit 60%, against 40% for the first half, thanks to increasingly strong shipments expected for the remaining months of the year as unfavorable market variables are fading.

By: DocMemory
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