Taiwan GaAs foundry WIN reports highest monthly revenue in a year

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Taiwan GaAs foundry WIN reports highest monthly revenue in a year

posted on Sep 10, 2014 11:06PM

For August, Taiwan’s WIN Semiconductors Corp (the world’s largest pure-play gallium arsenide foundry) has reported revenue of NT$1.04bn (US$34.5m) - its highest revenue in the past 12 months - up 7.41% on July and up 23.45% on a year ago. Growth is attributed to increased demand from branded handset vendors ahead of new product launches this quarter and next quarter, reports the Taipei Times.

"WIN provides foundry services for GaAs components used in handsets, including smartphones. Its major clients — Avago Technologies, Japan’s Murata Manufacturing, China’s RDA Microelectronics and US-based Skyworks Solutions — produce GaAs-based devices used by Apple, Samsung Electronics and Nokia in their products. "

"WIN, VPEC and AWSC are expected to report strong sales for the September quarter, considering the launch of the Apple iPhone 6 as well as demand for PA chips for non-Apple handsets and other Wi-Fi-linked components."

However, analysts say that Taiwan’s GaAs industry still faces potential challenges in the long term, such as price competition from power amplifiers based on CMOS silicon, the Taipei Times report concludes.