Conductive paste manufacturer ATE gains significant benefits from 5G applications
28 August 2023
After Taiwan ’s conductive adhesive supplier Ample Electronic Technology (ATE) saw its revenue in 2019 fall by 17.3% year-on-year to NT $ 589 million (US $ 19.61 million), it is expected that its revenue will increase in the 2020 quarter due to some demand growth Quarterly surge According to industry sources, this product is suitable for ceramic dielectric filter applications in 5G base stations.
The company's shipments of conductive paste for passive components began to rebound sharply in the fourth quarter of 2019, increasing revenue for the quarter by more than 60% to NT $ 189 million. Sources said that despite the corona virus outbreak, its first quarter 2020 revenue is expected to hit a new quarterly high.
Currently, passive component manufacturers account for more than 90% of ATE's customers, and leading suppliers Yageo, Walsin Technology, Chilisin Electronics and TA-I Technology all come from their customers. Sources continue to say that, although the epidemic has the potential to reduce demand for passive components by 20% by 2020, the company can still clearly see customer orders by May.
In order to reduce the revenue ratio of conductive adhesives for passive components, the company has been actively developing new application areas, and has already started the shipment of silver conductive adhesives for the back of solar cells in 2019, and plans to do so in 2020. Achieve exponential growth.
In addition, ATE also indirectly cut into the supply chains of Chinese telecommunications equipment manufacturers Huawei and ZTE by using its newly developed conductive adhesive for ceramic dielectric filters for 5G base stations. The company has sent sample products to customers for verification and is expected to increase shipments to Chinese customers in the second half of 2020.
The company's shipments of conductive paste for passive components began to rebound sharply in the fourth quarter of 2019, increasing revenue for the quarter by more than 60% to NT $ 189 million. Sources said that despite the corona virus outbreak, its first quarter 2020 revenue is expected to hit a new quarterly high.
Currently, passive component manufacturers account for more than 90% of ATE's customers, and leading suppliers Yageo, Walsin Technology, Chilisin Electronics and TA-I Technology all come from their customers. Sources continue to say that, although the epidemic has the potential to reduce demand for passive components by 20% by 2020, the company can still clearly see customer orders by May.
In order to reduce the revenue ratio of conductive adhesives for passive components, the company has been actively developing new application areas, and has already started the shipment of silver conductive adhesives for the back of solar cells in 2019, and plans to do so in 2020. Achieve exponential growth.
In addition, ATE also indirectly cut into the supply chains of Chinese telecommunications equipment manufacturers Huawei and ZTE by using its newly developed conductive adhesive for ceramic dielectric filters for 5G base stations. The company has sent sample products to customers for verification and is expected to increase shipments to Chinese customers in the second half of 2020.
