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Technology Stocks : Semi Equipment Analysis
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Highlights of the day: IT companies see mixed 2H19
Joseph Tsai, DIGITIMES, Taipei
Friday 30 August 2019

Many IT firms from industries including DRAM and NAND flash and optical fingerprint sensor are optimistic about demand in the second half of 2019, but the same may not go for polarizer makers. DRAM and NAND flash players are expected to see demand from servers and datacenters to rise, while optical fingerprint sensor chips suppliers Goodix and Egis are also expected to feel the same way. CMMT and BenQ Materials are expected to see polarizer prices continue to drop as the display industry is in oversupply.

Memory demand for datacenters to pick up: DRAM and NAND flash demand for server and datacenter applications is expected to pick up as early as the third or fourth quarter of 2019, and will become robust next year, according to industry sources.

Competition to heat up in optical fingerprint sensor market in 2020: Dedicated optical fingerprint sensor chips suppliers Goodix Technology and Egis Technology (EgisTec) may see their monthly and quarterly revenues hit new highs in the second half of 2019 after ending the first half with brilliant performances, but they will be facing keen competition from latecomers including FocalTech Systems, Novatek Microelectronics and Himax Technologies in 2020, according to industry sources.

Polarizer makers conservative about 2H19 outlook: Polarizer suppliers Cheng Mei Materials Technology (CMMT) and BenQ Materials are both conservative about their business outlooks for the second half of 2019 as prices of polarizer products are likely to dip down in the face of an industry-wide production cutback due to oversupply in the display industry, according to industry sources.

digitimes.com
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