The packaging and testing and passive component production center, how does Malaysia’s comprehensive movement control affect the semiconductor industry?

As the epidemic situation in Southeast Asia such as Thailand, Vietnam and Malaysia has continued to be severe recently, the government has adopted stricter epidemic prevention policies to respond. However, the aforementioned countries are all important places in the Electronic material supply chain, among which semiconductor packaging and testing, and passive component supply are the most important ones. Malaysia gets the most attention.

Malaysia’s comprehensive movement control (MCO 3.0), which was implemented on the 1st of this month, only the semiconductor industry with high output value advantages is not restricted in most industries. According to the TrendForce consulting survey, local packaging and testing related companies or production lines are still normal. run.

  The packaging and testing and passive component production center, how does Malaysia’s comprehensive movement control affect the semiconductor industry?

The Malaysian government implemented similar epidemic prevention controls for the first time on March 18, 2020. At that time, only 50% of private companies were allowed to operate under epidemic prevention conditions; as for the semiconductor industry with higher output value and the medical industry for emergency rescue, this limit was not applied. This time, although the control strength has been increased, only some necessary economic activities have been opened, but the restrictions have been relaxed, but the private industry is limited to 40% of the attendance of the population must work remotely; the semiconductor industry is still excluded.

Passive component production and shipment schedules are limited, and there are variables in the strength of end customers in the second half of the year

TrendForce further pointed out that the passive component market, which is also a key industry in Malaysia, may have a supply bottleneck. Suppliers such as Taiyo Yuden, Walsin Technology, NDK&Epson, etc., under the control of their supply The production schedule of the chain, as well as the freight traffic that affects the scheduling of incoming and outgoing shipments, will be the key variables affecting order deferrals.

In addition, as European and American brand customers began to adjust their end-of-season orders from June to July, the current notebook brands Dell (Dell) and Hewlett-Packard (HP) will maintain the order volume in the second half of the year, and will strengthen and consolidate the normal supply of related ICs; and Apple (Apple) iPhone 13 intends to start the supply chain pull in July. Although the above-mentioned order demand will become a favorable support for the passive component market in the second half of the year, the resurgence of the epidemic in Southeast Asian countries and whether the shortage of semiconductor components can be alleviated will also affect the end customers’ ability to stock up on MLCCs in the second half of the year.

Overall, TrendForce believes that although IDM manufacturers such as Intel (Intel), Infineon (Infineon), Texas Instruments (Texas Instruments) and OSAT factories such as ASE, Amkor, Tongfu Microelectronics ( The local production operations of TFME, Hua Tian, ​​etc. are not subject to this restriction, but this comprehensive action control in Malaysia may affect the supply and demand situation of the global passive device market in the second half of the year.

 

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