IC distributor sources said that the slowdown in demand for mobile phones, laptops and other consumer electronic devices has led to a backlog of relevant IC inventory, but the supply of industrial control IC is still insufficient. Suppliers have raised prices and may raise prices again to reflect the continuous chip shortage.
According to the electronic times, this person said that anstek and other IC distributors in Taiwan, China are expected to be the beneficiaries of the rising prices of industrial control IC and other niche IC.
Anstek sells industrial control IC for suppliers such as ADI and Xilinx. Although the revenue growth is flat, the company‘s gross profit margin in the first quarter of 2022 increased by 2.67 percentage points year-on-year to 15.4%.
Ansek said that the supply of industrial control IC has been lower than the demand, pushing up the chip price. The company said that the appreciation of the US dollar was another factor in the growth of anstek‘s gross profit margin in the first quarter of this year.
Ansek said that although growing economic uncertainty is weakening the demand of consumers and mass market device applications, the chip demand of remote technology and industrial aiot device applications has become strong.
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