瑞信-亚太地区科技行业-亚洲反馈（硬件）：设备需求混合；除了某些半导体之外，近期峰值-2021.9.16-87页.pdfVIP

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瑞信-亚太地区科技行业-亚洲反馈（硬件）：设备需求混合；除了某些半导体之外，近期峰值-2021.9.16-87页.pdf

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16 September 202 1 Equity Research Asia Pacific | Japan Technology sector Asia Feedback (Hardware): Demand for devices mixed; near-term peak, apart for some semiconductors Technology Hardware Equipment | Comment ■ Summary: We conducted our latest channel checks for Korea, Taiwan, and China in early Research Analysts September, once again working remotely from Japan due to the pandemic. Compared with our previous survey in J une, the B B ratio for passive components has been declining since Akinori Kanemoto J une, and fell below 1x for some applications. However, supply for smartphone A Ps, RFICs, 8 1 3 4550 7363 and PMICs remains tight, with constraints on analog semiconductors and discrete akinori.kanemoto@ semiconductors increasing from J uly due to the lockdowns in Malaysia. Demand and Hideyuki Maekawa supply are mixed depending on the device, with some components seeing continued high 8 1 3 4550 9723 levels in B B ratios. hideyuki.maekawa@ ■ Focal points for hardware and devices: (1) CY 2 1 smartphone production plans have Mika Nishimura been lowered to 1.4bn units (+ 7% Y oY ) from 1.45bn (+ 10% ) as of the early J une survey. 8 1 3 4550 7369 Production plans at Chinese smartphone makers and Samsung are lower than previously. mika.nishimura@ T his was due to tight supply in LT E chipsets. (2) Production plans for the iPhone totals 272mn iPhones in 202 1 (+ 19% YoY ), including 104mn iPhone models for 202 1 (the