Taiwan’s GaAs-based power amplifiers (PA) supply chain players including foundries Win Semiconductors and Advanced Wireless Semiconductor (AWSC) and epi-wafer maker Visual Photonics Epitaxy (VPEC) are pinning their hopes on stable shipments for iPhones and other Apple devices to bolster their business results in the third quarter of the year, as Android handset sales outlook remains bleak, according to industry sources.

Smartphone-use lens module maker Largan has reported consolidated revenues of NT$3.148 billion (US$107 million) for May, increasing 0.63% sequentially but decreasing 6.15% on year, while fellow maker Genius Electronic Optical (GSEO) has posted conslidated revenues of NT$808.5 million, slipping 11.23% on sequentially but rising 10.42% on year.

Amid lockdowns in China in the first quarter of 2022, made-in-India smartphone shipment continues to grow. Smartphone manufacturer Bharat FIH is closer to IPO, while manufacturers eligible for the mobile phone PLI are still waiting to receive their cash incentive.