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Impaired Shipment of Qualcomm 5G RFIC Expected to Lower 2Q21 Smartphone Production by About 5%, Says TrendForce
March 12, 2021 GMT
TAIPEI, Taiwan--(BUSINESS WIRE)--Mar 12, 2021--
The Line S2 fab of Samsung in Austin, Texas sustained a power interruption, which has forced it to suspend operation since mid-February, under the impact from the winter storm. TrendForce ’s latest investigations indicate that the capacity utilization rate for the entire fab is not expected to climb back to over 90% until the end of March. In particular, Samsung manufactures several products that are highly important for the production of smartphones, including the Qualcomm 5G RFIC, Samsung LSI OLED DDIC, and Samsung LSI CIS Logic IC. Supply-wise, the first two products sustained the brunt of the winter storm’s impact, and global smartphone production for 2Q21 is therefore expected to drop by about 5% as a result.