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Ta Yi's order-to-shipment ratio hits 1.5; price hikes boost Q3 revenue

From Liberty Times · () Chinese

Translated from Chinese, summarized and contextualized by DistantNews.

At a glance

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  • Passive component manufacturer Ta Yi reported an order-to-shipment ratio of 1.4-1.5, indicating strong demand across product lines.
  • The company expects price increases to boost third-quarter revenue, with demand expected to remain stable in the second half of the year.
  • Rising raw material costs, particularly precious metals, and strong demand for AI-related components are driving price adjustments.

Passive component maker Ta Yi (2478) is seeing robust demand, with its order-to-shipment ratio reaching 1.4-1.5. The company anticipates that price increases implemented in the third quarter will positively impact revenue. Demand is expected to continue its upward trend from the first half of the year into the second half.

currently, the delivery situation is indeed quite tight, with the order-to-shipment ratio around 1.4 to 1.5.

— Ta YiDuring a financial results conference, Ta Yi described the current supply chain situation.

Ta Yi, which manufactures thick-film chip resistors, resistor networks, and integrated circuits, noted that delivery times are currently extended. Standard products face lead times of 10-12 weeks, while specialized items require 12-14 weeks. This tightness in supply is attributed to two main factors: rising raw material costs, especially for precious metals, and a shift in the supply-demand structure.

The price increase is expected to take effect in the third quarter.

— Ta YiTa Yi commented on the timing of revenue impact from price adjustments.

The surge in demand for high-end passive components used in AI applications is leading to resource prioritization for these advanced uses. This, in turn, constrains supply for consumer products. The combination of increased material expenses and altered supply dynamics is fueling current price adjustments. Looking ahead to next year, Ta Yi maintains a cautiously optimistic outlook.

From the current orders, the second half of the year can maintain the growth trend of the first half.

— Ta YiTa Yi provided an outlook for the second half of the year based on existing orders.
DistantNews Editorial

Originally published by Liberty Times in Chinese. Translated, summarized, and contextualized by our editorial team with added local perspective. Read our editorial standards.

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