According to the Taiwan Media Economic Daily, the passive component manufacturer Yageo plans to invest NT $ 10 billion (about RMB 2.311 billion) in order to expand high-end products such as industrial vehicles. Industry insiders pointed out that the automation equipment factory Wanrun is expected to benefit from this, and the first quarter operation will bottom out.

It is reported that the production capacity of Yageo is about 50%. However, in order to meet the market demand and meet the new 5G and automotive electronics era, Yageo decided to continue to expand its research and development and production base in Taiwan, China to ensure long-term growth momentum .

As a supplier of Yageo, the equipment manufacturer Wanrun is expected to benefit from the market's optimism. In addition, Wanrun has previously revealed that customers of passive components have planned to expand production and have started to resume orders.

But for market speculation, Wanrun is reluctant to comment too much. However, Wanrun still said that many passive component customers have expanded their production of 5G mobile phone products, and have already started the first wave of equipment purchase orders. Wanrun orders are booming, and it only takes 1 to 2 months to show up. Now performance.

Fermented by the traditional off-season effect, coupled with the fact that customer orders for passive components have not been accounted for, Wanrun's revenue in December last year fell to NT $ 55.57 million, an annual decrease of 35.62%. People in the industry predict that in December last year, the bottom of the operation should be for Wanrun, and the first quarter of this year's results will bottom out.