Taiwan’s optical filter makers Apogee Optocom and East Tender both have reported increased sales for June, propelled mainly by demand deferred by the coronavirus pandemic from a quarter earlier and an accleration in rollouts of 5G base stations worldwide, particularly in China, according to industry sources.
Apogee posted revenues of NT$70.91 million (US$2.41 million) for June, up 12.9% on month and 36.5% on year. January-June revenues totaled NT$357 million, up 34.7% on year.
Shipments of Apogee’s DWDM (dense wavelength division multiplexing) filters for 5G base station applications has been robust recently and will keep growing in the second half, according to company sources.
Additionally, demand from the datacenter sector will also grow significantly in 2020, the sources added.
East Tender’s revenues grew for the fourth straight month in June 2020, in which sales rose 1.59% on month and 26.15% on year to NT$33.3 million. For the first half of 2020, revenues totaled NT$151.84 million, edging up 3.03% from a year earlier.
East Tender plans to launch a capacity expansion project by year-end 2020, aiming to ramp up its capacity by 20%.