SEWC IPC Newsletter (2025.01)
 
  Take-away Center

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1.FY21Q2~FY23Q1, Demand has been highly volatile during this period, and the average accuracy rate between actual orders and forecasts is less than 50%, which is a critical concern
2.FY24Q4~FY25Q1, the average accuracy rate between actual orders and Liplas has exceeded 200%, which has also brought some difficulties in preparing resources
 
 
1.Over the past 2 years, the accuracy has remained below 50% for a long period
 
 
1.Extremely low Liplas accuracy since mass production from FY24Q1~Q3. Supply chain has faced extremely high inventory pressure
2.FY24Q4~FY25Q1, AVG Accuracy rate is higher than 180%
 
 
1.From FY23 MOP PCBA from MFK, significant gap of Liplas Vs. Order Intake in FY23Q2 & Q4
2.FY24Q4~FY25Q1, the average accuracy rate between actual orders and Liplas has exceeded 200%, which has also brought some difficulties in preparing resources
 
 

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