Introduction: Starting from March 1, the price of Housheng Resistors, the world's second largest resistor manufacturer, will increase by 40%.
Picture: Brand layout of Housheng Group
html On March 5, according to Taiwanese media reports, as mainland China’s electronics factories gradually resumed work and downstream demand surged, Housheng, the world’s second largest resistor manufacturer, officially raised prices for distributors, increase Up to 40% , the new price has come into effect on March 1st. At this point, , the world's top three resistor manufacturers have all joined the resistor price increase lineup .
Housheng is an unlisted Taiwan-funded company and ranks as the second largest chip resistor manufacturer in the world. According to statistics, Housheng's monthly production capacity is about 160 billion pieces, which is about half of Yageo. Among them, the production capacity of the Thai factory is about 15 billion pieces per month. Agents reported that they had raised resistance prices for distributors, with an amplitude of 40%. Although it was not as good as Yageo and Wangquan, it still set a record for the largest amplitude adjustment in history.
suppliers said that it was not until last week that Housheng and Lizhi really entered the stage of resumption of work. Housheng Kunshan and Huai'an factories did not have many employees staying during the Spring Festival, so the production capacity was limited. Last week, there were rumors in the market that the price increase was about 30%. However, after Yageo and Wangquan both raised their prices by more than 60%, it seemed that there was a price comparison effect of and . Finally, the price increase reported by agents reached 40%.
Picture: Housheng Group's manufacturing plant distribution
As the resumption rate of major electronics manufacturers increases, distribution channels and spot markets wake up, domestic traders begin to speculate, resistors and capacitors, memories and sensors are collectively known as the three hot spots for traders. Speculate spot . Since the original factory inventory is already very low before the Lunar New Year, the supply chain does not have much spot stock, causing terminals to panic stock up and traders to hoard.
The top three chip resistor manufacturers in the world are Yageo, Housheng and Wangquan, with equipment production capacities of about 120 billion pieces, 60 billion pieces and 40 billion pieces respectively. The three companies have a combined global market share of 53%, and the major manufacturing plants are Located in mainland China.
History is always surprisingly similar.
This round of resistor price increases started when the leading Yageo announced the price adjustment, and soon caused a chain reaction: backlog of orders overflowed - transfer orders could not be digested - original manufacturers such as Huaxinke and Wangquan adjusted prices - the supply chain continued to increase prices Even auctions - end customers chasing orders - traders follow the rise and speculate on . The repetition of this process becomes a vicious circle, with no hope of relief before production capacity returns to normal in March.
It is understood that some resistor manufacturers are sending sales personnel to coordinate the price increase, while other second-tier manufacturers only adjust prices 10% for small and medium-sized customers, and reserve supply for EMS customers . In the EMS procurement material list, passive components and connector are key material numbers.
