R-CHIP and MLCC products has widened, manufacturers and customers are queuing for goods, and YAGEO internally notified the price increase. According to news from the international e-commerce industry, Apple's MLCC and R-Chip product supplier, the world's largest resistor manufacturer and the world's third largest passive original manufacturer, Taiwan Guoju sent a letter to agents and customers that the price of chip resistor R-CHIP and chip capacitor MLCC will be adjusted.
Guoju’s latest letter shows that due to the continuous rise in prices of raw materials and packaging materials for multiple projects, coupled with the sharp appreciation of the New Taiwan dollar, the company’s operating costs are under great pressure. Therefore, after careful consideration by the Department of Customs, in order to moderately reflect the cost and stabilize subsequent supply, from the day on, Department of Customs will make price adjustments to new orders, and the specific price adjustment items and ranges, Department of Customs' business team will discuss and finalize the case with your company! The report is Chen Zuoming, general manager of China Business in China, and will be implemented from April 19.
(Photo: provided by readers in the international e-commerce distribution circle)
As early as February 25, the company Thick Acoustic Resistor, which claims to be the cheapest resistor product in Taiwan, issued an announcement to raise the prices of some resistor products: Due to the rising operating costs of raw materials, manpower and enterprise, in order to cope with the trend of the industry, since March 1, the CHIP-R of chip resistors above 0603 (inclusive) has increased by about 10% on the current selling price basis, mainly based on the quotation.
started last year, and some passive components have been out of stock since last year, and the delivery time has generally been extended. In October last year, many agents received a notice from Guoju's price adjustment. Their most popular RC series thick film resistors increased their prices across the board: 0201 price increase by 5%, 0603 price increase by 5%, 0805-1206 price increase by 3%, and their delivery period was generally extended to 8-10 weeks, nearly doubled.
It is understood that since the second half of last year, copper wire, tin, iron hats, component rods, paints and packaging cartons have seen different degrees of increase. The rise in raw material prices has led to further squeeze of profit margins. Guoju, the world's largest patch resistor manufacturer, made a decision to adjust some prices.
The internationally large-scale manufacturers are mainly in Taiwan and Japan. Among them, Taiwan Guoju is currently the world's largest resistor manufacturer. Japanese companies KOA, Rom and Panasonic are also the main resistor manufacturers in the market. In addition, Taiwan’s company Huaxin is also a top chip resistor manufacturer in Asia. Chip resistors account for 95% of global shipments, although it has a consumption value of only 38%, while other types of resistors account for only 5% of global shipments. The largest domestic resistor manufacturer is Fenghua Hi-Tech, but due to its small production capacity, its share in the global market is still relatively small.
Guoju's chip resistance ranks first in the world, and its position is equivalent to Murata in the laminated ceramic capacitor (MLCC). In addition, this year's four-in-one Qilixin (Qilixxin, Wangquan, Feici, Xianghua) provides customers with full purchase services at one time. In the future, Guoju will be the only group that can compete with Japanese factories. Guoju gradually expanded production since the third quarter of last year. Currently, the monthly production capacity of chip resistors has reached 83 billion and the monthly production capacity of MLCC has reached 36 billion, ranking first and third largest in the world. Currently, Guoju has 3 factories in Taiwan and 2 in the mainland.
At present, Taiwan's original resistor manufacturers have announced price increases one after another. Guoju is the leader in the R-CHIP and MLCC product markets. The boss announced the price increase of the product line, which means that other small and medium-sized resistor manufacturers have no worries and will follow up on price increases soon.
How do downstream manufacturers deal with the price increase of upstream original manufacturers?
learned through other resistor manufacturers that some passive components have been out of stock since last year. First, because some manufacturers have been closed due to environmental protection requirements, second, the demand for mobile phones and new energy markets is strong, and third, Apple phones have driven the supply chain to be uneven off-season. Resistor agents said that in the face of many problems such as energy shortage, rising raw materials prices, and fierce industry competition, price increases have become the only way for the original manufacturer to maintain the profit margins of some resistor products. The resistors, capacitors and inductors produced by
passive components are used in various downstream application fields. In recent years, the price of passive components has not changed much.Regarding the rise in component prices, ODM, which is in the middle of the industrial chain, is the first to feel the water temperature.
Some ODM manufacturers said that the increase in components (regardless of active and passive or structural parts) by 15% is considered very high. If it is higher than this increase, there is almost no profit for ODM manufacturers, and they need to raise prices again to mobile phone manufacturers and sign a purchase contract again. On the one hand, small and medium-sized mobile phone manufacturers have weak supply chain control capabilities, and channel resources are preferred to be taken away by large mobile phone manufacturers; on the other hand, the rise in component prices has made small and medium-sized mobile phone manufacturers diluted profits and made survival more difficult.
Industry insiders suggested that the price increase of chip resistors and chip capacitors is inevitable. Manufacturers who need Guoju resistors may wish to find reliable Guoju first-level large agents to sign supply contracts to reduce later production costs. Guoju's main agents include Arrow Electronics, Digi-Key, Mouser, Guoyi Xingye Technology, Fuchang Electronics, TTI, etc. In fact, the welding requirements of R-CHIP and MLCC are not high, so you can find other supplier products as replacements. Never buy old plates of materials. There are many counterfeit and shoddy products, so it is recommended to purchase them mainly to choose new materials.
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