and No.com reported on April 9 that people seem to be immune to the recent news of the price increase of MLCC. It is not important to pay attention to the increase of 30%. Only an increase of more than 50% can attract some attention.
The price increase in the first quarter led by the major passive component manufacturers, led by the giants, was criticized as "everything can rise", and the price increase at that time once reached 80%. According to supply chain information at the time, after Guoju's previous MLCC price rose from 30% to 50%, it was reported that the price increase for resistor products was 70%-80%. This time the price increase will also take effect from March.
pictures are from the Internet
The reason behind this has a lot to do with the epidemic. Industry analysis shows that the proportion of MLCC production capacity of Murata, Samsung Motor and SunwayDen in the Philippines accounted for 15%, 40% and 25% of each company, accounting for a large proportion; Wangquan and Huaxinke set up factories in Malaysia . The supply tightening effect brought by the Philippines and Malaysia's lockdown has caused a large number of orders to flow to domestic giants, mainly produced in mainland China and Taiwan.
China's huge increase in resistance quotation is mainly because employees in mainland factory areas are returning to work one after another, the rate of growth rate is slow, and the inventory water level has fallen below 30 days; another reason is that in recent years, the speed of resistance production expansion is not as good as MLCC, and China's market share in the world exceeds 30%. Some downstream EMS customers said that China's production capacity still cannot keep up after the huge price increase.
Originally, everyone thought that the MLCC, whose price doubled twice, would remain at this level until the resumption of production after the epidemic, but obviously Guoju didn't think so. According to new reports from Taiwan media, Guoju Resistor will continue to increase its price in the new quarter. According to rumors, this time the price increase will reach 100%.
