MLCC are polarized. At present, the average delivery time of MLCC has been halved from 12-16 weeks to about 8 weeks, and the price has also declined slightly; but the demand for high-end MLCC specifications and special categories continues to grow, and other products such as polymers and aluminum electrolytic capacitors have been delivered for about 20 weeks, and prices continue to rise.
1, MLCC delivery period was halved to 8 weeks
Telecomm on June 1st, in addition to the continued stable demand for high-end MLCC, the demand for other products such as polymers and aluminum electrolytic capacitors has grown steadily throughout the year, with a delivery period of about 20 weeks. Yu Tingjiang, deputy general manager of Nitel Trade, a passive component agent, said that demand for , mobile phones and laptops, has declined, resulting in a shortening of the delivery time of standard MLCC . In the first half of this year, both channel merchants and clients, faced inventory correction pressure. The second quarter will see negative factors such as epidemic lockdown and logistics blockage, which will slow down in standard MLCC shipments.
However, Tingjiang emphasized that high-end MLCC specifications and special products demand continue to grow, and the prices are stable. The automotive MLCC is squeezed in hand orders due to the shortage of ICs. The industry expects that the overall passive component demand will gradually normalize in the second half of the year.
1 Daily Electric Trade General Manager Yu Yaoguo also analyzed that the delivery time of medium and low-level MLCC was halved to 8 weeks , and high-level MLCC such as automotive applications have also been shortened to within 8 weeks, but the inventory sales time has been longer, and the pace of different industries is different.
Netcom application slowed down due to IC material shortage, and shipments accelerated at the beginning of the third quarter, and inventory digestion was relatively fast; graphics card applications were transferred to Eastern Europe due to the mining industry. The Russian-Ukrainian war impacted local demand, laptops and mobile phones due to the lockdown of cities and logistics in many places in the mainland, and the inventory sales of related applications were slow. Overall, medium and low-level MLCC should have the opportunity to return to healthy water levels in August.
But as for the overall passive components, Yu Tingjiang believes that as the prices of raw materials such as palladium, aluminum, and nickel soar, the overall cost of passive components has risen to a record high of 30 years. In particular, 15% of aluminum ore refineries are located in Russia, and the Russian-Ukrainian war is impacting supply, and the cost price is rising to support the price of passive components.
2, 1aluminum electrolytic capacitors keep rising
In fact, aluminum electrolytic capacitors have continued to rise since the end of 2020, and the price increase trend has continued to this year. Some experts said that if the raw material end of cannot be alleviated, the sentiment of price increases may continue to spread.
data shows that the market competition pattern in the field of aluminum electrolytic capacitors is highly concentrated, Japanese manufacturers have long occupied a major position, with CR5 exceeding 60%. The main companies are Nigikang, Jiamei and Rubycon. These manufacturers have been constantly increasing prices.
Japanese aluminum electrolytic capacitor manufacturer Nijikang has adjusted 10% increase in all product items in mid-April this year to reflect the crazy surge in various costs.
Kamee said that it has been continuing to talk to customers about price increases .
Lilong Electric said that the price increase has been discussed with customers about the price increase , but they will first observe whether the Japanese factory will successfully raise the price, and then decide based on the market conditions and will not follow up immediately.
Since December 1 last year, Japan's leading aluminum electrolytic capacitor manufacturer, Japan Jiamei, has taken the lead in successfully increasing the aluminum capacitor contract price of a certain first-line power supply manufacturer by 10%.
Kingsoft Electric just rose its price in the fourth quarter of last year.
1Team said that overall, plastic capacitors have increased in the second quarter of the Japanese and American original manufacturers; in terms of aluminum electrolytic capacitors, because aluminum is affected by the Russian-Ukraine war, prices have risen, and the demand is stable, there is currently no room for a downward reduction.
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