Japanese Manufacturers product transformation is the fuse of this shortage, supply and demand imbalance promote price increase
The shortage of small resistor/capacitor unexpectedly has such a big impact, then what's the reason for this shortage？MLCC, multilayer ceramic capacitor, is the most common capacitor parts of electronic products, is also one of the most serious products out of stock. At present, the world's largest MLCC manufacturers are mainly concentrated in Japan, Korea and Taiwan of China.
The industry believes that the fuse of this shortage is a few Japanese tycoons cut the production of some large size products with slim margins, focus on car and other high-end market.
In recent years, drove by electric vehicles, industrial control,communications and other industries, the demand for MLCC products has increased rapidly. Some Japanese manufacturers have temporarily abandoned some markets in the consumer electronics sector, while the supply capacity of several enterprises in Taiwan and mainland China is limited, supply and demand imbalances have become the core factors of price increases.
Benefit from this stock shortage and price increase, passive components manufacturing Companies' performance are greatly increased
FENGHUA Advanced Technology 2017-year operating income of 3.36 billion RMB, an increase of 20.94%.
Tricyclic Group 2017-year operating income of 3.13 billion RMB, an increase of 8.39%.
Taiwan Walsin 2017-year operating income of 4.76 billion RMB, an increase of 17.06%.
In the first quarter of this year, the situation of capacitors in short supply intensified, the performance of the listed company which mainly engaged in passive components increased more powerful, net profit growth has reached more than twice times.
At present, Japan, Taiwan, mainland enterprises are expanding MLCC capacity, but due to production equipment mainly imported from Japan, equipment delivery period is 18-24 months, so it is estimated that 2020 years ago, still cannot solve the shortfall.
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