The industry said that the resistance leader Guoji in February, the rate of less than 40%, the order spillover to Wang Quan and other related resistance factories, other manufacturers have also carried out a certain degree of price increases.
According to Taiwan media reports, influenced by the price hike of GJU Electronics, passive components such as resistors have set off a price hike. Wangquan, a subsidiary of Taiwan Qilixin, last week informed distributors and EMS customers to increase the price of resistors by more than 60%, which is the largest single price hike in the past, and the possibility of further increase will not be ruled out in the future.
Since the beginning of the year, MLCC, chip resistors and other passive components have been a number of planned price increases.Previously, the price rise was mainly led by the leading Guoju Electronics, but has now been extended to other participants in the industry, and the price rise effect has already taken shape.
Passive components are essential to modern technology
Passive components are mainly used in circuits to control signal transmission, gain signal size and other functions, for chips, communications, panels and other high-tech industries indispensable.
Capacitor, inductor and resistor are the three most important passive electronic components, accounting for 90% of the market share, their single cost and price are very low, ordinary resistors may only a few cents, a few cents, but the use of these three passive components in electronic products, motherboard, graphics card PCB often hundreds of resistance.
The market for passive components is growing rapidly, reaching $24.24 billion in 2016 and projected to reach $32.89 billion by 2021, representing a CAGR of 6.29%.With the gradual landing of 5G, VR, AI and other avant-garde functions, the market space of passive components in the future will gain multiple levels of growth.
Compared with MLCC, resistor standardization degree is relatively high, with a relatively low barriers to entry, but the resistance of the city for highly concentrated in Taiwan, and Japanese in the car on the large size of resistance, have faded from posture, Korean manufacturers also not production resistance, resistance is therefore depends more than capacitance factory passive components, Taiwan manufacturers have absolute power.In terms of production capacity, GMC is the leading passive component in Taiwan and also the leading chip resistor in the world. The monthly production capacity has reached 90 billion pieces, with a global share of 34%, far ahead of 9% of the second largest factory KOA. The combined production capacity of the second largest factory to the fifth largest factory in the world is less than one GMC.
Recently passive component prices have risen continuously
Passive component price increases have gone through two major stages.Before the festival, prices stopped falling and stabilized, and demand rose.After the festival is mainly affected by the epidemic, poor traffic, low operating rate caused by supply reduction, downstream customers scramble leading to price skyrocketing.
Starting in the second half of last year, passive components jumped from the bottom and prices went up all the way.In late November, passive component maker Dayi Technology was the first to say it had raised prices on its resistance products.After the country giant to close the way of the trading system came a wave of fancy prices.Samsung Electric raised MLCC prices for distributors in December last year, locking in 104, 105 and other commonly used material numbers, with an increase of about 5-10%
According to the industry, the turnover rate of the resistor leader Guoji in February was less than 40%, the inventory of MLCC and chip resistors was less than 30 days, and in addition to the increase of the range of EMS customers, a large number of specifications increased by more than 100%, and the orders were spiltered to Wang Quan and other related resistors.For other manufacturers, Huasinke increased the price by 10% for distributors, Wang Quan increased the price of the whole series of resistors by more than 60% for direct sales and distribution customers in Greater China last week, and there is the possibility of further increase in the future.
2023-4-26