So MLCC price increases how much, 30% is the highest premium? According to industry sources to set micro-disclosure, MLCC this round of price increases have been completed more than expected, of which Murata MLCC the largest increase in material items in the first half of each NPO NPO cost about 2 cents, and now every NPO has risen to 1.85 yuan, or nearly 10 times.
Why does this NPO capacitor price increase so high? According to the insiders said, mainly by the iPhone8 series using wireless charging, Apple wireless charger for its AirPower has purchased a large number of Murata NPO capacitors, leaving the domestic wireless charging manufacturers Shipments are not many, capacity in short supply, coupled with the capacitance of the capacitor material instead of film capacitor performance is poor, resulting in Murata NPO capacitor prices soaring.
And each wireless charger uses more than one NPO capacitor, there are currently domestic manufacturers to launch support for iPhone X wireless charger to use 6 NPO capacitors, according to the current 1.85 / PCS, wireless charger NPO total capacitance to 11.1 Yuan, even more.
In fact, due to the surge of market demand for wireless charging NPO capacitor prices soaring, which is MLCC this round of price increases is still a case, after all, an ordinary smart phone, you need at least 300-400 MLCC, iPhone7 MLCC The amount of more reached 700, iPhone8 is more.Overall, MLCC products out of stock, the market in short supply, from the Japanese manufacturers release capacity, supply structure adjustment, and the market demand for a substantial increase of 3 for the inspection.
First of all, starting from the second half of 2016, Murata and Taiyo Yuden and other major manufacturers plan to phase out medium- and high-capacity MLCC products for medium and low-end applications due to automotive, industrial and iPhone needs and release standards up to 20% MLCC production capacity, which means that Japanese manufacturers gradually withdraw from the general standard MLCC market.This is mainly because the standard MLCC market after years of bargain-hunting competition, the remaining profit margins, while the automotive and industrial demand is greater , Higher profits.
Second, the MLCC supply structure changes.Passive components industry, high-level financial director pointed out that Japanese MLCC manufacturers and some Taiwan plant expansion niche MLCC products, the lock is the average selling price and higher gross margin automotive, industrial and high-end mobile phones Which led to expansion bottlenecks in MLCC production equipment in the first, middle and last segments after Japan Murata, Kyocera, TDK, Samsung, Taiwan Giant and Huaxingke dominated the majority of MLCC market share. As MLCC leading companies in Japan began to focus To do high-end automotive MLCC market, to give up the low-end MLCC market, so that consumer demand for MLCC production capacity is limited, unable to match the growing market demand.
The third is the rapid expansion of market demand, including mobile phone brand manufacturers such as Apple, Samsung, Huawei, Vivo and Oppo, etc., to increase the strength of MLCC passive components. With fast charging, the function of wireless charging lamp needs high-quality capacitor technology, Demand for MLCC products is high, and the number of MLCCs for automotive electronics continues to increase, exacerbating the overall demand for MLCCs in short supply. The three Japanese passive component manufacturers will fully support Apple's MLCC products with no additional capacity for other handset manufacturers.
Of course, from the raw material point of view, the upstream core raw material palladium metal rose sharply year on year, but also driven the industry prices continue to rise an important factor.At present, giant, Fenghua Hi-Tech has expanded, last year, Fenghua Transtech Services MLCC monthly capacity of 9 billion, is expected Expanding to 13 billion, reaching MLCC production capacity equivalent to 42.73% of Giant's production capacity last year .Japan SolarTexture also issued an expansion plan, plant No. 3 in March 2019 to start production, production capacity will be expanded to the current 1.6 Times. In addition, Huaxinke also started expansion, expansion rate of about 10% to 15%. Fenghua Hi-Tech, South Korea SEMCO MLCC have gradually expanded production capacity, range of about 10% to 15% range, half of the proportion of standard MLCC expansion, the other Half of the expansion of high-end MLC C products.
However, insiders believe that despite the MLCC manufacturers have gradually expanded across the Taiwan Strait, but the standard MLCC products are still in short supply, the new capacity is still unable to meet the strong market demand, the market price will remain tight, prices are expected to continue until the first In the second quarter, some MLCC out-of stock situation may even continue until the end of next year.
Although the passive component industry into the traditional off-season in the fourth quarter, but due to the second quarter, Apple iPhone8 Series start parts peak season, the three major Japanese passive component manufacturers will fully support Apple's MLCC products, there is no excess capacity to other mobile phone manufacturers , The current supply and demand gap is still as high as 15%, MLCC market in the fourth quarter of this year, the off-season is not short, the market demand will further increase.In addition, due to shortages of MLCC market is difficult to alleviate the MLCC market price increase is not reduced, MLCC Manufacturers will continue to enjoy the out of stock bonus, is expected this wave of MLCC shortage is expected to ease the second quarter of next year.