Taiwan's passive components factory giant, Huanico, Wo Extension Hall and other industry shares hit a new high, 19th face back to the pressure. Reflect investors on the accumulation of ceramic capacitors (MLCC) Shortage of the matter has been gradually rational view. Supply chain operators said the Japanese manufacturers are due to consider the general MLCC profit prospects to exit this area, to a more high-end niche product line. Taiwan can not rely on the low level technology to eat a lifetime, at this stage should learn from Japan to high-end technology research and development, on the one hand can avoid the land plant catch-up, two aspects of Taiwan plant can be scored high margin product line. According to the supply chain operators pointed out that at present more than the general type of MLCC out of stock, even the niche of the MLCC is in short supply, which is the most lack of medium voltage high capacitance products. Industry said that the 4th quarter of each year is the industrial peak, but never met the 2017 4th quarter so prosperous situation. In fact, in the 3rd quarter of 2017, manufacturers have expanded 15%, so far, many units of passive components factory capacity has been full load, but there is still a decline in the number of days inventory, the situation of extension of delivery. Passive component analysis, the 3rd quarter of 2017, the reason for passive components, mainly in the smartphone wireless charging market demand, because Apple's iphone led to wireless charging applications and suddenly a big increase. This is completely unexpected to the passive component operators. The next is the Big automobile Factory expands uses the LED headlight, promotes the LED illumination and the lamp MLCC demand explosion. In addition, the smart phone fast charging power management products also significantly increased, but also caused 2017 years after the second half of the passive components, especially MLCC shortage of important factors. Operators say the capacity gap in the passive components required for wireless charging is not expected by all supply chain manufacturers. At present, the raw materials required by passive components are not in danger, but the delivery time has been significantly elongated, showing the passive components upstream of the dielectric powder and other raw materials to the very fast. Industry companies said that the Japanese manufacturers because of the general type of MLCC profit prospects, so quit the field, to a more high-end niche product line. Taiwan Factory is bound to high-end technology research and development, can not lag behind the Japanese technology. As for the increase in prices, the industry pointed out that in fact, the price of customers may not pay, especially the big customers in the prices are difficult to talk about. Because who is going to pass on the extra cost? If it is an unreasonable price increase, how can we make arrangements that are satisfactory to everyone in the bargain? Therefore, although the passive component licensing price increases, but the passive components and the customer transaction price is not necessarily according to the licensing price calculation. This is not what is considered to be the case that all passive component plants will be out of stock. Supply chain operators said that in the wireless charging, fast charging, automotive LED lighting, such as the market driven by the plant passive components factory capacity is almost full. Operators are also very clear that the lower technology threshold of the low margin products, even if the shipment of large increase, the company's revenue will have a significant contribution, but the company's profits may not be able to rise. Is mainly the day the Department of passive components into the high-end market, Taiwan plant from Gan to do a large number of low-order products in fact is meaningless. For Taiwan, Japanese manufacturers to high-end products, release low and secondary high-end products, may let Taiwan plant revenue to fill, but far-sighted Taiwan seems to spend capital expenditure to strengthen research and development, enhance technical strength, in order to meet the huge business opportunities in the future. Taiwan must not be complacent about the interests of the lower-order products that the Japanese manufacturers do not want. Is it possible to become a price wreck in the face of a mainland manufacturer that has been frantically put into production? Supply chain operators said, fortunately, Taiwan's passive component specifications and mainland manufacturers slightly different, we eat a different market. Even if mainland manufacturers invest in plant expansion, the delivery of equipment will be 8-10 months. But for Taiwan, should be ' people without foresight must have worries ', 2018 years on the half out of the problem can not be solved, after the second half? Aren't you worried about the stock and the price plunge? Therefore, the promotion of independent technology and refinement of their own material formulations and know how, as soon as possible to shorten the plant and the Japanese factory technical strength, not for the current shortage of the upsurge, is the wise. According to the analysis of the supply chain, the demand for passive components of consumer electronics will be reduced in the next 5 years, and the demand of PC/NB industry for passive components only grows slightly. Therefore, the main source of market growth is smart phones, tools, power management, automobiles (including electric vehicles and self-driving) mainly. MLCC manufacturers such as the Japanese village field production (Murata), Japan Solar Lure (Taiyo Yuden), TDK and so are already active layout technology threshold high, with market power and higher margin of MLCC products.
