Original: 2018 MLCC tight market continued
Recently, the original country giant said that in 2018, the demand and supply of laminated ceramic capacitors (MLCCs) will continue to be in short supply, and the new smart phones will have a strong pulling power and the shipment of high-Molybdenum electronic and industrial MLCCs will increase. In view of this, Giant will increase the proportion of niche MLCC products, the industry can be extended to the end of 2018.
Giant estimated that in 2018, the expansion of niche MLCC production capacity will be in the range of 10% to 15%. The expansion will include Kaohsiung plant in Taiwan and Suzhou plant in mainland China. It is estimated that the expansion effect of niche MLCC can be extended to The end of this year .2008 Giant continued to benefit from product prices and the expansion effect of niche products, performance is expected to grow 15% to 20% last year, or a record high.
In fact, Guoda has raised the prices of some MLCC products by 4 degrees in 2017. Its shortage of MLCC products includes MLCC products with high capacity, low capacity and high pressure. In the fourth quarter of 2017, Guoda announced price increases (MLCC) for communication and industrial use (NPO MLCC) is expected to increase by 20% to 30%. This application will mainly focus on products such as mobile phones, mobile phone chargers and power supplies, and about 15% of MLCC specifications will benefit.
Spot market: agents and no price confidence
Although MLCC, represented by Guomeng as well as MLCC, including original makers of MLCC such as Samsung Motor, Murata and Yuyang, are generally optimistic about the tight market and growth trend in 2018, in the face of many factors of the off-season in the first half of 2018 The spot market agents, traders and no confidence.
Recently a MLCC agent said that MLCC spot market is gradually stabilized, shipments and 2017 peak distance between larger market panic gradually faded, in order to reduce the risk of the spot market is rapidly heavy volume.
With the first-line brand handset manufacturers in 2018 cut orders, combined with the first half of each year is the traditional off-season, the terminal market demand will be reduced for the spot market, once again hoarding increases the risk of the agent said that now look Capacitor market conditions, especially in the spot market, the first half of 2018 capacitor increase will not be much volatility.
Because now the capacitor price is already very high, it is unrealistic to double the current base on the existing basis.According to industry experience, the first half of 2018 is the market off-season, agents, traders are afraid to store a large number of price hikes, will be Market release, the market will naturally be able to ease the shortage of supply and demand.Although the original price will not continue and optimistic about the original, but the spot market reaction with the original is not the same, the price will go down, and gradually digested stockpile inventory, the market will be Gradually slow down.