Global passive components supply tight, full capacity and price increases make the relevant vendors revenue and gross profit margin significantly expanded.According to professional agencies estimated that by 2020 the global passive component output value will increase 22% over 2017, reaching 28.6 billion US dollar.Paumanok, a market research firm, predicts that demand for the global passive component terminal industry will reach 28.6 billion U.S. dollars by 2020. Network communications will grow by 39% to 12 billion U.S. dollars, and car growth will reach 31% to 4.6 billion U.S. dollars. Special purpose growth 35%, to reach 1.1 billion US dollars; power and industrial control purposes will grow 24% to 2.9 billion US dollars; but consumer electronics will be reduced by 6%, the computer will grow only 3% to multilayer ceramic capacitors (MLCC), for example, the The top suppliers surveyed by the survey include Murata, Semco, Taiyo Yuden, TDK, Walsin and Yageo. If this forecast Accuracy is very high, manufacturers should adjust their products as much as possible, toward high growth, high-margin products such as high-capacity, high-frequency, high-pressure passive components layout, reduce the growth slowdown, or even decline in the shipping industry categories From the product point of view, the car The field of passive components for the Taiwan Department of the industry is still very much to be exceeded.Currently only 5% of the country's giant, accounting for 5.5% of the new division.Now how to improve the passive components in the Taiwan market share in the automotive market, not only the test station factory Of the technological capabilities, but also Taiwan and overseas cooperation in tactical plant layout.As for the significant decline in consumer electronics, Giant and Huaxinke share of 12% and 11.6%, the two companies suffered the same degree of impact. The difference is greater Is a computer, accounting for 41% of the country's huge shipments of goods, accounting for 24.2% of the new branch, if this part of the growth slowed down, I am afraid long-term impact on the country giant However, Japanese, Korean manufacturers supply strategy resulting from the transfer Of the passive components out of stock situation has not been lifted, the country a huge increase in the appropriate price, but the profit-making significant contribution to the market temporarily free from the threat of slowing growth in the use of electricity and industrial control, the giant giant only 22 %, But Huaxinke is as high as 30%, if the global market growth of 24% on schedule, it seems that the benefits of the new division of China is quite obvious.Different from bulk products, thick film resistors, some Taiwanese manufacturers have also cut into the sheet resistance, Strive for more profitable market opportunities. Taiwanese manufacturers pointed out that the automotive electronics by advanced driving assistance system (ADAS) impact, the annual demand for automotive MLCC is expected to have more than 3% growth rate, it is indeed manufacturers strive to achieve the goal .As for consumer electronics products Decline, Taiwan manufacturers pointed out that the demand for 4K, 8K HD, large-size TV is actually increased, in addition to SONY PS4, Microsoft XBOX, Nintendo Switch and other gaming consoles and graphics cards also increased demand, it seems that the professional agencies have not yet seen the forecast In the more pronounced industrial controls, Taiwanese manufacturers said that the growth of industrial control is indeed the case, and LED lighting market demand is strong, but also push MLCC out of stock one of the reasons.And network communications equipment, the most recent Demand for communications such as IoT, 5G, servers, and base stations is huge. Most vendors have already deployed in this area before the professional organizations forecast a growth rate of nearly 40%. Even in the past, there was no expansion Capacity RF components, filters, Bluetooth, antenna module (ASM, antenna switch module) and other expansion plans have also recently MLCC out of stock for up to 15 months, the Japanese passive components maker TDK The stock price even rose to more than 10,000 yen.Taiwan manufacturers believe that the delivery of equipment for up to 10 months, each manufacturer cautious in response to the current out of stock, will not blindly expansion.And the Taiwan-based manufacturers on the automotive market is very High interest, bitter car supply chain certification for a long time, it is still unable to make a contribution to revenue performance.But overall, the passive components manufacturers in Taiwan in recent years to maintain a 2-digit annual revenue growth rate should Not difficult.And the market is still out of stock, the product price is not easy to fall, as long as the effective reduction of production costs, profit improvement should continue.
