Due to the incomprehensible structure of the upstream aluminum foil as an important material, the industry generally estimates that the out-of-stock condition of aluminum electrolytic capacitors this year may be even more severe than that of laminated ceramic capacitors (MLCC). This year, as well as the slight increase in last year, the price increase this year may be even stronger. For obvious.
The aluminum industry has always been a high-energy-consuming, high-pollution industry. In addition, the common environmental impact assessments in the past have not covered factories. As a result, the Xinjiang region took action to clean up illegal factories last year, which in turn affected the supply of aluminum foil and became a shortage of this wave of aluminum foil. The culprit of price.
After the sudden drop in supply of aluminum foil, many manufacturers shifted their production bases to Japan and the United States, but the production costs remained high, causing the prices of aluminum foil to go up all the way since last year. In April of this year, they again escalated 8% to 10%. The cumulative increase has been More than 30%.
Since aluminum and aluminum foil are very important raw materials for aluminum electrolytic capacitors, aluminum materials account for about 50% of the cost of aluminum foil, and aluminum foil accounts for 20% to 30% of aluminum electrolytic capacitors. For aluminum electrolytic capacitors, the cost pressure index bursts.
Since last year, many sub-products such as MLCC, aluminum electrolytic capacitors, solid-state capacitors, and tantalum capacitors have begun to be out of stock, and they have become more popular. From the standpoint of rising prices, the most dramatic increase in the output of last year was MLCC, aluminum. The quality of electrolytic capacitors, solid capacitors only slightly increased by 3% -5% per day, not as strong as MLCC.
This wave of electrolytic aluminum electrolytic capacitors has caused prices to rise due to the fact that Nissan Rubicon’s earliest creditor banks required it to improve its profitability structure, withdraw from the non-profitable areas since the third quarter of last year, and escalate the price of its products to the customer's entire line by 10%. Nippom Chemi-Con, Nichicon followed up in the fourth quarter.
In addition to aluminum electrolytic capacitors, passive components, another product, solid-state capacitors are also rising due to rising costs. The market supply is tight. Taiwan Shan State, Jinshan Electric, Lilong, Zhibao have already tried to increase the price of the products to the customer's end, with an increase of less than one percent. .
As Rubycon, a supplier of Japanese aluminum electrolytic capacitors and solid capacitors, announced its withdrawal from the chip solid state capacitor market in the second half of last year, the order was transferred to Taiwan and Jinshan Electric and other factories. By the fourth quarter, the demand for digital heat driven servers changed. Heat, solid-state capacitance gaps follow.