In addition to aluminum electrolytic capacitors, passive components, another product's solid-state capacitors, also suffered from rising costs, and the market was in tight supply. Taiwan Power Plant, Jinshan Power, Lilong, Zhibao had successfully bid for price increases from the client, increasing by 10%. Within.
The relevant manufacturers are reluctant to comment on the price trend, and only respond with low-key. The cost pressures are really high last year and they only hope to reflect the cost. The market expects that the price increase will benefit the relevant suppliers in this quarter's revenue and gross margin performance.
The industry estimates that the largest solid-state capacitor factory in Taiwan is expected to generate more than NT$700 million in revenue this quarter. The quarterly growth rate looks at 20% to 30%, and the single-season high will be written again. Since orders are still in hand, Shanbang will this year Continuous expansion of production capacity.
As Japanese aluminum electrolytic capacitors and solid capacitor suppliers Rubycon announced its withdrawal from the chip solid-state capacitor market in the second half of last year, the order was shifted to Taiwan and Jinshan Electric and other factories; by the fourth quarter, demand for digital heat-driven servers became hot. , The gap in the solid-state capacitor increases.
According to server application analysis, about nine to ten solid-state capacitors were used in the past, and now the high-end market has increased to more than 20, and the usage has increased sharply. The phenomenon of out-of-stock has expanded and the delivery period has been extended to six months. The estimated gap is 60%.
The recent digging machine market pulls weaker, but due to the original large gap, coupled with the terminal applications such as e-sports, laptops, and power supplies, the demand is not poor, and the phenomenon of out-of-stock of solid capacitors has not been resolved; As the cost goes higher, Taiwan Solid-State Capacitor Factory has started to release price increases to clients since January.