Therefore, the village field, Semco and other technology leading manufacturers continue to invest in new technology research and development is also for the future market layout, or wait until the 0 c

The price of the accumulated ceramic capacitors has been confusing for some time, and the Taiwanese factory's response to the issue has gradually cooled. It is pointed out that many EMS manufacturers actually have flexible adjustment capabilities, and Japanese suppliers also maintain close relationship, there will be no production disconnection status, the outside world that passive components out of stock, the trend of price increases may have to a paragraph. But Chen Taiming, chairman of the country, has continued to reiterate past arguments, and said MLCC is still in the distribution, supply and demand tight to 2019 years, the company will work hard to solve the problem of customer feed source. Chen Taiming, chairman of the national giant, said at the shareholder meeting 5th, Japanese, Han MLCC factory mainly focus on hypervolemic value, automotive products, high-order passive components of the price of 100 yuan, medium and low level passive components should be in the price of 60 yuan, but the current price only rebounded to 20~30 yuan. It is believed that Chen Taiming this language in the future Taiwan plant production of the lower-order MLCC price There is room for increase.

But Chen Taiming also thinks that price increases are only short-term phenomenon of supply and demand, long-term fundamentals still depends on sales channels and customer structure. Chen Taiming constantly stressed that the Japanese, Korean manufacturers once the higher-order products, will not go back to do the lower-order products, Japanese manufacturers should have 30% capacity released; As for the land line plant can only do low order products, technology and quality completely with the plant, and the plant in the global passive components market accounted for less than 6%, even if the expansion of 50% or less. So Chen Taiming that MLCC's supply would be stretched to 2019. In addition, the equipment delivery period of up to 14 months to 18 months, but also Chen Taiming that MLCC supply of limited growth of the important reasons. Familiar with the MLCC industry, said, although the Japanese factory such as Kyocera (Kyocera), TDK, Alps Electric and Korean factory Samsung Motor (SEMCO) and so on are robbed into the high-end market, but including village field production (Murata), including manufacturers are said not to give up 1 years 1.4 billion ~ 1.5 billion smart mobile phone market, especially the higher-order intelligent mobile phone is the Japanese and Korean manufacturers important source of revenue. More importantly, the Japanese and Korean factories are trying to invest in the next generation of product research and development, reverse technology is less than the backward Taiwan factory is not alarmed. At present only in the yield of existing products to improve, or improve the car, the proportion of niche products shipped. The outside observation Taiwan system manufacturer country giant, Huanico seems to be excited about the shortage of MLCC, because out of stock can increase the price for the company to bring more profits. But the Japanese electronics 0 component manufacturers have focused on the next generation of product development. For example, in addition to the investment of 930 million U.S. dollars to expand the capacity of electric vehicle-related 0 components, the village field also invests in improving the yield of multilayer flexible substrates (METROCIRC), and installs high-frequency components in a bending feature for use in high-performance and ultra-thin smart phones. Murata also hopes the new product can be used in the automotive 0 component market, in addition to the higher-order smartphone, the Internet of Things (IoT) and wearable devices. Relative to the passive components plant status quo, have to grab food has the effect of price increases in the MLCC market, Korea plant Samsung Motor (SEMCO) is to make full use of MLCC to create profits, invest in the development of new PLP cause. The company announced a recent investment of 2.79 million U.S. dollars and Samsung Electronics (Samsung Electronics) LSI Systems division to work together to engage in PLP packaging technology research and development. Because the product can be used for intelligent mobile phones, all kinds of electronic products, automotive, Internet of Things (IoT) market, in addition, in power management IC, wireless RF IC, Action application Processor (AP), etc. also have important applications. Samsung Motor President Li Runtai said that 2018 will be the beginning of PLP packaging technology to create results. From the point of view of the 0 component suppliers, any star product will feel the pressure of the customer and the factory to chop down the order immediately if the sales result is inferior to the expectation. The same goes for markets like smart phones and electronic cars.

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