In the past two years, in addition to memory, the price of video cards has skyrocketed, and some basic electronic components have also increased in price, including PCB boards, inductors, capacitors, etc., especially MLCC.
MLCC is a chip multilayer ceramic capacitor with high integration and small size. It is often used in high-end products. The global market scale exceeds 11 billion US dollars.
However, MLCC capacitors are mainly controlled by Japanese manufacturers, such as Murata Manufacturing Co., Ltd., Taiyo Yuden, TDK, etc., as well as Taiwan's national giants, Wanghong, Huaxin Branch, etc.
Over the past year, Japan, Taiwan's MLCC capacitors have been rising in price, and it is continuous, each time 20-50% such increase.
According to the latest report, Murata has recently increased the quotation of MLCC by 20-30%. , Taiyo Yuden is also negotiating prices with customers, Taiwanese manufacturers will follow up later this year.
This also makes MLCC manufacturers earn a lot of money, such as Taiwan's national giant, in May, earned 3.5 billion Taiwan dollars, an increase of almost 11 times compared with the same period of last year. The gross profit margin was close to 70%, and the net profit after tax was 55%. The stock price also rose more than 10 times.
In order to gain more profits, some manufacturers also deliberately cut the capacity of low-end MLCC products, the main high-end, and further increase the gap between supply and demand.
