Yang Lin, Chairman of Xianghai Electronics: What is the root cause of the price increase of MLCC?

Micro-network news, in recent years, with the rapid development of electronic component design, manufacturing and downstream terminal electronics manufacturing in the domestic electronics industry chain, the electronic components authorized distribution business for the upstream and downstream of the domestic electronics industry chain It also achieved rapid development, and the industry concentration began to enter a significant upgrade stage. It is expected that the domestic electronic component authorized distribution industry may replicate the development path of international giants such as Arrow, Avnet, and the United Nations General Assembly, and eventually lead companies.

In the context of the above-mentioned industrial development, Shenzhen Huaqiang has continued to expand and expand along the electronic industry chain since 2015, through the acquisition of Xianghai Electronics, Pengyuan Electronics, Qi Nuo Technology, Core Fiji Electronics and Capital Increase Holdings Hong Kong Qing Porcelain and other outstanding The authorized distributor of electronic components, continuously integrates the authorized distribution business of domestic electronic components and initially completed the upstream passive component agent + active component agent, foreign production line agent + domestic production line agent, and different application fields in the downstream ( Such as mobile phones, power electronics, new energy, security, automotive electronics, etc.) more complete, complementary electronic components distribution platform layout.

In order to comply with the development needs of authorized distribution business of electronic components, Shenzhen Huaqiang is setting up Huaqiang Semiconductor Group as an integration platform to create a unified brand image of 'Hubei Semiconductor (English NeuSemi)', which has formed a significant brand effect. Production line, opening up important downstream industry markets, key customers, mergers and acquisitions distribution industry and upstream and downstream quality standards of the industry chain, promoting the rapid development of Shenzhen Huaqiang electronic components authorized distribution business in the endogenous growth and extension of M & A two-wheel drive.

Recently, Yang Lin, chairman of Shenzhen Huaqiang Subsidiary Xianghai Electronics, revealed the source of funds for building Huaqiang Semiconductor Company and the MLCC capacity distribution with the highest price increase of electronic components and the fundamental price increase of MLCC. the reason.

Huaqiang Semiconductor funding sources:

Yang Lin revealed that up to now, Huaqiang Semiconductor has built its own funds in addition to its own funds, and the rest of the funds are from bank credit. Based on the excellent assets of Shenzhen Huaqiang, the cost of obtaining bank credit is lower.

Shenzhen Huaqiang's Huaqiang Electronic World, property management and other heavy asset business operations are stable, is the engine of other fast-growing businesses of the company, and is the basis for other banks' credit granting of lower interest rates.

MLCC capacity distribution:

Yang Lin said: MLCC technology and capacity distribution have obvious regional characteristics. Chinese manufacturers mainly produce large-size, low-capacitance products with relatively low technical content; Japanese manufacturers mainly produce small-sized, high-capacitance products. The technical content is very high; for the same size products, the capacitance value of the products produced by Japanese manufacturers is much higher than that of the mainland manufacturers, and the Taiwanese manufacturers are located between the two.

The root cause of MLCC price increases:

Yang Lin said: Since MLCC has been increasing since 2017, the price increase is due to the structural imbalance between supply and demand. For the same size MLCC products, Japanese manufacturers originally produced capacitor values ​​that are ahead of Taiwanese and mainland manufacturers, since 2016. At the end of the year, the Japanese manufacturers' products have moved to smaller sizes and higher capacitance values, resulting in structural shortages between the product areas produced by Japanese manufacturers before the end of 2016 and the product areas that Japanese manufacturers began to produce at the end of 2016. The mood spread to Taiwan and Product areas produced by mainland manufacturers.

Impact of MLCC price changes:

Yang Lin said: The company is not engaged in short-term 'roasting goods' and other business activities that hurt customer relationships and channels.

In the shortage of MLCC, Shenzhen Huaqiang has assumed a stable and sustainable role as a large distributor, smoothing the upstream and downstream impacts of the supply chain, and based on years of industry experience and technology, research and other capabilities, making forward-looking predictions. Guide customers to make reasonable arrangements for purchasing, inventory, etc. according to the supply of different components and changes in demand.

At the same time, Shenzhen Huaqiang, as a powerful distributor of large-scale electronic components, relies on its own competitiveness in the field of electronic component distribution, providing comprehensive support to customers in procurement, inventory, logistics, capital, technology and other parties. And service, long-term, effectively protect the safety and stability of the customer's supply chain and production, greatly enhance the customer's stickiness, and consolidate and strengthen Shenzhen Huaqiang's market position as the leader in the electronic component distribution industry.

2016 GoodChinaBrand | ICP: 12011751 | China Exports