Production layer of ceramic capacitor passive components manufacturers have paid a beautiful report card, due to capacitance, resistance prices and shipments are synchronized growth, pushing up the value of Taiwan's exports increased significantly, even customs officers were surprised that the small passive components can create excellent export performance. However, the market is worried that up to 1 years of shortage and price surge fear is nearing the end of the Taiwan system passive components factory, although the performance of the backing, also can not withstand the torrent of share price decline. At present, MLCC is not the problem of rising and not raising prices. But how many customers have to accept the problem, MLCC customers if it is expensive not to buy, to get out of the goods, and then back to the original MLCC manufacturer to the product, then may have no goods, and even if the order, also do not know how long to queue to turn. Therefore, as long as there is a supply contract on hand, even if the price is rising, customers will not dare to let go. At present, including the country giant, Huanico, Wo Extension Hall and other manufacturers at this stage as long as the new capacity out, there is no need to worry about no orders. To MLCC manufacturers Huanico, for example, the 2nd quarter revenue exceeded NT $11 billion, a record high, plus the industry outside the Japanese solar lure shareholding, 2nd quarter profit reached 4.367 billion yuan, twice times more than the 1th quarter, the first half of the profit growth of 6 times times, due to the current stage of the MLCC market is excellent, China's Division of the Board through the processing of cash to increase capital to expand production MLCC. WO Extension Hall focused on automotive, industrial control, chargers and other niche type of high-pressure MLCC, in the market to buy strong and strategic adjustment, the 2nd quarter of self-made MLCC revenue accounted for more than 50%, gross margin from 30% to 38.9%. Wo Extension Hall MLCC capacity is far lower than the national giant and Huanico, but still actively expand production, with the import of MLCC equipment installed in the 3rd quarter began about 15% of the new production capacity, the revenue and gross margin have positive benefits. MLCC Leading Factory village field production (Murata) 2nd quarter revenue growth 25.7%, mainly smart phone performance expansion, automotive electronics, 5G base station pull, led MLCC sales performance. Murata 2nd quarter MLCC, such as capacitor sales growth of 31.3%, including inductors, connectors, sensors and other sales increased by 71.6%, visible MLCC, inductors and other components sales to play the main thrust of revenue growth. As for the MLCC price issue, Murata said it is in consultation with customers. MLCC manufacturer TDK 2nd quarter beneficiary Car MLCC sales increase, combined revenue increased by 18.5%, business interest increase 53.1%, including MLCC, induction element aluminum electrolytic capacitor and thin film capacitor sales all pay a beautiful report card, while the battery-oriented energy applications business has also grown significantly, visible automotive electronics , the demand for passive components in electric vehicles and other markets is rapidly expanding. However, TDK also said that the market outlook and the U.S.-China trade friction, dare not be too optimistic about the future performance. Although the performance of passive components in the first half of the 2018 years, but the second half of the year and 2019, 2020, MLCC and other passive components market demand is continued strong, equipment delivery of up to 1.5 of the situation whether the early digestion, so that manufacturers to expand production planning early realization, in the supply of large increase May make the trend of price rise to a halt.
