Only the supply side continues to increase production capacity, plus the channel and customers have the stock and inventory level. At the same time, the IC design factory also cooperates with the customer to modify the design to reduce the amount of MLCC, or change the specifications, becoming the four major variables affecting the market conditions of MLCC next year. .
The MLCC staged the shortage of goods for two years. Up to now, various MLCC factories are still waiting to see the market outlook. The calibre agrees that the market gap remains unchanged and the price trend is also synchronized.
However, all the way to being scared, the system factory that has risen to fear, has repeatedly released the information that 'inventory has been prepared for two, three seasons', 'passive devices are not out of stock' and so on, suppressing the momentum of MLCC suppliers.
Recently, the IC design factory followed up, and said that it has cooperated with customers' needs. In the second half of the year, it will gradually release versions that reduce the use of MLCC or use the specifications that are not out of stock. For a time, 'less use of MLCC' has become a new selling point for IC design factories. one.
However, some IC design manufacturers pointed out that the integration of passive devices has always been a new chip design trend, but in fact, it is possible to integrate space or limit. At present, most of them can only integrate small-capacity MLCC, and still need to use a lot of MLCC.
In addition, the chip performance is getting higher and higher, and the number of MLCCs used in the surrounding area continues to increase. Even if the integration degree of the chip is increased, the speed of the increase in the number of passive devices can only be slowed down, and it is still impossible to reduce the amount temporarily.