Supply chain sources told the Central News Agency that the tight supply and demand of passive components, coupled with the extended delivery time of major Japanese manufacturers, has led some agents in mainland China to raise their own prices and obtain priority for MLCC products from major Japanese passive component manufacturer Murata, in order to increase the stock level to meet customer demand.
This person pointed out that the longer delivery time of Murata's MLCC products is mainly due to the supply of highly customized MLCC products used in the automotive and industrial sectors. Currently, the average delivery time is more than 112 days, and the longest delivery time is up to 180 days, and the longest delivery time is for products with special specifications and high volume value.
Regarding whether the above news has driven the selling price and order receiving status of Taiwan Giant MLCC products, Giant said in reply to the reporter's inquiry of the Central News Agency that it does not comment on the order receiving status of its peers or other companies, and will pay close attention to the market situation and make appropriate response; The company also does not comment on prices, which are determined by market supply and demand.
Guojuagu MLCC and chip resistor working rate continue to increase, aiming at the end of the first quarter of this year, MLCC capacity utilization rate will reach 90%, chip resistor working rate will reach 80%, tantalum capacitor capacity will continue to be full, the Greater China plant will be arranged to work overtime during the Lunar New Year.
Huaxinke, another MLCC plant, has a visibility of about 3 months in MLCC and chip resistance, with an average field activity rate of about 95% and a current inventory of about 40 days.
According to the data, Murata is the world's largest product supplier, accounting for more than 30% of the global output, MLCC accounts for 36.6% of Murata's overall revenue, located in Japan's Fukuda Plant and Izumo plant mainly produce MLCC products, Mackerel plant mainly produces chip resistance products.
In a recent interview with foreign media, Satsumi Nakajima, president of Murata Production Company, said that while global smartphone manufacturers such as Apple (AAPL) have strong demand, the tight supply and demand for MLCCS will continue until the Chinese Lunar New Year in February. In particular, the demand for small, large-capacity MLCCS for 5G smartphones is strong, and the factory operation rate is close to 100 percent.
Global MLCC manufacturers include Murata, SEMCO, China, Japan, TDK, AVX, etc., among which Kogue is the third largest MLCC supplier in the world.