Yageo MLCC price increase, effective in April
International Electronic Business News on the 16th, at the beginning of this month, Yageo issued a price increase notice to clients, resistors and MLCC are expected to increase by 10~20%, and the new price will start in April Effective, contract customers are also included in the scope of price increase.
Yageo said that in the past period of time, facing the pressure of rising costs, there were indeed price adjustment actions to varying degrees on the client side. The reason for the price increase is also the increase in various costs, including labor, transportation and raw materials.
Huaxinke is not to be outdone, and the increase is higher than that of Yageo
According to the latest news from Taiwan media, some agents revealed that after Yageo decided to raise the price of MLCC by 10%-20% from April, the "passive second brother" Huaxinke Not to be outdone, and recently issued a notice to increase the quotation of MLCC by 30%-40%, which is twice as high as that of Yageo, highlighting the passive and tight market conditions.
It is worth mentioning that, according to Huaxinke’s practice in previous years, most of the time points for adjusting MLCC quotations will be a quarter later than Yageo’s. Now Yageo and Yageo have launched price increases at the same time, and the increase rate is also higher than that of Yageo, which has caused heated discussions in the market.
Huaxin Branch said it would not comment on market prices.
Taiwan media pointed out that the quotations of passive components have continued to rise recently, highlighting the good market conditions. Coupled with the continuous demand from clients, it can be said that the price and volume are rising.
Buyer: Walsin’s price hikes will continue
Before this, International Electronics Business reported that Walsin’s chip resistors and low-temperature co-fired ceramic components (LTCC) have all increased in price, and LTCC has increased three times in a row.
Some people in the industry believe that after Huaxin Branch raises the price of MLCC this time, it is expected that the quotations of the company's three major product lines will rise.
The industry pointed out that after the Lunar New Year, in addition to the continued strong demand for mobile phones and PCs/laptops, the demand for automotive semiconductors has also recovered strongly. Moreover, the value of the passive parts themselves is not high. Compared with the price increase of the chip, the passive price increase is easier to be accepted by customers.” I think that at this time, Yageo and Huaxin Technology have raised their quotations, and it is expected that the client will not have much opinion.
Japanese supply “can’t keep up”
As for Japanese, Murata Manufacturing has already raised the price of MLCC at the beginning of the year, and informed customers that the average delivery time of some models has exceeded 112 days, and even 180 days. Taiyo Yuden, another major Japanese manufacturer, is betting on the automotive market. The consumer electronics side emphasizes that supply exceeds demand, and almost completely stops accepting new orders for consumer electronics applications. TDK has also issued a price increase notice to customers of first-line assembly plants, and multiple factors have caused orders to spill over to Taiwanese factories such as Yageo and Huaxinke.
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