On April 3, 2018, Samsung Motor issued a price adjustment notice...
On April 3, 2018, Samsung Electric issued a notice that as the supply of MLCCs this year was more severe than last year, some major producers cut production in non-strategic areas. Therefore, we expect that the supply of MLCC will not be improved this year.
We optimize our overall production capacity and distribution policies based on sustainability and profitability. This is critical to investing in our production capacity.
We also hope to get your understanding in this price adjustment implementation. The new price will be implemented from May 1, 2018.
Not long ago, on March 2, MLCC giant Murata issued a notice saying that with the recent increase in demand for high-performance laminated ceramic capacitors in the communications and automotive markets, MLCC manufacturers including Murata have been unable to satisfy the overall situation. demand.
Murata said that due to the large increase in overall demand, Murata must concentrate its production resources on small-size products and high-performance products with high market demand and difficult production. For the “old product group” that already has miniaturized substitutes, it has to The production capacity will be reduced to 50% in 2017 and will continue to shrink in the future.
In addition, as other MLCC manufacturers continue to raise prices, "old product groups" such as "0603/0805 size high dielectric constant type, electrostatic capacity below 1uF" orders continue to concentrate in Murata, resulting in difficult adjustment of Murata capacity.
As a result, Murata is planning to reduce its orders for “old product groups” through miniaturization, multiple supplier certifications, and the transfer of orders to Taiwan for other MLCC vendors.
In order to strengthen the control of the "old product group" orders are too concentrated, etc., from now on, Murata will start the initial price adjustment for the following products, the new order price will take effect on March 2, 2018.
Subsequently, Huaxin Branch raised the price of the full range of MLCC, and the national giant raised the price of the full range of MLCC (layered ceramic capacitors) from April 1st. It is reported that the average increase rate falls to 40-50%, higher than the 10 in February. ~20%, which is equal to the increase of 2 to 2.5 times compared with February. At present, MLCC capacity and price adjustments have intensified in 2018, and it is likely to bring great uncertainty to downstream customers in the supply chain.