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The first quarter of 2017, MLCC extended the period of 2-4 weeks, has entered a substantial stock of
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2017 in the first quarter of the global chip multilayer ceramic capacitor (MLCC) supply hot, some manufacturers have extended delivery 2-4 weeks, the gap between supply and demand reached 5%. Coupled with Apple's iPhone 8 second season has started stocking in advance, the world's first MLCC camp for Japanese manufacturers to support a new generation of Apple products, the fear of further compression of the supply capacity of MLCC non Apple system, the current global MLCC has entered a substantive stage of shortage.
A channel said, now many agents have been chasing customer goods, although not to the big boss personally in order to grab the goods where demand is 100%, about 95% can only meet the demand, delivery has been extended for 2-4 weeks. More importantly, there is no rush to enter the mainland brand mobile phone shipments, the market is so tight, if Apple is a new generation of iPhone8 to advance to the second quarter started stocking mechanism, so when the manufacturers will all turn to apple, will increase the supply capacity of MLCC.
It is reported that iPhone8 stocking period at least half a year, and the wave number is very large, at least on a million, and the major MLCC manufacturers seem to have the capacity of the new plan, on the factory also expand only vehicle capacity, apple stock period led to the supply and demand gap, the parties have the psychological preparation.
Taiwan factory Guoju revealed that MLCC production line utilization rate of more than 90%, in the stage of tight supply of snacks. Another supplier Huasco also said that the first quarter production capacity in the high state.
Why would MLCC be out of stock?
In mid 2016, Japanese manufacturers TDK to customers expressed, will withdraw from the general MLCC, and said it had issued a notice to the client delivery time will be extended to two months. In addition, TDK also requires customers to find another supplier. TDK as the world's fifth companies, accounted for about 7% of global market share.
Due to the gradual saturation of the market supply, coupled with changes in customer demand, many MLCC manufacturers are adjusting the direction of the product, to enter the field of miniaturization and RF components. TDK MLCC out of the general market, part of the Taiwan factory, Hua Xinke, Yageo heshentang began to appear single effect.
In addition, Samsung mobile phone explosion, began to strengthen product control, resulting in MLCC delivery was elongated.
Last year, Samsung's new flagship Galaxy Note 7 battery problems, resulting in a number of global mobile phone explosion occurred. After the accident, the Samsung Group on quality control is becoming increasingly stringent, Samsung motor MLCC delivery was elongated, resulting in the second half of the mainland MLCC explosion 30% missing.
Apple's four largest MLCC Vendor Analysis
Apple's four largest supplier of MLCC is Murata, Taiyo Yuden, Samsung, KYOCERA motor. Among them, Murata and Samsung Motors for the world's top two MLCC vendors.
Murata: at present, the global MLCC is dominated by Japanese and Korean manufacturers, including Japan's Murata (Murata) is the world's largest MLCC manufacturers. It is reported that a iPhone 6 Plus and iPhone 6 is equipped with about 1300 electronic components, about 700 for the Japanese manufacturing. Among them, there are 400 possible from the global MLCC leader Murata hand (0402 Size Mini MLCC). In 2015, Murata holds a 37% share in the global MLCC market, no.1.
Samsung Samsung motor: the rise of the motor, largely dependent on his brother Samsung internal consumption. Since 2011, backed by Samsung Electronics this tree, coupled with its own high price advantage of the miniaturization of high capacity MLCC, Samsung motor life has been full of flavor. In 2015, 19% of the share of Samsung motor MLCC global market, after Japan murata. Suzhou wing Electronics Co., Ltd. is Samsung Motors (Samsung chip capacitors, resistors, inductors) the largest agent.
Solar power: Japanese electronic components manufacturer, founded in 1950, headquartered in Tokyo, has developed the famous That's series CD-R, is the main production of ceramic capacitors, ceramic resistors, CD-R, DVD, etc.. In 2015, the solar induced electricity market in the MLCC market share of 12.5%, ranking the world's top third.
KYOCERA: founded in 1959, initially as a technical ceramic manufacturers. October 1982, the company by the Kyoto Ceramics Co., Ltd. changed to KYOCERA Corporation, is now the world's top ten MLCC suppliers.
The analysis of MLCC manufacturers in Taiwan
Throughout the history of the development of MLCC, many times after the shuffle, with Murata, Taiyo Yuden led by Japanese manufacturers still occupy the leading position, both market share and technological innovation, Japanese manufacturers have advantages.
The most intense Murata in the MLCC market and Samsung competition, and in recent years other Japanese MLCC supplier market competitiveness gradually tends to be weak, although the international competition will be harsh, the domestic MLCC manufacturers are also trying to break expectations.
At present, Japan and South Korea Department of manufacturers to take a higher route, land based manufacturers are taking the low order route. Although China is now the world's largest MLCC production base, but the local MLCC passive component manufacturers have not yet break the technical blockade of Japanese and Korean manufacturers.
Analysis on the capacity of the continental capacitor
Fenghua: domestic MLCC (multilayer ceramic capacitor) capacitor leading enterprises, the largest manufacturer of new passive components, and the world's eight large parts manufacturers, with independent intellectual property rights and core key technology products, with large-scale production capacity of computer, mobile phones, home appliances and other electronic machine integrated matching supply.
Yu Yang Technology: Yu Yang is one of the largest manufacturers of MLCC, since its inception in 2001, has maintained rapid growth, by 2014, the annual production capacity has exceeded one hundred billion, ranking first in the country. Relevant sources, if not apple and Samsung, Yu Yang currently in the market share of MLCC capacitors has accounted for 40-50%, the main customers are Lenovo and zte.
Torch Electronics
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