In the passive component market, Japan is still the dominant player, and the United States, South Korea, Taiwan and China each have their own strengths. It is reported that nearly 80% of the global market share is monopolized by Japanese manufacturers. The leading companies Murata and TDK alone had passive component revenue of more than 10 billion last year, accounting for almost half of the market share.

American manufacturers also actively developed passive components after World War II. The two major passive leaders, Vishay and KEMET, have successfully gained dominance in this field through many large mergers and acquisitions.

In South Korea, Samsung developed ultra-small MLCCs in 1988. It was not until 2007 that it began to significantly expand production of MLCCs, from 20 billion units per month to 48 billion units in 2011, and in 2015 Reaching 58.8 billion units per month, the market share is as high as 20%, and Samsung does not hesitate to seize the market by lowering gross profits.

Taiwan’s passive component market presents a fragmented pattern, with each manufacturer having a balanced strength. Although mainland China currently mainly focuses on mid- to low-end products, a number of high-quality manufacturers have also emerged.

The overall delivery time is 3-6 months

As several major Japanese manufacturers have gradually stopped producing medium and high-capacity MLCCs in recent years and switched to more profitable automotive products, 3C consumption has There is a huge gap between supply and demand in the electronics field.

In terms of delivery time, Samsung Electronics' own MLCC inventory is currently running low. Its subsidiary Samsung Electro-Mechanics has fully started to expand production in factories in Busan, the Philippines and Tianjin, China, with an overall delivery time of 3-6 months.

In terms of price, the costs of upstream materials such as ceramic powders, electrode metals and packaging materials have increased, and passive component manufacturers have successively raised product prices. The following is the timeline for various manufacturers to increase product prices:

In October 2016, many agents received price adjustment notices from Yageo, and the prices of its most popular RC series thick film resistors increased across the board: 0201 increase The price is 5,0603 has increased by 5,0805-1026 has increased by 3, and its delivery period has generally been extended to 8-10 weeks, nearly doubled.

On February 25, 2017, Taiwan Housheng Group issued an announcement to increase the prices of some resistor products: Due to the increase in raw materials, labor and corporate operating costs, in response to industry trends, Housheng Group will increase prices starting from March 1 , for chip resistors CHIP-R with sizes above 0603 (inclusive), the price will be increased by about 10% based on the current price, and the specific price will be based on the quotation.

On April 20, 2017, Taiwan Yageo, Apple’s MLCC and R-Chip product supplier, the world’s largest resistor manufacturer and the world’s third largest wave passive original component manufacturer, issued a message to agents and customers. Announced price adjustments for chip resistors R-CHIP and chip capacitors MLCC.

On April 21, 2017, Fenghua Hi-Tech, the largest chip resistor manufacturer in China, issued a price increase notice for chip resistor products to customers.

On June 1, 2017, TDK issued a notice to agents that MLCC has begun to increase prices. Japanese manufacturers have successfully increased prices and popular items have increased by 5-8%.

On June 19, 2017, Yageo informed MLCC that the price would increase by RMB 15-30 and the delivery time would be extended from 6 weeks to 24 weeks.

On July 12, 2017, Taiwan's Dayi Technology (Suzhou) factory, the world's second largest resistor manufacturer, issued a price increase notice: various costs (including) freight and labor costs continued to increase, and today Orders for 0603-1206 chip resistor products will be temporarily suspended until the selling price is reviewed before orders can be resumed.

Which products are passive components? What is the difference between passive components and active components?

Passive components are passive devices, while active components are active devices. The so-called sources refer to "voltage source", "current source", etc.

Generally speaking, passive components can operate without being connected to electricity, and can have functions such as regulating current and voltage, storing static electricity, preventing electromagnetic interference, and filtering current impurities. Compared with active components, when the voltage of passive components changes, the resistance and impedance will not change accordingly.

Another way of saying this is that active components use their electrical characteristics as components under bias conditions, while passive components should not change their electrical characteristics due to changes in bias. .

Active components: components in circuit components that can perform data operations and processing. Including a variety of chips, such as transistors, integrated circuits, image tubes and displays in semiconductor components, are all active components, mainly diode, BJT, MOSFET, etc.