China’s largest Aluminum Electrolytic Capacitor plant, Iowa, recently announced an increase of 8% in price. Taiwan’s Hongkong’s Zhibao and Kaimei, Jinshan Electric, and Lilong, as well as Japan’s Gateway, Japan, and Japan’s electronic trade, are expected to follow suit. Following the multilayer Ceramic Capacitor (MLCC) and chip resistors, the third wave of passive components surged.
Due to the incomprehensible structure of the upstream aluminum foil as an important material, the industry generally estimates that the out-of-stock condition of Aluminum Electrolytic Capacitors this year may be more severe than that of laminated ceramic capacitors (MLCC). This year, as well as the slight increase of last year, the price increase this year may be even stronger. Obviously.
The aluminum industry has always been a high-energy-consuming and highly-polluting industry. In the past, the common environmental impact assessment failed to build factories. As a result, the Xinjiang region took action to clean up illegal factories last year, which in turn affected the supply of aluminum foil and became a wave of aluminum foil. The culprit of price.
After the sudden drop in supply of aluminum foil, many manufacturers turned their production bases to Japan and the United States, but the production costs remained high, resulting in higher prices of aluminum foil all the way from last year. In April of this year, they again escalated 8% to 10%. The cumulative increase has been More than 30%.
Since aluminum and aluminum foil are very important raw materials for aluminum electrolytic capacitors, aluminum materials account for about 50% of the cost of aluminum foil, and aluminum foil accounts for 2 to 30% of the cost of aluminum electrolytic capacitors. For aluminum electrolytic capacitors, the cost pressure index bursts.
Since last year, MLCCs, aluminum electrolytic capacitors, Solid-State Capacitors, tantalum capacitors and other sub-products have begun to be out of stock, and they have become increasingly popular. Judging from the uptrend, last year's sharpest increase in the number of inferior products devaluation MLCC, aluminum electrolytic capacitors, solid capacitors only a slight increase in the daily plant 3% -5% range, not as ferocious MLCC.
This wave of electrolytic aluminum electrolytic capacitors has caused price rises. This was caused by Ribango’s earliest creditor bank’s request to improve its profitability structure. It withdrew from the non-profitable areas in the third quarter of last year, and escalated the price of its products to the customer’s entire line by 10%. Nippom Chemi-Con and Nichicon followed up in the fourth quarter.
In addition to aluminum electrolytic capacitors, passive components, another product, solid-state capacitors are also due to rising costs and tight market supply. Taiwan’s Shan State, Jinshan Electric, Lilong, and Zhibao have succeeded in pursuing price increases for clients, which have risen within 10%. .
As Rubycon, a supplier of Japanese aluminum electrolytic capacitors and solid capacitors, announced its withdrawal from the chip-type solid-state capacitor market in the second half of last year, orders were shifted to Taiwan and other manufacturers such as Shan State and Jinshan Electric. By the fourth quarter, demand for digital heat driven servers changed. Heat, solid-state capacitance gaps follow.
