On July 29, Samsung Electric announced that the price of multilayer ceramic capacitors supplied to customers will increase by 30% starting next month. The root cause of the price increase is a surge in demand for high-end MLCCs for AI servers and an overall shortage of supply in the market. According to industry news, Samsung Electric has recently issued MLCC price increase notices to partner distributors, and the prices of all shipped products will be uniformly increased by 30% from August 1. Samsung Electric said in a notice that structural demand has skyrocketed in the global electronics industry in recent months. The company continues to meet market demand by optimizing production efficiency and expanding production lines, but the degree of pressure on the supply chain has exceeded the limit that the company itself can bear. In order to maintain the high standard of product quality expected by customers, the company has to adjust product prices and ask for customer understanding and cooperation; at the same time, it promises to continue to support customer business development with top quality products. Currently, the entire MLCC industry is setting off a wave of price increases due to insufficient supply. Japan Taiyo Yuden, the world's third-largest manufacturer, also sent a letter to customers on the 23rd, planning to raise product prices starting September 1. The company initiated a round of price adjustments last month. Taiyo Yuden said that the prices of raw materials and auxiliary materials have risen sharply, and internal cost reduction alone can no longer absorb the cost pressure. Even if the price increase is completed, it is difficult to guarantee a stable delivery cycle. According to data from market research agency TrendForce, Samsung Electric shipped about 98 billion MLCC units in June, Japan's Murata 140 billion units, and Taiyo Yuden 40 billion units; the monthly shipments of the three major companies Murata, Samsung Electric, and Taiyo Electric all hit a peak in the past five years. The volume of orders greatly exceeded shipments, and the shortage of supplies continued to worsen. By the end of June, Samsung Electric's order shipment ratio was 1.31, the highest since the pandemic; Murata 1.30 and Taiyo Electric 1.25 during the same period. The industry indicator bBratio is greater than 1, which indicates that the number of new orders is higher than the number of shipments, and the backlog of on-hand orders continues to increase.
Zhitongcaijing · 5d ago
Share
Listen to the news
On July 29, Samsung Electric announced that the price of multilayer ceramic capacitors supplied to customers will increase by 30% starting next month. The root cause of the price increase is a surge in demand for high-end MLCCs for AI servers and an overall shortage of supply in the market. According to industry news, Samsung Electric has recently issued MLCC price increase notices to partner distributors, and the prices of all shipped products will be uniformly increased by 30% from August 1. Samsung Electric said in a notice that structural demand has skyrocketed in the global electronics industry in recent months. The company continues to meet market demand by optimizing production efficiency and expanding production lines, but the degree of pressure on the supply chain has exceeded the limit that the company itself can bear. In order to maintain the high standard of product quality expected by customers, the company has to adjust product prices and ask for customer understanding and cooperation; at the same time, it promises to continue to support customer business development with top quality products. Currently, the entire MLCC industry is setting off a wave of price increases due to insufficient supply. Japan Taiyo Yuden, the world's third-largest manufacturer, also sent a letter to customers on the 23rd, planning to raise product prices starting September 1. The company initiated a round of price adjustments last month. Taiyo Yuden said that the prices of raw materials and auxiliary materials have risen sharply, and internal cost reduction alone can no longer absorb the cost pressure. Even if the price increase is completed, it is difficult to guarantee a stable delivery cycle. According to data from market research agency TrendForce, Samsung Electric shipped about 98 billion MLCC units in June, Japan's Murata 140 billion units, and Taiyo Yuden 40 billion units; the monthly shipments of the three major companies Murata, Samsung Electric, and Taiyo Electric all hit a peak in the past five years. The volume of orders greatly exceeded shipments, and the shortage of supplies continued to worsen. By the end of June, Samsung Electric's order shipment ratio was 1.31, the highest since the pandemic; Murata 1.30 and Taiyo Electric 1.25 during the same period. The industry indicator bBratio is greater than 1, which indicates that the number of new orders is higher than the number of shipments, and the backlog of on-hand orders continues to increase.
Disclaimer:Webull uses external vendor Google Translation Service for news translations where we endeavour to ensure these are correct, however, we recommend that you please double-check this information accordingly. Webull is not responsible for translation errors or issues.
What's Trending