It can be speculated that the shortage of MLCC will relatively increase the demand for tantalum capacitors, such as price changes due to insufficient supply.

* Mainly due to the increasing use of MLCCs in smartphones, cameras, and automobile manufacturing, demand has been gradually increased, and supply has fallen short of demand.
Current delivery period of other manufacturers is at least 40 weeks (MLCC shortage is expected to continue till 2020).

* The market is looking for alternatives to solve the shortage of multilayer ceramic capacitors MLCC, some can be replaced by capacitors with equal ratings (such as tantalum capacitors).
The main difference between tantalum capacitors and ceramic capacitors is their performance at a certain temperature and voltage difference. In many applications, tantalum capacitors can be used to replace MLCCs, but tantalum may increase the cost of the assembly.

* Reasons affecting the price and delivery of tantalum capacitors: increased demand for national defense and aviation, fires in the tantalum mine in Brazil (occurred in March 2019), and the weakening of US dollar against CNY due to international exchange rate factors).

At present, it has been confirmed that MLCC is in short supply and some tantalum capacitors can be replaced. Therefore, the demand for tantalum capacitors has increased. If the supply is insufficient, it will cause market price changes and market supply shortages.

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