Kingtronics Blog

Due to the raging coronas virus epidemic, the entire electronics industry has been under tremendous pressure this year. The sluggish consumer market demand and the suspension of production and factory closures caused by the "closure of cities" in various countries have seriously affected the development of the industry, and the market prices of various components have been rising endlessly.
由于新冠疫情来势汹汹，今年整个电子行业承受了巨大压力，消费市场需求不振以及因各国“封城”导致的停产关厂都严重影响了行业发展，各类元器件市场涨价层出不穷。

In the MLCC market, prices increased dramatically at the beginning of the year due to the dual factors of the epidemic and the Spring Festival holiday. In March, major MLCC production towns such as Malaysia and the Philippines were forced to "close the city", causing serious damage to the production capacity of Japanese and Korean manufacturers. At the same time, Yageo and other Taiwanese manufacturers benefited from raising their quotations.
在MLCC市场，年初由于疫情加春节休假的双重因素，价格直接起飞。到了3月，马来西亚、菲律宾等MLCC生产重镇被迫“封城”，造成日韩系厂商产能受损严重。与此同时，国巨等台厂顺势调升报价，从中获益。

Later then, major producing areas have been "unblocked" one after another, and MLCC supply and demand have gradually returned to balance. At the end of June, it was reported that Yageo took the initiative to lower its quotations by 20%, taking half the price increase in the first half of the year, in order to compete with Japanese and Korean manufacturers whose production capacity has largely recovered. In this regard, the MLCC market in the first half of the year, dominated by Taiwanese manufacturers, ended.
再往后，各大产地陆续“解封”，MLCC供需渐归平衡。6月底，市场传出国巨主动调低报价两成，将上半年涨价幅度回吐一半，以此跟产能已经大体恢复的日韩系厂商竞争。就此，上半年MLCC市场以台厂为主导的涨价行情终结.

Paying attention to the demand side, the first half of this year was undoubtedly a hit. The sales of important applications including mobile phones, automobiles, and PCs all dropped significantly year-on-year. Although boosted by the "home economy", PC shipments recovered in the second quarter, but it is still difficult to withstand the general downward trend in consumption.
转过头来看需求端，今年上半年无疑是备受打击，包括手机、汽车、PC等重要应用的销售量都同比大幅下降。尽管受到“居家经济”的提振，PC出货量在第二季度有所恢复，但仍难抵消费下行的大趋势。

Looking forward to the second half of the year, the overall epidemic in China will be effectively controlled, Europe and the United States will be "unblocked" one after another, and the global demand for consumer electronics will recover. Based on this fundamental, Apple's 5G version of iPhone 12 will also be on sale in the second half of the year. With the general sales of new iPhone products in the tens of millions, the demand for MLCC and other components will surely be boosted.
展望下半年，中国疫情整体得到有效控制，欧美陆续“解封”，全球电子消费品的需求会有所恢复。而在此基本面之上，下半年苹果5G版iPhone 12也将发售。以iPhone新品普遍千万级别的销量，MLCC等各类元器件的需求必将受到提振.

According to reports from Taiwanese media late this month, the MLCC stocking wave will start in late August in the second half of the year, while in previous years it was between July and August. The reason is that this year’s iPhone 12 series has been delayed by the epidemic and will not be available until late October, and the most important 5G model will even have to wait until November. As a result, the stocking period of Apple’s supply chain is generally delayed, and the MLCC is not exception.
据台媒本月下旬的报道，下半年MLCC备货潮将于8月下旬启动，而往年则是在7月至8月间。究其原因，今年的iPhone 12系列受到疫情延误，要到10月下旬才能上市，而其中最重要的5G机型甚至要等到11月，由此苹果供应链的备货期普遍延后，MLCC也不例外.

At present, the largest supplier of Apple MLCC is Murata of Japan. In addition, Kyocera and Taiyo Yuden, both of which are Japanese, are also the main suppliers. Although Samsung Electric of South Korea also supplies Apple, the industry pointed out that its supply ratio has already reduce.
目前，苹果MLCC第一大供应商为日本的村田，此外同为日系的京瓷和太阳诱电也是主力供应商，而韩系的三星电机虽然也给苹果供货，但业内指出其供货比例已经降低.

It is understood that the amount of passive components in 5G mobile phones will be 20-30% more than in the past, and several large Japanese factories sitting on the high-end position of Apple's supply chain will naturally benefit more. In addition, the Android camp will have more new 5G phones on the market in the second half of the year, when the demand for mobile MLCC will be driven by the overall.
据了解，5G手机的被动元件用量会比以往多20～30％，几大日厂坐拥苹果供应链的高端地位，自然会获益更多。除此以外，安卓阵营在下半年也会有更多5G新机上市，届时手机MLCC的需求会被整体带动.

At this stage, the inventory level of the MLCC market is lower than in 2018. Once the weak mobile phone market in the first half of the year recovers, it will inevitably stimulate more MLCC production capacity. On the other hand, the current global epidemic is still not improving, and the fundamentals of the "home economy" are still in place. At that time, applications such as PCs and servers will also attract a large number of MLCC demand.
现阶段，MLCC市场的库存水位比2018年还要低，上半年疲弱的手机市场一旦复苏，必然会刺激更多MLCC产能。另一方面，目前全球疫情仍未向好，“居家经济”的基本面仍在，届时PC、服务器等应用也会吸引大批MLCC需求.

In general, after the baptism of the first half of the year, the current situation of low inventory in the MLCC market requires the most attention. Once demand jumps in the second half of the year, there will be a tide of downstream replenishment, which will cause shortages and price increases. It is not surprising; if demand in the second half of the year remains unchanged, then the market will generally maintain a balance between supply and demand, and small price increases and small drops are possible.
总的来说，历经上半年的洗礼，眼下MLCC市场库存偏低的情况最需要关注，一旦下半年需求跃升，那么下游补货大潮四起，引发缺货涨价便不足为奇；若下半年需求维持不变，那么市场将会大体维持供需平衡，价格小涨小跌都有可能.

In addition to the consumer electronics market, demand from the automotive sector is also deeply affecting the MLCC market. With the gradual unblocking of European and American countries, the global auto market has shown signs of recovery. Taiwanese media reports pointed out that some of Murata's MLCCs for automobiles are in short supply due to the recovery of the automobile market.
除了消费电子市场之外，来自汽车方面的需求也在深刻影响MLCC市场。随着欧美各国逐步解封，全球车市有了回暖迹象。台媒报道指出，村田部分车用MLCC因汽车市场复苏而吃紧.

Regardless of the epidemic factor, and observing the general trend of the automobile industry, the rapid development of intelligent and electrified automobiles at this stage can attract more MLCC needs.
而抛开疫情因素不谈，观察汽车产业大趋势的话，现阶段汽车快速向智能化、电动化发展，这两大变革都能吸引更多MLCC需要.

Statistics point out that the latest pure electric vehicle MLCC consumption has reached 13,000, and the next generation of autonomous vehicles is expected to reach 15,000, which is a huge increase compared with the current consumption of 1,000 ordinary fuel vehicles. This shows that the potential of the automotive MLCC market is no less than that of the consumer market driven by 5G.
统计指出，最新的纯电动车MLCC用量达到1.3万颗，下一代自动驾驶汽车预计可达1.5万颗，跟现在普通燃油车1000颗的用量相比有着巨量增加。由此可见车用MLCC市场潜力之深厚，绝不亚于5G带动下的消费市场.

From a market perspective, the current global automotive MLCC suppliers are Murata, Taiyo Yuden, and TDK, which have a high degree of overlap with Apple's supply chain. Looking forward to the second half of the year, it cannot be ruled out that the new iPhone materials and car materials will simultaneously set off a stocking tide, resulting in a situation of short supply.
从市场角度来看，目前全球车用MLCC主要供应商为村田、太阳诱电以及TDK等，与苹果供应链重合度较高。展望下半年，不排除新iPhone物料与车用物料同时掀起备货潮，造成供不应求的局面.

Finally, looking forward to the MLCC market in the second half of the year as a whole, the two major applications of 5G-related consumer electronics and automobiles will play a decisive role. As for the specific market conditions, it still depends on the impact of epidemic fluctuations on public consumer demand, but overall, it should not be a great fluctuation , the market will have a greater chance of balancing supply and demand and prices rising and falling slightly.
最后整体展望下半年的MLCC市场，5G相关的消费电子与汽车两大应用将会起决定作用，至于具体市况如何，还是要看疫情波动对大众消费需求的影响，不过总体来看，应该不会有太大波澜，市场供需平衡、价格微涨微跌的机会更大一些.

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