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The world's largest MLCC plant ceased production, and prices have risen again, without rising |
2020-04-11 |
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Affected by the epidemic, many leading overseas component companies have recently ceased production. TDK Japan announced that it has suspended operations at the Tsuruoka Plant in Yamagata Prefecture for safety reasons. The plant mainly produces and sells lead-free inductors, ceramic resonators, common mode filters and coil windings. Murata, the world's largest MLCC plant, was temporarily infected until the 7th. In addition, Nichicon was also exposed to employee infection. For safety reasons, the Nichicon Kusatsu plant was temporarily suspended from April 3-16 to stop production.
MLCC is known as "Electronics Industry Rice". According to public information, the global MLCC market size was about 11.4 billion U.S. dollars in 2018. The downstream industries are distributed as mobile phones 38%, PCs and peripherals 19%, automobiles 16%, audio and video IOT 15%, industrial control and The other 12%. Murata is the world's largest MLCC producer, and it accounts for more than 25% of the global market. Many industry insiders believe that in the next step, if the epidemic situation in Japan and Southeast Asia deteriorates further, more MLCC manufacturers may enter a state of suspension. At that time, the supply and demand relationship of MLCC will be further tight, and the possibility of another price increase cannot be ruled out.
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