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At the time of announcing the reduction of the medium and low volume of MLCC, the US Department Vishay announced the supply of a large number of MLCC. The industry said that the production capacity of Vishay was small and the main force was in vehicle MLCC. The gap between supply and demand of up to 2 figures was not available, but the shortage of MLCC from last year has led to the day, US manufacturers will start production capacity adjustment, and there will be a Japanese consumer switching MLCC. American businessman Weishi issued a press release on its official website last week, referring to the Vishay supply of a large number of important MLCC to the market, Vishay also announced 12~14 weeks of delivery time, including large size NPO, and X7R MLCC. However, through the channel business, EMS factory verify, Vishay increase production part of the car MLCC, and one said that the world is due to customer requirements and increase production, capacity has been booked, the current 2 digit supply and demand gap far water can not save near fire. Although Wei Shi is a separate semiconductor and omni-directional passive component factory producing MLCC, resistance, inductance, MOSFET and other components, the resistance market is about 2%, the inductance market is about 2.24%, the MLCC is not the top ten in the world, the production capacity is not enough to affect the industry. The industry points out that the quality of the products is not poor, but the output is small and the price is low. A high level, a long time, can not be due to the emergency list, for the large standard type of MLCC, customers will have doubts, unless the brand factory designated, EMS plant in the purchase order will not consider the Vishay. However, the MLCC shortage started from last year has forced Japanese and American manufacturers to start production adjustment. In 2016, Japanese business TDK announced the fade out of the general MLCC. Since 2018, KYOCERA and Murata announced the adjustment action of the capacity of the medium and low volume products, resulting in an indirect release of single effect to the station, as the MLCC gap of the car rules also had about 20% The industry believes that the total of 60% of the Japanese merchants will continue to reduce the production capacity in the consumption field, and the daily factory regulations will reduce the consumption capacity of 15%, and turn into the field of car use. In addition to the car market, KYOCERA and Murata are the apple supply chain and supply the 01005 specifications for iPhone. As iPhone imports a large number of new specifications, the amount of MLCC increases greatly, the amount of iPhone 8 grows 50% compared with iPhone 7, and iPhone is produced about 200 million per year. Under the clear order of higher order, the Japanese businessmen are also adjusted to readjusting. Capacity.
