During the shortage period, the supply cycle of MLCC in 2018 had taken at least four months (16 weeks). With the MLCC market booming, some manufacturers have expanded production capacity in 2018, and the expected production time is concentrated in the second half of 2019.
According to International Electronic Business Intelligence, Dave Valletta, Vishay's executive vice president of global sales, said recently: "To solve the global MLCC shortage problem, the company's MLCC business department can increase production by increasing. Now that we have completed the project, we have increased our production capacity. Now we can significantly shorten the MLCC supply cycle, so as to better meet the needs of the global customers.
It is understood that, excluding logistics time, Vishay's high reliability and RF/HF MLCC, as well as industrial and automotive MLCC, have now shortened the supply cycle to less than 10 weeks.
In addition to Vishay, Murata, TDK, Solar Induced Electricity, Samsung Motor, Kyocera, Fenghua Technologies, Guoju, all announced their expansion plans in 2018. The new production line will be put into operation between the end of 2019 and 2021. Among them, Japanese and Korean manufacturers pay more attention to high-end MLCC products for smartphones and automobiles.
At present, the most obvious effect reflected in the market is the shortening of the supply cycle of high-end MLCC products. According to the plan, Guoju (10 billion units per month) and Murata (40 + 100 billion units per month) will also reach production by the end of 2019, both of which will expand production for high-end MLCC.
In addition, the expansion plans of Fenghua Technologies (5.6 billion units per month), Guoju (10 billion units per month), Samsung Electric Machinery, Sun Induced Electricity (Xinxie) and other enterprises will reach production next year. The production time of Kyocera (Kagoshima) and Sun Induced Electricity (Shijie) will be 2021.
From these data, we can see that the supply cycle of high-end MLCC will be further shortened in the next few years. It is noteworthy that the centralized expansion of production by Japanese and Korean manufacturers in 2018 is mainly aimed at high-end MLCC, which means that the impact of centralized expansion on middle and low-end MLCC is not great, but with more high-end MLCC entering the market, the whole power supply will be in the future. New changes will be found in the market structure.
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