4月1日起,MLCC再涨50%

Release time:2018-03-23
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source:工商时报
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旺季来临之前,被动组件涨势确立,国巨将从4月1日起调涨全系列MLCC(积层陶瓷电容)价格,据悉平均调涨幅度落在40~50%,高于2月份的10~20%,等于调涨幅度较2月提升2~2.5倍。

由于国巨在缺货的MLCC规格上扮演全球指标,日、韩同业以及EMS厂采购均高度关注。尽管国巨没有正式发出涨价通知,不过陆媒传出,国巨将从4月1日起执行新的价格,国内通路商亦证实,国巨已经启动新一波调涨行动,预计自4月1日起调涨0201~1206规格的MLCC,平均调涨幅度达到40~50%。

通路商表示,这一波调涨等同全系列调涨,国巨于3月份与客户议价时就已经直接加价,是否追加涨价通知已没太大意义。

国巨今年2月平均调涨幅度约10~20%,换言之,4月份的调涨幅度是2月的2~2.5倍,由于旺季即将来临,提前备料的订单涌入,直接追价换取交期缩短的订单不在少数。而为了避免客户断料,国巨从去年开始开辟一条提货通道,每周开放20%现货由通路商、EMS厂上网竞标,价格由客户决定。

通路商表示,国巨4月的平均涨幅是40~50%,这是平均值,一些赤字或是之前报价过低的规格,甚至有100~800%的调涨幅度。

市场原预期MLCC涨势今年将趋缓,但国巨4月的调涨幅度与范围甚至有过之而无不及,通路商分析,主要是产能原本就处于紧绷状态,日商京瓷、村田还相继减产,导致一些常用料例如0402、0603中容的产能供给十分吃力,尤其是0402 105规格因村田主要供货给EMS厂,可释出给通路商的数量有限,加上应用广泛,导致价格狂飙,进入第3季传统旺季,供需缺口可能会再扩大。

通路商指出,国巨在缺货的规格上扮演全球指标,缺货情况至今看来仍未见改善,韩系厂商早已酝酿调涨,国巨的价格策略可能引发一阵跟风潮。

今年以来,调涨MLCC价格的厂商不在少数,全球第一大厂村田祭出减产、涨价手段;华新科也于上周针对客户端发出涨价通知,调涨全系列MLCC价格。

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