On March 11th, the new price of the ceramic substrate is fully effective, and the labor costs, the freight is continuously high, the passive element large factory giant has issued a price increase in the client on March 8, chip resistance, mlcc ( Sliced ​​multi-layer ceramic capacitor) is expected to rise 10 ~ 20%, and the new price will take effect on April 1. This is the first time the country has incorporated the contractor in the ranging range.

On March 11th, the new price of the ceramic substrate is fully effective, and the labor costs, the freight is continuously high, the passive element large factory giant has issued a price increase in the client on March 8, chip resistance, mlcc ( Sliced ​​multi-layer ceramic capacitor) is expected to rise 10 ~ 20%, and the new price will take effect on April 1. This is the first time the country has incorporated the contractor in the ranging range.

The national speech pipeline is also the first to confirm the rising action, saying that the cost increase in cost increase in the past some time is indeed a price adjustment action in the client. The country is highly emphasized, labor costs, transportation costs, plus multiple raw materials such as ceramic substrate prices rose, the company's cost structure is compressed, but the national giants have not disclosed price increases.

It is understood that the country giants issued a price increase notice on the afternoon of the 8th, mainly locking the MLCC, the chip resistance two major product lines, and the agent reveals the increase of approximately 10 ~ 20%. This is the country to be a tantalum capacitor this year. The third degree of challenges after the chip resistance, which first incorporates contract customers into the spreading range for the first twice only for agents.

It is worth mentioning that the current supply chain message also shows that Samsung motor part MLCC products have officially increased in the formal price increase in March 1, and will increase by 10% -26%, will be implemented on April 1.

The passive element big factory has low-key in the price of price this year. Even if the semiconductor, the price of IC has been flying, the passive factory is still unwilling to talk about the price, this wave price increases, in addition to supply and demand, inventory is much lower than the safe water level , The price of raw materials has become a pressure that has to be passed, and the ceramic substrate required by the chip resistance, under the rise in Chaozhou Third Ring Road, 1. Second-line resistance factory begins on March 1st, after all-rounding The new price, the increase of 7 to 15%, the high transportation fee, the labor costs also come, and the passive component factory adds the price increase of this wave upstream parts.

Although the price of the contract customers is relatively late, the spot market has risen all over the spot, and the Huaqiang North Lunar Year will gradually resume operation, whether it is MLCC or chip resistance, it has been 25 ~ 30% from the Lunar New Year. I don't want the EMS factory that the contract price rose to the spot market, and the first wave of the passive component factory is directly changing the agent. It is directly, indirectly pushes high spot price. The first quarter of the relevant manufacturer is expected. It is superior and strong.