超預期 國巨MLCC漲價五成 - 股票
By Franklin
at 2020-02-18T08:49
at 2020-02-18T08:49
Table of Contents
超預期 國巨MLCC漲價五成
新冠肺炎衝擊全球被動元件指標廠大陸廠區生產比預期嚴重,導致供給缺口持續放大,供
應鏈透露,國巨原規劃調漲積層陶瓷電容(MLCC)報價三成,考量實際產出比預期更少,
且蔓延至晶片電阻,國巨上調漲價幅度,MLCC要漲五成,同時新增調升電阻報價五成,3
月起生效。
對於調升兩大產品報價五成,遠高於原先規畫,國巨昨(17)日表示,價格交由市場供需
決定,目前全力滿足客戶的急單需求。
這是被動元件自去年第4季價格止跌回穩之後,漲幅最大的一次。據了解,因被動元件單
價低,占終端產品成本比重非常小,客戶端為求料源無虞,多接受漲價,不會因被動元件
報價大漲而調整其產品價格,但對國巨而言,兩大主力產品線報價大漲五成,挹注營運效
益非常大。
供應鏈透露,國巨此次MLCC與電阻報價漲幅高達五成,與新冠肺炎疫情衝擊全球主要被動
元件廠大陸廠區生產有關。
儘管大陸各地陸續復工,但交通管制、員工返崗率難以拉升,導致產出受阻,即便疫情也
使電子終端產品銷售下滑,但MLCC、電阻產出仍不足以因應需求,考量生產成本與市場供
需,國巨拍板3月1日起新價格正式生效。
業界人士分析,全球被動元件大廠都在大陸有生產據點,主要集中華東、華南沿海一帶。
台商方面,國巨、華新科在蘇州、東莞;奇力新落腳昆山、東莞、湖南、重慶等地;日本
村田製作所、TDK,及南韓SEMCO在江蘇、廣東沿海;大陸風華高科、順絡電子則以廣東沿
海為主。
國際大廠雲集,估計江蘇、河北、廣東等地MLCC產能,占全球供應量約三到四成。新冠肺
炎疫情影響運輸和員工返崗率,導致MLCC供給遠低於終端成品需求。
另外,據了解,國巨蘇州廠占集團總產能七成,用於手機、筆電的中階MLCC更全數在蘇州
廠生產,推估國巨全球中低階MLCC市占高達30%;晶片電阻方面,國巨月產能約1,200億顆
,全球市占率達34%,因此,國巨蘇州廠產能動態,影響全球電阻、電容的供給和報價。
供應鏈說明,現階段被動元件庫存水位過低,需求高於供給,製造商重新掌握主導權,因
而再度啟動漲價,也打破過往被動元件十年一次景氣循環的慣例。
https://money.udn.com/money/story/5612/4351889
我最佩服泰銘哥了
相信泰銘哥~~~
跟著泰銘哥
讓自己入主文華苑.........
把名字看刻在柱子還是壁畫上, 捐贈
認真的,按照經驗,被動狂出新聞還沒拉
應該會拉到高潮後才殺
--
新冠肺炎衝擊全球被動元件指標廠大陸廠區生產比預期嚴重,導致供給缺口持續放大,供
應鏈透露,國巨原規劃調漲積層陶瓷電容(MLCC)報價三成,考量實際產出比預期更少,
且蔓延至晶片電阻,國巨上調漲價幅度,MLCC要漲五成,同時新增調升電阻報價五成,3
月起生效。
對於調升兩大產品報價五成,遠高於原先規畫,國巨昨(17)日表示,價格交由市場供需
決定,目前全力滿足客戶的急單需求。
這是被動元件自去年第4季價格止跌回穩之後,漲幅最大的一次。據了解,因被動元件單
價低,占終端產品成本比重非常小,客戶端為求料源無虞,多接受漲價,不會因被動元件
報價大漲而調整其產品價格,但對國巨而言,兩大主力產品線報價大漲五成,挹注營運效
益非常大。
供應鏈透露,國巨此次MLCC與電阻報價漲幅高達五成,與新冠肺炎疫情衝擊全球主要被動
元件廠大陸廠區生產有關。
儘管大陸各地陸續復工,但交通管制、員工返崗率難以拉升,導致產出受阻,即便疫情也
使電子終端產品銷售下滑,但MLCC、電阻產出仍不足以因應需求,考量生產成本與市場供
需,國巨拍板3月1日起新價格正式生效。
業界人士分析,全球被動元件大廠都在大陸有生產據點,主要集中華東、華南沿海一帶。
台商方面,國巨、華新科在蘇州、東莞;奇力新落腳昆山、東莞、湖南、重慶等地;日本
村田製作所、TDK,及南韓SEMCO在江蘇、廣東沿海;大陸風華高科、順絡電子則以廣東沿
海為主。
國際大廠雲集,估計江蘇、河北、廣東等地MLCC產能,占全球供應量約三到四成。新冠肺
炎疫情影響運輸和員工返崗率,導致MLCC供給遠低於終端成品需求。
另外,據了解,國巨蘇州廠占集團總產能七成,用於手機、筆電的中階MLCC更全數在蘇州
廠生產,推估國巨全球中低階MLCC市占高達30%;晶片電阻方面,國巨月產能約1,200億顆
,全球市占率達34%,因此,國巨蘇州廠產能動態,影響全球電阻、電容的供給和報價。
供應鏈說明,現階段被動元件庫存水位過低,需求高於供給,製造商重新掌握主導權,因
而再度啟動漲價,也打破過往被動元件十年一次景氣循環的慣例。
https://money.udn.com/money/story/5612/4351889
我最佩服泰銘哥了
相信泰銘哥~~~
跟著泰銘哥
讓自己入主文華苑.........
把名字看刻在柱子還是壁畫上, 捐贈
認真的,按照經驗,被動狂出新聞還沒拉
應該會拉到高潮後才殺
--
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