Homepage > Industry information > MLCC shortage Weiss small capacity does not help ease the shortage of goods
At the time when Japanese companies announced the reduction of medium- and low-capacity MLCCs, the US-based company Vishay announced that it had supplied a large number of MLCCs. The industry stated that Vishay's production capacity is small, and the main force of the expansion is in automotive MLCCs. The supply and demand gap of up to two digits does not help; however, the MLCC shortage that has emerged since last year has caused Japanese and US companies to start production capacity adjustments. There will also be Japanese commerce companies who have switched out of consumer MLCCs.
U.S. Merchants Visteon issued a press release on its official website last week, referring to Vishay supplying a large number of important MLCCs to the market. Vishay also announced delivery times of 12 to 14 weeks. The specifications involved include large-size NPOs and X7R MLCCs.
However, after verification by the dealers and EMS factories, Vishay increased production by MLCC for vehicles, and there is a saying that Vishay is increasing production in response to customer requests. The production capacity has been booked, and the current supply gap of up to two digits can't be saved. Near the fire.
Although Vishay is a discrete semiconductor and all-around passive component factory, it produces various types of components such as MLCCs, resistors, inductors and MOSFETs. The market share of resistors is about 2%, and the market share of inductors is about 2.24%. MLCC is not among the top ten in the world. The scale of production capacity is not enough to affect the industry. The industry pointed out that Vishay's product quality is not bad, but the small output, high price, long delivery period, can not be due to an emergency single, for a large amount of standard MLCC, the customer will have doubts, The EMS factory will not consider Vishay in order of procurement unless the brand factory has adopted it.
However, the MLCC shortage from the beginning of last year has forced Japan and the United States to start production capacity adjustments. In 2016, Chinese and Japanese companies TDK announced the general MLCC fade out. Since 2018, Kyocera and Murata have announced production capacity for medium and low capacity products. Adjustments will indirectly result in the release of the factory. As the MLCC gap in the vehicle regulations is also around 20%, the industry believes that Japanese companies with a total market share of up to 60% will continue to reduce their production capacity in the consumer sector. Reduce 15% of consumer capacity and switch to vehicle use.
In addition to the automotive market, Kyocera and Murata are all Apple's supply chain, which supplies the 01005 specifications needed for the iPhone. Due to the introduction of many new specifications for the iPhone, the amount of MLCC usage has increased significantly. The amount of iPhone 8 has grown by 50% compared to the iPhone 7, iPhone The annual output is about 200 million pieces. Under the clear order of high orders, Japanese companies are also forced to readjust their production capacity.