The global supply of passive components (MLCC) market will face challenges due to the government's extended national action control (mco3.0). Among them, the high-end MLCC is the most tight, and the terminal products corresponding to the main shortage items include mobile phone, pen and power, Netcom, server and 5g base station. Facing the coming traditional peak season, under the pressure that some MLCC will not be able to ship smoothly, the subsequent shipment of ODM plant will be affected.
Trendforce, a consultancy in state, said that the production and freight scheduling of MLCC Japan plant, including solar induced power, NDK & Epson of crystal daily plant, Panasonic, Japan, r-chip plant, etc., are still blocked in local production and freight scheduling. Although the factory building of solar induced power in Malaysia was resumed on June 14 and 60% of the attendance manpower was allocated according to the local government regulations, the production capacity rate gradually recovered to 80%. However, affected by the July extension control, the overall capacity should not be able to break up.
At present, it is observed that the inventory of medium and low-end MLCC of suppliers has risen to 60 days' safe water level since June, while the high-end MLCC inventory of daily plant is still lower than 30 days. Under the pressure of the prolonged control of Malaysia's closure, other factories in Japan, such as Murata, jingporcelain and South Korea factory Samsung, will become the beneficiaries of this wave single effect.
ODM plant is scrambling to order in the third quarter, and the daily plant urgently improves the capacity growth rate
From various terminal applications, as Apple will launch new products in the third quarter, the main suppliers of MLCC of iPhone and MacBook Pro, Murata, sun induced power and Beijing porcelain, will gradually usher in the peak demand in the third to fourth quarter. It is worth noting that the MLCC specifications that Apple mainly uses are also shared with other pen and electricity, servers and Netcom products. However, when solar power generation cannot improve the capacity growth rate in July, the MLCC supply gap of this specification will become the third quarter of the materials grabbing items of ODM plants.
On the server side, under the expectation that the demand of the third quarter will grow steadily, ODM plant has not only focused on all kinds of IC supply, but also extended the control of Malaysia to extend the closure City, which also makes the passive component high molecular aluminum solid-state capacitor SP cap, tantalum capacitor (Tan cap), and high-end MLCC materials become another supply and tightening item. In order to avoid the continuous change of orders of the subsequent ODM plant, Murata and jingporcelain suppliers are currently actively rushing for capacity support.
In terms of chromebook and other IT products, with the increasing vaccine delivery rate in Europe and the United States, it is expected that the overall demand will slow down in the fourth quarter, and the average inventory of low-end MLCC in ODM plants is high. Low-end MLCC suppliers such as Guoju, huaxinke and Samsung will face some pressure on the reduction of orders for some products.
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