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Thematic (Sector/Industry)

Brazil Electronic equipment, instruments and components / Thematic (Sector/Industry)

<p>In the light of the recent news and companies’ comments, we anticipate a price hike on multi-layer ceramic capacitors, or MLCCs, as we believe that tight supply-demand balance will continue. As we have previously discussed, demand for MLCC has been robust, driven by the diffusion of 5G communication and auto digitization, but demand now seems to be much stronger than our original forecast, reaching high teens volume growth per year. Meanwhile, there are only four major suppliers in the industry…</p>

In the light of the recent news and companies’ comments, we anticipate a price hike on multi-layer ceramic capacitors, or MLCCs, as we believe that tight supply-demand balance will continue. As we have previously discussed, demand for MLCC has been robust, driven by the diffusion of 5G communication and auto digitization, but demand now seems to be much stronger than our original forecast, reaching high teens volume growth per year. Meanwhile, there are only four major suppliers in the industry…

무라타 제작소 FVE 2만4000엔으로 상향 조정, MLCC 가격 인상은 예상보다 높을 듯