EMS providers have received notices from Samsung and TDK to “be mentally prepared for MLCC price increases at any time”, reports SemiMedia.
“Due to the strong demand for consumer electronic products, the supply of high-capacitance MLCCs is tight, especially after the demand for 5G mobile phones has risen sharply after the Chinese New Year,” says the report.
Samsung and TDK are the world’s second and fifth largest MLCC suppliers. According to reports, Murata’s recent average lead time for MLCC products has been extended to 3.5 months, with a maximum of 180 days, showing a significant increase in global demand.
According to industry analysts, the main reason is that the market’s demand for 5G smartphones is better than expected, coupled with the continued high demand for PCs and laptops driven by the epidemic, and the rapid rebound in the automotive market.
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