Samsung is expected to hike MLCC prices if the demand/supply imbalance worsens in 2H21, but others may increase prices sooner, predicts analysts from NH Investment & Securities in BusinessKorea.
The report pointed out that, driven by the epidemic, sales of IT equipment such as PCs and laptops have remained strong, and the demand for smartphone components has recovered rapidly, the supply of MLCC is expected to be tight.
NH Investment & Securities also pointed out that MLCC suppliers in Taiwan are expected to raise prices at the end of February after the Chinese New Year. In the case of tight MLCC supply, market prices may rise across the board.
In the global MLCC market, Murata Manufacturing has an absolute advantage in the market, followed by Samsung and Taiyo Yuden, reports SemiMedia.
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