The price increase of MCU has yet been alleviated, Vishay has detonated another wave of price increases of passive components.
Affected by the Corona, Malaysia and the Philippines have successively announced the unlimited extension of the three-level movement control within their borders and strengthened community isolation control. As the world's major production center for passive components, it will seriously affect the market's supply, and price increases are inevitable.
Recently, the American chip resistor leader Vishay fired the first price increase by 10% to 20%. At the time of the traditional peak season of the electronics industry, when the downstream are rushing to stock up materials, Vishay is the first to detonate the price increase of passive components. The next target of the market concern is Yageo and Walsin.
The outbreaks in Malaysia and the Philippines have blocked the local production of their peers, Yageo and Walsin have both felt the effect of the related transfers. As the global leader in chip resistors, Yageo is the biggest beneficiary of this wave of resistor shortages. The industry is optimistic about it, and it is estimated that Yageo's monthly revenue this quarter will exceed the 10 billion Taiwan dollar mark. In addition, it is estimated that the demand for automobiles and games will gradually increase from the third quarter. Among them, the supply and demand of MLCC will be tight, and the visibility of most product lines will be more than three months. On the whole, with this wave of assistance, the market of Walsin will be optimistic in the second half of the year.
The market supply chain crisis is obvious, and passive components are only part of it. Many technology factories are facing strong pressure from shortages of materials and price increases. Although some seem to have good revenues, their gross margins are still hit hard.