The “turbulence†of 2017 has just passed, and the new 2018 is followed. Just as many people in the industry began to look forward to 2018, electrolytic capacitor manufacturers have started the "first shot" of the New Year price increase.
It is reported that Nikko Electronics Trading (Shanghai) Co., Ltd. (hereinafter referred to as "Nijikang") announced the price increase announcement of aluminum electrolytic capacitors. According to the announcement, global demand for electronic components has resumed since 2017. As raw material suppliers, including aluminum, have announced price increases, Nikicon has been unable to digest all price increases despite many measures.
On the supply side, Nichicon has been working hard to support demand, but the amount of investment has exceeded the level of profitable returns. Taking into account the current situation, Nichicon will announce the price adjustment of "aluminum electrolytic capacitors" in order to maintain the development and stable supply of new models.
The price increase products are mainly all types of pin type and screw type aluminum electrolytic capacitors, and the price increase is 5%. The adjustment announcement will take effect from February 1, 2018.
For the price adjustment of Nijikang aluminum electrolytic capacitors, the relevant person in charge of Fengbin Electronics said to Gaogong LED that it is affected by the national environmental protection policy (the state has increased the environmental supervision of the aluminum foil industry, causing some aluminum foil factories to stop production and rectification) and the market demand growth ( New energy sources such as charging piles, photovoltaic inverters and automotive electronics are growing rapidly. Since September 2017, the price of aluminum foil has exceeded 20%, and the supply of materials is relatively tight. Some aluminum foil suppliers have already required capacitors. Manufacturers shorten the billing period and even cash withdrawals.
According to the person in charge of Yongming Capacitor, "In fact, aluminum electrolytic capacitor manufacturers have long started to secretly increase prices, and the overall increase is around 15%. The main environmental management is strict, small and medium-sized raw materials enterprises are closed down, and large manufacturers are partially rectified, resulting in The raw materials are tight."
As we all know, the main raw materials of aluminum electrolytic capacitors include electrode foil, aluminum shell, lead wire, electrolytic paper, rubber stopper, etc. Among them, electrode foil is the key basic material for producing aluminum electrolytic capacitors, which is used to carry electric charge and account for the production cost of aluminum electrolytic capacitors. 30% - 60%.
The production of the electrode foil needs to be rolled and etched into two stages by aluminum foil. In other words, the production cost of aluminum electrolytic capacitors depends to a large extent on the price and delivery cycle of aluminum materials.
In fact, as early as last year, Taiwan's aluminum electrolytic capacitor manufacturers predicted that there would be a shortage of high, medium and low voltage aluminum foils in 2018, and there is a shortage of supply. It is expected that the shortage of aluminum foil in mainland China will be 15%-25% in November and December. The shortage of aluminum foil materials will inevitably lead to a wave of price increases in passive components such as downstream aluminum electrolytic capacitors.
Although the overall market has not seen a substantial increase in prices, the price of raw materials is constantly challenging the psychological bottom line of electrolytic capacitor manufacturers.
It is understood that Japanese and Taiwanese capacitor manufacturers have already made price adjustments in the first step, and mainland capacitor manufacturers are also expected to benefit from the global price hike. The person in charge of Fengbin Electronics said that whether the company will adjust the price of aluminum electrolytic capacitor products is still waiting to see the situation of peers.
"Next, Yongming capacitors will either give up some low-end margin products or be forced to raise prices. The company will focus on new solid capacitors and SMD aluminum electrolytic capacitors and horn capacitors for new energy charging piles." The person in charge of the capacitor indicates to the high-tech LED.
TDK Group member EPCOS (China) Investment Co., Ltd. Liu Zhongwang, director of the market for aluminum electrolytic capacitors in Greater China, admitted that “the cost of raw materials in the upstream industry is indeed rising, especially the tightening of environmental regulations has led to a significant increase in the cost of raw material suppliers. Pukes is also negotiating price increases with some customers, but so far, it has not really raised the price of the product. If the trend of raw material price increase continues, it will affect the price of our capacitor products."
The person in charge of the yellow gem also told Gaogong LED, "The yellowstone has not yet increased its price. If the material further rises, we will discuss the countermeasures with suppliers and customers for the survival of the company."
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