Benefiting from the upcoming peak season for smartphones, a rebound in the PC market, and a more than 30% rise in silver prices this year, major international companies like Murata and TDK are preparing to raise product prices. They are targeting products such as multilayer inductors and magnetic beads, with increases potentially reaching up to 20%. This marks a significant price hike rarely seen in the passive component industry in recent years.
In Taiwan, companies like Yageo (2456), Chilisin (6284), and Walsin Technology (3357) are positioned to benefit from this price trend. They anticipate a strong boost in both prices and demand, presenting substantial business opportunities. Notably, Chilisin belongs to the Yageo Group, while Walsin Technology is part of the Walsin Group, making Yageo and Walsin Technology the two major winners in this scenario.
Industry analysis indicates that after a period of over a year of inventory adjustments, the passive component sector is now seeing inventories return to healthy levels, customers replenishing stocks, and gearing up for the traditional peak season. Coupled with significant cost increases, this has led to the rare phenomenon of price hikes for products like multilayer inductors and magnetic beads.
Experts in the industry point out that silver accounts for up to 60% of the cost of multilayer inductors and magnetic beads. Despite a slight pullback in recent weeks, silver prices have still surged by 35% since the beginning of the year, significantly impacting production costs for manufacturers of these components.
Looking at global market share indicators for inductors, key players include Murata, TDK, Taiyo Yuden, as well as Taiwan-based giants Yageo and Walsin Technology. With major smartphone manufacturers launching new models in the second half of the year and the PC market gradually recovering, coupled with rising silver prices, industry insiders suggest that leading manufacturers such as Murata and TDK may adjust prices for multilayer inductors and magnetic beads upwards, with expected price hikes of approximately 10% to 20%, particularly for larger sizes.
In terms of their application, multilayer inductors are valued for their magnetic shielding properties and suitability for high-density circuit designs. On the other hand, magnetic beads, designed with ferrite and multilayer processes, exhibit variable impedance with frequency, providing superior high-frequency filtering characteristics, effectively suppressing noise interference. These components are widely used in consumer electronics products such as smartphones, tablets, laptops, and power supplies.
As passive component manufacturers' operations gradually recover, Yageo remains optimistic about its prospects. With customer inventories trending towards healthier levels this quarter, the company's production capacity utilization is expected to continue increasing, supporting a positive outlook for the future.
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