On August 8, 2018, the completion ceremony of the new factory of Murata New Energy (Wuxi) Co., Ltd. was held as scheduled. Officials of relevant departments of Wuxi Xinwu District, representatives of Murata Manufacturing Co., Ltd. and heads of Murata New Energy (Wuxi) Co., Ltd. attended the ceremony.
From 2017 to the third quarter of 2018, MLCC soared, bringing about the fluctuation of the whole industry chain and the electronics manufacturing enterprises were severely impacted, as they are the real consumers. The MLCC survey carried out ESMC has presented us a real picture of the feedbacks from electronics manufacturing enterprises.
ESMC, in early July 2018, Murata manufacturing (hereinafter referred to as "Murata") issued a notice to adjust the price of MLCC.According to the Notice, in recent years, the demand of MLCC from communications and automotive markets has far exceeded the capacity of suppliers; due to the severe imbalance between supply and demand, supply shortage will worsen. To alleviate the situation and further improve the production capacity, Murata suggestscustomers not to use Murata NRND/EOL products in the new designs. In addition, the price adjustment will be applied for certain products.
Yageo CEO Chen Taiming said yesterday (5th) that MLCC industry has been chaotic for a long time, leading to withdrawal of the spontaneous production capacity expansion from the manufacturers in Japan, South Korea and Taiwan; while the price of MLCC products used on EVs are usually three to four times than that of 3C products, and the Japanese manufactueres would not regress to pick up the middle end markets. As a result, the demand and supply gap of MLCC will continue until 2019.
According to ESMC, on March 2, Murata issued a notice, indicating that due to the ever increasing demand for high-performance laminated ceramic capacitors in the communications and automotive markets, MLCC manufacturers including Murata have been unable to meet the overall needs.