Due to the shortage of raw materials, full capacity and other factors, coupled with the severe situation of the recent epidemic, the delivery time of consumer electronics chips has been extended again and again, resulting in the delayed delivery of all subsequent industrial chains. In this environment, the price of aluminum electrolytic capacitor will also be increased by about 10%!
From the perspective of product structure, with the increasing demand for consumer electronics, communications, industrial control and automobile terminals, and the product change driven by industrial transformation, the use of power management chips in the global market has increased significantly. Consumer electronics is the largest application field of power management chips. Although there has been noise in the demand for laptop, chromebook, smart phone and TV recently, due to the structural improvement of the demand for power management chips in electronic products, some models are still in short supply.
近日，铝电解电容屡传涨价，不只是因成本上涨，也反应供给吃紧。业界人士分析，除了中国限电造成铝供应不稳外，另一原因是佳美工 (Nippon Chemi-Con)、尼吉康 (Nichicon)、红宝石（Rubycon）三大日系铝电厂长期扩产政策较为谨慎，在市场需求快速增加下，使得供需趋于紧俏，高阶产品更是极缺，且预计短期难以舒缓。
Recently, the price of aluminum electrolytic capacitors has been repeatedly raised, not only because of the rising cost, but also because of the tight supply. According to the analysis of industry insiders, in addition to the instability of aluminum supply caused by power rationing in China, another reason is that the long-term expansion policies of three Japanese aluminum power plants, Nippon chemi con, Nichicon and Ruby con, are more cautious. With the rapid increase of market demand, the supply and demand tend to be tight, and there is a great shortage of high-end products, which is expected to be difficult to ease in the short term.
According to the analysis of professionals, data centers and servers have a great demand for aluminum power. In recent years, with the rapid growth of high-speed computing and cloud demand, not only the overall quantity has grown, but also the consumption of aluminum power by a single device has increased. However, manufacturers did not realize that there was no significant plant expansion, resulting in the supply failing to keep up with the growth of demand.
Uncertain factors of supply and demand in the capacitor market, including shortage of parts, supply chain interruption, rise of raw materials, global epidemic, manpower shortage, power rationing in China, consumption and pollution, extreme climate, etc. The price of aluminum electrolytic capacitor may rise by more than 10% - 15%.
In addition, under the high cost pressure, the contract price of Japanese aluminum power plants for domestic first-line large power plants has been smoothly increased by up to 10%. The new price has taken effect on the 1st of this month. The price increase is mainly due to the high price of electricity and raw materials. Taiwan aluminum power plant is expected to follow up the reaction price, and the increase may be between 10% ~ 15%.
The market predicts that the overall electronic industry will continue to grow significantly this year, but the supply problem continues to exist. The supply of key components and raw materials continues to be in short supply, and some aluminum electrolytic capacitors and passive components may be out of stock for the first half of the year.