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%!

　　从产品结构来看，随着消费电子、通讯、工控、汽车终端需求的不断提升，加上产业转型所带动的产品更迭，全球市场对电源管理芯片的使用量大幅增加。消费电子产品是电源管理芯片应用最大宗的领域，尽管近期笔电、Chromebook、智能型手机、电视需求出现杂音，不过由于电子产品对电源管理芯片的需求为结构性提升，部分型号仍是供不应求。

　　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.

　　专业人士分析，资料中心、服务器等对铝电需求很大，近年在高速运算、云端需求快速成长下，不只整体数量成长，单一设备对铝电用量也增加。但生产商没有意识到，没有大幅的建厂扩产，导致供给未能跟上需求成长。

　　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.

　　电容市场供需不确定因素，包括零件缺料、供应断链、原料上涨、全球疫情、人力短缺、中国限电、耗损污染、极端气候等。铝电解电容价格可能再涨价10%-15%以上。

　　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%.

　　另外，受到成本压力居高不退之下，日系铝电厂针对国内一线大型电源厂的合约价顺利调涨，涨幅高达10％，新价格已于本月1日生效，此次涨价的原因主要是由于电价、原材料价格高涨。台系铝电厂可望跟进反应价格，涨幅可能介于10%～15％之间。

　　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%.

　　市场预测今年整体电子产业继续大幅成长，但供应问题持续存在。关键零组件和原材料供应持续短缺，部分铝电解电容和被动组件产品可能缺货至上半年。

　　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.