Faced with the boom in new phone releases by smartphone manufacturers in the second half of the year and the continued recovery of the PC market, coupled with the cost pressure brought by rising silver prices, industry leading companies such as Murata and TDK have taken the lead in taking action and plan to invest in multilayer inductors and magnets. Beads and other products will undergo price increases, and large-size products are expected to bear the brunt, with an increase expected to be between 10% and 20%.
Market data shows that the global inductor industry is highly concentrated. Japanese manufacturers represented by Murata, Taiyo Yuden, and TDK occupy 40% to 50% of the market share, and have long held the top spot in the electronic components industry. Especially in the field of chip ferrite beads, TDK and Murata have jointly occupied more than 30% of the market share, and their market influence is self-evident. Therefore, the price increases of these two Japanese giants are very likely to trigger a follow-up effect from other manufacturers in the industry.
It is worth noting that in addition to Japanese manufacturers, the prices of related product lines of major inductor manufacturers in Taiwan such as Chilisin, a subsidiary of Yageo Group, Jiabang and Taiqing Technology, a subsidiary of Huaxin Technology Group, may also fluctuate accordingly.
Post time: Jul-26-2024
