[Japanese MLCC 2500 item number cuts in March of next year, Guoju expects MLCC to be out of stock until 2019] State-owned giant Dong Chen Chen Taiming stated yesterday (5th) that the MLCC industry was unhealthy for a long time, leading to Japan and South Korea. The automakers in Taiwan and Taiwan have voluntarily controlled their expansion and production, and the price of electric vehicles is 3 to 4 times that of ordinary 3C products. Japanese companies will no longer go back to expand their production of middle-level products, and they will repeat the dilemma that investment cannot be recovered. As far as the impact is concerned, the gap between the supply and demand of MLCC will not only fail to be even. By 2019, there will be no solution.
Chen Taiming released MLCC's inventory level after the regular shareholders meeting last year. As a result, MLCC was short of stock for more than one year. By May this year, Guoge’s MLCC order shipment ratio exceeded 2 times and the resistance exceeded 3 times. So far they are still in the state of distribution. After the shareholders meeting yesterday, Chen Taiming predicted again that the supply and demand gap of MLCC will remain unsolvable until 2019.
Chen Taiming analyzed that the shift of cars from traditional fuel engines to hybrid vehicles and electric vehicles has not boosted the effect of MLCC demand by 10% or 15%, but has risen several times. These prices are 3 to 4 times that of ordinary 3C products. From the perspective of Japanese Commodities Murata’s product composition, the high-end to mid-to-high grades are 7 to 3, with high-order being the main source of profit, and high-end is at the edge of losses. Because the industry is not healthy, everyone in the middle and high-end fields does not make money. It is not only the Japanese companies who transfer vehicles and work regulations. The country’s giants are also turning. The Japanese manufacturers will go back to expand their production capacity, and then return to the low gross profit rate. era? Chen Taiming believes that Japanese businessmen will not repeat the dilemma that investment cannot be recovered. This is a self-disciplined production capacity control.
Guo Tai Chen Taiming: Price Increase Regresses Capacitive Resistance to Healthy State
Chen Taiming also stated that the equipment and materials used for high-capacity, small-size and medium-level products are not far apart. The difference lies in the process and powder deployment. Japanese companies have their own formulas and their pace is relatively fast. Theoretically, high-end gross margins are higher than medium-high ones. The order is 30% higher. Assume that the price of high-order goods is 100, and that the middle-to-high-order capacitors theoretically have a price of 60 to 70. However, the unhealthy industry results in a price of only 10, and everyone has done a very hard job. Now it only returns to 20~ 30, slightly more healthy state.
As for resistance, Guogu was facing more than 20% of the annual bargaining pressure. Profits were not even profitable even in the red supply chain. This wave is the same. Although there is no killer application, the application of each device, new features The upgrade led to a significant increase in MLCC usage and resistance demand. However, the MLCC did not have large MLCC ratios. However, the resistance did not expand for a long time, and there were fewer suppliers. As the consumption increased, the resistance industry just returned to a relatively healthy state.
Some Japanese companies will stop receiving orders in March of next year. In addition to miniaturization, the factory will accept transfer orders.
A large Japanese company announced a plan to reduce production, and about 2,500 MLCCs will stop receiving orders in March of next year. They will no longer ship in March 2020, and these production cuts account for about the same day. 25 to 30% of commercial capacity. Chen Taiming, chairman of the country’s giant board of directors, said that after deducting about 20% of the shift to miniaturization, orders for spillovers will be transferred to Taiwan, and some of the specifications will only be available to China’s giants.
Japanese index makers have a monthly production capacity of approximately 1200-1300 million units. Chen Taiming stated that Japanese companies including TDK and Murata are all transferring production capacity. One Japanese company has issued notices to customers, and about 2,500 item numbers have ceased in March 2019. Orders will not be shipped in March 2020. With this strategy, Japanese companies lobby their customers to shift from traditional MLCCs to miniaturization. It is estimated that the miniaturization rate will not exceed 20%. The conversion will require certification and the entire printed circuit board (PCB) will come back. "If so easy, out of stock situation Will not be delayed for so long!"
Chen Taiming believes that these production cuts account for approximately 30% of the Japanese production capacity. After deducting the miniaturization ratio, the spilled orders will be transferred to Taiwan. Some of the X5R's 0402, 01005 can only be accepted by Guoju.
Chen Taiming said that the outside world only focused on price increases. This is just a short-term phenomenon of supply and demand. Guo Ju has the world's most extensive access, and its customer structure and product mix are very different from those of its peers. At present, the ratio of high-level and industrial regulations in Europe and the United States has increased, and high-order orders have taken up. Compared with 40%, the proportion of high-order orders for land-based customers also exceeds 50%. This is the main reason why China National Giant’s gross profit margin has long been higher than its peers.
In this wave of shortages, Guoju’s EMS customers mistakenly believed that China’s giants would supply goods to land-based dealers. Chen Taiming refuted the fact that Guo Ju’s distribution and direct sales ratios have not changed much. European and American customers use direct sales and distribution in parallel. In Asia, sales are mainly based on direct sales, and distribution is mainly based on land-based investments. Customers include major companies such as Bitland, Huawei, BYD, and Xiaomi.
The country’s giant has announced that it has acquired NT$22 billion for the acquisition of US antenna manufacturer Pulse. Chen Taiming stated that in the Tesla, Google, Cisco, and Amazon’s BOM lists, the shadow of Pulse can be seen everywhere. The giant giant M&A Pulse is to escape the purely OEM pattern. To play the World Cup, the national giant must start with Designin (design import) in the European and American mainstream market.
A high-speed slip ring is an electromechanical device that allows electrical current to pass between a stationary and a rotating assembly. It is typically used in applications where the speed requirement exceeds that which is achievable with a standard slip ring. High-speed slip rings are available in a variety of sizes and configurations to meet the needs of most applications. They are commonly used in military, aerospace, and medical applications where speed and reliability are critical.
The speed is required to be at least tens of thousands of revolutions per minute, the structure of the Conductive Slip Ring directly determines the contact of high speed, as well as the size of impedance. High-speed slip ring materials have high wear resistance, high life characteristics, and multi-contact contact can ensure signal transmission and power reliability, with the development of science and technology, high-speed slip rings will be more and more widely used.
If you need to transfer large amounts of data or power between two stationary objects, a high-speed conductive slip ring is what you need. Traditional slip rings only offer a few thousand revolutions per minute (RPM), which is more than enough for most applications, but can be limiting in some circumstances. Some applications, like those found in the medical or military field, require speeds of tens of thousands of RPM in order to function properly. That's where our high-speed conductive slip ring comes in. With speeds up to a certain range, it can handle even the most demanding applications.
High Speed Slip Ring,Rotary Slip Ring Electrical,Slip Electrical Connector,Hydraulic Rotary Joint
Dongguan Oubaibo Technology Co., Ltd. , https://www.sliprobs.com