At present, the supply of semiconductor production capacity in Malaysia has become tight again due to the epidemic. On June 28, Malaysia announced an “indefinite extension” of the total lockdown. The closure of the country is expected to have a greater impact on semiconductor packaging and testing capacity and components such as automotive MLCCs, chip resistors, solid capacitors, and aluminum capacitors.

The closure of the country in Malaysia also affects the supply chain of capacitor products. According to a person in the capacitor industry, Japanese-funded aluminum electrolytic capacitor companies such as NCC, NIchicon, and Panasonic generally have a delivery period of 180-240 days, and even suspend orders. Many Japanese capacitor manufacturers in Malaysia have also begun to postpone the delay. prepare for.

The epidemic in Malaysia is completely blocked, and the supply of semiconductor production capacity is tight again!

The epidemic in Malaysia is completely blocked, and the supply of semiconductor production capacity is tight again!

Partial extension explanatory letter

Although aluminum capacitors have received less attention in daily life, as basic components, they are widely used in various Electronic products. According to statistics, the global capacitor market in 2019 reached 22 billion US dollars, of which China accounted for more than 70%. The China Electronic Components Association said that it is expected that by 2024, the global market size of aluminum electrolytic capacitors will reach 55.65 billion yuan. At present, various terminal products are updated rapidly, emerging fields, 5G communications, etc. all urgently need rapid development in the field of aluminum capacitors, and the market demand for capacitors is also further expanding.

On the one hand, the global capacitor products will usher in growing demand in the future, on the other hand, the lack of production capacity caused by the epidemic will inevitably lead to the extension of the delivery time of capacitor products. At present, capacitor manufacturers in the mainland and Japan have predicted that the capacitor gap will further expand in the third quarter of this year, and have begun to prepare for the surge in orders in the third quarter of this year. They have said that the current solid, liquid or hybrid capacitors have very strong need.

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