Resistance and capacitance components info 2023

Resistance and capacitance components info(2023)

28 October 2023

According to the latest market report, the delivery time of passive components has stabilized, but due to the shortage of raw materials affecting manufacturers, some product delivery times will be extended as prices rise. At present, the average delivery time for passive components from various manufacturers is 19-38 weeks.

The following are the delivery dates and price trends for the future passive component market in Q3

Product	Supplier	Lead time		Price	Note
Product	Supplier	Nowadays	Future trends(Three months)	Future trends(Three months)	Note
SMD resistor	Panasonic	50-60 weeks	Stabilize	Stabilize
	Vishay	22-26 weeks	Stabilize	Rise
	Yageo	12-28 weeks	Stabilize	Stabilize
	Walsin	16-25 weeks	Stabilize	Stabilize	The cost increases take effect in May 2023
Resistor Networks and arrays	Bourns	15-26 weeks	Stabilize	Rise
	Bishay	30-50 weeks	Stabilize	Stabilize
	Yageo	16-28 weeks	Stabilize	Stabilize
	Walsin	15-24 weeks	Stabilize	Stabilize	Price increase due to increased raw material and logistics costs
Non thermal resistor/ thermistor	Epcos	18-30 weeks	Stabilize	Rise
	Murata	20-24 weeks	Stabilize	Stabilize	Price increase due to increasedraw material and logistics costs
	Vishay	20-30 weeks	Stabilize	Rise
Trimmer & Potentiometer	Bourns	20-44 weeks	Extension	Rise
	TT Electronics	20-44 weeks	Stabilize	Stabilize
	Vishay	20-60 weeks	Stabilize	Rise
Overvoltage protection varistor	AVX	17-30 weeks	Stabilize	Stabilize
	Bourns	16-40 weeks	Stabilize	Rise
	Littelfuse	20-40 weeks	Extension	Rise
	Epcos	20-30 weeks	Stabilize	Rise
Overvoltage protection varistor	AVX	10-50 weeks	Stabilize	Stabilize
	Bourns	14-54 weeks	Stabilize	Rise
	Littelfuse	15-40 weeks	Stabilize	Stabilize	Due to increased raw material andlogistics costs leading to priceincreases, APAC prices increase

Bourns pointed out that the insufficient supply of ceramic materials has led to an increase in the prices of trimmers and potentiometers.

Due to the increase in raw material and logistics costs, Litteluse announced an 8% price increase in April for overvoltage protection varistors, overvoltage protection thyristors, TVS diodes, and overcurrent protection fuse products in the European Union and Asia Pacific region. Epcos has also increased the price of overvoltage protection varistor product lines. The price of Walsin's automotive grade SMD resistors is decreasing in the European Union.

The prices and delivery times of Abracon's frequency controlled crystal and oscillator products are on the rise. In the Asia Pacific region, MEMS oscillators are still being allocated.

Product	Supplier	Lead time		Price	Note
Product	Supplier	Nowadays	Future trends(Three months)	Future trends(Three months)	Note
Overcurrent protection fuse	Bourns	16-20 weeks	Stabilize	Rise
	Littelfuse	15-30 weeks	Stabilize	Stabilize
	Schurter	15-35 weeks	Stabilize	Stabilize
Frequency controlled crystal &oscillator	Abracon	30-99 weeks	Extension	Rise	APAC: MEMS oscillator is still being allocated
	Kyocera	14-35 weeks	Extension	Stabilize
	ESC	30-52 weeks	Extension	Rise
	IQD	30-35 weeks	Extension	Stabilize
	TXC	18-52 weeks	Stabilize	Stabilize
Frequencycontrolled resonator	Abracon	9-30 weeks	Stabilize	Stabilize
	Geyer	9-16 weeks	Stabilize	Stabilize
	Murata	9-24 weeks	Stabilize	Stabilize
Variable frequenc controller	Abracon	24-50 weeks	Stabilize	Stabilize
Variable frequenc controller	Murata	16-24 weeks	Stabilize	Stabilize
Ceramic multilayercapaciton	AVX	14-30 weeks	Stabilize	Rise
	Kemet	20-38 weeks	Extension	Rise	LT added to automotive grade MLCC
	Murata	15-22 weeks	Stabilize	Stabilize
	Samsung EM	18-22 weeks	Extension	Stabilize
Tantalum capacitor	AVX	12-36 weeks	Extension	Stabilize
	Kemet	16-36 weeks	Stabilize	Stabilize
	Samsung EM	25-27 weeks	Stabilize	Stabilize
	Vishay	18-42 weeks	Stabilize	Stabilize
Thin film capacitor	Epcos	26-70 weeks	Stabilize	Stabilize
	Kemet	26-35 weeks	Stabilize	Stabilize
	Vishay	18-24 weeks	Extension	Decrease
	Wima	14-20 weeks	Stabilize	Stabilize

The delivery time for Epcos ordinary thin film capacitors at AP is 16-20 weeks. In contrast, high-power thin film capacitors still last for 26 weeks. Vishay's products such as inductors, chokes, and coils are expected to have lower delivery times and prices for their product lines. Bourns' inductor, choke, and coil product lines have maintained stable delivery times in the European Union and are expected to show a downward trend in the future.

Nichicon has cancelled the quotation for aluminum capacitors for all customers in the EU region, and has raised prices and extended delivery times for products in the Asia Pacific market with packaging sizes of 6.3x7.7, 8x10, and 10x10.

Product	Supplier	Lead time		Price	Note
Product	Supplier	Nowadays	Future trends(Three months)	Future trends(Three months)	Note
Aluminum capacitor	Epcos	40-44 weeks	Stabilize	Rise
	Nichicon	56-60 weeks	Shorten	Stabilize
	Panasonic	46-50 weeks	Stabilize	Rise
	Vishay	22-26 weeks	Stabilize	Stabilize
Choke coil inductor	Abracon	12-24 weeks	Stabilize	Stabilize
	Bourns	22-28 weeks	Stabilize	Stabilize
	Eaton	15-20 weeks	Stabilize	Stabilize
	Epcos/ TDK	48-52 weeks	Extension	Rise
	Murata	18-25 weeks	Stabilize	Stabilize
	Pulse	16-22 weeks	Stabilize	Stabilize
	Vishay	18-22 weeks	Stabilize	Decrease
Transformer	Bourns	22-26 weeks	Stabilize	Rise
	Epcos	12-30 weeks	Stabilize	Rise
	Pulse	16-22 weeks	Stabilize	Stabilize
Soft magnetic ferrite	Epcos	30-50 weeks	Stabilize	Rise
Soft magnetic ferrite	Ferroxcube	8-20 weeks	Stabilize	Rise
Filter (EMI)	Abracon	10-14 weeks	Stabilize	Stabilize
	Epcos	15-30 weeks	Stabilize	Rise
	Schaffner	14-20 weeks	Stabilize	Rise
	TE Connectivity	20-22 weeks	Extension	Rise

Overall, in terms of the supply chain, the lead time of semiconductor products is shortening, and the off-season of the passive component market is slowing down, although inventory adjustments are still ongoing. In the medium to long term, benefiting from the three major markets of AI/5G communication and automotive electronics, the industry is generally optimistic about strong market demand in the second half of the year and continues to be optimistic about the passive component market in 2024.

In addition, in terms of capital expansion and product layout, Vishay has increased its capital expenditure this year to $385 million, an increase of $60 million compared to 2022. Two thirds of these expenses are used for capacity expansion projects. It is expected that Vishay will gradually release production capacity and shorten product delivery cycles in the second half of 2023 and the first half of 2024.

Unlike in the past, Vishay's expansion areas are concentrated in wafer fabs in Germany, Taiwan, China and Italy. At the same time, the product is biased towards MOSFETs and other products applied in the automotive and industrial fields.

In terms of automotive business, Murata stated that traditional cars use 3000 multilayer ceramic capacitors (MLCCs) per vehicle, while pure electric vehicles that support autonomous driving will carry more than three times the quantity. Murata's goal is to expand the sales of automotive MLCCs, so that over 30% of the company's sales in the medium to long term come from automotive products.

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