May 2020 Passive Electronic Component Monthly Market Research Report

CRL Monthly Review: Passive Electronic Component: Monthly Report:

MAY 2020 Review

MAY 2020 MARKET UPDATE:

• 12% Market Drop Expected In June 2020 Quarter on a quarter-to-quarter basis; Followed by Recovery

• Regional shortages of High Cap BME MLCC and Tantalum for Computers keeping market up in value

o High Cap BME MLCC Not Made in Americas or Europe; in short supply

o Large Case Size Tantalum Not Made in Asia In Short Supply (Needed for computers)

o Film Capacitor Production in Europe and Asia Disrupted

o Shortages Will Drive Up Price And Create Near Term Value in MLCC and Tantalum

o 5G Handset Roll Out is Large- Impacting SEMCO MLCC Sales

o Work at Home Trend Drives Demand Up for Computers, Storage, TV Sets and Gaming

o Fossil Fuel Electronics Losing Support, But EXv growing fast.