October 2018 Passive Electronic Component Monthly Market Research Report

CRL Monthly Review: Passive Electronic Component: Monthly Report: OCTOBER 2018 Review

MARKET UPDATE:

• Paumanok expects the Passive Component Market To Peak in The December quarter before dropping sharply in the March 2019 quarter. This is in line with new forecasts by Murata and TDK.

• The Passive Component Market Weakened again in October In Capacitors and Resistors

• Lead Times for Capacitors and Resistors Declined Across The Board for All Parts – But NOT MLCC.

• Declines were in Component Markets Peripheral To MLCC

• MLCC Markets Remain Strong, But Resistors, Tantalum, Film and Aluminum Capacitors all Showing Signs of Weakness

• Raw Material Prices Declined Again for A 2nd Month With Nickel Prices Down Sharply

• Vendors note weakness in Handset, European Auto, and Computer End-Markets