May 2019 Passive Electronic Component Monthly Market Research Report
MAY MARKET UPDATE:
• High Capacitance MLCC Demand Remains High; Lead Times Increase in May 2019
• All other product lines, including low capacitance MLCC, tantalum, aluminum, film; resistors and inductors show signs of weakness.
• Tantalum capacitor lead times drop sharply in May as new capacity comes on line
• ALUMINUM prices rise by 29% in May impacting costs to produce etched anode and cathode foils for aluminum electrolytic capacitors. Aluminum (Bauxite) is the first major casualty in the US/China Trade War. Please note that it is Paumanok’s position that this bodes well for Brazil.
• In May we are now cautioning the sharp strengthening in the US dollar to the won and the US dollar to the New Taiwan Dollar, which will favor products purchased in those countries.
12 Months of Data Plus Access To The Archives