July 2020 Monthly Market Research Report On Passive Components

CRL Monthly Review: Passive Electronic Component: Monthly Report:

JULY 2020 Review

¥ TDK reporting shows stable MLCC, growing CHIP COIL nductor markets

¥ Early reporting by Yageo, Walsin and SEMCO show stability in MLCC in the June 2020 quarter. 5G infrastructure sales in china and 5g handset sales in KOREA offsetting losses in auto ice, industrial, and legacy handsets.

¥ Computer and gaming markets buoyed by stay at home global trend, diving higher ASP MLCC, tantalum, MOV products worldwide but especially in Taiwan ROC. Huge Growth in tablet computers for home education.

¥ Raw Material Index for Passive Components increased 9.5% in July, as all base metal products and precious metal products saw hefty price increase for the month.

¥ Tantalum weakened in July, But MLCC suddenly got Tighter

¥ Resistors Showed weakness in July but Inductors remained strong.

¥ Outlook from TDK and Samsung both suggest consecutive rates of incremental growth as the world is released from the impact of pandemic over the next nine months.