December 2019 Passive Electronic Component Monthly Market Research Report for December 2019

CRL Monthly Review: Passive Electronic Component: Monthly Report: DECEMBER 2019 Review

DECEMBER 2019 MARKET UPDATE:

• Tantalum capacitor demand increases again, with lead times increasing for all case sizes due to channel replenishment at distributors; AND concern over Yageo’s purchase of KEMET and the fate of the tantalum product line.

• MLCC Lead Times and demand Remain Unchanged in December 2019

• Palladium and Ruthenium Prices Increase Due To Supply Chain Concerns

• Base Metal Prices Decline As Trade Tensions Ease

QUICK MESSAGE:

• TANTALUM channel is getting scrutinized due to yageo purchase of kemet. all tantalum military specification capacitors now under control of foreign investment (avx/japan; vishay/israel; kemet/taiwan roc)

• MLCC Lead Time Declines Slow in December

• Precious Metal Prices Up

• Base Metal Prices Down