August 2019 Passive Electronic Component Monthly Market Research Report

AUGUST 2019 MARKET UPDATE:

Nickel Prices Increase Sharply- RED FLAG

Competitive Analysis Shows (6.5%) Decline for June 2019 Quarter (Q-to-Q) for All Passive Components

Competitive Analysis Estimates 0-3% Growth for September Quarter Due To MLCC Price Model Shift, for All Passive Components

Japanese MLCC Vendors Forecasting Growth In The September Quarter for MLCC, and for the FY 2020 Year Ending March 2020, with Sales Forecasted up for MLCC by 5% to 8%

• Thick Film Chip Resistor Lead Times Decline, HOWEVER Ruthenium Price Remains at $246 Per Toz.

• Lead Times for Almost All Capacitors, Resistors and Inductors were weak in August due to China/US Trade Issues

• Counterintuitive Product Lines In August- Those That Sell Regardless-Large Case Size MLCC 1812-2225 picofarad and DIP Resistor Networks.

• Won to Dollar Ratio Shifted by 3% in August- Watch SEMCO