In recent years, with the explosion of demand for new energy vehicles and smart phones, the market for aluminum electrolytic capacitors has developed rapidly, driving the demand for electrode foils to grow rapidly. Since entering 2018, domestic environmental management and control has been further strengthened. The aluminum foil of raw materials for aluminum electrolytic capacitors has been strictly controlled by the government. Some small manufacturers have been eliminated, resulting in the shortage of aluminum foil, which has led to the delay in the delivery of electrolytic capacitor manufacturers.
It is reported that the electrode foil processed by electronic aluminum foil is the key raw material for manufacturing aluminum electrolytic capacitors, accounting for 30%-70% of its production cost. The suppliers are mainly from China and Japan. Among them, mainland China is an important production site for aluminum foil, accounting for about 70-80% of production.
Aluminum electrolytic capacitor manufacturers have argued that "2018 high, medium and low voltage aluminum foil may be in short supply, so no manufacturer can guarantee that they can get enough supply. At the same time, due to the shortage of aluminum foil materials, passive components such as downstream aluminum electrolytic capacitors Then raise the price hike."
According to Gaogong LED observation, in early 2018, aluminum electrolytic capacitor manufacturers started the trend of price increases, and Nichikang took the lead in launching the first shot of price increase. Kineko Hiroshi, president and general manager of Nichicon, announced that all models of "pin and screw" aluminum electrolytic capacitors will increase by 5%.
As a leading aluminum electrolytic capacitor manufacturer, Aihua Group (603989) has formed an integrated industrial chain of corrosion foil + chemical foil + aluminum electrolytic capacitors. At the end of 2017, Yin Baohua, executive vice president of Aihua Group, said in an interview that “aluminum electrolytic capacitors have been under pressure from raw materials, mainly within the tolerable range, and the cost has been internally digested.â€
However, with the sharp increase in prices of raw materials this year, supply has become even more scarce. Under the pressure of cost, Aihua Group also adjusted its products at the end of April. The relevant person in charge of the Aihua Group said frankly, “Aihua has been overcoming difficulties, tapping the potential internally, and automatically digesting the difficulties brought about by the growth of growth. However, the main raw materials have increased by more than 12%, so we proposed to the customers to increase the price by 8%. The current difficulties and huge cost pressures."
The continuous increase in raw materials prices, downstream aluminum electrolytic capacitors to raise prices to ease the pressure is also a helpless move. However, the price increase of the Aihua Group has not subsided, and the Japanese manufacturer Rubycon and the Taiwanese manufacturer Fengbin Electronics have successively released price increases.
Rubycon said, "The price of aluminum electrolytic capacitors is rising, and China's environmental protection policy has reduced the supply of raw materials. Rubycon has been doing its best to absorb the pressure of rising costs, and has to make price adjustments. It is expected to be June 2018. The price will be adjusted from the 1st."
Fengbin Electronics Shenzhen also proposed that “because of the influence of state regulation and environmental protection policies, various raw materials have fluctuated greatly. Compared with the same period of last year, the overall material cost and production cost have increased by nearly 30%, which has exceeded the company’s tolerance. Helpless will increase the untaxed unit price by 10%."
Undoubtedly, this round of price hikes is a bit "violent". Nowadays, the rise in raw material prices has already caused pressure on aluminum electrolytic capacitor manufacturers. If the subsequent situation continues to be tight, the further impact on the price of aluminum electrolytic capacitor manufacturers and even the price will not be ruled out.
As is known, aluminum electrolytic capacitors have the characteristics of small size, large storage capacity, high cost performance, and the like, and are widely used in terminal products, including LED lighting. Aluminum electrolytic capacitors, as one of the key components of LED driving power supply, this price increase naturally also affects the "central nerve" of power companies, especially small and medium power power companies.
In the view of General Manager Ke Jianjun of Bilda, "In fact, not only the price of aluminum electrolytic capacitors has risen, but other materials are also rising in price. Today's semiconductor materials have begun to be 'crazy'. But to some extent, this material has been greatly increased. The price increase will inevitably bring about a new round of inflation, and it will also give the industry a chance to reshuffle. For the current industry situation, the upswing is more healthy."
According to Gaogong LED, the overall cost of the capacitor is about 10%, but it is not much in the emergency power supply. As the leader of domestic emergency power supply, Bilda's emergency power supply is not affected by the price increase of electrolytic capacitors. However, ordinary power sources have been greatly affected, and some power companies have begun to increase prices.
When it comes to ordinary power supply, you have to mention Zhang Fei power supply. Zhang Fei Power is focused on 3W, 5W low-power power supply. After more than two years of continuous efforts, it has become the "child of tomorrow" in the eyes of many people in the industry.
All along, Zhang Fei power supply mainly uses Aihua's electrolytic capacitors. In response to the price increase, Yang Dong, general manager of Zhangfei Power, told Gaogong LED, "We have reached a strategic partnership with Aihua. We have already done a response measure one or two months ago, and we have completed the inventory plan, so recently It will not be affected by its price increase; in addition, if Aihua is raising prices in the short term, we will self-digest this part of the cost and will not easily raise prices for customers; however, once the price increase continues until the end of the year, we will increase again. Price notice."
In summary, the price increase of this round of electrolytic capacitors has not affected all power companies. However, the continuous increase in raw material prices and labor costs will also lead to the failure of a group of small-scale power companies to support and fail. At the same time, under the extremely fierce competition in the LED lighting industry, the rise in capacitor prices will undoubtedly not bring more severe tests to power companies.
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