In the second quarter of this year, AVX, a leading electronic component manufacturer, sent an email saying that the spread of the new crown pneumonia epidemic has affected all aspects of the business. Due to the poor resumption of work and insufficient production capacity to meet the growing demand, AVX's original factory will increase the price of TAJ and TLJ tantalum capacitor series products ranging from 12% to 20%, and it will continue until September this year, depending on the situation. adjust the price.
Tantalum capacitor are named after their capacitor media is tantalum material. Due to the epidemic in the first half of the year, most tantalum mines in the world are in a semi-stop or suspended state, and the mining area has a natural disadvantage in the prevention and control of the epidemic. Therefore, the future market of tantalum There is time-to-time uncertainty about supply.
Moreover, the production of tantalum capacitor is very polluting, and it is very difficult to obtain government support from the place of production. Therefore, the production capacity of tantalum capacitor in the industry has been very limited.
For example, in the first half of this year, the shortage of tantalum capacitor caused by insufficient production capacity, market participants generally believe that rigid demands such as online shopping, online education, and online video conferencing have led to a significant increase in the market demand for cloud data servers for data operators. As a result, most of the inventory of tantalum capacitor was quickly digested.
In addition, mentioning the impact of the epidemic, under-starting and suspending production of tantalum mining companies have led to tight supply of tantalum resources and price increases. Manufacturers of the same tantalum capacitor also under-started due to the epidemic, and their production capacity was not as expected.
In fact, in addition to the above-mentioned industries, which were originally expected to grow in large quantities, there is another market with a larger increase in the tantalum capacitor market, which is actually the leading high-power fast-charging charger for smartphones in China. market.