Into the third quarter of electronic products in the passive components of the boom back temperature

After entering the third quarter passive components of electronic products by the PC season, the economy back to temperature and 3G, expand the application of mobile phone and other favorable factors, the majority of stock dealers are optimistic that the third quarter demand gradually picked up when the passive components will contribute to product shipment growth and product prices.

Shenzhen stock market shows that the second quarter chip resistors and MLCC multilayer ceramic capacitor prices still continued to decline, but the decline is due to industry consolidation and the emergence of the phenomenon under control and reduction. Dealers, the entire two quarter chip resistors and MLCC laminated ceramic capacitor prices fell only between 3% to 5%. With the third season season came to the industry, optimistic estimates for the third quarter notebook and desktop computer needs to be compared to the second quarter growth of 18% and 15%, the fourth quarter will be compared to the third quarter growth of 23% and 13%. Add Intel and AMD to promote the high order CPU and dual core CPU will also help PC demand promotion, therefore, the passive component manufacturers demand in the second half the expected result and quarterly rise. In addition to PC and rebound, 3G mobile phone applications and LCD TV after the price of the market demand increasing, is also expected to drive substantial growth of demand for passive components. After 3G 3G mobile phone market gradually preheating, industry estimates the demand for mobile phone 3G passive components, the existing 40%-50% mobile phone is growing, with a total amount of MLCC and the chip resistor, from the original 360 to 400, up to 500 to 600, the inductance the amount will be compared with the current 30 to 65 satellites to improve. And, along with the market promotion of higher order product requirements, including LCD TV, high order and high order motherboard power and other products, due to the power management, stability and product life conditions more demanding, so the solid capacitor product demand will further enhance. It is reported that the current, passive components with NB and TV the large quantity of each NB and TV on chip resistance and MLCC demand about each 800, far higher than the amount of the main board each film of the 450 stars. As for the inductance, NB demand per unit of about 30 to 35, LCD TV needs of more than one hundred per unit, inductor manufacturers and distributors are expected to be the direct beneficiaries of the popularity of LCD TV. Overall, passive component industry in the third quarter of the season when the market should be a rebound. At the same time, the demand for optimism in the form of price decline is also helpful to slow down, but the experience also pointed out that a substantial increase in profit growth still depends on the extent of the application and the capacity to digest the situation.