Source: International Electronic Commerce
In the near future, the United States may impose a 25% tariff on $16 billion of imports from China. On August 2, the United States announced that it would raise the tax rate on 200 billion US dollars of Chinese products exported to the United States from 10% to 25%.
On August 3, the Office of the Tariff and Tax Commission of the State Council issued a notice saying that China was forced to take countermeasures against the unilateral escalation of trade frictions by the United States. With the approval of the State Council, the Tariff and Tax Commission of the State Council decided to impose tariffs of 25%, 20%, 10% and 5% on 5207 items of goods originating in the United States of America, amounting to about $60 billion.
Which Semiconductor Products Are Involved
The list covers tantalum chip capacitors, aluminium chip capacitors, other aluminium electrolytic capacitors, single-layer ceramic dielectric capacitors, multi-layer ceramic dielectric capacitors, other paper or plastic dielectric capacitors, other fixed capacitors, other variable or adjustable (fine-tunable) capacitors, synthetic or film fixed carbon resistors with rated power less than 20. W-chip fixed resistor, rated power > 20W potentiometer, various resistor parts, unrecorded flash memory, light-emitting diode LED, light-emitting diode display screen, circuit protection device with voltage < 1000V, relay with voltage > 60V, transistor with dissipative power < 1W, semiconductor and thyristor and other switching elements, > four-layer and < four-layer printed circuit with additional 25%. Customs duties. The 25% tariff imposed on the United States and Canada is related to the semiconductor product pages.
In addition, it is proposed to impose a 20% tariff on other tantalum capacitors, other multi-layer ceramic dielectric capacitors, sheet paper or plastic dielectric capacitors, other fixed resistors whose rated power is less than 20W, other fixed resistors whose rated power is more than 20W and whose rated power is less than 20W wire wound variable resistors.
Market structure of aluminium electrolytic capacitors and tantalum capacitors covered in the list
This list includes tantalum capacitors, aluminium electrolytic capacitors, multilayer ceramic dielectric capacitors MLCC, etc.
According to the market structure of aluminium electrolytic capacitors, Japan, Taiwan, Korea and mainland China are the main producers of aluminium electrolytic capacitors in the world. Four of the top five aluminium electrolytic capacitors manufacturers in the world are Japanese enterprises, including Chemi-con, Nichicon, Rubycon and Panasonic. There are also TDK-EPCOS and so on. South Korea has Sanying, Sanhe and so on. Taiwan Lilong Electronics, Mainland China Aihua Group, Jianghai Share, etc. American manufacturers have CDE, mainly producing aluminium electrolytic capacitors, thin film capacitors and so on. In terms of market share, the proportion of American manufacturers is not high.
MLCC global major manufacturers mainly include Murata, Samsung Electric Machinery, Guoju, Sun Induced Electricity, TDK, AVX, Jimei, etc. The market is dominated by Japanese, Korean and Taiwanese manufacturers, of which Murata, Samsung, Guoju and Sun Induced Electricity market account for 78%.
Tantalum Capacitor Market:
With the trend of convenience of electronic products and the shortening of the renewal cycle of the whole electronic machine, as well as the improvement of the requirements of light, thin, short, small and digital, the development of chip capacitors will be more and more strong. It is a general trend to replace the traditional lead capacitors. In recent years, the global market of lead tantalum capacitors has declined at an average annual rate of 3%-5%, while the market of chip tantalum electrolytic capacitors is growing rapidly at an average annual rate of 25%-30%. At the same time, the volume of mobile phones, computers, automotive electronics, household and office appliances is shrinking, which requires the chip tantalum electrolytic capacitors to develop in the direction of high performance, high reliability and ultra-small size.
At present, the chip rate of electronic components in developed countries is more than 90%, and that in China is more than 80%. China is a big country in tantalum demand. At present, most products rely on foreign imports.
The global output of tantalum electrolytic capacitors increased from 11 billion in 1995 to 47.5 billion in 2011, and continued to grow by more than 15% from 2012 to 2017, reaching 100 billion in 2017.
At present, the international tantalum capacitor manufacturers represented by Vishay, KEMET and AVX have mastered and accumulated the core technology and key materials of tantalum capacitors, and their tantalum capacitor production equipment and instruments are advanced, high precision, strong controllability and high efficiency. No matter the scale of enterprises, the reliability and consistency of products, the development of new products with large capacity and low ESR are ahead of others. Domestic tantalum capacitor enterprises.
In terms of market share, AVX and KEMET account for about 60% of Tantalum capacitor share. In addition, there are NEC, VISHAY, NICHICON, Rom, Panasonic Sanyo, Samsung Motor, Pine Tail Motor, Abracon and other brand manufacturers.
In this market, KEMET is one of the most famous capacitor manufacturers in the world, and occupies a leading position in the field of passive electronics technology. Headquartered in Greenville, South Carolina, USA (SC), the company has more than 20 production bases in more than 10 countries such as the United States, China, Mexico, Germany, and has a worldwide sales and distribution network. Its business scope covers large-scale industrial applications, new energy, consumer electronics, communications, infrastructure and other fields.
In 2007, Kimmey formally acquired Aco Electronics (Italy) and Ivofsrfa (Finland) Aluminum Electrolytic Capacitors, Paper Capacitors and Thin Film Capacitors. Jimei is famous for its high quality products and advanced technology in thin film capacitor industry. Its tantalum capacitor sales rank first in the world.
Vishay is one of the largest manufacturers of discrete semiconductors (diodes, MOSFETs and infrared optoelectronic devices) and passive electronic components (resistors, inductors, capacitors). Vishay's global footprint includes manufacturing establishments in China, five other Asian countries/regions, Europe and the Americas, and sales offices around the world.
AVX products cover a wide range of passive components, high-quality interconnection products, including ceramic and tantalum capacitors, thin film capacitors, timing devices, ferrite devices, integrated passive components. AVX has established 29 R&D, design, manufacturing and customer service organizations in 16 countries around the world.
From their global standpoint, these firms have relatively decentralized distribution of production and manufacturing.
At present, it is not difficult to see from the tracing report of International Electronic Commerce on capacitor market that aluminium electrolytic capacitor manufacturers have issued price increase notices one after another. Supply and demand are affected by raw materials, and prices are rising. Fuchang Electronics Component Market Report in the second quarter of 2018 shows that AVX and Vishay tantalum capacitor delivery periods are prolonged, 20-28 weeks and 15-20 weeks, respectively. Among them, all AVX sizes are extended and VISHAY's small A&B sizes are extended. The delivery time of AVX and Panasonic polymer tantalum capacitors was also extended, 14-20 weeks and 12-16 weeks respectively. The delivery time of VISHAY was relatively stable, 12-14 weeks.
According to the interpretation of supply chain companies, according to current measures, imported semiconductors listed in the list will be subject to tariffs as long as their origin shows that they are from the United States.
At that time, it will inevitably affect the semiconductor market, especially some semiconductor devices in short supply and rising prices.
At present, the final measures and effective time have not yet been determined, but warnings and early response have been put forward to the enterprises involved in the relevant U.S. imports.