December 2019 Passive Electronic Component Monthly Market Research Report for December 2019
CRL Monthly Review: Passive Electronic Component: Monthly Report: DECEMBER 2019 Review
DECEMBER 2019 MARKET UPDATE:
• Tantalum capacitor demand increases again, with lead times increasing for all case sizes due to channel replenishment at distributors; AND concern over Yageo’s purchase of KEMET and the fate of the tantalum product line.
• MLCC Lead Times and demand Remain Unchanged in December 2019
• Palladium and Ruthenium Prices Increase Due To Supply Chain Concerns
• Base Metal Prices Decline As Trade Tensions Ease
QUICK MESSAGE:
• TANTALUM channel is getting scrutinized due to yageo purchase of kemet. all tantalum military specification capacitors now under control of foreign investment (avx/japan; vishay/israel; kemet/taiwan roc)
• MLCC Lead Time Declines Slow in December
• Precious Metal Prices Up
• Base Metal Prices Down
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