This year, the global passive component market is expected to decline, and Taiwanese manufacturers' operations and gross margins are facing challenges. Analysts suggest that Taiwanese companies should continue to cut into the Samsung and Apple supply chains, actively enter the automotive sector, deploy new products, and strengthen material autonomy.

Dong Haoming, manager of the Ministry of Industrial Economics and Trends Research Center of the Industrial Technology Research Institute (IEK), estimates that due to the continued European debt effect, the unemployment rate in Europe and the United States remains high, and the end-of-line purchase of electronic products continues to be low. It is difficult to return to the positive growth track.

Dong Yuming estimates that the global passive component market will be around $201.83 billion this year, down 10.9% year-on-year, with shipments of about 2,727 billion, down 7% annually. Among them, smart phone application passive components accounted for about 20% of the global passive component market, notebook computers accounted for about 10%, and tablet computers accounted for about 5% to 6%.

From the Japanese market, we can see that the global passive component market has changed this year. Dong Yuming pointed out that Japan accounts for about 60% of the global passive component output value. It seems that Japan’s passive component shipments have been reduced by 10% to 15% annually. about.

In the contrarian environment, in the face of the global passive component supply chain restructuring, Taiwanese factories must find a suitable way out. Dong Yuming said that Taiwan has room for development in the fields of smart phones, notebook computers, ultrabooks, automotive electronics and polymer solid capacitors.

Dong Weiming suggested that in the field of smart phones, Taiwanese companies should continue to cut into the Samsung and Apple supply chains, but relatively speaking, Samsung has its own supply chain in chip resistors and multilayer ceramic capacitors (MLCC) products. The proportion of the Apple supply chain.

In addition, the proportion of passive components in automotive applications has gradually increased. Dong Yuming said that the cost of electronic devices accounts for more than 40% of the average cost per vehicle. The demand for passive components is increasing. The average unit price of passive components for vehicles is higher. The passive component factory is profitable.

In the new product layout, Dong Yuming said that the Taiwan factory should continue to lay out the polymer solid capacitor market, continue to deepen the polymer solid capacitor products, cut into the desktop computer motherboards, notebook computers, game consoles and home audio and video applications market.

In the supply of passive component materials, Dong Yuming pointed out that more than 70% of the materials needed for the passive component industry in Taiwan are provided by Japanese manufacturers, and Taiwan should accelerate the independent supply of materials for passive components. (Reprinted from Taiwan Business Times)