Passive Components Blog
No Result
View All Result
  • Home
  • NewsFilter
    • All
    • Aerospace & Defence
    • Antenna
    • Applications
    • Automotive
    • Capacitors
    • Circuit Protection Devices
    • electro-mechanical news
    • Filters
    • Fuses
    • Inductors
    • Industrial
    • Integrated Passives
    • inter-connect news
    • Market & Supply Chain
    • Market Insights
    • Medical
    • Modelling and Simulation
    • New Materials & Supply
    • New Technologies
    • Non-linear Passives
    • Oscillators
    • Passive Sensors News
    • Resistors
    • RF & Microwave
    • Telecommunication
    • Weekly Digest

    Bourns Releases High Inductance Common Mode Choke

    Vishay Releases Automotive TO-220 Case 50W Thick Film Power Resistor

    High Energy Density Polymer Film Capacitors via Molecular and Interfacial Design

    Bourns Releases High Clearance and Creepage 1500VDC Power Transformer

    KYOCERA AVX Expands Stacked MLCC Capacitors Offering

    Murata and QuantumScape Joint Development for Solid Batteries Ceramic Separators

    YAGEO Unveils Compact 3.6kW LLC Transformer for OBC EV Charging

    Over-Voltage Protection Clippers, Clampers, Snubbers, DC Restorers

    KYOCERA Releases Shielded Board-to-Board Connectors for Reliable EMI Protection

    Trending Tags

    • Ripple Current
    • RF
    • Leakage Current
    • Tantalum vs Ceramic
    • Snubber
    • Low ESR
    • Feedthrough
    • Derating
    • Dielectric Constant
    • New Products
    • Market Reports
  • VideoFilter
    • All
    • Antenna videos
    • Capacitor videos
    • Circuit Protection Video
    • Filter videos
    • Fuse videos
    • Inductor videos
    • Inter-Connect Video
    • Non-linear passives videos
    • Oscillator videos
    • Passive sensors videos
    • Resistor videos

    Connector PCB Design Challenges

    Efficient Power Converters: Duty Cycle vs Conduction Losses

    Ripple Steering in Coupled Inductors: SEPIC Case

    SEPIC Converter with Coupled and Uncoupled Inductors

    Coupled Inductors in SEPIC versus Flyback Converters

    Non-Linear MLCC Class II Capacitor Measurements Challenges

    Percolation Phenomenon and Reliability of Molded Power Inductors in DC/DC converters

    Root Causes and Effects of DC Bias and AC in Ceramic Capacitors

    How to Calculate the Output Capacitor for a Switching Power Supply

    Trending Tags

    • Capacitors explained
    • Inductors explained
    • Resistors explained
    • Filters explained
    • Application Video Guidelines
    • EMC
    • New Products
    • Ripple Current
    • Simulation
    • Tantalum vs Ceramic
  • Knowledge Blog
  • Suppliers
    • Who is Who
  • PCNS
    • PCNS 2025
    • PCNS 2023
    • PCNS 2021
    • PCNS 2019
    • PCNS 2017
  • Events
  • Home
  • NewsFilter
    • All
    • Aerospace & Defence
    • Antenna
    • Applications
    • Automotive
    • Capacitors
    • Circuit Protection Devices
    • electro-mechanical news
    • Filters
    • Fuses
    • Inductors
    • Industrial
    • Integrated Passives
    • inter-connect news
    • Market & Supply Chain
    • Market Insights
    • Medical
    • Modelling and Simulation
    • New Materials & Supply
    • New Technologies
    • Non-linear Passives
    • Oscillators
    • Passive Sensors News
    • Resistors
    • RF & Microwave
    • Telecommunication
    • Weekly Digest

    Bourns Releases High Inductance Common Mode Choke

    Vishay Releases Automotive TO-220 Case 50W Thick Film Power Resistor

    High Energy Density Polymer Film Capacitors via Molecular and Interfacial Design

    Bourns Releases High Clearance and Creepage 1500VDC Power Transformer

    KYOCERA AVX Expands Stacked MLCC Capacitors Offering

    Murata and QuantumScape Joint Development for Solid Batteries Ceramic Separators

    YAGEO Unveils Compact 3.6kW LLC Transformer for OBC EV Charging

    Over-Voltage Protection Clippers, Clampers, Snubbers, DC Restorers

    KYOCERA Releases Shielded Board-to-Board Connectors for Reliable EMI Protection

    Trending Tags

    • Ripple Current
    • RF
    • Leakage Current
    • Tantalum vs Ceramic
    • Snubber
    • Low ESR
    • Feedthrough
    • Derating
    • Dielectric Constant
    • New Products
    • Market Reports
  • VideoFilter
    • All
    • Antenna videos
    • Capacitor videos
    • Circuit Protection Video
    • Filter videos
    • Fuse videos
    • Inductor videos
    • Inter-Connect Video
    • Non-linear passives videos
    • Oscillator videos
    • Passive sensors videos
    • Resistor videos

    Connector PCB Design Challenges

    Efficient Power Converters: Duty Cycle vs Conduction Losses

    Ripple Steering in Coupled Inductors: SEPIC Case

    SEPIC Converter with Coupled and Uncoupled Inductors

    Coupled Inductors in SEPIC versus Flyback Converters

    Non-Linear MLCC Class II Capacitor Measurements Challenges

    Percolation Phenomenon and Reliability of Molded Power Inductors in DC/DC converters

    Root Causes and Effects of DC Bias and AC in Ceramic Capacitors

    How to Calculate the Output Capacitor for a Switching Power Supply

    Trending Tags

    • Capacitors explained
    • Inductors explained
    • Resistors explained
    • Filters explained
    • Application Video Guidelines
    • EMC
    • New Products
    • Ripple Current
    • Simulation
    • Tantalum vs Ceramic
  • Knowledge Blog
  • Suppliers
    • Who is Who
  • PCNS
    • PCNS 2025
    • PCNS 2023
    • PCNS 2021
    • PCNS 2019
    • PCNS 2017
  • Events
No Result
View All Result
Passive Components Blog
No Result
View All Result

Aluminum Capacitor under Tight Supply from SE Asia

27.9.2021
Reading Time: 4 mins read
A A

On top of the global shortage of semiconductors, passive components are also seeing undersupply as COVID looms large in Southeast Asia, where suppliers are forced to manufacture at lower capacity.

Aluminum capacitors used in 5G, work-from-home electronics, electric vehicles (EV), and renewable energy tech are increasingly in demand, whereas top suppliers of aluminum capacitor have undergone facility shutdown and capacity reduction in the past few months. Japan-based Chemi-Con and Nichicon had to close its facilities in Malaysia in July and August. The two Japanese suppliers, plus Rubycon, who has production facilities in Indonesia, have over 50% market share of the world’s aluminum capacitor. Another Japan-based main supplier of solid-state capacitors in Malaysia is Panasonic.

RelatedPosts

Bourns Releases High Inductance Common Mode Choke

Vishay Releases Automotive TO-220 Case 50W Thick Film Power Resistor

High Energy Density Polymer Film Capacitors via Molecular and Interfacial Design

Japanese suppliers face lockdowns in Malaysia

After going through lockdowns in July and August, Chemi-Con and Nichicon recovered only 60% of manpower on site, capping utilization rate. They are the main suppliers for car applications, gaming devices, servers, and base stations. Reduced utilization rates and production capacity, however, have posed some significant challenges with lead times prolonged to over six months. The COVID situation in Malaysia could lead to about 30-60% decrease in shipments, according to industry sources.

Demand for aluminum capacitor rises as demand for home economy and cloud-based services rises. Since the early COVID impact in 2020, clients have been preparing for what might come next and sought back-up support from suppliers from Taiwan and China.

Japanese suppliers have a solid reputation for stability and organization. It takes time to complete product verifications between them and clients, so it has been difficult for clients to find back-up suppliers within just a couple of years. The imbalance in demand and supply, however, is accelerating such process as inventories run low and lead times show no signs of improving, and it brings Taiwan-based suppliers the opportunities to take part in the car supply chain.

Orders spilled to Taiwan and China

Before the pandemic, suppliers from Taiwan and China mostly saw order visibility shorter than two months. They used to be able to guarantee delivery within four to six weeks, but now they need at least three to six months to deliver. In the first quarter, suppliers even shipped by air, instead of by sea, just to win more time.

Taiwan-based suppliers Lelon Electronics, Chinsan Electronics, Kamei Electronics, and Apaq Technology have seen revenue grow over 20% on year for the first half of 2021. China-based Aihua Group and Nantong Jianghai Capacitor also saw strong growth for the same period.

A large portion of orders were spilled from Japanese suppliers who had to run on low capacity and China happens to have a steady manufacturing scene where supplies of aluminum foil and aluminum shells are within reach.

According to industry sources, Chinese suppliers have not only benefitted from the growth in overall demand, but also have been propelled by the Chinese government’s policies to manufacture locally and independently from Japan and the US. The local supply chain has grown even more united as demand for passive components grow bigger and bigger, boosting suppliers’ revenue.

For the first half of 2021, Jianghai posted 56.5% increase in revenue to CNY1.67 billion (US$257.4 million) and 46.5% increase in net profit to CNY204 million. Aluminum capacitors represent nearly 78% of revenue, increasing by 61.9% on year, thanks to growing demand for solar energy and EV charging infrastructures.

Aihua excels in manufacturing capacitors for lighting and fast-charging mobile phone chargers and has a specialty in small-sized aluminum capacitors. For first-half 2021, Aihua reported CNY1.51 billion in revenue, up by 40.5%, and CNY232 million in net profit, up by 31.5%, after having successfully expanded its clientele.

Whats’s to come into 2022?

To sum up, there’s no shortage of order and demand but capacity. High-end components are shipped fresh to clients with no inventories. Aluminum capacitors used in consumer electronics are the same situation.

One potential threat, though, is the carbon emissions and enormous consumption of electricity during the manufacturing process of aluminum foil. In order to secure future supply and to stabilize manufacturing costs, Taiwan’s Lelon is considering buying off aluminum foil maker Liton’s equipment to ensure production capacity will be intact.

High-end aluminum capacitors used for servers and base stations require more durable materials and more advanced technologies, while consumer electronics are cyclical products that are affected by economic conditions. To raise the percentage of high-end components in overall product mix is another way for suppliers to ensure future company growth.

Sources from Taiwanese suppliers pointed out that even though order visibility has extended to the end of 2021, 2022 remains unknown, given that demand for large-sized displays and notebooks has gone soft and that China has captured much of the orders. How much ground can Taiwanese suppliers hold onto in 2022 remains unclear.

Related

Source: DigiTimes

Recent Posts

High Energy Density Polymer Film Capacitors via Molecular and Interfacial Design

15.10.2025
8

KYOCERA AVX Expands Stacked MLCC Capacitors Offering

14.10.2025
19

Silicon Capacitors Market: Shaping the Foundation for Next-Gen Miniaturization Electronics

10.10.2025
40

Enhancing Energy Density in Nanocomposite Dielectric Capacitors

9.10.2025
32

Advances in the Environmental Performance of Polymer Capacitors

8.10.2025
62

Vishay Releases DLA Tantalum Polymer Capacitors for Military and Aerospace

8.10.2025
28

Vishay Expanded Inductor Portfolio With More Than 2000 Stock Items 

8.10.2025
14

Paumanok Releases Capacitor Foils Market Report 2025-2030

7.10.2025
28

Modelithics Welcomes CapV as a Sponsoring MVP

7.10.2025
4

Benefits of Tantalum Powder Stress–Strain Curve Evaluation vs Conventional Wet Test

3.10.2025
26

Upcoming Events

Oct 17
12:00 - 14:00 EDT

External Visual Inspection per MIL-STD-883 TM 2009

Oct 20
October 20 - October 23

Digital WE Days 2025 – Virtual Conference

Oct 21
October 21 @ 12:00 - October 23 @ 14:15 EDT

Space and Military Standards for Hybrids and RF Microwave Modules

View Calendar

Popular Posts

  • Buck Converter Design and Calculation

    0 shares
    Share 0 Tweet 0
  • Boost Converter Design and Calculation

    0 shares
    Share 0 Tweet 0
  • Flyback Converter Design and Calculation

    0 shares
    Share 0 Tweet 0
  • LLC Resonant Converter Design and Calculation

    0 shares
    Share 0 Tweet 0
  • What is a Dielectric Constant and DF of Plastic Materials?

    4 shares
    Share 4 Tweet 0
  • Ripple Current and its Effects on the Performance of Capacitors

    3 shares
    Share 3 Tweet 0
  • SEPIC Converter Design and Calculation

    0 shares
    Share 0 Tweet 0
  • Dual Active Bridge (DAB) Topology Explained

    0 shares
    Share 0 Tweet 0
  • MLCC and Ceramic Capacitors

    0 shares
    Share 0 Tweet 0
  • Flying Capacitors

    0 shares
    Share 0 Tweet 0

Newsletter Subscription

 

Passive Components Blog

© EPCI - Leading Passive Components Educational and Information Site

  • Home
  • Privacy Policy
  • EPCI Membership & Advertisement
  • About

No Result
View All Result
  • Home
  • Knowledge Blog
  • PCNS

© EPCI - Leading Passive Components Educational and Information Site

This website uses cookies. By continuing to use this website you are giving consent to cookies being used. Visit our Privacy and Cookie Policy.
Go to mobile version