近期，全球被动元件龙头厂商国巨（Yageo）宣布对其电阻产品进行新一轮涨价，引发业界广泛关注。据悉，此次调价主要针对厚膜与薄膜电阻等标准品，涨幅在5%至15%不等，预计于下一季度正式生效。国巨方面表示，涨价原因主要包括原材料成本持续攀升、能源价格高企以及人工与物流费用上涨等多重压力。此外，尽管消费电子市场需求有所疲软，但汽车电子、工业自动化及新能源等高端应用领域对高精度、高可靠性电阻的需求依然强劲，推动产能向高附加值产品倾斜，进一步压缩了通用型电阻的供应弹性。分析人士指出，国巨作为全球最大的片式电阻制造商，其价格策略往往具有行业风向标意义。此次涨价可能带动其他被动元件厂商如华新科、风华高科等跟进调整，进而影响下游电子制造企业的成本结构。对于终端客户而言，提前备货或寻求替代方案将成为应对价格上涨的重要策略。整体来看，在供应链重构与技术升级的双重驱动下，被动元件行业正逐步从价格竞争转向价值竞争，长期利好具备技术壁垒和产能优势的头部企业。
Recently, Yageo, a global leader in passive components, announced a new round of price increases for its resistor products, drawing significant attention across the industry. The adjustment primarily targets standard thick-film and thin-film resistors, with price hikes ranging from 5% to 15%, set to take effect next quarter. Yageo cited rising raw material costs, elevated energy prices, and increased labor and logistics expenses as key drivers behind the move. Although demand from the consumer electronics sector has softened, strong demand for high-precision, high-reliability resistors from automotive electronics, industrial automation, and renewable energy applications continues to grow, shifting production capacity toward higher-value products and tightening supply for general-purpose resistors.Analysts note that as the world’s largest manufacturer of chip resistors, Yageo’s pricing strategy often sets a benchmark for the industry. This latest increase may prompt other passive component makers—such as Walsin Technology and Fenghua Advanced Technology—to follow suit, potentially impacting cost structures for downstream electronics manufacturers. For end customers, proactive inventory stocking or seeking alternative solutions will be crucial strategies to mitigate rising costs. Overall, driven by supply chain realignment and technological upgrades, the passive components industry is gradually transitioning from price-based competition to value-driven differentiation, which bodes well in the long term for leading companies with strong technical barriers and manufacturing scale.
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