台湾被动元件大厂华新科（Walsin Technology）近日宣布，由于原材料成本持续上涨、全球供应链紧张以及客户需求强劲，公司决定自即日起对部分产品线进行价格调整。此次涨价主要涉及积层陶瓷电容（MLCC）、电阻器及电感等核心被动元件，涨幅预估在5%至15%之间，具体幅度将依产品规格与客户合作模式而定。华新科指出，近年来受地缘政治、能源价格波动及物流成本上升等多重因素影响，上游原材料如陶瓷粉体、金属电极等价格持续攀升，导致制造成本压力显著增加。同时，随着5G、电动车、人工智能及物联网等新兴应用的快速发展，市场对高性能被动元件的需求持续增长，进一步推高了产能利用率和交期压力。业内人士分析，华新科此次调价可能引发行业连锁反应，其他被动元件厂商如国巨、旺诠等也可能跟进调整价格，以维持合理的利润空间。对于下游电子制造商而言，短期内或将面临成本上升的压力，但长期来看，有助于稳定供应链并推动产业健康发展。
Taiwan-based passive component manufacturer Walsin Technology recently announced a price increase for certain product lines, citing sustained rises in raw material costs, global supply chain constraints, and strong customer demand. The adjustment primarily affects key passive components such as multilayer ceramic capacitors (MLCCs), resistors, and inductors, with estimated price hikes ranging from 5% to 15%, depending on product specifications and customer agreements.Walsin stated that multiple factors—including geopolitical tensions, energy price volatility, and rising logistics expenses—have driven up the costs of upstream materials like ceramic powders and metal electrodes, significantly increasing manufacturing pressures. Additionally, rapid growth in emerging applications such as 5G, electric vehicles, artificial intelligence, and the Internet of Things has fueled robust demand for high-performance passive components, further straining production capacity and lead times.Industry analysts suggest that Walsin’s move could trigger a ripple effect across the sector, potentially prompting other major passive component suppliers—including Yageo and Royal Ohm—to implement similar price adjustments to maintain healthy profit margins. While downstream electronics manufacturers may face short-term cost increases, the pricing correction is expected to support long-term supply chain stability and sustainable industry growth.
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