Core Viewpoint - The frequency component industry is experiencing price increases of approximately 5% to 10% due to rising raw material costs, particularly precious metals, and strong demand for high-end frequency components used in AI data centers [1][2]. Group 1: Price Increases - Leading frequency component manufacturers, including Jingji (3042) and Taijia Shuo, have announced price hikes effective April 1, reflecting the rising costs of raw materials and the need to maintain profitability [1]. - Jingji has indicated that the average price of precious metals has increased by over 60% since early 2025, which has exceeded the company's capacity to absorb costs [1]. Group 2: Market Dynamics - The frequency component market, which includes quartz crystal resonators and oscillators, is critical for various electronic applications, including communications, computing, and automotive sectors [2]. - The demand for frequency components, especially those used in AI data centers, is rapidly increasing, contributing to a positive cycle in the industry [2]. Group 3: Future Outlook - As specifications for optical communications increase, the price of frequency components is expected to double with each upgrade, indicating a strong upward trend in pricing and demand as infrastructure expands [2].
又一类元器件,官宣涨价
半导体行业观察·2026-03-31 02:23