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margin-bottom: 0px; padding: 0px; border: none; outline: none; text-size-adjust: none; border-radius: 0px; transform: none; transition: none 0s ease 0s; box-sizing: border-box; color: rgb(43, 43, 43); text-indent: 2em;">受惠手机传统旺季来临、PC市况回温，以及银价今年以来大涨逾三成，日商村田、TDK等国际大厂酝酿调涨产品报价，锁定积层式电感、磁珠等产品，涨幅上看两成，为近年被动元件业罕见大涨价。</p><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; border: none; outline: none; text-size-adjust: none; border-radius: 0px; transform: none; transition: none 0s ease 0s; box-sizing: border-box; color: rgb(43, 43, 43);"><br style="margin: 0px; padding: 0px; border: 0px; outline: none; text-size-adjust: none; border-radius: 0px; transform: none; transition: none 0s ease 0s; box-sizing: border-box;"/></p><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; border: none; outline: none; text-size-adjust: none; border-radius: 0px; transform: none; transition: none 0s ease 0s; box-sizing: border-box; color: rgb(43, 43, 43); text-align: center;"><img src="/upload/image/20240729/17222150094652921.png" alt="image.png" style="margin: 0px; padding: 0px; border: none; outline: none; text-size-adjust: none; border-radius: 0px; transform: none; transition: none 0s ease 0s; box-sizing: border-box; display: inline-block; height: auto !important; max-width: 100%;"/></p><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; border: none; outline: none; text-size-adjust: none; border-radius: 0px; transform: none; transition: none 0s ease 0s; box-sizing: border-box; color: rgb(43, 43, 43);"><br style="margin: 0px; padding: 0px; border: 0px; outline: none; text-size-adjust: none; border-radius: 0px; transform: none; transition: none 0s ease 0s; box-sizing: border-box;"/></p><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; border: none; outline: none; text-size-adjust: none; border-radius: 0px; transform: none; transition: none 0s ease 0s; box-sizing: border-box; color: rgb(43, 43, 43); text-indent: 2em;">台湾共有奇力新、佳邦、台庆科等三家业者产品线涵盖报价看涨品项，有望迎来价量齐扬的强劲动能，大咬涨价商机。其中，奇力新隶属国巨集团，佳邦为华新科集团，使得国巨与华新科集团成为两大赢家。</p><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; border: none; outline: none; text-size-adjust: none; border-radius: 0px; transform: none; transition: none 0s ease 0s; box-sizing: border-box; color: rgb(43, 43, 43);"><br style="margin: 0px; padding: 0px; border: 0px; outline: none; text-size-adjust: none; border-radius: 0px; transform: none; transition: none 0s ease 0s; box-sizing: border-box;"/></p><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; border: none; outline: none; text-size-adjust: none; border-radius: 0px; transform: none; transition: none 0s ease 0s; box-sizing: border-box; color: rgb(43, 43, 43); text-indent: 2em;">业界分析，被动元件产业历经一年以上的库存调整期，近期随着库存陆续回到健康水位、客户回补库存，以及迎接传统旺季，加上成本攀升幅度大，让该产业的积层式电感、磁珠等，有机会出现罕见涨价的现象。</p><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; border: none; outline: none; text-size-adjust: none; border-radius: 0px; transform: none; transition: none 0s ease 0s; box-sizing: border-box; color: rgb(43, 43, 43);"><br style="margin: 0px; padding: 0px; border: 0px; outline: none; text-size-adjust: none; border-radius: 0px; transform: none; transition: none 0s ease 0s; box-sizing: border-box;"/></p><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; border: none; outline: none; text-size-adjust: none; border-radius: 0px; transform: none; transition: none 0s ease 0s; box-sizing: border-box; color: rgb(43, 43, 43); text-indent: 2em;">业界人士指出，银占积层式电感、磁珠成本比重高达六成，由于银价今年来一度飙涨近四成，即便近期略微回档，统计年初以来仍大涨35%，大举推升制造商量产积层式电感、磁珠的成本压力。</p><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; border: none; outline: none; text-size-adjust: none; border-radius: 0px; transform: none; transition: none 0s ease 0s; box-sizing: border-box; color: rgb(43, 43, 43);"><br style="margin: 0px; padding: 0px; border: 0px; outline: none; text-size-adjust: none; border-radius: 0px; transform: none; transition: none 0s ease 0s; box-sizing: border-box;"/></p><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; border: none; outline: none; text-size-adjust: none; border-radius: 0px; transform: none; transition: none 0s ease 0s; box-sizing: border-box; color: rgb(43, 43, 43); text-indent: 2em;">综观全球电感市占率指标厂，包括村田、TDK、太阳诱电等日企，以及台湾国巨、华新科等两大集团。因应下半年各手机大厂新机齐发，加上PC市况逐渐转向复苏，同时面对银价上扬，业界指出，一线大厂包括村田、TDK等，有机会调升积层式电感／磁珠报价，预期大尺寸会先涨价，涨幅约10%至20%。</p><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; border: none; outline: none; text-size-adjust: none; border-radius: 0px; transform: none; transition: none 0s ease 0s; box-sizing: border-box; color: rgb(43, 43, 43);"><br style="margin: 0px; padding: 0px; border: 0px; outline: none; text-size-adjust: none; border-radius: 0px; transform: none; transition: none 0s ease 0s; box-sizing: border-box;"/></p><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; border: none; outline: none; text-size-adjust: none; border-radius: 0px; transform: none; transition: none 0s ease 0s; box-sizing: border-box; color: rgb(43, 43, 43); text-indent: 2em;">业界说明，电感种类繁多，以积层式电感来说，其特性具磁遮蔽性，无电磁干扰的困扰，且能有效遏止电路上的高频振荡，极适合于高密度装配的电路设计，依据不同的尺寸，广泛应用在消费性电子产品，甚至是服务器中。</p><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; border: none; outline: none; text-size-adjust: none; border-radius: 0px; transform: none; transition: none 0s ease 0s; box-sizing: border-box; color: rgb(43, 43, 43);"><br style="margin: 0px; padding: 0px; border: 0px; outline: none; text-size-adjust: none; border-radius: 0px; transform: none; transition: none 0s ease 0s; box-sizing: border-box;"/></p><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; border: none; outline: none; text-size-adjust: none; border-radius: 0px; transform: none; transition: none 0s ease 0s; box-sizing: border-box; color: rgb(43, 43, 43); text-indent: 2em;">磁珠则采用铁氧体设计和积层式制程，阻抗值随频率变化，也就是说，在高频时实现高阻抗，有更好的高频滤波特性，有效抑制杂讯干扰，同样导入于如手机、平板、笔电、电源等终端产品上。</p><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; border: none; outline: none; text-size-adjust: none; border-radius: 0px; transform: none; transition: none 0s ease 0s; box-sizing: border-box; color: rgb(43, 43, 43);"><br style="margin: 0px; padding: 0px; border: 0px; outline: none; text-size-adjust: none; border-radius: 0px; transform: none; transition: none 0s ease 0s; box-sizing: border-box;"/></p><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; border: none; outline: none; text-size-adjust: none; border-radius: 0px; transform: none; transition: none 0s ease 0s; box-sizing: border-box; color: rgb(43, 43, 43); text-indent: 2em;">近期被动元件厂营运逐步回温，国巨看好，本季客户库存转趋健康，该公司产能利用率可望持续提升，对后市乐观。</p><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; border: 0px; outline: none; text-size-adjust: none; border-radius: 0px; transform: none; transition: none 0s ease 0s; box-sizing: border-box;"><br style="margin: 0px; padding: 0px; border: 0px; outline: none; text-size-adjust: none; border-radius: 0px; transform: none; transition: none 0s ease 0s; box-sizing: border-box; font-family: "PingFang SC,Helvetica Neue,Helvetica,Arial,Hiragino Sans GB,Microsoft Yahei,微软雅黑,STHeiti,华文细黑,sans-serif"; white-space: normal; background-color: rgb(255, 255, 255);"/></p><p><br/></p><script src="/inc/AspCms_VisitsAdd.asp?id=425580"></script> <div id="metinfo_additional"></div> </div> <div class="clear"></div> </div> <div class="met_hits"> <div class='metjiathis'> <div class="jiathis_style"><span class="jiathis_txt" style="float:left">分享到：</span><span class="bdsharebuttonbox"><a href="#" class="bds_more" data-cmd="more"></a><a href="#" class="bds_qzone" data-cmd="qzone" title="分享到QQ空间"></a><a href="#" class="bds_tsina" data-cmd="tsina" title="分享到新浪微博"></a><a href="#" class="bds_tqq" data-cmd="tqq" title="分享到腾讯微博"></a><a href="#" class="bds_renren" data-cmd="renren" title="分享到人人网"></a><a href="#" class="bds_weixin" data-cmd="weixin" title="分享到微信"></a></span> <script>window._bd_share_config={"common":{"bdSnsKey":{},"bdText":"","bdMini":"2","bdPic":"","bdStyle":"0","bdSize":"16"},"share":{}};with(document)0[(getElementsByTagName('head')[0]||body).appendChild(createElement('script')).src='http://bdimg.share.baidu.com/static/api/js/share.js?v=89860593.js?cdnversion='+~(-new Date()/36e5)]; 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