Samsung Electro-Mechanics Plans 30% MLCC Price Hike, ABF Prices Also Rising
nashnova research
Samsung Electro-Mechanics plans to raise MLCC prices by roughly 30% for direct OEM/ODM customers in Q4 2026, with ABF substrates rising in tandem — if executed, this could mark the start of a new passive-component up-cycle.
What is going up, and by how much?
Samsung Electro-Mechanics plans to hike prices on MLCCs — multi-layer ceramic capacitors, a basic component found in virtually every electronic device — by about 30%, effective Q4 2026.
ABF substrates — Ajinomoto Build-up Film, a key material linking chips to circuit boards in advanced packaging — will rise at the same time, though the exact increase has not been disclosed.
This means → Samsung is raising prices on two fronts at once: the highest-volume passive component and a critical advanced-packaging material.
Who feels the pressure first?
The MLCC hike directly hits procurement costs for device and module makers — smartphones, PCs, and automotive electronics all depend on this tiny component.
In plain terms = MLCCs are the "screws and bolts" of electronics: huge volumes, low unit price. A 30% increase, multiplied across massive shipments, adds up fast.
The ABF substrate increase travels down the advanced-packaging supply chain, reaching high-end chip packaging.
Could this trigger industry-wide hikes?
Samsung Electro-Mechanics is one of the world's top MLCC suppliers; its pricing moves often act as a bellwether.
This means → if Samsung's 30% increase sticks, the odds of Murata, Taiyo Yuden, and other peers following suit rise significantly.
This reflects a passive-component industry that may be entering a new price up-cycle.
How certain is this?
The plan comes from market sources; Samsung Electro-Mechanics has not publicly confirmed the details.
Whether the hike proceeds on schedule — and whether the final figure truly reaches 30% — remains uncertain.
In plain terms = the news is out, but the shoe has not dropped yet. Watch for Samsung's official statement and actual quotes at the customer end.
市场有风险，内容仅供研究参考，不构成投资建议。