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January 19, 2021 11:00 EST
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As one of the most widely used passive components, MLCC occupies approximately 40% of the capacitor market. MLCC has been widely used in communications, consumer electronics, automotive and military fields. The strong demand in these fields has prompted the expanding MLCC market.
Consumer electronics (especially smart phones, which account for 39% of total consumption) consume approximately 64% of MLCC. As far as the iPhone is concerned, smart phones with higher configurations use more MLCCs. For example, iPhone X requires as many as 1100 MLCCs compared to the 400-piece iPhone 5S. In addition, in recent years, portable and smart wearable devices such as TWS earphones and smart watches have attracted widespread market attention, resulting in a large demand for MLCC.
As the commercial use of 5G is developing rapidly, smartphones supporting 5G will have more MLCCs than 4G. For example, use MLCC to increase Sub-6Ghz 5G smartphones by 10%-15% and mmWave 5G mobile phones by 20%-30%. At the same time, the higher power consumption of 5G smartphones further promotes the demand for high-capacity, low-power high-end, micro/ultra-micro (0201, 01005, etc.) MLCCs.
During the rapid construction of 5G in 2020, compared with 4G, there will be more 5G base stations to be built, and each such MLCC will have a larger number. These are two factors that are increasing the demand for MLCC. By 2023, the demand for MLCC in global communication base stations will be 2.1 times that of 2019
. At the same time, the Internet of Things (IoT), which requires more stable connections, will be the beneficiaries of low-latency 5G networks. A VENKEL study shows that an average terminal needs more than 75 MLCCs. It can be foreseen from this that more and more interconnected IOT devices will undoubtedly stimulate the growth of the MLCC market.
The development of new energy vehicles and ADAS has pushed MLCC to a new blue ocean. An ordinary car requires about 3,000 or 4,000 MLCC, while a hybrid/plug-in hybrid car requires about 12,000, and an electric car requires about 18,000.
In the vehicle electronic system, ADAS using more MLCC can collect, detect, identify and track the change data inside and outside the vehicle through the sensors on the vehicle in the shortest time, and use it in combination to help the driver pay attention to correctness and safety Operate the potentially dangerous navigation map data for calculation and analysis. The wider coverage of 5G networks will be another solution to the delay problem. As more and more vehicles are equipped with more intelligent ADAS, the demand for MLCC will increase exponentially.
New energy vehicles with more control modules (such as ECU) require more passive components to support the electronic system, while new energy vehicles require at least 10,000 MLCC. In recent years, with the introduction of a timetable for the elimination of ICE vehicles on a global scale, new energy vehicles have a higher penetration rate, coupled with the increase in the use of MLCC by a single vehicle, which has stimulated the demand for automotive MLCC.
In a variety of automotive MLCC models, the size range used is 0402 to 2220, and the most used are 0603, 0805 and 1206. Although the size of the MLCC is not concerned, the automotive market has high requirements for safety parameters (reliability, service life and failure rate) as well as operating temperature, humidity, climate and vibration resistance. The automotive market poses a high barrier to entry for MLCC, and must comply with a series of automotive standards (AEC-Q200) and pass quality certification.
In the MLCC market, leading manufacturers include Murata, Samsung Electronics, Yageo, Walsin Technology,
, TDK, Kyocera and Mainland China companies such as Fenghua Advanced Technology and Chaozhou Sanhuan. Since 2016, MLCC suppliers such as Murata and TDK have rarely shifted to focus on automotive MLCC, which is a promising and lucrative high-tech market. This move disrupted the global passive component supply chain, causing low-end customers to turn to companies such as Yageo, Fenghua Advanced Technology and Chaozhou Sanhuan.
Murata Manufacturing Co., Ltd. is the world's largest MLCC supplier (approximately 56% of the automotive MLCC market), with an annual production capacity of about 1,100 billion. In recent years, the company has reduced the production capacity of low-end MLCCs while increasing the production of automobiles and other high-end products. Murata Manufacturing Co., Ltd. has accelerated the development and mass production of MLCC for high-end consumer electronic products, as well as the release of automotive products. In 2019, Murata began spawning 008004, which will be used in 5G flagship phones of Apple and Huawei. in
, Murata Manufacturing Co., Ltd. began mass production of two new automotive multilayer ceramic capacitors-NFM15HC105D0G3, which is the world’s smallest 0402 size (1.00.5mm) three-terminal low ESL multilayer ceramic capacitor, and NFM18HC106D0G3, which has three terminals Low ESL multilayer ceramic capacitors have the world's highest 10F capacitance in 0603 size (1.60.8 mm), suitable for ADAS and autonomous driving.
In recent years, Samsung Electromechanical, which ranks second in the MLCC market share (ranked fourth in the automotive MLCC market, with a share of about 6%) has also followed closely, such as squeezing low-end production capacity and accelerating deployment. High-end products. in
, The company has developed five new types of MLCC, including three types for power systems and two types for anti-lock braking systems, which will be introduced to global automakers in the future. Except in
Samsung Electro-Mechanics is advancing the construction of a new plant in Mexico
.
In view of its disadvantages in the MLCC of consumer electronic products, TDK cancelled the order of 700 million MLCCs covering approximately 360 models and committed to mid-to-high-end products in 2017. This is the first initiative for TDK to seize market share. Companies exploring the automotive MLCC market. About 25% of the shares.
In recent years, MLCC suppliers in mainland China have made rapid progress, especially Fenghua Advanced Technology Co., Ltd. is one of the few complete MLCC suppliers in China that provides MLCCs covering 01005-2220 and above specifications. Technical process has advantages; but it is still aimed at consumer electronics. The company launched products that meet the AEC-Q200 standard in 2018, but due to its weak foundation, it still does not pose a threat to its Japanese and Korean counterparts.
Since 2018, traditional car manufacturers around the world have begun large-scale deployment of electric car manufacturing, and governments have also proposed a timetable for phasing out ICE cars. Since the number of MLCCs used in electric vehicles is 6 times the number of MLCCs in ordinary cars, MLCCs are bound to be highly sought after. Hundreds of automakers need automotive MLCCs provided by only a few automotive MLCC suppliers, which inevitably leads to a tight supply of automotive MLCCs in the next two or three years. This is an important issue for any car that is ready for electric vehicle capacity expansion. It is a huge challenge vehicle for manufacturers, and even an impossible task for emerging car manufacturers, because leading MLCC suppliers will give priority to major car manufacturers. Finally, MLCCs from secondary suppliers may cause quality problems and huge maintenance costs.
1.1 Capacitor
1.1.1 Classification of capacitors
1.1.2 Comparison between capacitors
1.1.3 Market share trends of various capacitors
1.2 MLCC
1.2.1 Classification of MLCC
1.2.2 MLCC manufacturing process
1.2.3 MLCC model
1.2.4 MLCC Industry Chain
1.3 Development Trend
2.1 MLCC market
2.1.1 Global MLCC Shipments
2.1.2 Market structure
2.1.3 China's MLCC market size
2.2 MLCC capabilities and competition
2.2.1 Top Ten MLCC Suppliers
2.2.2 Competitive landscape
2.2.3 Market Share
2.2.4 Production expansion plans of major suppliers
2.2.5 Product distribution of major suppliers
2.2.6 Existence of major suppliers
2.3 MLCC price
2.4 MLCC of consumer electronics
2.4.1 MLCC-5G for consumer electronics
2.4.2 MLCC-product iteration of consumer electronics
2.4.3 MLCC-wearable for consumer electronics
2.5 Industrial MLCC
2.5.1 Industrial MLCC-5G base station
2.5.2 Industrial MLCC-Internet of Things
3.1 MLCC of the vehicle
3.1.1 The demand trend of MLCC in automobiles
3.1.2 MLCC-ADAS for automotive
3.1.3 MLCC for automobiles-new energy vehicles
3.1.4 AEC-Q200
3.2 Market scale of automotive MLCC
3.3 Competitive landscape
3.3.1 Product Layout
3.3.2 Production expansion plan
3.3.3 Participation of Chinese manufacturers
4.1 Murata Electronics
4.2 Samsung Electromechanical
4.3 TDK
4.4 Kyocera
4.5
4.6 KEMET
4.7 Huaxin Technology
4.8 Yageo
4.9 Sacred Stone
4.10 Fenghua Advanced Technology
4.11 Japan Chemical Industry Association
5.1 Sakai Chemical
5.2 Iron
5.3 Prosperity Dielectric Co., Ltd. (PDC)
5.4 Shandong Zhongci functional materials
5.5 Japan Chemical Industry Co., Ltd.
5.6 Shoes
5.7 Sumitomo Metal Industries
5.8 Shouwu
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