- 来源: 云南
- 日期: 2023-08-30
MLCC:目前用量最大、发展最快的片式元件之一,主要用于各类军用、民用电子整机中的振荡、耦合、滤波、旁路电路中,应用领域包括信息技术、消费电子、通信、新能源、工业控制等各行业。
行业壁垒:陶瓷粉料质量和配比、薄层化多层化技术和陶瓷粉料与金属电极的共烧技术是MLCC三大技术壁垒。村田、三星等日韩企业在以上领域皆掌握高端技术。
市场规模:预计2021年,全球MLCC市场规模将继续增长至1148亿元,到2025年将增至1490亿元,五年复合增长率为7.9%。中国大陆MLCC市场规模增速高于全球预计增速。
竞争格局:全球MLCC主要制造商主要集中在日本、韩国、中国台湾、美国和中国大陆,龙头企业包括村田、太阳诱电、京瓷、TDK、三星电机、国巨、华新科、基美、风华高科、三环集团、宇阳科技等。其中,日本企业的整体市场占有率最高,达到56%,中国大陆MLCC制造商约占全球6%的份额。
供需变化:因下游汽车、5G和智能手机需求旺盛,带动MLCC需求不断扩大,MLCC将释放百亿市场。目前MLCC市场供给不足,需求增加,供需剪刀差增大。现阶段高容量MLCC价格上涨趋势明显,由于产能有限,增量为辅,涨价为主。
产能增加:全球各大企业均有兴建新厂、提高产能计划。同时第一梯队日系企业退出中低端市场,国内MLCC企业抢占中低端市场份额,同时布局高端市场。
国产替代:中美贸易摩擦背景下,国内终端厂商开始将供应链向国内转移,以公司风华高科、三环集团、宇阳科技为代表的国内厂商亦将受益于国产替代趋势,不断抢占国际竞争对手市场份额。
![](/upfile/img/230831/64ef714724933.jpg)
![](/upfile/img/230831/64ef7149bd691.jpg)
![](/upfile/img/230831/64ef714c37927.jpg)
![](/upfile/img/230831/64ef714e0019c.jpg)
![](/upfile/img/230831/64ef714f19a12.jpg)
![](/upfile/img/230831/64ef7150f2015.jpg)
![](/upfile/img/230831/64ef71536c0a0.jpg)
![](/upfile/img/230831/64ef715471f4b.jpg)
![](/upfile/img/230831/64ef715577dc6.jpg)
![](/upfile/img/230831/64ef715801a1d.jpg)
![](/upfile/img/230831/64ef7159cb483.jpg)
![](/upfile/img/230831/64ef715c7b6e5.jpg)
![](/upfile/img/230831/64ef715e26d6e.jpg)
![](/upfile/img/230831/64ef716013cd5.jpg)
![](/upfile/img/230831/64ef71627a359.jpg)
![](/upfile/img/230831/64ef716468e8c.jpg)
![](/upfile/img/230831/64ef716688084.jpg)
![](/upfile/img/230831/64ef716876a45.jpg)
![](/upfile/img/230831/64ef716b029c8.jpg)
![](/upfile/img/230831/64ef716cc2de1.jpg)
![](/upfile/img/230831/64ef716e7b54f.jpg)
![](/upfile/img/230831/64ef71701966f.jpg)
![](/upfile/img/230831/64ef7171f350f.jpg)
![](/upfile/img/230831/64ef71734401c.jpg)
![](/upfile/img/230831/64ef717485ac1.jpg)
![](/upfile/img/230831/64ef71760a338.jpg)
![](/upfile/img/230831/64ef71780b031.jpg)
![](/upfile/img/230831/64ef717964c7e.jpg)
![](/upfile/img/230831/64ef717b26b79.jpg)
![](/upfile/img/230831/64ef717bf39cb.jpg)
![](/upfile/img/230831/64ef717dc2fe5.jpg)
![](/upfile/img/230831/64ef717f87a82.jpg)
![](/upfile/img/230831/64ef71812c7f5.jpg)
![](/upfile/img/230831/64ef71833b9c2.jpg)
![](/upfile/img/230831/64ef7185238ab.jpg)
![](/upfile/img/230831/64ef71872934f.jpg)
![](/upfile/img/230831/64ef7189bbc93.jpg)
![](/upfile/img/230831/64ef718b658f9.jpg)
![](/upfile/img/230831/64ef718d21d7a.jpg)
![](/upfile/img/230831/64ef718ee0869.jpg)
![](/upfile/img/230831/64ef71909f1a8.jpg)
![](/upfile/img/230831/64ef719239cda.jpg)
![](/upfile/img/230831/64ef71945d3e8.jpg)
![](/upfile/img/230831/64ef719623730.jpg)
![](/upfile/img/230831/64ef7197ab58b.jpg)
![](/upfile/img/230831/64ef7199cdba2.jpg)
![](/upfile/img/230831/64ef719be784d.jpg)
![](/upfile/img/230831/64ef719d658c1.jpg)
![](/upfile/img/230831/64ef719f46c12.jpg)
![](/upfile/img/230831/64ef71a124fbc.jpg)
![](/upfile/img/230831/64ef71a300c51.jpg)
![](/upfile/img/230831/64ef71a513496.jpg)
![](/upfile/img/230831/64ef71a73d9f7.jpg)
![](/upfile/img/230831/64ef71a8a6a3b.jpg)
![](/upfile/img/230831/64ef71aa926da.jpg)
![](/upfile/img/230831/64ef71ace398e.jpg)
![](/upfile/img/230831/64ef71af526f4.jpg)
![](/upfile/img/230831/64ef71b02d188.jpg)
![](/upfile/img/230831/64ef71b1f0465.jpg)
![](/upfile/img/230831/64ef71b3b9ad5.jpg)
![](/upfile/img/230831/64ef71b54004b.jpg)
![](/upfile/img/230831/64ef71b6dc4c4.jpg)
![](/upfile/img/230831/64ef71b917acd.jpg)
![](/upfile/img/230831/64ef71bb6956e.jpg)
![](/upfile/img/230831/64ef71bd9c102.jpg)
![](/upfile/img/230831/64ef71bf77949.jpg)
![](/upfile/img/230831/64ef71c143400.jpg)
![](/upfile/img/230831/64ef71c2e5694.jpg)
![](/upfile/img/230831/64ef71c4bb84b.jpg)
![](/upfile/img/230831/64ef71c63a50a.jpg)
![](/upfile/img/230831/64ef71c81e487.jpg)
![](/upfile/img/230831/64ef71c9f295c.jpg)
![](/upfile/img/230831/64ef71cbb14d6.jpg)
![](/upfile/img/230831/64ef71cddbd1d.jpg)
![](/upfile/img/230831/64ef71cfd8960.jpg)
![](/upfile/img/230831/64ef71d213d04.jpg)
![](/upfile/img/230831/64ef71d3e8a3d.jpg)
![](/upfile/img/230831/64ef71d592230.jpg)
![](/upfile/img/230831/64ef71d7a637c.jpg)
![](/upfile/img/230831/64ef71d845859.jpg)
![](/upfile/img/230831/64ef71da0ec00.jpg)
![](/upfile/img/230831/64ef71db77335.jpg)
深圳市泽天电子有限公司
深圳市宝安区前进一路86号深信泰丰大厦10楼
电话:0755-29994688 邮箱:sale@skywell.cn ICP备案:粤ICP备11057819号
微信公众号 →