Lates News

The research report by CITIC Construction Investment stated that as the core passive component of electronic circuits, the demand, price, and inventory fluctuations of MLCC are deeply tied to the cycles of the semiconductor and electronics industries, always revolving around the logic of "demand driving, inventory transmission, supply and demand amplification", with both factors being interlinked and fluctuating synchronously. With the start of the electronic and semiconductor super cycle, the MLCC industry has entered a "boom moment". The development of autonomous driving and AI has significantly increased the demand for passive components in terms of quantity and performance, especially for high-power, high-frequency, high-reliability, and miniaturized inductors, capacitors, and resistors, driving the industry towards a new prosperity cycle. Although high-end MLCCs are mainly concentrated in companies like Samsung Electro-Mechanics, Murata, and TDK, the performance of the device is determined by materials, and excellent companies in the field of materials in China have the global competitiveness to narrow the gap with Japanese and Korean companies.