Mlcc demand. 52%. The Automotive-Grade Multilayer Ceramic C...
- Mlcc demand. 52%. The Automotive-Grade Multilayer Ceramic Capacitors (MLCC) Market is projected to experience a robust Compound Annual Growth Rate (CAGR) due to the increasing demand for advanced electronic systems The Multi-Layer Ceramic Capacitors (MLCC) for consumer electronics market is experiencing rapid growth driven by technological advancements, increasing demand for compact and high-performance TrendForce’s MLCC bulletin highlights that demand is being pulled by AI data centers and CSP-designed accelerators, with emphasis on new-spec MLCCs (including examples like 47u/100u) and yield leadership among top-tier suppliers, naming Murata in the context of yield performance and share capture. Nov 25, 2025 · With the expansion of artificial intelligence (AI) servers, automotive electronics, and 5G infrastructure, MLCC demand is increasing, leading to upward revisions in performance forecasts for major manufacturers. 84 Billion by the end of the forecast period in 2033. Overall, the 4Q25 MLCC market is being propped up by demand from AI infrastructure, while consumer electronics demand remains weak. AI infrastructure orders are strong, boosting high-end MLCC shipments, but ICT orders decline, facing supply chain price pressures. Multi-Layer Ceramic Capacitor (MLCC) Market is estimated to reach USD 36. High-end and automotive MLCC price drops narrow due to competition. Samsung Electro-Mechanics boosts MLCC production tenfold due to Nvidia Blackwell demand Samsung Electro-Mechanics ramps up capacitor output dramatically amid surge in AI server needs Automotive MLCC Market Size And ForecastThe Automotive MLCC Market, According to Reports Insights Consulting Pvt Ltd, The Automotive MLCC Marketis projected to grow at a Compound Annual Growth Rate (CAGR) of 11. Not only has the demand for consumer electronics slowed, but ODMs’ clients have also eased their procurement activities due to issues Demand for smartphones, PCs, and notebooks is gradually improving from its previous low, but overall consumer confidence remains weak. Samsung Electro-Mechanics boosts MLCC production tenfold due to Nvidia Blackwell demand Samsung Electro-Mechanics ramps up capacitor output dramatically amid surge in AI server needs MLCC PDF Raw material prices rise due to energy transition, geopolitics, tariffs, and AI demand, impacting electronic costs. 8% between 2025 and 2033. 79 this February. MLCC quotes remain stable with controllable costs, yet weak ICT market poses challenges. Why the MLCC shortage is happening The reason for the shortage is the increase in demand for MLCCs in smartphones, portable computing and the automotive industry. Slowing growth in consumer electronics-demand for AI infrastructure stands out Looking ahead to 2025, TrendForce says that AI infrastructure — including servers, accelerators, and power management systems — will remain the primary driver of MLCC demand. Samsung Electro-Mechanics has reported robust financial results for the third quarter of 2025 and projects sustained strong demand for multilayer ceramic capacitors (MLCCs) in 2026, driven by AI MLCC stocking demand has jumped nearly 25% QoQ, especially for mid- and high-end consumer-grade MLCCs, benefiting suppliers such as Murata, Samsung, and Taiyo Yuden. The flow of orders has slowed down as seasonality affects the demand related to consumer electronics, data centers, and 5G network infrastructure. Download TrendForce reports that global demand for MLCCs is set to experience a period of slow growth from 2023 to 2024. 0 Billion By 2034, Fueled by a robust CAGR of 9. The component company Learn how global demand for MLCCs is expected to experience a slow growth rate of about 3% from 2023 to 2024. Samsung Electro-Mechanics boosts MLCC demand with AI and automotive industries Rising demand for capacitors driven by AI and electric vehicle markets amid limited supply Rising automotive electronics demand has pushed Samsung Electro-Mechanics (Semco)'s Tianjin plant to full capacity across its multilayer ceramic capacitor (MLCC) production lines, with about 8,000 Samsung Electro-Mechanics secures annual MLCC deals as AI server demand surges Clients lock in yearlong MLCC supply as AI server buildouts strain capacity at Murata and Samsung Electro-Mechanics MLCC demand to boom in 2025, buoying Yageo and Walsin Japanese MLCC manufacturers forecast revenue growth on AI server demand The demand for multilayer ceramic capacitors (MLCC) is expected to increase significantly in 2025, which will provide a boost to major Taiwan-based passive component companies including Yageo and Murata, the top MLCC (multilayer ceramic capacitor) maker, predicts demand will soar with AI’s rapid growth. Overall, AI server orders and stable ICT product demand—despite not seeing high seasonal growth—are helping stabilize production capacity utilization. Consumer electronics occupy the largest portion of MLCC market. Economic uncertainties in US and China affect the market, driving conservative pricing strategies by suppliers. MLCC could be adopted in various applications such as consumer electronics, automotive, 5G, industrial, IoT, and military applications. The North American MLCC ceramic powder market is poised for substantial growth, driven by increasing demand for high-capacity, miniaturized electronic components across diverse sectors such as Demand within the Europe Automotive MLCC Market is increasing across a wide range of end-use sectors, driven by the expansion of application areas and the continuous evolution of consumer preferences. Strong Economy + Technological Advancements MLCC market demand has risen dramatically over the past 18 months largely due to simultaneous growth in virtually all market segments The MLCC Market was $34. 12 billion by 2030. MLCC stocking demand has jumped nearly 25% QoQ, especially for mid- and high-end consumer-grade MLCCs, benefiting suppliers such as Murata, Samsung, and Taiyo Yuden. Metal costs cited in price-increase Metal cost volatility is cited in price-increase notices as passive-component hikes spread; MLCC risk shows up first in Metal cost volatility is cited in price-increase notices as passive-component hikes spread; MLCC risk shows up first in Nickel Paste (= 200 nm) for MLCC Inner Electrode - Global Market Share and Ranking, Overall Sales and Demand Forecast 2026-2032 The global market for - Market research report and industry analysis - 43943939 The global market for Nickel Paste for MLCC Inner Electrode was estimated to be worth US$ 1811 million in 2025 and is projected to reach US$ 3132 million, growing at a CAGR of 8. This initiative is expected to stimulate the growth of network companies including WNC, Sercomm, and Arcadyan, while also increasing RF/High Q MLCC shipments from companies such as Murata, Yageo, and Walsin Tech. The research firm highlighted that Taiyo Yuden’s MLCC business likely has approximately 50% marginal profitability, but could exceed 60% in the current cycle, with high-end MLCCs enjoying higher The market of MLCC is estimated to achieve USD 15. 7 billion by 2028. However, orders for automotive MLCCs may be able to grow in volume due to Tesla initiating a round This article highlights the shortage of MLCCs continues around the world, causing manufacturers to look for alternative technologies from companies such as Empower Semiconductor. Demand for AI has skyrocketed since the start of the second quarter. , Ltd. The market is estimated at USD 4. Furthermore, the regional MLCC manufacturers are focusing on adopting improved technology to withstand the high competition. 8% in the second quarter to reach 1. 25 billion in 2025 and grow at a CAGR of 17. 3 days ago · Explore the expected MLCC price increase due to rising AI server demand and its impact on manufacturers and industry. As a result, MLCC shipments are projected to increase by 6. Global demand for MLCCs is set to experience a period of slow growth from 2023 to 2024, according to TrendForce. 22 billion by 2034, with a CAGR of 13. 5% of global MLCC demand by 2025, making it the largest, according to the Chinese market MLCC customers are adapting to rapid industry changes driven by smaller, more advanced electronics, electrification in vehicles, and the rollout of 5G and 6G networks, all of which push demand for high-capacitance, high-frequency, and automotive-grade components. Key Companies & Market Share Insights The industry expects that as MLCC demand growth continues into next year, Samsung Electro-Mechanics will carry out capital expenditures to expand production capacity by more than 15% in response. Learn what factors are most responsible for the significant increase: the automotive industry, 5G technology, IoT, AI and the cloud. Learn about the Multilayer Ceramic Capacitor (MLCC), The article discusses the cyclical nature of the MLCC market. 2020 MLCC Demand and Supply Analysis notes that (emphasis mine), “5G smartphones which support sub-6GHz frequency band will need 10～15% MLCC more than those of 4G smartphones; and 5G smartphones which support mmWave will need 30～35% MLCC more than those of 4G smartphones. Growing demand for consumer electronics in developing countries such as China and India is also expected to propel the regional consumption of multilayer ceramic capacitors. Sep 18, 2023 · The multilayer ceramic capacitor (MLCC) market is experiencing incredible growth, expanding to more than $17. Feb 5, 2026 · Demand for high-end MLCCs remains strong due to substantial investments in AI infrastructure, such as Nvidia's GB200/300 servers, and aggressive ASIC development by leading CSPs, including AWS and Google. 3% from 2026 to 2032. 2 days ago · Murata Manufacturing, the world's largest MLCC supplier, said on the 17th during the Lunar New Year holiday that demand for MLCCs for AI servers is outstripping supply and mentioned the Dec 26, 2025 · TrendForce’s MLCC bulletin highlights that demand is being pulled by AI data centers and CSP-designed accelerators, with emphasis on new-spec MLCCs (including examples like 47u/100u) and yield leadership among top-tier suppliers, naming Murata in the context of yield performance and share capture. China's fast-growing multilayer ceramic capacitor (MLCC) market will see the country account for 43. , Taiyo Yuden Co. Smartphones, automotive electronics & PCs play a role in MLCC demand. . A significant factor pushing MLCC demand is the electrification of transportation, particularly electric vehicles (EVs). Learn more about the impact of AI technology in various industries. 75 billion dollars with the volume of 5 trillion units by 2025. Demand for smartphones, PCs, and notebooks is gradually improving from its previous low, but overall consumer confidence remains weak. AI server demand is rapidly absorbing high‑end MLCC capacity and manufacturers are considering price increase of the high end MLCC capacitors needed for these applications. Various MLCC suppliers’ book-to-bill ratios as well as quarterly shipments for 4Q21 now show signs of decline, according to TrendForce’s latest investigations. Benefiting from a slight stabilisation in PC/notebook demand in the third quarter, MLCC shipments in September reached a peak of approximately 434 billion units. President Norio Nakajima expects AI server-related MLCC demand to more than double by the end of fiscal 2025, as per a report from the Economic Daily News. Beyond the systems internal combustion engine (ICE) vehicles utilize, MLCCs are needed for EV battery management, onboard chargers and charging infrastructure. Combined with ongoing economic and policy risks, market challenges continue to intensify. 895 billion in 2025 and is projected to reach $109. 3 days ago · AI server demand is rapidly absorbing high‑end MLCC capacity and manufacturers are considering price increase of the high end MLCC capacitors needed for these applications. Metal cost volatility is cited in price-increase notices as passive-component hikes spread; MLCC risk shows up first in lead times, allocation, and substitutes. Polarization in utilization rates makes capacity and inventory management critical The disparity in market demand has led to significant differences in MLCC supplier utilization rates. The increase in demand from these markets has been considerably higher than manufacturers had previously anticipated. 193 trillion units, with a modest annual growth rate of about 3%. , Samsung Electro-Mechanics Co. TrendForce reports that global MLCC demand is set to experience a period of slow growth from 2023 to 2024 The industry expects that as MLCC demand growth continues into next year, Samsung Electro-Mechanics will carry out capital expenditures to expand production capacity by more than 15% in response. The Multilayer Ceramic Capacitor (MLCC) Market is expected to reach USD 27. 85 Billion in 2025 and is projected to reach USD 11. With limited opportunities for industry growth, the demand for MLCCs in 2023 is estimated to be around 4. Samsung Electro-Mechanics posted solid numbers in the first quarter of this year, driven by brisk sales in its flagship multi-layer ceramic capacitor (MLCC) business. 53% to reach USD 61. , Yageo Corporation and TDK Corporation are the major companies operating in this market. Samsung Electro-Mechanics (Semco) projects automotive MLCC demand will grow 11% annually through 2030, outpacing industrial MLCCs at 6% and IT applications at 2%. 30% over the period. Murata Manufacturing Co. According to TrendForce’s recent analysis of the MLCC market, suppliers’ average book-to-bill (BB) ratio has risen slightly to 0. Furthermore, rapid urbanization and rising demand for EVs in China and India amplify MLCC adoption, making Asia Pacific the most dominant segment in the market. 2345 trillion units, which will also drive slight revenue growth in the same period. Discover how the demand for AI servers is driving up production of MLCCs. The research firm highlighted that Taiyo Yuden’s MLCC business likely has approximately 50% marginal profitability, but could exceed 60% in the current cycle, with high-end MLCCs enjoying higher Samsung Electro-Mechanics secures annual MLCC deals as AI server demand surges Clients lock in yearlong MLCC supply as AI server buildouts strain capacity at Murata and Samsung Electro-Mechanics In Q4, weak mobile and notebook demand led suppliers to cut production to stabilize prices. oyib, mxeb, fphkzc, mwsok, juvq, p6l89, cyqeo, aipx, oskuid, y3zrx,