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三大业务拉动MLCC需求暴涨,国内厂商渴望机遇 - SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】
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<div class="mob-author article-author"> 热度:<script src="/ e/public/ViewClick/?classid=1&id=2113&addclick=1"></script> <span class="time"> 来源:<a href='http://www.smtjs.com' target=_blank>SMT技术网</a> </AD/span> <span class="time"> 2020-04-15</span><span class="conment article-conment">评论 (0)</span> </div> <p style="text-align: justify;">业内人士预计,MLCC(多层瓷介电容器)在5G智能型手机、5G基站和车用电子的需求带动下,MLCC产业和需求量高速成长可期,相关厂商可望受益。<span style="display:none">i84SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="text-align: justify;">据了解,全球MLCC厂商包括日本村田制作所、韩国SEMCO、中国台湾国巨、日本太阳诱电,以及TDK、AVX等。国巨市占率约13%,是全球第三大MLCC供货商。台湾厂商还包括华新科与禾伸堂,中国大 陆厂商包括宇阳、风华高科、三环、火炬电子等。<span style="display:none">i84SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="text-align: center;"> <img src="/d/file/hyzx/2020-04-15/a985d1ce3c6b2a69406eeb7cf6d479e4.jpg" alt="44.jpg" width="712" height="453" /><span style="display:none">i84SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="text-align: justify;">据此前研究报告显示,以iPhone为例,平均每台MLCC用量约1100颗,以苹果每年超过2亿台的出货量计算,则MLCC的需求超过2200亿颗。此外,业内人士预期5G手机MLCC用量会较4G手机超过40%,平均每台手机超过1000颗。<span style="display:none">i84SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="text-align: justify;">在5G基站方面,业内人士称5G基站MLCC用量较4G基站提升超过3倍。<span style="display:none">i84SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="text-align: justify;">另外,电动车对MLCC用量也大幅增加,以特斯拉为例,每台新能源车MLCC用量超过8000颗,传统汽车MLCC用量约2400颗。其他车规级MLCC也成为大厂争相布局的市场,例如先进驾驶辅助系统(ADAS)平均每台车对MLCC的需求量在2000颗到3000颗,安全系统每台车对MLCC需求量在300颗到1000颗,非安全系统对MLCC的需求量在500颗到2500颗。<span style="display:none">i84SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="text-align: justify;">有业内人士表示,此前由于新冠肺炎疫情的扩散,MLCC行业龙头日本村田制作所工厂停产,而国内第一大MLCC供应商风华高科、国内军 品MLCC市场龙头鸿远电子均在不断新增募投项目,国内MLCC厂商有望在这一轮电容器市场规模增长中抢占先机。<span style="display:none">i84SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="text-align: justify;">国内MLCC厂商纷纷投入巨资扩产<span style="display:none">i84SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="text-align: justify;">MLCC产业链可以划分为上游材料、中游制造和下游应用三个部分。其中上游材料行业主要包括陶瓷粉末、电极材料和芯片三大材料。中游是各家MLCC制造企业。MLCC下游的应用分为民用和军 用领域两大块。民用领域最大的组成部分是消费电子和汽车,军 用领域包括航天、航空、船舶、兵器等重要国防领域。<span style="display:none">i84SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="text-align: justify;">风华高科是国内第一大MLCC供应商。去年中报显示,风华高科的新增月产100亿只片式电阻器技改扩产项目、新增月产56亿只MLCC技改扩产项目、新增月产10亿只叠层电感器技改扩产项目、新增14亿只0201电容器产能技术改造项目等均正在建设中,已累计投入金额6.16亿元。<span style="display:none">i84SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="text-align: justify;">今年3月13日风华高科还公告,公司主业目前所在的风华电子工业园容载规模已达上限,公司急需筹建新的产业园,加快产能规模扩充及技术水平提升,满足市场发展需要。公司拟投资75.05亿元用于建设祥和工业园高端电容基地项目,新增月产450亿只高端MLCC。项目达产后,预计年新增营业收入约为49亿元。<span style="display:none">i84SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="text-align: justify;"> 火炬电子除自产元器件还为太阳诱电、AVX、KEMET等知名品牌原厂代理。公司发债募集资金投资于小体积薄介质层陶瓷电容器高技术产业化项目及补充流动资金。项目建成后,将新增年产84亿只小体积薄介质层陶瓷电容器。<span style="display:none">i84SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="text-align: justify;"> 鸿远电子去年上市时募资7.45亿元主要用于电子元器件生产基地项目、直流滤波器项目,达产后公司将扩大多层瓷介电容器的生产规模,高可靠多层瓷介电容器产品将新增产能7500万只/年,通用多层瓷介电容器产品新增产能19.25亿只/年。<span style="display:none">i84SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <center><img src="/AD/SMTfgx.gif"/ "/AD/smtjscn.jpg"/></center> <p><br> </p> <style> #cyPoll .vote_txtlist dd{ left: 50%; } </style> <!--<p class="toolbp">声明</p>--> <div class="toolbar"> <div class="share_box"> <div class="bdsharebuttonbox bdshare-button-style1-32 pull-left" data-bd-bind="1455719711329"> <a href="#" class="bds_more" data-cmd="more"></a><a href="#" class="bds_qzone" data-cmd="qzone" title="分享到QQ空间"></a><a href="#" class="bds_tsina" data-cmd="tsina" title="分享到新浪微博"></a><a href="#" class="bds_tqq" data-cmd="tqq" title="分享到腾讯微博"></a><a href="#" class="bds_renren" data-cmd="renren" title="分享到人人网"></a><a href="#" class="bds_weixin" data-cmd="weixin" title="分享到微信"></a> 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