业界预计未来三年硅电容将进入快速成长阶段

Core Insights - The silicon capacitor is expected to become a significant global market, projected to reach a scale of billions, addressing the limitations faced by traditional MLCCs in high-end electronic components [1][2] - Silicon capacitors offer advantages in high frequency, reliability, and miniaturization, making them suitable for advanced packaging and applications in AI chips and optical modules [1] Industry Overview - The global silicon capacitor market was valued at $1.58 billion in 2021 and is anticipated to experience rapid growth over the next three years due to increasing demand from AI servers, power management, and optical communication [1] - The technology development direction of silicon capacitors aligns closely with industry needs, creating a new blue ocean market that is not merely a replacement for traditional products [2] Company Strategy - Langxi Technology aims to penetrate the high-end electronic component market with silicon capacitors, collaborating with leading companies in AI high-performance chips, SOC chips, power management ICs, and optical modules [2] - The company emphasizes the importance of integrating capacitors as part of comprehensive solutions rather than standalone components, promoting standardization in the industry [2] Competitive Landscape - While there is a gap in brand influence and customer trust compared to international giants, the Chinese market's size and diversity allow for rapid iteration and optimization of new technologies [2] - Langxi Technology's flexibility in technology iteration and customized packaging solutions positions it to offer higher cost-performance solutions tailored to various application scenarios [2]