Core Insights - The MLCC industry is experiencing strong growth driven by demand from AI servers and automotive electronics [1] - The trend towards miniaturization, high capacitance, and high voltage MLCCs is being propelled by the increasing penetration of advanced driver assistance systems in the automotive sector [1] - In the AI server sector, the rising demand for computing power is leading to higher requirements for power and energy consumption metrics, resulting in increased usage of high-capacitance, high-temperature MLCCs [1] Industry Trends - The demand for MLCCs in electric vehicles is estimated to be around 20,000 to 30,000 units per vehicle, while AI servers require more than ten times the amount of MLCCs compared to standard servers [1] - According to statistics from Taiwan's largest passive component distributor, the NVL36 cabinet requires approximately 234,000 high-end MLCCs, and the NVL72 cabinet requires about 441,000 MLCCs [1] - This trend is reshaping the supply-demand dynamics of the MLCC industry and is driving strong demand for small particle size high-end powder materials [1]
博迁新材：MLCC行业需求正受到AI服务器和汽车电子两大领域的驱动