Group 1 - The core viewpoint of the articles indicates that the demand for passive components, particularly MLCCs, is set to increase significantly due to the rapid development of AI technology, leading to a confirmed price increase across the industry [2][3][5] - Murata, the largest MLCC supplier, is initiating discussions on price increases for MLCCs, with expectations to complete assessments of AI-driven demand by the end of Q1 2025 [3][5] - The price increase for passive components, including MLCCs, resistors, inductors, tantalum capacitors, and magnetic beads, is projected to range from 5% to 30% due to rising raw material costs and increased demand from AI and automotive sectors [2][5][6] Group 2 - The demand for high-end MLCCs is expected to grow significantly, with Murata's president stating that current orders for high-end MLCCs are double the company's production capacity, indicating a supply shortage that may persist for the next two years [3][4] - The passive components industry is entering a phase of multiple price increases across various regions and product categories, with several companies already announcing price hikes [5][6] - Analysts predict that the rapid advancement of AI technology will have a profound impact on the passive components industry, driving growth in high-end MLCCs and related materials [6]
AI需求拉动 被动元器件全面涨价即将到来
Shang Hai Zheng Quan Bao·2026-02-25 17:32