材料汇·2025-09-27 15:57Core Viewpoint - The article discusses the current state and future trends of the electronic ceramics industry, emphasizing the importance of electronic ceramics in the development of passive electronic components and the challenges faced by China in this sector. Group 1: International Development of Electronic Ceramics - Japan and the United States lead the global electronic ceramics industry, with Japan holding over 50% of the market share due to its advanced production technologies [4] - The global market for multilayer ceramic capacitors (MLCC) has reached tens of billions of dollars, growing at an annual rate of 10% to 15% [6] - The main trends in MLCC development include miniaturization, high capacity, and the use of low-cost metals for internal electrodes, with Japan being at the forefront of these technologies [7][8] Group 2: China's Electronic Ceramics Industry - China is a major producer of electronic components, with a significant share in various electronic ceramics, but high-end products are still largely imported [17] - The MLCC industry in China is substantial, yet over half of the production capacity is occupied by foreign and joint ventures [19] - The domestic market for high-end MLCC products is heavily reliant on imports, indicating a lack of advanced technology and self-owned intellectual property [20] Group 3: Key Issues in China's Electronic Ceramics Development - There is a lack of social recognition and support for electronic ceramics compared to semiconductors, leading to insufficient R&D investment [40] - The mechanism for converting research results into industrial applications is inadequate, with a disconnect between academia and industry [41] - The domestic supply chain for electronic ceramics lacks support for independent innovation, with many technologies and standards still reliant on foreign sources [43] Group 4: Strategic Goals and Development Paths - The strategy aims to enhance R&D investment in electronic ceramics, focusing on high-end materials and advanced processing technologies to achieve self-sufficiency [46] - By 2025, the goal is to align closely with the technological levels of the US and Japan, and by 2035, to become a major source of high-end electronic ceramics globally [47] - Key development directions include new generation electronic ceramic components, high-performance MLCC materials, and low-cost piezoelectric ceramics [49][50][53]