MLCC，迎来涨价潮

Core Viewpoint - The leading global multilayer ceramic capacitor (MLCC) manufacturers, Murata and Samsung Electro-Mechanics, are considering price increases for MLCCs due to high demand driven by AI applications and full production capacity [2][3] Group 1: Market Dynamics - Murata's president revealed that discussions on price increases are underway, with a decision expected by the end of March, as inquiries for AI server components have doubled their production capacity [2] - Samsung Electro-Mechanics' Tianjin plant is operating at full capacity, producing 120 billion units monthly, and plans to raise MLCC prices starting in April with a double-digit percentage increase [2] - The demand for MLCCs is significantly influenced by AI-related applications, with the unit usage in AI power systems increasing from 2,200 to 30,000 units, benefiting Taiwanese manufacturers like Yageo and Walsin Technology [3] Group 2: Industry Trends - The recovery in demand for general-purpose servers from cloud service providers is contributing to a positive outlook for MLCC prices, alongside a resurgence in high-end smartphone and electric vehicle markets [3] - The mainstream GB300 server cabinet uses at least 450,000 MLCCs, highlighting the substantial growth compared to the 1,500 MLCCs used in an Apple phone, marking an increase of nearly 300 times [3] - The ongoing expansion of data centers by cloud service providers and the replacement cycle for edge devices are driving the demand for MLCCs, prompting Murata to address pricing strategies more openly [3]