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한글목차
MLCC 시장 규모는 2024년에 230억 3,000만 달러에 달했고, 2029년에는 611억 6,000만 달러에 이르고, 예측 기간 중(2024-2029년)의 CAGR은 21.57%를 나타낼 것으로 전망됩니다.
정부에 의한 군사기기 투자 증가, 통신 부문 급속한 확대, 웨어러블 디바이스 사용 증가 등이 MLCC 수요를 견인하고 있습니다.
0 201 케이스 사이즈 하위 세그먼트는 2022년 수량 기준으로 71.35%의 가장 큰 시장 점유율을 차지하며 선두 주자로 부상했으며, 0 402 케이스 사이즈가 11.79%, 0 603 케이스 사이즈가 7.65%의 점유율로 그 뒤를 이었습니다.
케이스 크기 0 201은 사용 가능한 옵션 중 가장 작은 것 중 하나로 회로 기판의 부품 밀도를 더 높일 수 있습니다.
0 402사이즈의 MLCC 수요를 견인하고 있는 것은 전력·유틸리티 부문입니다. 따라서 향후 몇 년간은 시장을 견인할 것으로 예상됩니다.
소비자용 전자기기에 대한 인구 수요 증가로 아시아태평양이 시장을 독점하는 전망
아시아태평양은 Murata Manufacturing과 Yageo Corporation과 같은 대기업의 존재로 인해 2020년에는 금액 기준으로 62.01%의 최대 시장 점유율을 차지했습니다. C의 최대 유저이며 앞으로도 큰 점유율을 차지할 것으로 예상됩니다. 소비자용 전자기기 제조산업에서는 중국이 돌출한 지위를 차지하고 있습니다.
유럽은 2020년에 15.49% 시장 점유율을 차지해, 이 지역의 강력한 산업 기반(그 대부분은 자동차 산업 관련)에 의해 전자기기나 시스템에 있어서의 MLCC의 큰 수요를 만들어 냈습니다. 독일은 자동차 산업에서 첨단 기술을 보유한 것으로 잘 알려져 있으며, 63억 유로의 대규모 투자를 통해 2030년까지 충전소 인프라를 100만 개로 늘릴 계획입니다. 독일에 있어서의 EV의 보급 대수는 2030년까지 1,500만대에 이를 것으로 예상되고 있습니다.
북미는 2020년에 금액 기준으로 13.90% 시장 점유율을 차지했습니다. 캐나다 정부는 무공해차의 판매 의무화를 발표해, 2026년까지 캐나다 국내에서 판매되는 신차의 20% 이상을 제로·에미션 차로 하는 것을 목표로 하고 있습니다.
세계의 MLCC 시장 동향
소형화 동향이 수요를 뒷받침
01005 MLCC의 리드 타임 데이터를 보면 분석 기간 동안 MLCC 수요가 안정적이며 일관성이 있음을 알 수 있습니다. MLCC의 안정적인 공급과 납품이 가능하다는 것을 알 수 있습니다.
01005 MLCC의 용도는 다양하며 특히 스마트폰, 웨어러블 기기, IoT 기기 등의 소형 전자 기기에 사용되고 있습니다. MLCC의 용도는 다양한 산업에 있어서 폭넓은 용도에 걸쳐 있습니다. MLCC가 다용되어 자동차의 전반적인 기능성과 연결성에 공헌하고 있습니다.
01005 MLCC의 리드 타임이 안정적이면 공급업체가 이러한 부품에 의존하는 전자 장치 수요를 충족하고 지속적인 생산 흐름을 보장하는 데 도움이 됩니다.
엄격한 정부 규제가 전기자동차의 보급을 촉진
전기자동차는 그 일부 또는 전부를 전력으로 구동합니다. 동차 충전기, DC/DC 컨버터에서 일반적으로 사용되고 있습니다.이 EV 서브 시스템에 요구되는 일반적인 사양을 충족하고, 또한 EV 내의 가혹한 환경에서도 확실하게 기능하는 능력을 갖추고 있으며, 부품 제조업체는 IATF16949의 인증을 받아 AEC-Q200을 준수해야합니다.
전기자동차의 출하대수는 2022년에 1,539만대에 이르렀으며, 2029년에는 2,376만대까지 증가할 것으로 예상되며, 예측기간 2023-2029년의 CAGR은 9.93%를 나타낼 것으로 전망됩니다. 그 결과, 자동차 제조업체는 보다 많은 전기자동차를 생산해, 화석 연료에의 의존을 줄이기 위해, 점점 강하게 요구되고 있습니다.
COVID-19 팬데믹과 러시아 우크라이나 전쟁은 세계 공급망을 혼란시켜 자동차 산업에 큰 영향을 미쳤습니다. 라의 배치를 지원하는 정부나 기업의 대처이기 때문에 세계의 일부 지역에서는 시장의 매출이 성장하고 있습니다.
MLCC 산업 개요
MLCC 시장은 적당히 통합되어 있으며 상위 5개 기업에서 62.12%를 차지하고 있습니다.
The MLCC Market size is estimated at 23.03 billion USD in 2024, and is expected to reach 61.16 billion USD by 2029, growing at a CAGR of 21.57% during the forecast period (2024-2029).
The government's increasing investments in military equipment, the rapid expansion of telecommunications sector, and the increasing usage of wearable devices are driving the MLCC demand
The 0 201 case size sub-segment emerged as the frontrunner, capturing the largest market share of 71.35%, followed by the 0 402 case size with 11.79% and the 0 603 case size with 7.65% in terms of volume in 2022.
The 0 201 case size is one of the smallest available options, which allows for a higher component density on the circuit boards. In Asia-Pacific countries like Japan, India, South Korea, and China, the capabilities of mobile communication devices are increasing, and the demand for smaller modules and wearable devices, smartphones, PCs, and gaming consoles is increasing. There is an increasing demand for MLCCs of 0 201 case size.
The demand for 0 402 MLCCs is driven by the power and utilities sector. Factors such as the increased investment and the deployment of smart grid technologies such as smart meters, EV chargers, and other associated smart grid infrastructure technologies in the United Kingdom are expected to drive the market in the coming years. The UK government is increasingly considering smart grid technology as a strategic infrastructure investment that will contribute to the country's economic growth in the long term and enable the achievement of its carbon emission reduction objectives.
Asia-Pacific expected to dominate the market owing to the population's increasing demand for consumer electronics
Asia-Pacific held the largest market share of 62.01% in terms of value in 2020, owing to the presence of major players such as Murata Manufacturing Co. Ltd, and Yageo Corporation. Countries such as Japan, China, South Korea, and Taiwan possess advanced manufacturing capabilities and expertise, allowing for the efficient and cost-effective production of MLCCs in large volumes. The electronics industry has been the largest user of MLCCs in the past and is expected to hold a significant share in the future. China holds a prominent position in the consumer electronics manufacturing industry. With several companies developing MLCCs, approximately 61% of Chinese mobile phone users were expected to transition to smartphones by 2023, signifying a considerable shift in consumer preferences.
Europe held a market share of 15.49% in 2020 and continues to generate significant demand for MLCCs in electronics equipment and systems due to the region's powerful industrial base, most of which is related to the automotive industry. Germany is known for its advanced technologies in the automotive industry, and the country plans to increase its charging station infrastructure to 1 million by 2030, supported by a significant investment of EUR 6.3 billion. The number of EVs in Germany is expected to reach 15 million by 2030.
North America held a market share of 13.90% in 2020 in terms of value. The growing adoption of EVs in the region is expected to fuel the demand for MLCCs. In 2022, the Canadian government announced a sales mandate for zero-emission vehicles, with the aim that at least 20% of new passenger vehicles sold in Canada must be zero-emission vehicles by 2026, which is expected to increase to 60% by 2030 and jump to 100% by 2035.
Global MLCC Market Trends
The ongoing trend of miniaturization is propelling the demand
The lead time data for 01005 MLCCs highlights a stable and consistent demand for these components over the analyzed period. The lead time variations within a relatively narrow range of 15-18 weeks suggest a consistent availability and delivery of 01005 MLCCs. This stability in lead times indicates that suppliers have effectively managed the demand, ensuring a smooth supply chain for manufacturers relying on these components.
The usage of 01005 MLCCs spans diverse applications, particularly in compact electronic devices such as smartphones, wearables, and IoT devices. Their small form factor and high capacitance make them ideal for space-constrained designs. The demand for these MLCCs is driven by the ongoing trend of miniaturization and the need for higher component density. The usage of 01005 MLCCs extends to a wide range of applications in various industries. In the consumer electronics sector, these MLCCs are vital components in the production of smartphones, wearables, and IoT devices, enabling manufacturers to achieve sleek and compact designs without compromising performance. The automotive industry heavily relies on 01005 MLCCs for advanced driver assistance systems (ADAS), infotainment systems, and engine control units (ECUs), contributing to the overall functionality and connectivity of vehicles. Overall, the widespread usage of 01005 MLCCs across multiple industries underscores their significance in powering and enabling various electronic devices and systems.
The stability in lead times for 01005 MLCCs helps suppliers meet the demands and ensure a continuous flow of production for electronic devices that rely on these components. This, in turn, prevents potential delays in manufacturing and delivery timelines.
Stringent government regulations increase the penetration of electric vehicles
Electric vehicles are either partially or fully powered by electric power. MLCCs have emerged as a perfect component for EV electronics and subsystems, offering high-temperature resistance and an easy surface-mount form factor. Approximately 8,000-10,000 MLCCs are used in an electric vehicle. MLCCs in EVs are commonly used in battery management systems, onboard chargers, and DC/DC converters. In addition to meeting the general specifications required for these EV subsystems, plus having the ability to function reliably in harsh environments inside an EV, component manufacturers should also be IATF 16949-certified and compliant with AEC-Q200.
Electric vehicle shipment amounted to 15.39 million units in 2022 and is expected to increase to 23.76 million units in 2029, registering a CAGR of 9.93% during the forecast period 2023- 2029. Several countries have implemented strict environmental regulations to reduce greenhouse gas emissions and combat climate change. As a result, automakers are under increasing pressure to produce more electric vehicles and reduce their reliance on fossil fuels. Consumers are becoming more environmentally conscious and are looking for more sustainable alternatives to traditional gasoline-powered vehicles.
The COVID-19 pandemic and the Russia-Ukraine War disrupted global supply chains and heavily impacted the automotive industry. However, in the longer term, the market is witnessing sales growth in some regions of the world as government and corporate efforts to support the deployment of publicly available charging infrastructure provide a solid basis for the increase in EV sales. Publicly accessible chargers worldwide approached 1.8 million, with nearly 500,000 chargers installed in 2021, of which a third were fast chargers.
MLCC Industry Overview
The MLCC Market is moderately consolidated, with the top five companies occupying 62.12%. The major players in this market are Murata Manufacturing Co., Ltd, Samsung Electro-Mechanics, Taiyo Yuden Co., Ltd, TDK Corporation and Yageo Corporation (sorted alphabetically).
Additional Benefits:
The market estimate (ME) sheet in Excel format
3 months of analyst support
TABLE OF CONTENTS
1 EXECUTIVE SUMMARY & KEY FINDINGS
2 REPORT OFFERS
3 INTRODUCTION
3.1 Study Assumptions & Market Definition
3.2 Scope of the Study
3.3 Research Methodology
4 KEY INDUSTRY TRENDS
4.1 Price Trend
4.1.1 Copper Price Trend
4.1.2 Nickel Price Trend
4.1.3 Oil Price Trend
4.1.4 Palladium Price Trend
4.1.5 Silver Price Trend
4.1.6 Zinc Price Trend
4.2 Mlcc Lead Times
4.2.1 01005 MLCC
4.2.2 0201 MLCC
4.2.3 0201/0402 MLCC-HI CV
4.2.4 0402 MLCC
4.2.5 0603 MLCC
4.2.6 0603 MLCC - HI CV
4.2.7 0603 MLCC - HI VOLT
4.2.8 0805 MLCC
4.2.9 0805 MLCC - HI CV
4.2.10 0805 MLCC - HI VOLT
4.2.11 1206 MLCC
4.2.12 1206 MLCC - HI CV
4.2.13 1206 MLCC - HI VOLT
4.2.14 1210 TO 1825 - HI CV
4.2.15 1210 TO 1825 MLCC
4.2.16 1210+ MLCC - HI VOLT
4.2.17 2220+ MLCC
4.2.18 2220+ MLCC - HI CV
4.3 Automotive Sales
4.3.1 Global BEV (Battery Electric Vehicle) Production
4.3.2 Global Electric Vehicles Sales
4.3.3 Global FCEV (Fuel Cell Electric Vehicle) Production
4.3.4 Global HEV (Hybrid Electric Vehicle) Production
4.3.5 Global Heavy Commercial Vehicles Sales
4.3.6 Global ICEV (Internal Combustion Engine Vehicle) Production
4.3.7 Global Light Commercial Vehicles Sales
4.3.8 Global Non-Electric Vehicle Sales
4.3.9 Global PHEV (Plug-in Hybrid Electric Vehicle) Production
4.3.10 Global Passenger Vehicles Sales
4.3.11 Global Two-Wheeler Sales
4.4 Consumer Electronics Sales
4.4.1 Air Conditioner Sales
4.4.2 Desktop PC's Sales
4.4.3 Gaming Console Sales
4.4.4 HDDs and SSDs Sales
4.4.5 Laptops Sales
4.4.6 Printers Sales
4.4.7 Refrigerator Sales
4.4.8 Smartphones Sales
4.4.9 Smartwatches Sales
4.4.10 Tablets Sales
4.4.11 Television Sales
4.5 Ev Sales
4.5.1 Global BEV (Battery Electric Vehicle) Production
4.5.2 Global FCEV (Fuel Cell Electric Vehicle) Production
4.5.3 Global HEV (Hybrid Electric Vehicle) Production
4.5.4 Global ICEV (Internal Combustion Engine Vehicle) Production
4.5.5 Global PHEV (Plug-in Hybrid Electric Vehicle) Production
4.6 Regulatory Framework
4.7 Value Chain & Distribution Channel Analysis
5 MARKET SEGMENTATION (includes market size in Value in USD and Volume, Forecasts up to 2029 and analysis of growth prospects)
