全球陶瓷電容器市場：市場佔有率分析、產業趨勢/統計、成長預測（2024-2029）

Ceramic Capacitors - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)

出版日期: 2024年02月15日 | 出版商:

Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3個工作天內

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簡介目錄

預計2024年全球陶瓷電容器市場規模為253.8億美元，2029年達335.1億美元，在預測期間（2024-2029年）複合年成長率為5.70%。

陶瓷電容器因其高可靠性和低製造成本而在大多數電氣設備中最常使用。這些電容器用於多個行業，主要由以非極化形式存在的陶瓷或瓷盤組成。陶瓷材料也是良好的電介質，因為它們具有低電導率並有效支援靜電場。

主要亮點

陶瓷電容器主要分為三種類型。用於通孔安裝的有引線盤式陶瓷電容器、樹脂塗層表面黏著技術積層陶瓷電容(MLCC) 以及主要用於安裝在PCB 插槽中的特殊類型微波裸露無引線盤。它是一種陶瓷電容器。
其中，MLCC是許多電子設備中必不可少的元件，廣泛應用於穿戴式裝置和智慧型手機（智慧型手機配備了大約900至1,100個積層陶瓷電容）。
此外，人們對電子產品的偏好正從消費性電子產品轉向運算產品。隨著人工智慧、物聯網、雲端和數位化的出現，製造商開始關注這一領域。這些新技術比消費品具有更高的報酬率，並且需要更少的設備，使製造商更容易管理其生產線。
5G 智慧型手機的廣泛普及和功能的增加刺激了對進一步小型化和更高密度電子電路的需求。例如，包括高通、聯發科在內的許多公司都發布了支援5G的晶片組，許多智慧型手機製造商都在使用它們。此前，5G 支援僅限於旗艦手機，但現在中階智慧型手機也支援 5G，並為市場帶來更便宜的晶片組。這些努力增加了對陶瓷電容器的需求。
另一方面，陶瓷電容器的生產也存在一些挑戰。主要挑戰之一是生產高電容多層陶瓷電容器（MLCC），這需要將大量單層電容器堆疊在單個封裝中。這種電容器的生產充滿了一些問題，例如容易受到機械影響，在電路板表面貼裝焊接過程中容易開裂，以及難以獲得跨層的高電容均勻性。另一個挑戰是電容的溫度和頻率依賴性，這可能會導致高性能應用出現問題。
COVID-19 大流行影響了陶瓷電容器市場。疫情擾亂了供應鏈和製造流程，導致陶瓷電容器的供需波動。
然而，隨著疫苗接種運動和限制的放鬆，情況正常化，市場預計將復甦。另一方面，由於世界各地在家工作的人數增加，對筆記型電腦和個人電腦等家用電器和行動裝置的需求不斷增加，預計其他行業對陶瓷電容器元件的需求也會增加。此外，疫情期間線上遊戲的成長趨勢以及遊戲和家庭劇院電子產品需求的增加也促使了強勁的需求。

陶瓷電容器市場趨勢

汽車領域預計將推動市場成長

陶瓷電容器因其尺寸緊湊、可靠性高且能夠承受高溫和振動而常被選擇用於汽車應用。過濾來自各種汽車系統電源的高頻噪聲，例如引擎控制單元、資訊娛樂系統和照明系統。它們也用於抑制開關電路中的電壓尖峰和振鈴的緩衝電路，以及在電路之間傳遞高頻訊號的耦合電路。此外，它們還用於計時電路和振盪電路，例如感測器和致動器的諧振電路以及各種汽車系統的時脈產生器。
自動駕駛汽車技術、車對車通訊、ADAS（高級駕駛員輔助系統）以及倒車相機和車道偏離偵測器等安全和偵測系統的新車輛功能和特性正在推動對汽車電子元件的需求。陶瓷電容器等被動元件對於確保穩定性和無干擾設計是必要的。
根據世界經濟論壇預測，到2035年，全自動駕駛汽車的年銷售量預計將超過1,200萬輛，佔全球汽車市場的25%。此外，新法強調此類車輛「必須繼續提供與目前小客車相同等級的乘員保護」。正如交通部長所說，Pete Battigieg 的新規則對於為配備 ADS 的車輛建立嚴格的安全標準至關重要。此類新興市場的開拓將透過促進該地區聯網汽車市場的普及來支持研究市場的成長。這可能為國內外緣運算公司擴大市場佔有率創造機會。
向自動駕駛汽車和 ADAS（高級駕駛輔助系統）等先進車輛的轉變正在推動每輛車使用 MLCC。因此，為了應對這些趨勢，製造商正在致力於與增加陶瓷電容器的電容相關的產品創新。例如，2021年12月，村田製作所宣布開發出GCM31CC71C226ME36 MLCC，此MLCC的電容最高為22 µF，額定電壓為16 V。該 MLCC 非常適合汽車和安全應用。此外，電容器採用薄層片狀成型技術設計，具有更高的可靠性和效率。
同樣在 2022 年 2 月，該公司推出了 NFM15HC435D0E3 MLCC，旨在三個端子上提供 4.3 µF 的電容。這款電容器專為汽車應用而設計，可提供安裝在 ADAS（高級駕駛輔助系統）和自動駕駛功能中的高性能處理器所需的降噪和出色的去耦功能。這表明汽車行業對陶瓷電容器的需求正在增加。然而，由於 COVID-19 的持續影響，供應鏈預計將受到干擾，儘管規模較小。
此外，電動車對MLCC的需求也在增加。這是因為，由於駕駛輔助功能和全自動駕駛系統等功能的增加，大多數電動車使用了接近 10-15,000 個 MLCC。 IEA 的數據顯示，2022 年電動車銷量將增加，達到 102 萬輛。此類案例顯示汽車產業對 MLCC 的需求不斷成長。此外，電動車的高普及和各國政府設定的內燃機引擎的完全淘汰日期可能會推動汽車產業 MLCC 的成長。

預計亞太地區市場將出現高速成長

亞太地區是陶瓷電容器最重要的市場之一。中國汽車產業規模不斷擴大，在全球汽車市場中扮演重要角色。政府認為汽車工業，包括汽車零件產業，是國家的主要產業之一。中國政府預計2025年中國汽車產量將達3,500萬輛。預計這將推動電容器需求。
電動車越來越受歡迎，中國被認為是採用電動車的主要國家之一。中國的「十三五」規劃促進了混合動力汽車汽車和電動車等綠色交通解決方案的發展，以推動國家交通運輸業的發展。中國的電動車將在2022年實現全國普及，顯著高於政府2025年的預測，數十家競爭對手的新車型吸引了新的購買者並鼓勵車主轉換電動車。有望實現20%的目標。
此外，日本政府的目標是到 2050 年普及所有新車在日本銷售，無論是電動車還是混合動力汽車。也計劃提供補貼，幫助私人企業加快電動車電池和馬達的開發。日本是最早推出電動車的國家之一，十多年前推出了日產 Leaf 和三菱 i-MIEV。
陶瓷電容器因其電容量大、耐壓高、成本低而常用於通訊業。它們可用於多種應用，包括濾波、去耦和電壓調節。特別是，積層陶瓷電容（MLCC）由於其緊湊的尺寸和高電容值而在通訊業中很受歡迎。 MLCC 用於多種應用，包括智慧型手機、基地台和其他通訊設備。
京瓷 (Kyocera) 和基美 (KEMET) 等亞太製造商生產專為通訊應用設計的陶瓷電容器。該地區電訊需求的增加預計將推動該地區陶瓷電容器的需求。例如，根據中國電信的數據，2022年其收入約為4,750億元人民幣，較前一年的4,400億元大幅成長。
中國是亞太地區 AGV 成長的主要貢獻者。製造業、汽車和電子商務等所有行業對 AGV 產品的需求不斷成長，正在積極推動市場成長。 AGV 需要爆發性的高功率來進行傾倒和提升，並且需要持續的能量來在站點之間移動。這些突發功率會顯著縮短電池壽命，要求製造商經常更換電池。您還需要在輪班期間更換電池。與電池不同，電容器幾乎不需要維護，並且可以使用地面感應式充電在幾秒鐘內充電，使製造商無需更換電池。亞太地區工廠自動化程度的提高預計將在預測期內推動陶瓷電容器的需求。
此外，該地區的公司還提供各種產品，以滿足廣泛的客戶需求。例如，村田製作所提供各種陶瓷電容器，包括積層陶瓷電容（MLCC）、高效電容片式MLCC、用於汽車動力傳動系統的高漣波電流片式MLCC以及用於家用電器和工業設備的安全片式MLCC。村田製作所的陶瓷電容器以其小尺寸和大電容值而聞名。同時也開發出全球首款MLCC，電容為1μF/25V的GCM033D70E105ME36，並已開始量產。

陶瓷電容器行業概況

由於全球市場供應商有限，陶瓷電容器市場處於半固化狀態。主要企業參與收購和合作等各種策略，以提高市場佔有率並提高市場盈利。村田製作所、TDK Corporation、太陽誘電、AVX Corporation 和 Vishay Intertechnology, Inc. 等主要公司都參與其中。

2023年11月，京瓷AVX發表了符合X1/Y2級標準的KGK系列電容器和符合X2級標準的KGH系列電容器。這些電容器的額定電壓為 250VAC，設計符合 EN 60384-14、IEC 60384-14 和 UL 60384-14 標準的要求。配備突波保護、瞬態保護和EMI濾波功能，適用於數據機和傳真機等各種消費性電子和工業設備。
2023 年 9 月，TDK 公司（總裁：Takehiro Kamigama）宣布推出 CN 系列積層陶瓷電容(MLCC) 的增強版，該產品具有創新和獨特的設計。在傳統的軟端型MLCC中，整個端子電極都被樹脂層覆蓋，但本產品僅在安裝在基板的一側形成樹脂層。此外，TDK 公司還推出了 CNA 系列（汽車級）和 CNC 系列（商業級）來擴大其產品陣容，以滿足對更高容量 MLCC 不斷成長的需求。

其他福利：

Excel 格式的市場預測 (ME) 表
3 個月分析師支持

Ceramic capacitors are one of the most commonly used in most electrical instruments, as they offer reliability and are cheaper to manufacture. These capacitors are used in multiple industries and primarily consist of ceramic or porcelain discs that exist in a non-polarized form. The ceramic material is also an excellent dielectric due to its poor conductivity and its efficient support of electrostatic fields.

Key Highlights

Ceramic capacitors are mostly available in three types. However, other styles are also available: leaded disc ceramic capacitors for through-hole mounting, resin-coated surface mount multilayer ceramic capacitors (MLCC), and special type microwave bare lead-less disc ceramic capacitors, which are primarily intended to sit in a slot on the PCBs.
Among the applications, MLCCs are essential components of many electronic devices and are widely used in such devices as wearable devices and smartphones (approximately 900 to 1100 multilayer ceramic capacitors are installed in a smartphone).
Also, there has been a shift in preference in electronics from consumer electronics to computing. The emergence of AI, IoT, cloud, and digitalization has led manufacturers to concentrate on this segment. These new technologies have a high profit margin compared to consumer goods, and the units needed are also fewer, making it viable for manufacturers to manage their production lines.
The widespread adoption of 5G smartphones and their increasing functionality are stoking demand for further miniaturization and higher electronic circuitry density. For instance, a number of companies, including Qualcomm and MediaTek, are releasing chipsets that support 5G, and numerous smartphone manufacturers are using them. Previously, 5G support was confined to only flagship mobiles; now, mid-level smartphones also support 5G to introduce cheaper chipsets in the market. Such initiatives are increasing the need for ceramic capacitors.
On the flip side, the production of ceramic capacitors presents several challenges. One major challenge is manufacturing high-capacitance multilayer ceramic capacitors (MLCCs), which involves stacking many single-layer capacitors into a single package. The manufacture of these capacitors is fraught with problems, including mechanical susceptibility, cracking during surface-mount soldering to a circuit board, and difficulty achieving high uniformity of capacitance across the layers. Another challenge is capacitance's temperature and frequency dependence, which can cause issues in high-performance applications.
The COVID-19 pandemic impacted the ceramic capacitor market. The pandemic caused disruptions in the supply chain and manufacturing processes, leading to fluctuations in the demand and supply of ceramic capacitors.
However, the market was anticipated to recover as the situation normalized with the ongoing vaccination drives and relaxed regulations. Meanwhile, ceramic capacitor components were expected to witness a growing demand from other industries due to an increasing demand for consumer electronics and mobile devices, such as laptops and computers, due to the work-from-home scenario across the world. Also, significant demand was witnessed from the increasing trend of online gaming during the pandemic, which subsequently increased the demand for gaming and home theater electronics.

Ceramic Capacitors Market Trends

Automotive Segment is Expected to Drive the Market's Growth

Ceramic capacitors are usually employed in automotive applications due to their compact size, high reliability, and ability to withstand high temperatures and vibrations. They filter out high-frequency noise from power supplies in various automotive systems, such as engine control units, infotainment systems, and lighting systems. They are also employed in snubber circuits to suppress voltage spikes and ringing in switching circuits and in coupling circuits to pass high-frequency signals between circuits. Further, they are used in timing and oscillation circuits, such as in resonant circuits for sensors and actuators, as well as in clock generators for various automotive systems.
The new automotive features and functionality due to autonomous vehicle technologies, vehicle-to-vehicle communications, advanced driver-assistance systems, and other safety and sensing systems, like backup cameras and lane-departure detectors, are driving the demand for electronic components in automotive applications. Passive components, like ceramic capacitors, are required to ensure stability and interference-free designs.
According to the World Economic Forum, over 12 million fully autonomous cars are expected to be sold annually by 2035, covering 25% of the global automotive market. Further, the new law emphasizes that such cars "must continue to offer the same high levels of occupant protection as current passenger vehicles." As the Transportation Secretary said, Pete Buttigieg's new rule is essential to establishing robust safety standards for ADS-equipped vehicles. Such developments aid the growth of the studied market by propelling the proliferation of the connected car market in the region. This may create opportunities for local and international edge computing players to expand their market share.
The shift towards sophisticated vehicles, such as self-driving vehicles, ADAS (Advanced Driver Assistance Systems), is driving the use of MLCCs per vehicle. Therefore, to cater to such a trend, manufacturers are involved in product innovation related to higher capacitance for ceramic capacitors. For instance, in December 2021, Murata announced the development of a GCM31CC71C226ME36 MLCC that features the highest capacitance of 22 µF for MLCCs and has a voltage rating of 16V. The application of this MLCC is streamlined for automotive and safety applications. In addition, the capacitors are designed with thin-layer sheet forming technology to achieve greater reliability and efficiency.
Similarly, in February 2022, the company launched the NFM15HC435D0E3 MLCC, designed with three terminals to provide a capacitance of 4.3 µF. The capacitors are designed for automotive applications to attain results on noise removal and superior decoupling that are required for high-performance processors employed in advanced driver assistance systems and autonomous driving functions. This indicates the growing demand for ceramic capacitors in the automotive industry. However, with the impact of the constant COVID-19 pandemic, the supply chain is expected to be disrupted on a small scale.
Moreover, the demand for MLCC in electric vehicles is also increasing, as most of the EVs use close to 10-15,000 MLCC due to increased features like driver assistance functions and fully autonomous systems. The sales of EVs increased in 2022, according to the IEA, and accounted for 1.02 million electric vehicles. Such instances indicate the growing demand for MLCC in the automotive sector. Further, the high adoption of EVs and the complete phase-out dates of ICE engines set by various governments will drive the growth of MLCC in the automotive sector.

Asia-Pacific Region is Expected to Witness a High Market Growth

The Asia-Pacific region is one of the most important markets for ceramic capacitors. The automotive industry is expanding in China, and the country plays an important role in the worldwide automotive market. The government sees its automotive industry, including the auto parts sector, as one of the country's primary industries. The government of China anticipates that China's automobile output is expected to reach 35 million units by 2025. This is expected to drive the capacitors' demand.
The popularity of EVs is growing, and China is regarded as one of the dominant adopters of electric vehicles. The country's 13th Five-Year Plan promotes the development of green transportation solutions, such as hybrid and electric vehicles, for advancements in the country's transportation sector. China's electric cars were on track to reach the 20% nationwide penetration goal in 2022, well ahead of the Chinese government's 2025 forecast, due to new models by dozens of competitors attracting new buyers and encouraging owners to switch to electric vehicles.
Further, the Japanese government aims to have all the new cars sold in Japan, whether electric or hybrid, by the year 2050. The country plans to also offer subsidies to accelerate the private sector's development of batteries and motors for electricity-powered vehicles. Japan is one of the countries that were early adopters of electric vehicles, with the launch of the Nissan LEAF and Mitsubishi i-MIEV more than a decade ago.
Ceramic capacitors are commonly used in the telecommunications industry due to their high capacitance, high voltage tolerance, and low cost. They are employed in various applications, such as filtering, decoupling, and voltage regulation. In particular, multilayer ceramic capacitors (MLCCs) are popular in the telecommunications industry due to their compact size and high capacitance values. MLCCs are used in various applications, including smartphones, base stations, and other telecommunications equipment.
Manufacturers in the Asia-Pacific region, such as Kyocera and KEMET, produce ceramic capacitors designed for telecommunications applications. The increasing telecom demand in the region is anticipated to boost the demand for ceramic capacitors in the region. For instance, according to China Telecom, in 2022, it generated revenue of approximately CNY 475 billion, a significant increase from CNY 440 billion in the previous year.
China has been a significant contributor to the growth of the AGVs in the Asia-Pacific region. The growing demand for AGV products across industries, such as manufacturing, automotive, and e-commerce, among others, is boosting the market's growth positively. An AGV requires high power bursts for dumping or lifting, as well as continuous energy for traveling between stations. These bursts of power significantly reduce battery life, requiring manufacturers to replace batteries frequently. There is also the need to exchange batteries during working shifts. Unlike batteries, capacitors require little maintenance and can be charged in seconds using in-floor inductive charging, freeing manufacturers from constant battery swaps and replacements. The increasing factory automation in the Asia-Pacific region is anticipated to drive the demand for ceramic capacitors during the forecast period.
Additionally, the players in the region are offering various products to cater to a wide range of customers' needs. For example, Murata Manufacturing Co., Ltd. offers various ceramic capacitors, including multilayer ceramic capacitors (MLCCs), high effective capacitance, and high ripple current chip MLCCs for automotive powertrains, and safety chip MLCCs for consumer electronics and industrial equipment. Murata's ceramic capacitors are renowned for their small size and large capacitance values. They have also developed and started mass production of the GCM033D70E105ME36, the world's first MLCC capacitance of 1 µF/25 V.

Ceramic Capacitors Industry Overview

The ceramic capacitor market is Semi-consolidated due to limited vendors in the global market. The key players are involved in various strategies, such as acquisitions and partnerships, to improve their market share and enhance their profitability in the market. Some of the leading players are there in the market are Murata Manufacturing Co., Ltd., TDK Corporation, Taiyo Yuden Co., Ltd., AVX Corporation, Vishay Intertechnology, Inc., and many others.

November 2023: Kyocera AVX has introduced the KGK series of capacitors that comply with Class X1/Y2 standards and the KGH series of capacitors that comply with Class X2 standards. These capacitors, with a voltage rating of 250 VAC, are designed to meet the requirements set by EN 60384-14, IEC 60384-14, and UL 60384-14 standards. They offer surge and transient protection and EMI filtering, making them suitable for use in various consumer and industrial devices such as modems and fax machines.
September 2023: TDK Corporation has introduced an enhanced version of its CN series of multilayer ceramic capacitors (MLCCs) that boasts an innovative and distinctive design. In contrast to conventional soft termination MLCCs, where the entire terminal electrodes are coated with resin layers, this new design incorporates resin layers only on one side that is mounted on a board. Moreover, TDK Corporation has also expanded its product range by introducing the CNA series (automotive grade) and CNC series (commercial grade) to cater to the growing demand for MLCCs with larger capacitances.

Additional Benefits:

The market estimate (ME) sheet in Excel format
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1 INTRODUCTION

1.1 Study Assumptions and Market Definition
1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

4.1 Market Overview
4.2 Industry Attractiveness - Porter's Five Forces Analysis
- 4.2.1 Bargaining Power of Suppliers
- 4.2.2 Bargaining Power of Buyers
- 4.2.3 Threat of New Entrants
- 4.2.4 Threat of Substitutes
- 4.2.5 Intensity of Competitive Rivalry
4.3 Value Chain Analysis
4.4 Macro-economic Assessment Including Post-COVID-19 Analysis

5 MARKET DYNAMICS

5.1 Market Drivers
- 5.1.1 Growing Penetration of Digitalization and 5G technology
- 5.1.2 Adoption of Factory Automation and Robotics
5.2 Market Restraints
- 5.2.1 Requirement of Advanced Micro level Technical Competence for Developing Ceramic Capacitors

6 MARKET SEGMENTATION

6.1 By Type
- 6.1.1 MLCC
- 6.1.2 Ceramic Disc Capacitor
- 6.1.3 Feedthrough Ceramic Capacitor
- 6.1.4 Ceramic Power Capacitor
6.2 By End-User
- 6.2.1 Consumer Electronics
- 6.2.2 Automotive
- 6.2.3 Telecommunication
- 6.2.4 Industrial
- 6.2.5 Energy & Power
- 6.2.6 Other End-Users
6.3 By Geography
- 6.3.1 North America
- 6.3.2 Europe
- 6.3.3 Asia-Pacific
- 6.3.4 Latin America
- 6.3.5 Middle East and Africa

7 COMPETITIVE LANDSCAPE

7.1 Company Profiles
- 7.1.1 Murata Manufacturing Co., Ltd.
- 7.1.2 TDK Corporation
- 7.1.3 Taiyo Yuden Co., Ltd.
- 7.1.4 Vishay Intertechnology, Inc.
- 7.1.5 AVX Corporation
- 7.1.6 Johanson Dielectrics, Inc.
- 7.1.7 AFM Microelectronics
- 7.1.8 Kemet Corporation
- 7.1.9 Walsin Technology Corporation
- 7.1.10 TE Connectivity