On March 12, according to the report of the Chinese legal person, the current demand for MLCC for automobiles accounts for about 20% of the overall MLCC.
Among them, in the power system of electric vehicles, the demand for MLCCs is more than 5 times that of general fuel vehicles, and the demand for MLCCs for advanced driver assistance systems (ADAS) has increased to about 2,000 to 2,400 pieces, plus the demand for infotainment systems. It is estimated that the demand for MLCC for each electric vehicle is more than 1.4 times higher than that of ordinary fuel vehicles.
Looking forward to the application trend of automotive capacitors, the legal person expects that film capacitors will gradually replace electrolytic capacitors in the field of electric vehicles. For example, Tesla’s Model 3 electric vehicles and China’s BYD new energy vehicles use film capacitors.
Global MLCC manufacturers include Japan’s Murata, South Korea’s SEMCO, Taiwan’s Yageo, Japan’s Taiyo Yuden, TDK, AVX, etc. Yageo has a market share of about 13% and is the third largest MLCC supplier in the world. It is expected that legal entities, including Japanese factories Murata and TDK, Korean factories SEMCO, Taiwanese factories Yageo and Huaxinke, are expected to benefit from the increasing trend of MLCCs for electric vehicles.
Yageo previously decided to spend NT$50 billion to acquire Kemet, an American businessman, to expand its MLCC layout in automotive applications. Engines, safety systems, etc. In addition, Yageo’s previous acquisitions of Junyao and US Price Electronics also expanded the layout of vehicles. The legal person pointed out that KEMET’s main customers in the automotive field include Bosch, Continental, TOYOTA, etc. Huaxinke’s production capacity of automotive resistor components is mainly in Malaysia.
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