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市場調査レポート

MLCC (積層セラミックチップコンデンサ):世界市場の展望 (2018年) および予測 (2022年)

MLCC: FY 2018 Global Market Outlook and FY 2022 Forecasts

発行 Paumanok Publications, Inc. 商品コード 586190
出版日 ページ情報 英文
納期: 即日から翌営業日
価格
本日の銀行送金レート: 1USD=114.58円で換算しております。
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MLCC (積層セラミックチップコンデンサ):世界市場の展望 (2018年) および予測 (2022年) MLCC: FY 2018 Global Market Outlook and FY 2022 Forecasts
出版日: 2017年12月01日 ページ情報: 英文
概要

当レポートでは、世界のMLCC (積層セラミックチップコンデンサ) 市場について調査し、MLCC関連のデータおよび詳細な消費予測について、エンドユーズセグメント・地域別に分析しており、メーカー別の市場シェアの推移などを提供しています。

第1章 エグゼクティブサマリー

第2章 技術概要

  • コンポーネント技術の概要
  • MLCCマテリアル・建設
  • セラミックコンデンサーの性能クラス

第3章 MLCC:世界市場のアップデート

  • MLCC消費規模 (金額ベース・数量ベース)
  • 価格
  • 地域・国
  • エンド市場
  • 市場シェア
  • 性能
  • セラミックコンデンサー:世界の需要
  • ケースサイズ
  • MLCCはパッシブコンポーネント吸気効率をリード
  • 超小型パッシブ:数十億規模の産業
  • ケースサイズを減らすと同時に容量を拡大
  • 予測
  • MLCCの予測

メーカーのプロファイル:上位MLCCベンダー

  • 村田製作所
  • SEMCO
  • 太陽誘電
  • TDK
  • WALSIN
  • YAGEO
目次
Product Code: ISBN # 1-893211-02-9 (MLCC2017)

Demand for multilayered ceramic chip capacitors exceeded supply in November 2017 as lead times began to stretch out to the 20-week average mark for all case sizes combined. MLCC demand began to increase in January 2017 as major manufacturers of ceramic chip capacitors in Asia began to suggest that demand from the handset manufacturers and the automotive end markets was stronger than anticipated. In primary interviews with Murata and Samsung EMCO, Paumanok Publications, Inc. also realized that demand was increasing for high capacitance MLCC at an alarming rate as next generation products in multiple segments were viewing MLCC in the 100, 220 and 330 range as standard parts. To address the rising demand, manufacturers of MLCC in Asia were reluctant to add capacity because of data suggesting that the number of Smartphones being sold had reached maximum exposure to global populations. This was further supported by financial data from the major global MLCC manufacturers in Japan, Korea and China, that illustrated a FY 2017 slowdown in sales of MLCC to the handset business. As the data suggests in the following lead time table, by May 2017 at the Electronic Distribution Show in Las Vegas it became apparent that lead times for MLCC were not leveling off and that a certain level of concern was being injected into the supply chain which further resulted in a greater urgency to obtain MLCC before the holiday buying season began in earnest. This report analysis the current global market conditions in MLCC and makes forecasts with respect to the value and volume of consumption for these key passive components for FY 2018. The study analyzes primary and secondary sources for data associated with MLCC and makes detailed forecasts for consumption for FY 2018, outlining expected shifts in the market for FY 2018 by end-use segment and world region and also shows how MLCC will take a larger percentage of the global share for capacitor dielectrics in FY 2018 and how market shares are expected to shift in MLCC supply by manufacturer.

Table of Contents

1.0. EXECUTIVE SUMMARY: FY 2018 UPDATE

  • CURRENT MARKET ENVIRONMENT: SHORTAGES OF MLCC: DECEMBER 2017 QUARTER AND FY 2018 ANNUAL FORECAST
  • CERAMIC CAPACITORS: LEAD TIMES BY TYPE AND CASE SIZE (IN WEEKS): JANUARY 2013-NOV. 2017
  • FORECASTED GLOBAL SHIFT IN MLCC REVENUES FOR FY 2018:
  • FORECASTED GROWTH RATE FOR MLCC IN FY 2018 COMPARED TO OTHER DIELECTRICS:
  • FORECASTED GLOBAL SHIFT IN MLCC REVENUES FOR FY 2022:
  • MLCC: SHIFTS IN RAW MATERIALS PRICING FY 2017- FY 2018
  • MLCC FORECASTED REVENUES FOR THE TOP SIX MLCC MANUFACTURERS: FY 2018
    • Murata Manufacturing Revenue Forecast For Capacitors For FY 2018:
    • SEMCO Revenue Forecast For Capacitors For FY 2018
    • TDK Corporation Revenue Forecast For Capacitors For FY 2018
    • Taiyo Yuden Revenue Forecast for Capacitors for FY 2018
    • Yageo Corporation Forecasts for FY 2018
    • Walsin Technology Corporation Forecasts for FY 2018
  • EXPECTED SHIFT IN FY 2018 MARKET SHARES IN GLOBAL MLCC INDUSTRY

2.0. INTRODUCTION:

  • BACKGROUND OF THE REPORT:
    • About the Author:
    • The Paumanok Research Methodology:
  • GOVERNMENT DATA COLLECTION AND RESOURCES:
  • SECONDARY PUBLISHED SOURCES:
  • PRIMARY INTELLIGENCE GATHERING:
    • Fixed Capacitors and Their Respective Market Valuations and Sub-Categories: 2017 and Forecasted Shifts For FY 2018
    • The Fundamental Capacitor Supply Chain:
    • FINANCIAL CONSIDERATIONS WITH RESPECT TO THIS REPORT:
      • Fiscal Year Reporting
      • Currency Translation

2.0. TECHNOLOGY OVERVIEW:

  • COMPONENT TECHNOLOGY OVERVIEW:
    • The Two Technical Economic Maxims Associated with MLCC:
  • MLCC MATERIALS AND CONSTRUCTION:
    • MLCC Case Sizes:
    • MLCC Metallization:
  • CERAMIC CAPACITOR PERFORMANCE CLASSES:
    • Class I Ceramics (NPO/COG):
    • Class II Ceramics (X7R/Z5U/Y5V):
    • Class III Ceramics:

3.0. MLCC: GLOBAL MARKET UPDATE: 2017

  • VALUE AND VOLUME OF MLCC CONSUMPTION:
    • Changes In MLCC Market Value Over Time: 27 Year Market Assessment: FY 2018 Update Forecast
    • Reasons for Revenue Growth in The Global MLCC Market: 27 Year Analysis:
    • Changes In MLCC Market Volume Over Time: 27 Year Market Assessment: Unit Sales Forecasts for MLCC for FY 2018:
    • Reasons for Unit Expansion In The Global MLCC Market Over Time:
  • PRICING:
    • Global Average Unit Selling Price for MLCC: 27 Year Market Assessment
    • FY 2018 Update on MLCC Pricing:
  • REGIONS AND COUNTRIES:
    • MLCC Consumption By World Region: FY 2017 and FY 2018 Outlook
    • Shifts in Global Consumption By World Region Over Time: 12 Year Analysis
    • FY 2018 Update on Regional Sales Data:
    • China and Asia-12 Year Trend Analysis for MLCC Consumption
    • Japan-12 Year Trend Analysis for MLCC Consumption
    • Europe-12 Year Trend Analysis for MLCC Consumption
    • Americas-12 Year Trend Analysis for MLCC Consumption
    • Benchmarking: Capacitor Revenues By Major Vendor and World Region: FY 2017
  • END-MARKETS:
    • MLCC Consumption By End-Use Market: FY 2017
    • Operating Margins: Structure of The Ceramic Capacitor Profit Centers in 2017
    • Wireless Handset Markets: 12 Year Analysis for MLCC Consumption:
    • Computer & Peripherals: 12 Year Analysis for MLCC Consumption:
    • Consumer AV: 12 Year Analysis for MLCC Consumption:
    • Automotive: 12 Year Analysis for MLCC Consumption:
    • Industrial & Specialty: 12 Year Analysis for MLCC Consumption:
    • Capacitor Ceramic Capacitor Consumption Value By End-Use Market Segment: FY 2017
    • Benchmarking: Capacitor Sales By End-Use Market Segment For The Top Vendors of Capacitors: FY 2017
  • MARKET SHARES:
    • MLCC: Market Shares: 2017-2018
    • Ceramic Capacitor Vendors: Detailed Market Shares: 2017 and FY 2018 Forecasts
    • MLCC: Market Dominance Over Alternative Technologies:
    • MLCC Shipment Volume: 2017
    • MLCC Ten Year Market Volume Growth Analysis
    • MLCC Shipment Value: 2017
    • MLCC Average Unit Pricing: 2017
  • PERFORMANCE
  • CERAMIC CAPACITORS: GLOBAL DEMAND BY PERFORMANCE CHARACTERISTICS: 2017
    • Performance Characteristic (X5R, X7R,Y5V, NPO, Additional Variations)
    • X5R Capacitor Markets: 2017
  • CASE SIZES:
    • MLCC Demand By Case Size: Dielectrics In Motion:
    • Unit Demand By MLCC Case Size: 2017 Worldwide Estimates
    • MLCC Content By End-Product and Forecasts: FY 2017-FY 2022
    • MLCC Unit Consumption Forecasts By End-Use Market Segment and Key Product Market: FY 2017-2022
  • MLCC LEADS WAY IN PASSIVE COMPONENT VOLUMETRIC EFFICIENCY:
    • MLCC Sets The Tone for The Technology Roadmap in Ultra-Small Next Generation Components:
  • ULTRA-SMALL PASSIVES: A MULTIBILLION INDUSTRY
  • INCREASING CAPACITANCE WHILE DECREASING CASE SIZE
    • MLCC Markets: Summary and Conclusion:
  • FORECASTS:
  • FORECASTS FOR MLCC: 2017-2022
    • Forecasts: Global Volume of Consumption for MLCC: 2017-2022
    • Forecasts: Global Value of Consumption for MLCC: 2017-2022
    • Why FY 2019 Is The Problem Year
    • Forecasts: Global Average Unit Pricing for MLCC: 2017-2022
    • Forecasts: Global Value of Consumption for MLCC By World Region: 2017-2022
    • Forecasts: Global Value of Consumption for MLCC By End-Use Market Segment: 2017-2022
    • Market Forecasts For Capacitor Consumption In The Wireless Handset Market Segment: 2017-2022:
    • Market Forecasts For Capacitor Consumption In The Computer & Business Machine Segment: 2017-2022:
    • Market Forecasts For Capacitor Consumption In The Consumer AV Segment: 2017-2022:
    • Market Forecasts For Capacitor Consumption In The Automotive Segment: 2017-2022:
    • Market Forecasts For MLCC Consumption In The Industrial and Specialty Segment: 2017-2022
    • Unit Forecasts For MLCC By End-Use Market Segment: FY 2017-2022
    • MLCC Content By End-Product and Forecasts: FY 2017-FY 2022
    • MLCC Unit Consumption Forecasts By End-Use Market Segment and Key Product Market: FY 2017-2022

PRODUCER PROFILES: TOP MLCC VENDORS: 2017

MURATA

  • MURATA MANUFACTURING COMPANY LIMITED (RIC: 6981):
    • About Murata:
    • Annual Revenues for Murata's Capacitor Group: 2009-2017
    • FY 2018 Forecasted Sales for MLCC at Murata:
    • Murata Revenues By End-Use Market Segment: FY 2017 Forecasts

SEMCO

  • SAMSUNG ELECTRO-MECHANICAL (KSE: 009150):
    • About SEMCO:
    • Annual Revenues For SEMCO LCR Group: FY 2016, 2017 and 2018 Forecasts
  • SAMSUNG'S POSITION IN THE PASSIVE COMPONENT INDUSTRY: FY 2017

TAIYO YUDEN

  • TAIYO YUDEN COMPANY LIMITED (RIC: 6976):
    • About Taiyo Yuden Company Limited
    • Taiyo Yuden's Position in the Global MLCC Industry

TDK

  • TDK CORPORATION (RIC: 6762):
    • About TDK Corporation:
    • TDK-End-Use Market Demand Update:
    • Annual Revenues for TDK's Capacitor Group: 2016, 2017 and FY 2018 Forecast
  • TDK'S POSITION IN THE PASSIVE COMPONENT INDUSTRY: FY 2017:

WALSIN

  • WALSIN TECHNOLOGY CORPORATION (2492):
    • About WTC:
    • Annual Revenues For Walsin Technology Corporation (Passives Group): 2016, 2017 and 2018 Forecasts
  • WALSIN'S POSITION IN THE GLOBAL PASSIVE COMPONENT INDUSTRY:

YAGEO

  • YAGEO CORPORATION (TW 2327):
    • About Yageo:
    • Annual Revenues For Yageo Corporation: 2016, 2017 and FY 2018:
  • YAGEO'S POSITION IN THE PASSIVE COMPONENT INDUSTRY:

Table of Figures:

  • Figure 1: MLCC Lead Times by Case Size: 2013-2017 by Month (January 2013 to November 2017)
  • Figure 2: FORECASTS: Global Value of Consumption for MLCC: 2017-2022 (In Millions of US Dollars)
  • Figure 3: Average Price For Key Metals Consumed in MLCC: By Month: 2013-2017 Through November
  • Figure 4: MLCC Manufacturers: FY 2017 and FY 2018 Estimated Market Shares Globally
  • Figure 5: Fixed Capacitor Market Breakdown by Capacitor Type/Dielectric: 2017 to FY 2018
  • Figure 6: The Supply Chain For Capacitors
  • Figure 7: Currency Translations Used In This Report: (Yen, NT$ and Won Currencies To The United States Dollar Quarterly Exchange Rates)
  • Figure 8: 25 Year Market Analysis: Global Market Consumption Value For MLCC: 1990-2017
  • Figure 9: 27 Year Market Analysis: Global Market Consumption Volume For MLCC: 1990-2017
  • Figure 10: 27 Year Market Analysis: Global MLCC Pricing: 1990-2017
  • Figure 11: Ceramic Capacitor Consumption Value by World Region: 12 Year Analysis
  • Figure 12: Global Value of Demand For MLCC By World Region; FY 2017 (In Millions of USD)
  • Figure 13: Capacitor Revenues BY Vendor and World Region: FY 2017
  • Figure 14: Operating Margins and Value-Added Ceramic Capacitor Markets: FY 2017
  • Figure 16: Global Consumption Value for Ceramic Capacitors By End-Use Market Segment: FY 2017
  • Figure 17: Revenues By End-Use Market Segment For The World's Top Capacitor Manufacturers: FY 2017 Estimates
  • Figure 18: Ceramic Capacitor Manufacturers: FY 2017 Market Shares
  • Figure 20: Global Consumption Volume for High Capacitance MLCC: 2017 and Ten Year Transitional Analysis
  • Figure 21: Global Consumption Value for High Capacitance MLCC: 2017 and Ten- Year Transitional Analysis
  • Figure 24: Global Ceramic Capacitor Consumption Value by Performance Characteristic: 2017
  • Figure 25: MLCC Demand By Case Size in Units 2017
  • Figure 26: Average Passive Component Content Per Black Box By Type: FY 2011-2017 Actual and FY 2017 to FY 2022 Forecasts
  • Figure 27: MLCC Consumption Volume Forecasts: FY 2017 to FY 2022
  • Figure 28: MLCC Leads Way in Passive Component Volumetric Efficiency
  • Figure 29: Ultra-Small Passives: A $15 Billion Industry
  • Figure 30: Increasing Capacitance While Decreasing Case Size
  • Figure 31: FORECASTS: Global Volume of Consumption for MLCC: 2017-2022 (In Billions of Pieces)
  • Figure 32: FORECASTS: Global Value of Consumption for MLCC: 2017-2022 (In Millions of US Dollars)
  • Figure 33: FORECASTS: Global Average Unit Pricing for MLCC: 2017-2022 (In US Dollars Per Thousand Pieces)
  • Figure 34: FORECASTS: Global Value of Consumption For MLCC By World Region: 2017-2022 (In Millions of US Dollars)
  • Figure 35: FORECASTS: Global Value of Consumption For MLCC By End-Use Market Segment: 2017-2022 (In Millions of US Dollars)
  • Figure 36: Projected Production VOLUME for Key END-PRODUCTS Consuming Capacitors, Resistors and Inductors (Top 16 End-Products) To 2022
  • Figure 37: Average Passive Component Content Per Black Box By Type: FY 2011-2017 Actual and FY 2017 to FY 2022 Forecasts
  • Figure 38: MLCC Consumption Volume Forecasts: FY 2017 to FY 2022
  • Figure 40: MURATA MFG CO LTD CAPACITOR GROUP: Annual Revenues: 2009-2015; 2017 Forecasts
  • Figure 41: MURATA MFG CO LTD CAPACITOR GROUP; Revenue Forecasts for FY 2018 for Capacitors Group
  • Figure 42: Murata Annual Revenues by End-Use Market Segment: FY 2017
  • Figure 43: Samsung Electro-Mechanics: LCR Group; Annual Revenues: 2016, 2017, 2018 Forecasts
  • Figure 45: Quarterly Revenues in Taiyo Yuden's Capacitor Group: FY 2016, 2017 and FY 2018 Forecasts
  • Figure 46: TDK Corporation; Capacitor Group: Annual Revenues: 2016, 2017 and FY 2018 Forecasts
  • Figure 49: Walsin Technology Corporation; Passive Components: Annual Revenues: FY 2016, 2017 and FY 2018 Forecasts
  • Figure 51: Yageo Corporation: Annual Revenues: 2009-2015; 2017 Forecasts
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