央视财经丨MLCC景气回升，人工智能带动增长

时间： 2024-09-15 来源：微容科技公众号

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MLCC景气回升，人工智能带动增长

有电子工业大米之称的片式多层陶瓷电容是重要电子元器件。在经历了长达两年的低迷周期后，行业开始迎来一个相对温和的复苏，厂商第二季度总出货量增长了5.4%。

李竞是一家片式多层陶瓷电容生产企业（广东微容电子科技有限公司）销售负责人。她告诉记者，今年以来行业景气度开始回升，产品库存趋于正常；部分通用品的区划周期，也从以前的三四个月下降到了现在的两三个月。“我们今年的这个销售形势还是比较良好的，那么预计下半年基本上也会维持这个趋势。整个结构上来看，今年我们的高端电容会继续成长。”

随着市场需求回升，市场上的热销产品交货期甚至延长了不少。该企业负责人表示，他们目前的产能利用率已经恢复到了历史较高水平，“因为新能源汽车，还有AI服务器的需求暴涨。总体来讲，进入到下半年，供应比较紧张。部分规格价格有所上涨，交期拉长。”

市场研究机构预计，2024年人工智能服务器全年出货量将达到167万台，同比增长41.5%，这为片式多层陶瓷电容市场，带来了新的增长点。

黄文杰的企业主要做服务器方案设计，他告诉记者“由于人工智能服务器，对算力需求的增加，其电力消耗也相对提高，导致运算系统温度升高。因此高容值、耐高温的片式多层陶瓷电容用量大幅提升，AI服务器因为它的功耗更大，它对元器)密度的要求更高。所以AI服务器对MLCC的使用量是通用服务器的180%，也就是说增长了80%。”

万物互联，无处不在地AI带来新机会

近期微容科技亮相CIOE中国光博会中《第二届无线通信技术与产业创新发展研讨会》，与现场和线上专业观众进行了深度地交流探讨。

微容科技常务副总郑春晖受邀华强电子以《万物互联，无处不在地AI带来新机会》为主题，向大家介绍了AI的发展历程，以及对从上游元器件至下游终端产品的影响与机遇，受到现场观众热烈反响。

近年来随着AI终端产品的不断推出，万物互联的概念逐渐落地并深入人们日常生活中。而对于实现万物互联的关键，离不开三大支撑：算力，高速（并行）计算，从CPU发展到CPU+GPU；高速存储，从DDR发展到DDR5；高速传输（光模块），从10Gb/s发展到800Gb/s+。特别是在服务器领域，数据显示未来AI服务器市场规模发展趋势将从2021年的343亿美元，上升到2025年的720亿美元。

随着终端产品的升级对于上游元器件也迎来了机遇与挑战。在新SXM5模组中的GPU相比于A100，AI推理能力于计算能力等指标大幅度增加，从而要求MLCC在单位面积下，其容量&承受温度需要进一步提高来满足算力要求。

微容科技作为MLCC行业领先的制造原厂，其高端系列产品如高容量系列MLCC覆盖01005-1210全尺寸，容量从0.47μF延伸至220μF，温度扩展到105-125℃，满足如基站、服务器、CPU等高温环境下使用的X7R，X7S，X7T等系列高容产品；高温系列MLCC覆盖0603、0805、1111等尺寸，采用耐高温陶瓷设计，在超高温150℃及175℃环境下工作有更高的可靠性表现，应用于外设基站射频高功率电路AAU等。

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本文由子文转载自微容科技公众号，原文标题为:央视财经丨MLCC景气回升，人工智能带动增长，本站所有转载文章系出于传递更多信息之目的，且明确注明来源，不希望被转载的媒体或个人可与我们联系，我们将立即进行删除处理。

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MLCC（Multi-layer Ceramic Capacitors，片式多层陶瓷电容器）是电子行业用量最多的无源器件之一，随着消费类电子、汽车电子、工业控制、数据中心等行业的发展，电子元器件市场需求暴增，作为无源器件重要组成部分的MLCC，正在朝着高可靠性、高容量的方向发展。

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微容科技（VIIYONG）片式多层陶瓷电容器选型指南

目录- 公司简介物料号编码规则 COG系列MLCC 1类陶瓷的部分特性说明射频用GQC系列MLCC X5R系列MLCC X7R系列MLCC X6S系列MLCC X7T系列MLCC X7S系列MLCC 2类陶瓷介质老化特性的说明应用技术要求和注意事项

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目录- 公司简介和产品介绍产品型号规格及代码定义车规MLCC产品范围车规MLCC-C0G系列车规MLCC-X7R系列车规MLCC-X7S系列车规MLCC-X7T系列应用技术要求

型号- A360J0201C0G500NA,A271F0805C0G101NK,A271J0805C0G101NK,A392M0402X7R250NB,A331G0805C0G251NK,A1R2A0402C0G250NB,A100G0603C0G101ND,A0R5B0603C0G101ND,A821M0402X7R160NB,A471K0201X7R100NA,A471M0201X7R100NA,A392K0402X7R250NB,A821K0402X7R160NB,A1R8B0201C0G250NA,A3R0A0603C0G500ND,A272K0603X7R101ND,A272K0402X7R160NB,A226M1210X7S250N3,A272M0402X7R160NB,A102J1206C0G631N1,A105M0805X7S101NH,A102F1206C0G631N1,A103G1206C0G631N1,A2R7A0603C0G101ND,A2R7C0603C0G101ND,A8R2C0201C0G500NA,A1R5B0402C0G500NB,A105K0805X7S101NH,A102M0201X7R100NA,A225K0805X7R250N5,A226K1210X7S250N3,A473K0603X7R101ND,A3R0C0603C0G500ND,A102K0201X7R100NA,A225M0805X7R250N5,A122G0603C0G101ND,A180G0201C0G500NA,A180G0201C0G250NA,A683J1206C0G500N1,A5R6C0402C0G250NB,A0R6A0603C0G101ND,A332J0805C0G251NH,A561K0402X7R250NB,A104M0402X7R160NB,A227M1210X7T2R5N3,A683F1206C0G500N1,A562F1210C0G631NO,A3R6B0402C0G500NB,A1R3B0402C0G250NB,A153K0402X7R100NB,A104M0603X7R101ND,A562J1210C0G631NO,A101F0603C0G101ND,A103F1206C0G500NE,A153M0402X7R100NB,A472G1206C0G631N1,A104K0603X7R101ND,A332F0805C0G251NH,A105K0805X7R160N5,A221F0402C0G250NB,A240F0603C0G500ND,A153G1206C0G101NE,A105M0805X7R160N5,A6R0B0201C0G500NA,A6R0B0201C0G250NA,A9R0C0603C0G101ND,A103J0805C0G101NH,A332K0402X7R100NB,A6R2D0201C0G500NA,A221J0402C0G250NB,A7R5B0603C0G500ND,A7R5D0603C0G500ND,A240J0603C0G500ND,A183G1210C0G631NP,A6R0D0201C0G500NA,A222G1206C0G251NO,A332M0402X7R100NB,A563M0402X7R500NB,A8R0C0201C0G250NA,A1R1B0402C0G250NB,A151J0805C0G251NK,A103J1206C0G500NE,A8R2C0201C0G250NA,A561M0402X7R500NB,A103F0805C0G101NH,A563K0402X7R500NB,A104K0402X7R160NB,A151F0805C0G251NK,A561K0402X7R500NB,A121F0603C0G101ND,A123F1206C0G500NE,A360J0201C0G250NA,A392M0402X7R500NB,A1R0B0603C0G500ND,A121J0603C0G101ND,A123J1206C0G500NE,A223G0805C0G500N5,A392K0402X7R500NB,A823K0603X7R101ND,A182M0201X7R250NA,A823K0402X7R160NB,A272J0603C0G500ND,A102G0603C0G101ND,A471G0805C0G101NK,A823M0402X7R160NB,A333F1206C0G101NE,A6R0D0201C0G250NA,A104G1206C0G500N1,A152M0201X7R250NA,A681F0603C0G101ND,A681J0603C0G101ND,A152K0201X7R250NA,A221M0402X7R101NB,A1R6A0402C0G500NB,A272F0603C0G500ND,A333J1206C0G101NE,A221M0201X7R160NA,A223M0603X7R500ND,A3R3B0603C0G500ND,A8R0C0201C0G500NA,A471M0402X7R160NB,A1R2A0402C0G500NB,A1R2C0402C0G500NB,A1R3B0402C0G500NB,A101J0603C0G101ND,A360F0201C0G250NA,A1R6C0402C0G500NB,A223K0603X7R500ND,A823K0805X7R101N5,A471G0603C0G101ND,A221K0402X7R101NB,A823M0805X7R101N5,A272G0805C0G101NK,A471K0402X7R160NB,A390G0402C0G250NB,A472J0805C0G101NH,A221K0201X7R160NA,A682K0201X7R100NA,A8R0B0402C0G500NB,A8R0D0402C0G500NB,A5R0B0603C0G500ND,A682M0201X7R100NA,A560G0201C0G250NA,A220G0402C0G250NB,A820G0603C0G500ND,A271G1206C0G631NK,A123K0402X7R100NB,A122K0201X7R100NA,A101G0805C0G201ND,A472F0805C0G101NH,A182K0201X7R250NA,A123M0402X7R100NB,A1R0A0402C0G250NB,A272K0201X7R100NA,A1R0C0402C0G250NB,A471F1206C0G631NK,A471J1206C0G631NK,A152G0805C0G251NK,A272M0201X7R100NA,A102G0805C0G101NK,A122M0201X7R100NA,A4R0A0201C0G250NA,A683K0402X7R100NB,A0R9A0603C0G500ND,A562K0201X7R250NA,A6R8B0603C0G101ND,A1R2B0603C0G500ND,A561G1206C0G251NK,A1R6C0402C0G250NB,A3R3A0402C0G500NB,A222K0402X7R250NB,A240G0402C0G250NB,A270G0603C0G101ND,A2R0B0201C0G500NA,A1R5A0201C0G250NA,A330F0201C0G500NA,A682F1206C0G631N1,A3R0B0402C0G250NB,A182G0805C0G251NK,A1R8C0402C0G500NB,A183G1206C0G101NE,A563M0402X7R250NB,A330J0201C0G500NA,A1R0C0402C0G500NB,A3R9A0402C0G250NB,A106M0603X7T6R3NK,A472G0603C0G500ND,A2R4B0603C0G101ND,A120G0603C0G101ND,A273J1206C0G500NE,A102M0402X7R160NB,A821M0201X7R100NA,A391K0402X7R101NB,A822K0201X7R160NA,A102M0603X7R101ND,A473G1206C0G500N1,A1R5B0402C0G250NB,A682J1206C0G631N1,A273F1206C0G500NE,A822K0603X7R250ND,A391K0201X7R160NA,A1R5A0201C0G500NA,A101J0805C0G101ND,A820F0603C0G101ND,A6R2B0201C0G250NA,A104M0805X7R101N5,A820J0603C0G101ND,A106M0805X7S250NH,A7R0B0603C0G101ND,A101F0805C0G101ND,A682G0805C0G251NH,A223M0603X7R250ND,A183K0402X7R100NB,A4R0C0201C0G500NA,A822G0805C0G500N5,A361F1206C0G251NK,A681M0402X7R100NB,A5R1B0603C0G101ND,X7T系列,A222J0603C0G500ND,A122M0603X7R101ND,A431K0201X7R100NA,A0R7B0603C0G101ND,A5R1C0603C0G500ND,A682K0402X7R160NB,A221J1206C0G251NK,A6R2B0201C0G500NA,A360G0402C0G500NB,A220G0402C0G500NB,A391J1206C0G251NK,A4R3B0603C0G101ND,A471J0603C0G500ND,A271K0201X7R160NA,A3R3C0402C0G250NB,A271K0402X7R101NB,A273K0603X7R500ND,A105M0603X7R250ND,A1R6B0201C0G250NA,A122M0402X7R160NB,A152G0603C0G101ND,A152F1210C0G631NK,A474M0603X7R160ND,A153G1210C0G631NP,A471F0603C0G500ND,A152J1210C0G631NK,A682K0603X7R101ND,A222F0603C0G500ND,A391F1206C0G251NK,A683M0603X7R160ND,A4R3B0201C0G250NA,A5R6B0603C0G500ND,A1R1A0603C0G500ND,A3R6C0201C0G250NA,A183M0402X7R500NB,A1R5C0603C0G500ND,A180F0402C0G500NB,A222G1210C0G631NO,A5R6D0201C0G250NA,A8R2D0402C0G500NB,A3R6A0603C0G500ND,A272M0603X7R101ND,A1R1C0201C0G250NA,A473K0402X7R160NB,A681J0805C0G251NK,A182F1210C0G631NK,A1R8B0201C0G500NA,A474K0805X7S101NH,A821G0603C0G101ND,A475M0603X7T6R3NK,A182J1210C0G631NK,A473M0805X7R101N5,A106K0805X7T6R3NH,A240G0402C0G500NB,A8R0D0402C0G250NB,A331M0201X7R250NA,A560G0201C0G500NA,A6R2C0402C0G500NB,A390G0402C0G500NB,A221F120

2022/7/27 - 微容科技 - 选型指南 - 2022版代理服务技术支持批量订货

宇阳（EYANG）MLCC片式多层陶瓷电容器选型指南

目录- 工业级P/B系列工业级中高压系列通用型系列通用中高压系列低损耗系列大功率低损耗系列车载系列车载低损耗系列

型号- P0805C0G9R1D251N#E,B0105X5R331K6R3N#Z,B0105X7R560K160N#Z,P0805C0G620G251N#E,B0201C0G3R0A250N#A,B0201X7R181M500N#A,P0805X8G1R2A501N#E,B0402C0G221K500N#B,P0805X8G4R7A251N#E,B0603C0G182G250N#D,B0805X5R153M101N#H,B0105C0G151J250N#Z,B0201X7R271J160N#A,B0805X5R223K101N#Y,B0402X7R102M250N#B,P0201C0G4R0B201N#A,B0402X7R121M500N#B,P0805C0G5R1B251N#E,P0805C0G150G251N#E,P0201X8G5R6B201N#A,B1206X5R822M101N#O,B0805X5R153M101N#Y,P0603X8G120J251N#U,P0201C0G2R0A201N#A,B0402C0GR68B250N#B,B0402C0G8R0A500N#B,P0603C0G8R2D251N#U,P0201X8G3R6A201N#A,B0805X5R103J631N#H,B0105C0G0R9B160N#Z,B0201X7R102M160N#A,B0805X5R472M631N#H,P0603C0G6R2C251N#U,B0402C0G4R7A250N#B,B0402X5R102K101N#B,B0603X5R106K100N#K,B0603C0G122G160N#D,B0201X5R183J100N#A,B0201C0G7R0C250N#A,P0603C0G2R2A251N#U,B0201X7R471K160N#A,P0805X8G3R0A251N#E,P0402C0G330F201N#B,P0805X8G5R0B251N#E,B0603X5R152J101N#D,B0603X5R561J201N#D,B0201C0G5R0B250N#A,B1206X5R222J101N#O,B0402C0G2R0C500N#B,B0105C0G8R0C160N#Z,B0105X5R331M100N#Z,P0805X8G7R0C251N#E,B0201X7R562J250N#A,B0402X5R474M250N#B,P0805C0G6R8B251N#E,B0603X5R822K101N#D,B0105X5R391M100N#Z,B0201X7R221K250N#A,B0105X5R272J100N#Z,B0105X5R472K100N#Z,B0105C0G0R4A250N#Z,B0105X7R121J160N#Z,B0402X5R474M250N#N,B0105C0G2R4B250N#Z,B0105X5R103M100N#Z,B0402X5R563K500N#C,B0805X5R223K101N#H,P0402C0G2R0A201N#B,B0105C0G200G160N#Z,B0402X5R334K100N#N,P0402C0G4R0B201N#B,B0402X7R181M500N#B,B0805X5R392M101N#Y,B0402C0G1R5A250N#B,B0402X5R334K100N#B,P0402C0G0R5A201N#B,B0805X5R431J501N#Y,P0603C0G3R0C251N#U,B0105C0G0R9B250N#Z,B0201X7R121M500N#A,P0402X8G0R4A201N#B,B0105C0G4R0A160N#Z,B0402C0G1R2A500N#B,B0201X7R102M250N#A,B0402X5R271M101N#B,B0603X5R511K201N#D,B0402C0G100G250N#B,P0603C0G1R0B251N#U,B1206X5R473J501N#L,B0805X5R392M101N#H,B0201C0GR68B250N#A,B0402C0G7R5D250N#B,P0402X8G2R4B201N#B,B0201C0G8R0A500N#A,B0201X5R183M160N#A,B0402C0G680F250N#B,B0603X5R911M201N#D,B0201C0G1R6C500N#A,B1206C0G333J250N#L,B0805X5R391J631N#Y,B0201C0G8R2B250N#A,B0603X5R222M101N#D,B0201X7R471K250N#A,B0105C0G151J160N#Z,B1206X5R471K101N#O,P0805X8G2R0C501N#E,B0402C0G7R0C250N#B,B0603X5R821J251N#D,P0201X8G6R8A201N#A,P0201X8G0R4A201N#A,B0201C0G100G250N#A,B0603X5R476M4R0N#K,B0402X5R152J101N#B,P0805X8G7R5D251N#E,B0402C0G3R0A250N#B,B0402C0G241J250N#B,P0402C0G2R2A251N#B,B0603X5R271K251N#D,B0805X5R272K101N#Y,B0805X5R683M101N#H,B0805X5R104M101N#Y,B0201X7R222J160N#A,B0402C0G471K500N#B,B1206X5R106K250N#L,B0402C0G182G250N#B,B0105X5R152M100N#Z,B0805X5R102K201N#Y,B0105X5R153J6R3N#Z,B0603C0G182G160N#D,B0201C0G1R5A250N#A,B0805X5R272K101N#H,P0402C0G6R2C251N#B,B0201C0G270K500N#A,P0603X8G0R6A251N#U,B1206X5R102M101N#O,P0402X8G3R6A201N#B,B0105X5R201M6R3N#Z,B0805X5R683M101N#Y,B1206X5R272K102N#O,B0201C0G241J250N#A,B0805X5R161K501N#Y,B0805X5R473K101N#H,B0805X5R222J251N#Y,B0402X7R273K500N#B,B0402C0G0R3B250N#B,B0201C0G4R7A250N#A,B0105C0G330J250N#Z,B0105X5R272M6R3N#Z,B0805X5R473K101N#Y,B0402X7R472J6R3N#B,B0201X5R333J6R3N#A,B0603X5R271M101N#D,B0105C0G101K250N#Z,B0805X5R561M501N#Y,P系列,B0105C0G0R4A160N#Z,P0603C0G2R7B251N#U,P0402C0G0R6B251N#B,B0105C0G1R2C160N#Z,B0105X5R103K6R3N#Z,B0201X7R331J500N#A,B0402C0G620F250N#B,B0402X5R222M101N#B,B0201X7R681M250N#A,B0603C0G152G500N#D,P0805C0G680G251N#E,B0603X5R102K101N#D,B0805X5R181M631N#Y,B0105X5R201J100N#Z,P0805X8GR68B251N#E,P0402X8G6R8A201N#B,B0805X5R331J631N#Y,P0402C0G3R0C251N#B,P0805X8G8R0A501N#E,B0603C0G222J500N#D,B0805X5R475K250N#H,B0201C0G471K500N#A,B0402X5R474M6R3N#B,B0603X5R331J101N#D,P0805X8G0R3B251N#E,B0201C0G6R8D500N#A,P0805X8G200J501N#E,B0805X5R681J501N#Y,B0105C0G1R3B160N#Z,B0402X5R102J500N#B,B0402C0G152G500N#B,B1210X5R226M160N#L,B0805X5R475K250N#Y,B0105X5R392J6R3N#Z,P0603X8G0R5B251N#U,B0105C0G200G250N#Z,P0402C0G4R7C251N#B,P0805C0G470J251N#E,B1210X5R226M160N#R,B0805X5R392K251N#Y,P0603C0G1R5C251N#U,B1210X5R226M160N#Q,B0402C0G240K250N#B,B0805C0G822G500N#K,P0201C0G1R3C201N#A,B0402X5R224M250N#B,B0201C0G680F250N#A,B0402C0G8R2B250N#B,B0402C0G620K250N#B,P0805X8G9R1C251N#E,P0402C0G2R7B251N#B,P0402X8G5R1A201N#B,B0402X7R272K100N#B,B0402X5R393J250N#B,P0805C0G100C251N#E,B0201C0G0R8A500N#A,P0402C0G2R4C201N#B,P0402X8G330J201N#B,B0402C0G180F500N#B,P0805C0G2R7A251N#E,P0201X8G4R0A201N#A,B0402X5R224M250N#N,B0402X5R201K500N#B,P0805C0G4R7B251N#E,P0402X8G0R9B201N#B,B0201C0G150F250N#A,B0201C0G820G250N#A,B0805X5R121M631N#Y,B0402X5R474M160N#B,B0603X7R474K500N#D,B0105X7R181J160N#Z,B0201C0G220G500N#A,B0402C0G680K250N#B,B0805X5R104M101N#H,B0201C0G620F250N#A,P0805C0G5R6C251N#E,B1206X5R152M631N#O,P0603C0G0R6B251N#U,B0201X7R151M160N#A,B0105C0G3R6A160N#Z,B0105C0G101K160N#Z,B0402C0G200J500N#B,B1206X5R226M160N#L,B1206X5R472J101N#O,B0105X5R152K6R3N#Z,B0805X5R751M501N#Y,B1206X5R221K101N#O,B0402X7R222J250N#B,B0105C0G3R6A250N#Z,B0201C0G301J500N#A,B0805X5R911J101N#Y,B0402C0G6R2A250N#B,B0402C0G270K500N#B,B0402C0G222J500N#B,B0402X5R474M160N#N,B0201C0G470G500N#A,B0105C0G5R6B160N#Z,B0201X7R751K160N#A,P0402C0G3R9A251N#B,B0105X7R820K100N#Z,P0805C0G101G251N#E,P0603C0G7R5A251N#U,P0603X8G330G251N#U,P0201X8G0R3B201N#A,B0201C0G270F500N#A,B0201X7R562J160N#A,B0805X5R101K501N#Y,P0201C0G0R4B201N#A,B0201C0G1R1B500N#A

2022/1/22 - 宇阳 - 选型指南代理服务技术支持批量订货

看AI风潮下，微容科技高端MLCC为高算力CPU/GPU保驾护航

“芯生万象、集成未来”！近日，由芯师爷主办、慕尼黑华南电子展协办，“第六届硬核芯生态大会暨颁奖典礼”在深圳国际会展中心举办！广东微容电子科技有限公司首席技术专家谭斌受邀分享主题演讲《看AI风潮下，高端MLCC为高算力CPU/GPU保驾护航》。

2024-11-08 - 原厂动态代理服务技术支持批量订货

【元件】微容片式多层陶瓷电容器GQC/SQC/SPC系列，适用移动通信基站于射频大功率发射

微容推出片式多层陶瓷电容器(MLCC)--射频GQC/SQC/SPC系列，使用了在高频中介质损耗极低的陶瓷材料，并使用镍或者铜金属作为内部电极材料，具有高Q值和低ESR的特点，以其独特的结构和卓越的性能，为射频电路提供了多样化选择，无论从低压到高压，还是从小尺寸到大尺寸，亦或是从低频到高频，这些射频电容都能满足您的需求。

2024-04-30 - 应用方案代理服务技术支持批量订货

A104K0402X7R500NB*车载型片式多层陶瓷电容器产品规格书

描述- 本资料介绍了多种类型的MLCC（多层陶瓷电容器），包括不同尺寸、电容值、公差、额定电压和温度系数等。产品符合AEC-Q200标准，适用于汽车电子和其他高可靠性应用。

型号- 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

2022/9/2 - 微容科技 - 数据手册代理服务技术支持批量订货