Shulou(Shulou.com)11/24 Report--

CTOnews.com, February 14, according to the latest survey of TrendForce Jibang Consulting, BB Ratio (Book-to-Bill Ratio; order shipment ratio), a supplier of MLCC (multilayer ceramic capacitors), rose slightly to 0.79in February 2023.

As the consumer electronics, data center, Netcom 5G infrastructure market returns to the traditional off-season cycle, order demand slows, while car orders benefit from the price reduction promotion of Tesla (Tesla) and have the opportunity to increase, enabling various car manufacturers to join the price war to consolidate market share. The order volume of automotive MLCC is relatively stable in the first quarter of 2023, and it is expected that MLCC suppliers will actively participate in research and development and expand the production capacity of automotive products throughout the year.

TrendForce Jibang Consulting said that since the weak demand for consumer electronics in the third quarter of 2022, the demand for vehicle orders has remained solid, and MLCC suppliers have begun to concentrate resources on developing vehicle specification products and accelerating the pace of process technology upgrading and production expansion. CTOnews.com has learned that Murata continues to move towards its goal of 10 per cent annual capacity growth, and from the second quarter of 2023, it is expected that the monthly production capacity of the MLCC will reach 25 billion, making it firmly at the top of the market. TDK also announced in May 2022 that it would expand its vehicle production capacity at the existing Beishang plant in Iwate Prefecture, Japan, and is expected to increase its monthly production capacity by 5 to 8 billion units in September 2024. On the other hand, Samsung, Taiyou and Guojun all had a significant increase in vehicle production capacity in 2023, with an average monthly production capacity of 20 billion to 3 billion.

Although Huaxinke's car production capacity started relatively late, with an average monthly production capacity of 1.5 billion units, it continues to expand its production line through the Kaohsiung plant, and it has a chance to increase its monthly production capacity to 2.5 billion units this year. It is worth mentioning that Fenghua, Micro-Rong, etc., have also improved their R & D and manufacturing capabilities by recruiting international professional and technical personnel in recent years. Since the second half of 2022, they have successively launched low-volume vehicle specification products and increased production capacity, with an average monthly production capacity of about 300 million.

Automakers cut prices to grab the market, low-capacity car regulation MLCC is the first to face a price war looking forward to 2023, despite the slowdown in inflation in Europe and the United States, the global economy is still weak. Car manufacturers through price cuts to stimulate gas, but also let the overall car market into the price competition cycle, so cost advantage will be the key. The bidding trend will increase the pressure of price reduction in the upper and lower reaches of the supply chain, and the high gross margin of automotive MLCC for a long time may gradually decline, while the high market share controlled by Japanese factories will be shared after other operators have joined one after another. it is estimated that the share of production capacity of Murata, TDK and Taiyou 2023 MLCC will fall to 41%, 16% and 13%, respectively.

Sales of electric vehicles in China have benefited from rising policy dividends, and since 2022, automakers such as Xiaomi, Huawei and BYD have introduced the micro-capacity and Fenghua low-capacity regulation MLCC, and bidding for orders has begun, the report said. Therefore, in 2023, Japanese factories have successively withdrew from the low-end car regulation products low-price competition cycle, instead of China and South Korea and other manufacturers competing for orders with each other, and in the follow-up new car factories considering to reduce the vehicle cost, the price war of MLCC vehicle regulation products will continue this year.

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