Nvidia's next-generation Blackwell GB200 server and WoA AI-enabled laptops will enter mass production and shipment in the third quarter of the year, driving up the shipment volume of high-capacity multilayer ceramic capacitors (MLCC) and further pushing up the average selling price of MLCCs.
According to the latest research by Jubaol Consulting, the new generation of Blackwell GB200 servers from Nvidia and WoA AI-enabled laptops will enter the mass production and shipping phase in the third quarter of this year, which will boost the shipment momentum of original design manufacturers (ODMs) month by month. It is expected to drive up the shipment of high-capacity multilayer ceramic capacitors (MLCCs) and further push up the average selling price of MLCCs.
MLCC (Multilayer Ceramic Capacitor), also known as “industrial rice,” is an important electronic component and the cornerstone of the electronic information industry. The global demand is about 100 billion yen per year. The upgrade of AI terminals also drives the upgrading of passive components. The rapid growth of the artificial intelligence field, including the popularity of AI servers, AIPC and AI phones, has brought new growth points to the MLCC market. First, the average amount of stacked ceramic capacitors in each AIPC is eight times higher than that in traditional PCs. The amount of stacked ceramic capacitors used in AI servers is as high as three or four thousand, more than twice that of general-purpose servers. Secondly, the emergence of smartphones with AI computing capabilities is expected to trigger a wave of replacement, further promoting the growth of MLCC demand. In addition, the continuous improvement of chip computing power has also increased the demand for storage, providing more development opportunities for the MLCC market. Minsheng Securities pointed out that TrendForce expects the second quarter's MLCC shipments to grow by 6.8% quarter-on-quarter, reaching 1234.5 billion pieces, and at the same time driving a small increase in revenue. The MLCC industry is gradually recovering. The continuous release of high-end products will drive up the industry's prosperity and the improvement of corporate capacity utilization, thereby promoting the continuous growth of performance.
According to the Financial Data Center, among related listed companies:
Jiemei Technology said that the technical barriers of MLCC release film are high. After the production of release film in 2018, the company rapidly realized domestication of low-end MLCC release film, and some of the release film has achieved self-made raw materials BOPET film. The mid-end release film has also begun to be gradually introduced to customers.
Beijing Yuanliu Hongyuan Electronic Technology is one of the main producers of high-reliability MLCC in China with obvious industry advantages in the industry chain, technology research and development capabilities, production capacity, core customer resources, and customer service.