Taiyo Yuden: 2020 MLCC Demand Forecast: 5G Investment in China Will Boost
Taiyo Yuden: Demand for MLCC in 2020
China’s 5G investment has been a tailwind.
Base station demand is mostly from Huawei and ZTE.
About MLCC:
MLCC is a component that stabilizes voltage and removes noise.
Taiyo Yuden / President Tosaka: Interview on the 26th
In 2020, the next generation communication standard (5G) will be widely used.
The company said that demand for its flagship product: Multilayer Ceramic Capacitors (MLCC) would increase further.
MLCC is used for base stations that transmit and receive 5G radio waves.
He explained that many came from Huawei (China) and Zhongxing (ZTE) in China.
Demand for smartphones and data centers is also strong, saying that “MLCC will grow in the last five to ten years.”
At present, the factory operating rate is 85%.
MLCC: Product Description
Parts that stabilize voltage and remove noise.
In addition to smartphones and base stations, it is used for a wide range of products such as cars.
In 4G, 700-800 were used per smartphone.
In 5G, it may increase to about 1000 pieces.
TAIYO YUDEN accounts for “capacitors including MLCCs account for more than 60% of total sales”.
Bloomberg
https://www.bloomberg.co.jp/news/articles/2019-12-27/Q33G21DWRGG301?srnd=cojp-v2