According to international electronic business conditions, Japanese manufacturers' general MLCC non-expansion plans have even reduced production. Smartphones, fast charging, Internet of Things, and new energy vehicles have doubled their demand for MLCCs. The overall market supply has been transferred from Taiwanese and mainland manufacturers. The effect is that the production capacity is quickly filled and the supply is seriously insufficient...
The multi-layer Ceramic Capacitor MLCC has received unprecedented attention in the surge of prices started last year. A small capacitor affects the entire supply chain. The incentive to trace this price increase is the Japanese manufacturer's general MLCC non-expansion plan and even production cuts, opting out of the consumer electronics market and turning to automotive MLCCs. At the same time, the demand for MLCCs from smart phones, fast charging, internet of things, and new energy vehicles has increased exponentially. The overall market supply has been transferred from Taiwanese and mainland manufacturers to the single billing effect, and the production capacity has quickly filled up and supply has been severely insufficient.
The MLCC's turnaround effect has come to an end. Taiwanese manufacturers have first benefited and have adjusted prices one after another. Mainland manufacturers have also been positively affected by the turnaround effect. Not only are orders full, they have also stimulated the perception of domestic MLCCs by industry customers. The international electronics business press made a detailed understanding of the situation to Shenzhen Yuyang Technology Development Co., Ltd., the largest MLCC manufacturer in China. Yuyang Technology Chief Technology Officer (CTO) told Dr. Yong/Senior Engineer that “More than this year, Yuyang MLCC orders have indeed increased significantly, the number of orders has exceeded production capacity, and many downstream companies are negotiating with Yuyang to start business, which has strengthened Yu Yang's confidence and motivation to expand production, prompting Yuyang to accelerate its expansion.”
The tight supply situation has also accelerated the product revolution in the MLCC industry, in which the full miniaturization of component sizes is an important change. When it comes to small-size MLCCs, in fact, the strength of Yuyang, a domestic manufacturer, has become very prominent, because Yuyang has always focused on ultra-micro MLCCs. For the most widely used 0201 size of the market, Yuyang's production and sales volume has entered the world's top three, becoming a super market. One of the main suppliers of micro MLCC. Dr. Yong Yong explained to reporters in particular that in the general term for small-size MLCCs, 0402 should be a miniature MLCC, while 0201, 01005 specifications for MLCC are super-micro-1 generation / -2 generation MLCC. Xiang Yong is the rudder leader of Yuyang MLCC technology research and development.
He said that Yuyang has been focusing on research, development, production and sales of ultra-micro MLCC for more than ten years. Since it successfully implemented the National High-tech Industrialization Demonstration Project and won the third prize of 2007 China Electronics Association for scientific and technological progress, it has always maintained MLCC's Leading domestic level. In recent years. Through the integration of domestic passive components, research, innovation and technological resources, the National Development and Reform Commission, the Ministry of Science and Technology, the Ministry of Industry and Information Technology and other national technical research and development and engineering industrialization projects have been implemented, and have reached the international advanced level in the field of ultra-micro MLCC technology. The gap in production capacity is also being further narrowed, showing the trend of overtaking in local curves.
The direction of the giant's expansion has given us inspiration
In this wave of MLCC out of stock price surge, bear the brunt of the large-size MLCC out of stock, such as 0805, 0603 specifications, gradually spread to small sizes such as 0402,0201, etc., Yuyang also suffered a surge in demand, insufficient capacity . It is understood that Yuyang has started the expansion plan, the new plant to start full-scale production capacity planning, mainly around ultra-micro expansion, and increase production capacity to vehicle regulations, industrial applications, is expected to expand production by more than 30%.
We see that Yuyang's expansion is mainly in the direction of small-size ultra-miniature products, including 0201, 01005, and is not catering to it because of the lack of market size. In fact, this can be seen from Murata's product strategy adjustments, Murata has reduced the production capacity of large-size MLCCs, and instead concentrated production resources on small-footprint, high-end products with high market demand and difficult production.
It can be said that despite the large size of the MLCC market is out of stock, both the industry leader and Yuyang, which also has an ultra-micro advantage, are the strategic direction of shifting the small-size MLCC for production capacity.
The analysis of this strategy for the transfer of small-size MLCC production capacity is due to the fact that apart from the higher profitability of small-size products, an important reason is the development of mobile Internet and the arrival of 5G demand.
MLCC's technological development and mobile communications should be synchronized, Xiang Yong analysis, mobile Internet technology transition from 3G to 4G, CPU chip technology from 65nm to 28nm upgrade, corresponding to the MLCC multi-application 0201 size. Yuyang's MLCC (ie, 0201 specifications) R&D layout was successfully launched in 2008, which is in sync with the transition from mobile 2G to 3G. When the industry turned from 3G to 4G, Yuyang 0201 ultra-micro-1 generation MLCC mass production, just in time to catch up with this market demand.
In the 4G and 5G era, 4G matured in 16/10nm technology and faced 5G application requirements. The main chip of the 4G high-end model has been adopted 10nm process, and then down 7nm, it is expected that the 5G chip will use 7nm process, this period of the MLCC will be 01005 and other smaller size to adapt. Today, Yuyang's ultra-miniature -2 generation MLCC (01005 specification) has also been successfully developed and produced on a small scale, and has reached a level of synchronization with 10/7nm/5nm technology chips. Xiang Yong stated that Yuyang is adapting to the development pace of mobile communications and conducting research and development and industrialization of MLCC products. Ultramicro is a firm direction.
At present, there are more than 1,000 MLCCs for an iPhoneX and 600-700 for ordinary smartphones. In the future 5G handsets, more MLCCs will be used. Among these, the use of ultra-miniature MLCCs is increasing.
It is understood that the amount of global 0201 MLCC specifications used in 2015-2016 has exceeded 0402, accounting for more than 35%, ranking first among all sizes. The amount of 0201 in 2016-2017 continues to increase, while the usage of 0402 continues to decline. By 2018, the proportion of 0201 size MLCC will reach 40%. In addition, the use of 01005 specifications ranked third, and there is momentum behind it. It can be predicted that the arrival of mobile Internet and 5G will further increase the demand for ultra-micro MLCCs.
Introducing Yong, Yu Yang's 0201 MLCC is widely used in smart phones, security, wireless modules and other markets, 01005 MLCC has been used in high-end smartphone models, but also for wearable products, cameras, a variety of special modules. On the one hand, the expansion of production is in full swing, and on the other hand, the market demand is strong. He believes that Yu Yang's strength is exactly the same.
Low-key ju
As a domestic localization enterprise focusing on MLCC, Yuyang's many years of micro-MLCC research and development and industrialization achievements have also been highly recognized by all levels of the country, including central to local governments at all levels, national associations and various associations of industry associations. During the 12th Five-Year Plan Period, Yuyang took over the R&D and engineering projects for ultra-microchip multi-layer ceramic capacitors for mobile interconnection of national strong foundation projects. Yuyang broke through and successfully completed ultra-micro-1 generation/-2 generation MLCC products (that is, 0201 and 01005) R & D and mass production, and won the second prize of the Chinese Academy of Science and Technology Progress Award, is also the only winner in the passive resistance component field in China.
Speaking of leading the Yuyang R&D team to win the results of the ultra-micro MLCC project, he was very proud of Yong. He told reporters that the project has achieved six major technological innovations and has obtained 10 patents for authorization. As a national-level major project, the process of appraisal and acceptance management of project implementation results is very rigorous.
The project was organized by the Shenzhen Science and Technology Commission authorized organization to organize the highest-level appraisal committee of the domestic academic research industry to carry out the appraisal of scientific and technological achievements. The appraisal committee is chaired by Professor of Tsinghua University, an academician of the Chinese Academy of Sciences, and includes members of academic and industry groups such as the China Electronic Components Industry Association, the China Electronics Association, the Chinese Physical Society, the China Silicate Academy, the Asian Ferroelectric Council, and the Chinese Academy of Sciences. He is a senior engineer at the Research Institute of China National Electric Power Technology Group Research Institute, a professor at the top 985 universities in China, and a senior engineer at the National Electronic Component and Product Quality Supervision and Inspection Center.
The results of the appraisal of scientific and technological achievements pointed out that Yuyang Supermicro MLCC fills the domestic gap and reaches the advanced level of similar international products, and realizes the industrialization of ultra-micro MLCC. The investment scale is large, the market effect is obvious, and the export is successfully replaced. It is reported that Yuyang's ultra-miniature products have been sold in large quantities to ZTE, Huawei, Xiaomi, Foxconn, Asus, Sharp, Amazon, Nokia, and Haikang products from well-known domestic and foreign companies.
During the construction of the National Thirteenth Five-Year Plan, a new round of national key R&D programs have been integrated into the original National 863 Plan and 973 Plan that are managed and organized by the National High Technology Research and Development Center of the Ministry of Science and Technology. Yuyang Technology R&D team and 15 domestic companies such as Tsinghua University, Tianjin University, Xi'an Jiaotong University, University of Electronic Science and Technology, Zhejiang University, Huazhong University of Science and Technology, Nanchang University, Shanghai Institute of Ceramics, Chinese Academy of Sciences, Shenzhen Institute of Advanced Technology, Chinese Academy of Sciences The key special project of "Strategic Advanced Electronic Materials" jointly undertaken by scientific research units in universities has been officially launched. The Yuyang team will play a major role in the integration of "high-performance electromagnetic media and component industrialization technology integration and application demonstration" research and development and industrialization technology integration.
Now Yong Yong's R&D journey continues. Yinsilu told the top technologist's insistence on the localization of the MLCC. He stated that Yuyang has started pre-research for the ultra-miniature third-generation MLCC, the 008004 specification. “It takes ten years for the bench to sit cold” is a portrayal of the semi-conductor's mind to attack the technology. It is especially valuable to engage in domestic research and development in the current environment, so as to shorten the gap with foreign countries, even beyond, at least in the MLCC field. And such a group of people.
When the chip accident stings the hearts of the Chinese people, it is gratifying to see that on the basis of the MLCC, an important component of China's ethnic enterprises, has been working for many years, where it can shoulder the heavy burden of domestic supply.
