美國MLCC：市場佔有率分析、產業趨勢與成長預測（2025-2030年）

預計2024年美國MLCC市場規模為25.5億美元，2029年將達到80億美元，預測期內（2024-2029年）的複合年成長率為25.69%。

0201型MLCC的主要成長要素之一是消費者對新技術的認知不斷提高。

• 0201 外殼尺寸領域將成為領跑者，到 2022 年將佔據最大的市場佔有率，達到 22.29%，其次是 0402，佔 22.22%，0603，佔 21.94%。
• 持續的小型化趨勢加上對更高組件密度的需求正在推動對這些組件的需求。可攜式和連網型設備的日益普及也推動了對 0201 MLCC 元件的需求。美國有幾家著名的筆記型電腦製造商和跨國公司在該市場上佔有重要地位。對視訊會議、虛擬協作工具和線上教育日益成長的需求正在刺激筆記型電腦的銷售。
• 01005 MLCC 具有廣泛的應用，尤其是在智慧型手機、穿戴式裝置和物聯網裝置等小型電子設備中，使製造商能夠在不影響效能的情況下實現時尚緊湊的設計。在美國，5G網路的快速推出正在推動對智慧型手機的需求。
• 0402 外殼類型是表面黏著技術陶瓷電容器廣泛採用的外形規格。汽車產業在各種應用中都依賴 0402 MLCC，包括引擎控制單元、資訊娛樂系統和 ADAS。這些電容器在惡劣的汽車環境中提供可靠的性能。在北美，由於人們越來越關注車輛安全、對車輛舒適性的需求不斷成長，以及車主越來越希望在發生事故時減少人為錯誤，自動駕駛汽車的需求正在成長。

美國MLCC市場趨勢

第三方物流供應商的發展可能會刺激輕型商用車的需求

• 輕型商用車（LCV）市場主要受電子商務和物流行業推動。隨著越來越多的人可以使用網路和智慧型手機，網路零售和電子商務正在興起。預計輕型商用車的購買量將會增加，有利於更快地向客戶交付貨物。 2019年該國產量為803萬輛。
• 新冠疫情和俄烏戰爭導致行動和運輸限制的程度和類型空前，導致產量與前一年同期比較下降了17.17%。封鎖和其他限制措施為商用車產業的供應鏈帶來了前所未有的挑戰。排放法規的收緊、車輛安全性的提高、汽車駕駛輔助系統以及零售和電子商務領域物流的爆炸性成長都刺激了對新型創新商用車的需求。
• FedEx、UPS、DHL等第三方物流供應商使用各種輕型貨車將產品運送到最近的產品配送站。小型輕型商用車在城市通勤時比大型商用車消費量更少的燃料，這就是這些公司增加輕型商用車持有的原因。為了應對氣候變遷和城市污染，大型物流營運商開始用電動和低排放氣體汽車取代持有內燃機車隊。例如，聯邦快遞於2021年12月宣布了一項全球目標，即到2025年實現其新購車輛50%為電動車，到2030年實現100%的電動車化。聯邦快遞致力於透過其配送車隊的電氣化，到2040年實現全球碳中和，這是其投資的重點領域。

美國消費者對安全性的要求越來越高，這推動了乘用車的需求。

• 美國是全球最大的汽車市場之一，乘用車產量位居全球第八，2019年產量為250萬輛。
• 受新冠疫情影響，產量大幅下降，與前一年同期比較去年同期下降24%。乘用車維修活動也大幅下降。車輛限行措施的放鬆，有望帶動私家車使用量激增，帶動乘用車消費復甦。
• 美國乘用車產量達到 172 萬輛，因為一些OEM表示有興趣增加生產能力以滿足日益成長的電動車需求。政府禁止內燃機汽車的政策也促進了電動車的銷售。此外，由於各種原因，全球汽油和柴油價格上漲也使電動車製造商更容易增加銷售量。第三大市場美國的電動車銷售量預計將在2022年成長55%，銷售佔有率達8%。
• ICE車型的銷量一直在穩步下降。 2022 年美國可用的 ICE 選項數量將比 2016 年減少 3% 至 4%。美國電動車銷量的成長歸因於多種因素。除了OEM提供的型號之外，還有更多型號可供選擇，這將有助於填補供應缺口。
• 美國是第二大 FCEV 保有量國家，持有超過 15,000 輛 FCEV。其中大部分是燃料電池汽車。 2022年美國FCEV保有量將成長20%以上。這些關鍵因素正在推動乘用車生產的需求，並預計其需求將持續成長。

美國MLCC產業概況

美國MLCC市場適度整合，前五大企業佔41.51%。市場的主要企業有：京瓷AVX元件株式會社（京瓷株式會社）、村田製作所、三星電機、太陽誘電和國巨株式會社。

其他福利

• Excel 格式的市場預測 (ME) 表
• 3個月的分析師支持

目錄

第1章執行摘要和主要發現

第2章 報告要約

第3章 引言

• 研究假設和市場定義
• 研究範圍
• 調查方法

第4章 產業主要趨勢

• 價格趨勢
  • 銅價走勢
  • 鎳價趨勢
  • 油價趨勢
  • 鋅價趨勢
• 家電銷量
  • 空調銷售
  • 桌上型電腦銷量
  • 遊戲機銷售
  • 筆記型電腦銷售
  • 冰箱銷售
  • 智慧型手機銷量
  • 倉儲設備銷售
  • 平板電腦銷量
  • 電視銷售
• 汽車製造
  • 重型卡車生產
  • 輕型商用車生產
  • 乘用車生產
  • 汽車產量
• 電動汽車生產
  • BEV（純電動車）生產
  • PHEV（插電式混合動力汽車）產量
• 工業自動化銷售
  • 工業機器人銷售
  • 服務機器人銷售
• 法律規範
• 價值鍊和通路分析

第5章市場區隔

• 介電類型
  • 1級
  • 2級
• 錶殼尺寸
  • 0 201
  • 0 402
  • 0 603
  • 1 005
  • 1 210
  • 其他
• 電壓
  • 500V～1000V
  • 小於500V
  • 1000V以上
• 電容
  • 100uF～1,000uF
  • 小於100uF
  • 超過 1,000uF
• Mlcc安裝類型
  • 金屬蓋
  • 徑向引線
  • 表面黏著技術
• 最終用戶
  • 航太和國防
  • 車
  • 家用電子電器
  • 工業設備
  • 醫療設備
  • 電力和公共產業
  • 通訊設備
  • 其他

第6章 競爭格局

• 關鍵策略趨勢
• 市場佔有率分析
• 商業狀況
• 公司簡介
  • Kyocera AVX Components Corporation（Kyocera Corporation）
  • Maruwa Co ltd
  • Murata Manufacturing Co., Ltd
  • Nippon Chemi-Con Corporation
  • Samsung Electro-Mechanics
  • Samwha Capacitor Group
  • Taiyo Yuden Co., Ltd
  • TDK Corporation
  • Vishay Intertechnology Inc.
  • Walsin Technology Corporation
  • Wurth Elektronik GmbH & Co. KG
  • Yageo Corporation

第 7 章 CEO 的關鍵策略問題CEO 的關鍵策略問題

第 8 章 附錄

• 世界概況
  • 概述
  • 五力分析框架
  • 全球價值鏈分析
  • 市場動態（DRO）
• 資訊來源及延伸閱讀
• 圖片列表
• 關鍵見解
• 資料包
• 詞彙表

The United States MLCC Market size is estimated at 2.55 billion USD in 2024, and is expected to reach 8 billion USD by 2029, growing at a CAGR of 25.69% during the forecast period (2024-2029).

Increasing awareness among consumers about the emergence of novel technologies among the primary growth drivers of 0201 MLCCs

• The case size 0201 segment emerged as the frontrunner, capturing the largest market share of 22.29%, followed by 0402, with 22.22%, and 0603, with 21.94%, in terms of volume in 2022.
• The ongoing trend of miniaturization, coupled with the need for higher component density, drives the demand for these components. The increasing popularity of portable and connected devices further contributes to the demand for 0201 MLCC components, enabling manufacturers to achieve compact designs without compromising performance. The United States is home to several prominent laptop manufacturers and multinational companies with a significant presence in the market. The increased need for video conferencing, virtual collaboration tools, and online education has accelerated laptop sales.
• The usage of 01005 MLCCs spans diverse applications, particularly in compact electronic devices such as smartphones, wearables, and IoT devices, enabling manufacturers to achieve sleek and compact designs without compromising performance. Smartphones are in high demand in the United States due to the rapid adoption of the 5G network.
• The 0402 case type is widely adopted as a form factor for surface-mount ceramic capacitors. The automotive industry relies on 0402 MLCCs for various applications, including engine control units, infotainment systems, and ADAS. These capacitors provide reliable performance in harsh automotive environments. The demand for autonomous vehicles is rising in North America due to the increased focus on automotive safety, the rise in demand for comfort features in a vehicle, and a growing desire of vehicle owners to reduce the amount of human error in case of accidents.

United States MLCC Market Trends

The development of third-party logistic providers may propel the demand for light commercial vehicles

• The market for light commercial vehicles (LCVs) is primarily driven by the e-commerce and logistics industries. As more people have access to the Internet and smartphones, online retail sales and e-commerce have been increasing. Purchases of LCVs are anticipated to increase, thereby facilitating quick delivery of items to customers. The country produced 8.03 million units in 2019.
• The COVID-19 pandemic and the Russia-Ukraine War resulted in unprecedented levels and types of mobility and transportation restrictions, resulting in a 17.17% Y-o-Y drop in production. Lockdowns and other restrictions caused previously unheard-of problems in the commercial vehicle industry's supply chain. Tightening emissions regulations, vehicle safety improvements, driver-assist systems in cars, and the explosive growth of logistics in the retail and e-commerce sectors have all fueled demand for new and innovative commercial vehicles.
• Third-party logistic providers, such as FedEx, UPS, and DHL, use a variety of LCVs to transport products to the nearest product delivery station. These businesses have a larger fleet of LCVs because smaller LCVs use less fuel than heavy commercial vehicles when commuting within a city. To combat climate change and city pollution, big logistics operators have started replacing their fleets of combustion engines with electric or low-emission vehicles. For instance, in December 2021, FedEx announced a global target to make 50% of all newly purchased vehicles electric by 2025, rising to 100% for the new fleet by 2030. By 2040, FedEx wants to achieve global carbon neutrality through the electrification of pickups and delivery vehicles as a significant investment area.

Customers in the United States are demanding higher safety, which is propelling the demand for passenger vehicles

• The United States has one of the largest automotive markets in the world and ranks 8th in the production of passenger cars, producing 2.5 million units in 2019.
• Post the COVID-19 outbreak, there has been a major decline in production, registering a Y-o-Y drop of 24%, along with a decline in the usage of personal vehicles for commuting. Maintenance activities of passenger vehicles have significantly declined. With the ease of lockdown measures, there has been a surge in the usage of personal vehicles, which may drive the recovery of passenger vehicle consumption.
• The production of passenger vehicles in the United States reached 1.72 million units as several OEMs became interested in increasing their production capacity to meet the growing demand for electric vehicles. The government policy of banning ICE engines helped boost the sales of electric vehicles. The increase in the price of gasoline and diesel due to various global reasons has also made it easy for EV companies to boost their sales. Electric car sales in the United States, the third largest market, increased by 55% in 2022, reaching a sales share of 8%.
• Sales of ICE models have been steadily decreasing. The number of available ICE options was 3% to 4% lower in the United States in 2022 than in 2016. Several factors help increase sales of electric cars in the United States. More available models beyond those offered by OEMs help close the supply gap.
• The United States holds the second largest FCEV stock, with over 15,000 FCEVs. Most of these are fuel-cell cars. In 2022, the stock of FCEVs in the United States increased by more than 20%. These key elements fuel production demand for passenger vehicles and are expected to increase in the future.

United States MLCC Industry Overview

The United States MLCC Market is moderately consolidated, with the top five companies occupying 41.51%. The major players in this market are Kyocera AVX Components Corporation (Kyocera Corporation), Murata Manufacturing Co., Ltd, Samsung Electro-Mechanics, Taiyo Yuden Co., Ltd and Yageo Corporation (sorted alphabetically).

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 EXECUTIVE SUMMARY & KEY FINDINGS

2 REPORT OFFERS

3 INTRODUCTION

• 3.1 Study Assumptions & Market Definition
• 3.2 Scope of the Study
• 3.3 Research Methodology

4 KEY INDUSTRY TRENDS

• 4.1 Price Trend
  • 4.1.1 Copper Price Trend
  • 4.1.2 Nickel Price Trend
  • 4.1.3 Oil Price Trend
  • 4.1.4 Zinc Price Trend
• 4.2 Consumer Electronics Sales
  • 4.2.1 Air Conditioner Sales
  • 4.2.2 Desktop PC's Sales
  • 4.2.3 Gaming Console Sales
  • 4.2.4 Laptops Sales
  • 4.2.5 Refrigerator Sales
  • 4.2.6 Smartphones Sales
  • 4.2.7 Storage Unit Sales
  • 4.2.8 Tablets Sales
  • 4.2.9 Television Sales
• 4.3 Automotive Production
  • 4.3.1 Heavy Trucks Production
  • 4.3.2 Light Commercial Vehicles Production
  • 4.3.3 Passenger Vehicles Production
  • 4.3.4 Total Motor Production
• 4.4 Ev Production
  • 4.4.1 BEV (Battery Electric Vehicle) Production
  • 4.4.2 PHEV (Plug-in Hybrid Electric Vehicle) Production
• 4.5 Industrial Automation Sales
  • 4.5.1 Industrial Robots Sales
  • 4.5.2 Service Robots Sales
• 4.6 Regulatory Framework
• 4.7 Value Chain & Distribution Channel Analysis

5 MARKET SEGMENTATION (includes market size in Value in USD and Volume, Forecasts up to 2029 and analysis of growth prospects)

• 5.1 Dielectric Type
  • 5.1.1 Class 1
  • 5.1.2 Class 2
• 5.2 Case Size
  • 5.2.1 0 201
  • 5.2.2 0 402
  • 5.2.3 0 603
  • 5.2.4 1 005
  • 5.2.5 1 210
  • 5.2.6 Others
• 5.3 Voltage
  • 5.3.1 500V to 1000V
  • 5.3.2 Less than 500V
  • 5.3.3 More than 1000V
• 5.4 Capacitance
  • 5.4.1 100µF to 1000µF
  • 5.4.2 Less than 100µF
  • 5.4.3 More than 1000µF
• 5.5 Mlcc Mounting Type
  • 5.5.1 Metal Cap
  • 5.5.2 Radial Lead
  • 5.5.3 Surface Mount
• 5.6 End User
  • 5.6.1 Aerospace and Defence
  • 5.6.2 Automotive
  • 5.6.3 Consumer Electronics
  • 5.6.4 Industrial
  • 5.6.5 Medical Devices
  • 5.6.6 Power and Utilities
  • 5.6.7 Telecommunication
  • 5.6.8 Others

6 COMPETITIVE LANDSCAPE

• 6.1 Key Strategic Moves
• 6.2 Market Share Analysis
• 6.3 Company Landscape
• 6.4 Company Profiles
  • 6.4.1 Kyocera AVX Components Corporation (Kyocera Corporation)
  • 6.4.2 Maruwa Co ltd
  • 6.4.3 Murata Manufacturing Co., Ltd
  • 6.4.4 Nippon Chemi-Con Corporation
  • 6.4.5 Samsung Electro-Mechanics
  • 6.4.6 Samwha Capacitor Group
  • 6.4.7 Taiyo Yuden Co., Ltd
  • 6.4.8 TDK Corporation
  • 6.4.9 Vishay Intertechnology Inc.
  • 6.4.10 Walsin Technology Corporation
  • 6.4.11 Wurth Elektronik GmbH & Co. KG
  • 6.4.12 Yageo Corporation

7 KEY STRATEGIC QUESTIONS FOR MLCC CEOS

8 APPENDIX

• 8.1 Global Overview
  • 8.1.1 Overview
  • 8.1.2 Porter's Five Forces Framework
  • 8.1.3 Global Value Chain Analysis
  • 8.1.4 Market Dynamics (DROs)
• 8.2 Sources & References
• 8.3 List of Tables & Figures
• 8.4 Primary Insights
• 8.5 Data Pack
• 8.6 Glossary of Terms