The market demand for surface mount capacitors has soared, and the process of domestic production has accelerated

With the rapid development of industries such as 5G communication, new energy vehicles, and AIoT (Artificial Intelligence of Things), the demand for surface mount capacitors (MLCCS, multilayer ceramic capacitors), which are core passive components in electronic circuits, has been continuously rising. Industry data shows that the global MLCC market size is expected to exceed 20 billion US dollars by 2025. As the world's largest manufacturing base for consumer electronics and automobiles, China is becoming the core battlefield for the technological upgrade and capacity expansion of surface mount capacitors.

Miniaturization and high capacity have become the focus of technological competition

In recent years, electronic devices have been developing towards thinness, lightness and high performance, which has put forward higher requirements for the dimensional accuracy, capacity density and frequency characteristics of surface mount capacitors. Ultra-miniature MLCCS represented by 0201 (0.6mm×0.3mm) and 01005 (0.4mm×0.2mm) have become the mainstream choice for portable devices such as smart phones and TWS headphones. Meanwhile, the electronic control systems and fast charging technologies of new energy vehicles have driven the demand for high-voltage (above 100V) and large-capacity (μ F-level) surface mount capacitors. The technological monopoly of traditional Japanese and South Korean manufacturers is gradually being broken.

Guangdong Anhong Electronics, a leading domestic electronic component manufacturer, stated that its newly developed high-reliability X7R/X5R series surface mount capacitors have passed the AEC-Q200 automotive standard certification. They can operate stably in extreme environments ranging from -55℃ to 125℃, with a capacitance deviation controlled within ±10%, and their performance is comparable to that of international first-line brands.

The acceleration of domestic substitution has made the autonomy and controllability of the supply chain the key

In the past, the high-end MLCC market was long dominated by Japanese and South Korean companies such as Murata, SEMCO, and TDK. In recent years, against the backdrop of Sino-US trade frictions and fluctuations in the global supply chain, terminal manufacturers such as Huawei, Xiaomi and BYD have actively introduced domestic surface mount capacitors, promoting the rise of the domestic industrial chain. According to industry statistics, the domestic production rate of MLCC in China has risen to 35% in 2023 and is expected to exceed 50% by 2025.

Guangdong Anhong Electronics, with its automated production lines and precise material processing techniques, has achieved international advanced levels in key indicators such as loss tangent (DF) and equivalent series resistance (ESR) for its surface mount capacitors. These products have been supplied in bulk to fields such as communication base stations, photovoltaic inverters, and industrial power supplies. The company's technical director disclosed that the next-generation high-frequency low-loss MLCC has entered the trial production stage, with a focus on breakthroughs in 5G millimeter-wave and satellite communication applications.

The diversification of application scenarios has given rise to new growth in emerging fields

Apart from consumer electronics and automotive electronics, surface mount capacitors have witnessed explosive growth in the following fields:

AI server: The MLCC usage of a single GPU module exceeds 2,000 pieces, doubling the demand compared to traditional servers.

Smart wearable devices: Flexible MLCCS help foldable phones and AR/VR devices reduce weight and increase efficiency.

Green energy: The demand for high-voltage and long-life capacitors in photovoltaic and energy storage systems has soared.

Industry Outlook: With the popularization of third-generation semiconductors (SiC/GaN), the performance requirements for surface mount capacitors in high-frequency and high-voltage circuits will continue to upgrade. Domestic manufacturers need to increase investment in core technologies such as nano-scale ceramic powder materials and multi-layer co-firing processes to further narrow the gap with international giants.

About Guangdong Anhong Electronics

Established in 2010, with its headquarters located in Shunde, Foshan, it focuses on the research and development and production of aluminum electrolytic capacitors, surface mount capacitors and high-molecular solid-state capacitors. It has an 8,000-square-meter modern factory and an annual production capacity of 12 million RMB. Its products are widely used in consumer electronics, automotive electronics, industrial control and other fields, and have won market recognition with high cost performance and fast delivery capabilities.