高容值 MLCC 供应紧张预计持续至 2027 年中，消费级供应则有缓和迹象，采购可分别规划。
11 月 9 日，EE Times Asia 报道了 TrendForce 对多层陶瓷电容器（MLCC）市场的最新观察。对于电子制造服务（EMS）的采购团队，有以下几点值得关注。
• AI 计算带动高容值 MLCC 需求。CPU 需求上升，电源模块和 DDR5 内存的用量也随之增加，两者都需要高容值 MLCC。
• TrendForce 预计，高端 MLCC 的短缺在 2027 年第一、第二季度最为明显，并将持续至 2027 年上半年结束。
• 光通信模块使用的通信级 MLCC 供应也偏紧。
• 村田表示，现有产能不足，新增产能预计最早于 2028 年投产。
• 2027 年第一季度的价格谈判将于 2026 年 11 月开始。
• 消费级中、低容值 MLCC 的现货价格在 10 月初下跌约 5%，随后趋稳。
同一份物料清单（BOM）里，两类元件可能面临不同的市场情况。采购可按以下步骤跟进。
1. 在每份物料清单中标出高容值 MLCC 项目，重点跟进这些项目。
2. 趁价格谈判期间，向供应商询问这些项目在 2027 年第一季度的价格和交期。
3. 如果某个项目只有一个获批准的供应来源，可尽早启动替代方案的验证。这需要工程团队和客户确认，所需时间比下单更长。
如需高容值 MLCC 的第二份报价，请提供完整料号、数量及需求日期。Pro-An 为独立分销商，1992 年于香港成立，现于香港及深圳设有办事处，会回复可供应的选项及相应交期。
资料来源：EE Times Asia，2026 年 11 月 9 日，TrendForce
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英文原文（以原文为准）
High-capacitance MLCCs: tight into mid-2027. Consumer grades: easing. Plan the two differently.
On 9 November EE Times Asia reported TrendForce's latest view on the MLCC market. The short version for anyone buying for an EMS line:
• Demand for high-capacitance MLCCs is rising with AI computing. More CPUs mean more power modules and DDR5 memory, and both use high-capacitance MLCCs.
• TrendForce expects the high-end shortage to be most acute in the first and second quarters of 2027, and to last through the first half of 2027.
• Supply is also tight for communications-grade MLCCs used in optical modules.
• Murata has said its current capacity is not enough. The added capacity is not expected to run before 2028.
• Talks on first-quarter 2027 pricing start this month.
• At the other end, spot prices for low- and mid-capacitance consumer-grade MLCCs fell about 5% in early October, then held steady.
So one BOM can hold two different markets. What that means in practice:
1. Flag the high-capacitance MLCC lines on each BOM. These are the ones to watch, not the whole passive list.
2. Ask for first-quarter 2027 price and lead time on those lines now, while the talks are open.
3. If a line has a single approved source, start approving an alternative early. That approval sits with your engineering team and your customer, and it takes longer than a purchase order.
If you want a second quote on a high-capacitance line, send us the full part number, quantity and required date. Pro-An, an independent distributor established in Hong Kong in 1992, with offices in Hong Kong and Shenzhen, will reply with what we can source and the lead time quoted for it.
#EMS #Procurement #MLCC #PassiveComponents #SupplyChain
Source: EE Times Asia, 9 November 2026, TrendForce