高容值 MLCC 供應緊張料延續至 2027 年中，消費級供應則有緩和跡象，採購可分開規劃。
11 月 9 日，EE Times Asia 報道了 TrendForce 對多層陶瓷電容（MLCC）市場的最新觀察。對電子製造服務（EMS）的採購團隊而言，有以下幾點值得留意。
• AI 運算帶動高容值 MLCC 需求。CPU 需求上升，電源模組及 DDR5 記憶體的用量也隨之增加，兩者都需要高容值 MLCC。
• TrendForce 預計，高階 MLCC 的短缺在 2027 年第一、第二季最為明顯，並會持續至 2027 年上半年結束。
• 光通訊模組使用的通訊級 MLCC 供應也偏緊。
• 村田表示，現有產能不足，新增產能預計最快於 2028 年投產。
• 2027 年第一季的價格磋商將於 2026 年 11 月開始。
• 消費級中、低容值 MLCC 的現貨價格在 10 月初下跌約 5%，其後趨穩。
同一份物料清單（BOM）內，兩類元件可能面對不同市況。採購可按以下步驟跟進。
1. 在每份物料清單標出高容值 MLCC 項目，集中跟進這些項目。
2. 趁價格磋商期間，向供應商查詢這些項目在 2027 年第一季的價格及交期。
3. 如某項目只有一個獲核准的供應來源，可及早啟動替代方案的驗證。這需要工程團隊和客戶確認，所需時間比下單長。
如需高容值 MLCC 的第二份報價，請提供完整料號、數量及需求日期。Pro-An 為獨立分銷商，1992 年於香港成立，現於香港及深圳設有辦事處，會回覆可供應的選項及相應的交期。
資料來源：EE Times Asia，2026 年 11 月 9 日，TrendForce
圖片
英文原文（以原文為準）
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