消费电子复苏+AI 新引擎共振，MLCC 新一轮周期已至2017 年至今，MLCC 共经历两轮完整周期（17-23 年），伴随2023 年逐步完成筑底，新一轮景气拐点已于2023 年底正式确立。2024 年，MLCC 行业复苏明显，除补库需求之外，AI 应用终端高功能化发展趋势驱动消费电子步入新一轮成长周期，MLCC 行业销售额和产能利用率大幅提升，同时高阶MLCC 用小粒径镍粉需求量有所增加。...
Source Link消费电子复苏+AI 新引擎共振，MLCC 新一轮周期已至2017 年至今，MLCC 共经历两轮完整周期（17-23 年），伴随2023 年逐步完成筑底，新一轮景气拐点已于2023 年底正式确立。2024 年，MLCC 行业复苏明显，除补库需求之外，AI 应用终端高功能化发展趋势驱动消费电子步入新一轮成长周期，MLCC 行业销售额和产能利用率大幅提升，同时高阶MLCC 用小粒径镍粉需求量有所增加。...
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