April 1, 2024 — According to the supply chain, as the power of AI servers increases, the consumption of passive components such as inductors increases by 2 to 3 times, and passive component manufacturers are expected to benefit from this.
Industry insiders said that Nvidia’s AI servers will drive a surge in demand for inductors, especially high-end inductors, whose unit price is 5 to 8 times that of general inductors.
In addition, applications such as AI mobile phones and AI personal computers will also promote the growth of the passive component market, especially MLCC (multilayer ceramic capacitors). For example, the demand for MLCC in AI personal computers is 80% higher than that of traditional PCs.
Murata Manufacturing said it has a positive view on the future of market conditions for such products and expects capacity utilization to increase significantly.