[Passive components] The influence of AI and electric vehicles on the passive component market

Industrial Research Department (Jack) -Suctive Analysis 2024.07.11

Passive components are electronic components that do not generate electricity, but consume, store and / or release electricity. Among them, the "three major passive components": the resistance of the resistor, a capacitor, and an inductor Important components.

Resistors: The market value is about 8.6 billion US dollars, mainly the size of the regulating current and voltage, and the CAGR is 6.14%.

Electrochemicals: The market value is about 10 billion US dollars, mainly in the filtering current, preventing electromagnetic wave interference, and stabilizing the current. The CAGR is 4.86%.

Capacitors: The market value is about 20 billion US dollars, mainly storage of electrical energy, and the functions such as coupling and coordination. The CAGR is 6.14%.

Integrated elements; such as filter, the function is to screen signals, coupling (LED plus resistance or diode), the function is to distribute microwave power into several microwaves.

Passive components are made from upstream materials, manufactured in the middle reaches, and using PC, mobile phones, and vehicles. At present Also improve simultaneously.

The influence of passive components in various fields

In terms of cars, in the past, a traditional car was used for about 1000∼2,000 passive components. Entering electric vehicles or autonomous driving, it is estimated that it will use 5,000 ∼ 10,000 passive components, and the demand will grow.

2025-01-03