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Due to changes in US tariff policies, the global trade environment is shifting towards regionalization and high tariffs. Suppliers face order and profit declines and exchange rate pressures. With weakened demand and exchange rate fluctuations, challenges in the ICT industry are intensifying, requiring stable pricing and strict capacity control.
AI orders drive high-end MLCC utilization, but tariff-driven early shipments soften mobile & laptop demand. U.S. tariffs pressure supply chains, and squeezing profits.
The smartphone market shows weak third-quarter demand with cautious stocking; trade and geopolitical stability boost confidence, while AI-related orders drive growth amid cautious supply management.
Global economic slowdown and trade uncertainties have led suppliers to tightly control capacity and inventories, making market competition more intense and cautious. China's automotive and electric vehicle markets are experiencing increased internal competition, with frequent price wars and efforts to reduce supply chain costs. Financial strategies within the industry are becoming more complex, as manufacturers manipulate payment terms to optimize cash flow. Overall, these conditions contribute to a challenging environment for pricing stability and supply management, amid heightened market volatility and geopolitical tensions.
Global geopolitical tensions rise, Middle East attack causes oil prices to surge, impacting Fed's rate cut process. US-China trade negotiations slow, OEMs advance third-quarter shipments, supply chain tight. Apple starts stocking new iPhone, but AI performance falls short, increasing sales pressure.
The tariff war hinders ICT industry growth, while the AI sector remains robust, driving increased MLCC demand, especially in humanoid robots and industrial automation, with significant future potential.
US-China relations have seen signs of a breakthrough, with the talks in early May leading to significant tariff reductions. Both sides have now reached a consensus that they should avoid “economic decoupling.” The US has lowered tariffs on Chinese imports from 145% to 30%, while China has lowered tariffs on US imports from 125% to 10%. However, a 90-day observation period has been set by both sides...
“When great powers collide, it is the people who suffer.” The escalating trade dispute between the US and China is beginning to significantly impact the real economies of both countries, with signs of slowing down or even stalling. In April, China’s CPI dropped by 0.1% YoY, while the PPI fell by 2.7% YoY. This indicates that China is not only grappling with shrinking exports but is also under substantial deflationary pressure...
1. Overview of Global Macroeconomic Conditions in 1Q25
2. Market Shares of Top 10 MLCC Suppliers in 1Q25
3. Production Capacity and Shipments of Top 10 MLCC Suppliers
4. BB Ratio
5. Inventory Levels of Top 10 MLCC Suppliers
6. Quarterly Shipments of Top 10 MLCC Suppliers
7. Supply-Demand Dynamics of MLCC Market in 2Q25
8. Price Trends of Different Categories of MLCCs in 3Q25
9. Annual MLCC Demand from Major Applications
10. Revenues of Top 10 MLCC Suppliers
Despite the Trump administration’s claims of progress in tariff negotiations with various countries, no clear results have been announced. The US-China relationship has drastically deteriorated due to these tariffs. However, on May 2, China’s Ministry of Commerce extended a gesture of goodwill by expressing willingness to evaluate related negotiations, which helped ease tensions between the two countries...
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