CapEx figures, production capacity figures, and inventory levels of MLCC suppliers are constantly being tracked and updated on a regular basis. TrendForce also provides analyses on the price trends an...
AI makes Japanese/Korean MLCC firms cut consumer capacity, allowing Chinese entry to global chains but they dominate servers.
SEMCO raised MLCC prices to OEMs/ODMs, signaling an industry upcycle, driven by strong AI server demand and panic buying; Japanese makers' response is key to watch.
AI server demand lifted 2Q26 MLCC shipments; Japan/Korea ran high, Taiwan/China lagged; supply tightens, prices may rise.
Geopolitical tension and tight monetary policy keep energy and materials costly, suppressing consumer electronics. Key MLCC inputs remain constrained, while AI servers and data centers drive robust de...
AI-driven demand is crowding out capacity and pressuring MLCC supply, while high interest rates and inflation weigh on consumer electronics recovery. Distributor hoarding and price hikes have triggere...
Strong AI demand concentrates high-end MLCC specifications while weak consumer electronics shift capacity toward AI servers. CSP custom ASICs trigger frequent design changes, tightening supply and ext...
AI infrastructure demand offsets consumer electronics weakness, boosting Japanese and Korean MLCC suppliers' recent revenue and profits. High-end products face tight supply while mid-low tiers se...
The MLCC market in the fourth quarter shows polarization in shipments, with Japanese and Korean suppliers benefiting from strong AI infrastructure orders and growth, while Taiwanese and Chinese suppli...
Driven by mobile and AI demand, leading MLCC suppliers maintained stable performance; consumer and automotive segments face pricing pressure.
Global economic slowdown and ongoing US-China trade tensions continue to impact the MLCC market, with prices trending downward. Suppliers see increased shipments but face margin pressures. AI infrastr...
![[Update] MLCC Market Outlook 1Q25~2Q25 | TrendForce](/images/TF_default05.jpg)
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 Lev...
1. Overview of Global Macroeconomic Conditions in 4Q24 2. Market Shares of Top 10 MLCC Suppliers in 4Q24 3. Production Capacity and Shipments of Top 10 MLCC Suppliers 4. BB Ratio 5. Inventory Lev...
1. Overview of Global Macroeconomic Conditions in 3Q24 2. Market Shares of Top 10 MLCC Suppliers in 3Q24 3. Production Capacity and Shipments of Top 10 MLCC Suppliers 4. BB Ratio 5. Inventory Lev...
1. Overview of Global Macroeconomic Conditions in 2Q24 2. Market Shares of Top 10 MLCC Suppliers in 2Q24 3. Production Capacity and Shipments of Top 10 MLCC Suppliers 4. BB Ratio 5. Inventory Lev...
