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China’s Shanghai and Kunshan managed to contain the pandemic since mid-May, and has been gradually releasing specific areas from controls or relaxing those controls, leading to recoveries in production for businesses and resumption of daily activities for common folk...
1.Top 10 MLCC Suppliers' 1Q22 Market Share
2.Production Plan
3.BB Ratio
4.Quarterly Shipment Forecast
5.Inventory Status
6.2Q22 Market Outlook and Shipment Forecast
7.MLCC WW Demand Forecast by Main Application
8.Manufacturing Location Information
9.Revenue Tracking
As the pandemic has yet to come under control, the Chinese government has insisted on its zero-Covid policy...
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 and inventory statuses of production-related materials.
COVID-19 variant Omicron has continued to rampage in China. Due to the growing outbreak in Shanghai, China’s financial center and exports/imports hub, and Kunshan, the manufacturing hub where electronics makers are based, local governments imposed lockdowns unexpectedly in these two cities in late March and demanded enterprises to adopt a closed-loop management process...
The Chinese government continues toward its singular zero-COVID goal, but no one would have predicted that the highly contagious Omicron strain could have spread this rapidly from Shenzen in the south since March all the way to Shanghai, Kunshan, Suzhou etc. in the east...
COVID-19 cases continue to surge in China. After the Shanghai government’s announcement of a two-stage lockdown on March 27, the Kunshan government, a city bordering Shanghai with many electronics manufacturing clusters, also announced a full city-wide lockdown from April 2 to April 8. The Kunshan City government has asked enterprises to adopt a closed-loop management approach and require all employees to take PCR testing...
The ongoing conflict between Russia and Ukraine and the expansion of sanctions on Russia has led to high volatility in the global stock market. The skyrocketing prices for crude oil, agricultural products, and metals further worsen global inflation...
The Russia-Ukraine war has continued for over 2 weeks, and ceasefire has yet to be negotiated after three rounds of peace talks, causing a hike in global energy, agricultural products, and metal prices, and exacerbating global inflation...
Looking at 1Q22, stock-up activities have slowed down a bit for the semiconductor components used in end products such as PCs, TVs, and smartphones...
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