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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.
Former US President Donald Trump overwhelmingly won the November presidential election and triumphantly returned to the White House. However, the new administration, with its “America First” policy, plans to implement higher tariffs in 2025...
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 Levels of Top 10 MLCC Suppliers
6. Quarterly Shipments of Top 10 MLCC Suppliers
7. Supply-Demand Dynamics of MLCC Market in 4Q24
8. Price Trends of Different Categories of MLCCs in 1Q25
9. Annual MLCC Demand from Major Applications
10. Revenues of Top 10 MLCC Suppliers
The US presidential election has concluded, ushering in the “Trump 2.0 era” for the world. The new administration in the White House will focus on “America First” as its main strategy, aiming to strengthen the economy and finances by implementing policies such as raising tariff rates, enforcing technology export controls, reducing immigration, and cutting taxes...
The data recently released by the US Department of Commerce indicate that the overall economic environment is experiencing modest growth; however, the pace of growth appears to be slowing. The preliminary estimate of the YoY real GDP growth rate for the third quarter is 2.8%, lower than the second quarter’s final estimate of...
The global economic outlook remains uncertain. In the US, despite Federal Reserve initiating interest rate cuts starting in September, the labor market continues to stay robust, pushing the country’s economy towards a soft landing. However, the geopolitical situation in the Middle East has worsened, leading to full-scale military conflicts between Israel and neighboring countries such as Lebanon and Iran. This development has led to significant global ramifications...
The US Department of Commerce recently reported a significant narrowing of the trade deficit in August, decreasing by 10.8% MoM. This shift is attributed to an increase in exports and a decline in imports. Moreover, the data suggest that trade may exert a slight drag on economic growth for the third quarter, and there have also been a slowdown in domestic retail demand. Additionally, the US CPI for September showed a YoY increase of 2.4%, which is slightly higher than expected. Meanwhile...
In September, the US initiated a cycle of interest rate cuts. Following this move, the latest US economic data for August showed that PCE grew by only 2.2% YoY, marking the lowest increase since March 2021. This suggests that inflation continues to cool, raising market expectations that the Federal Reserve will further accelerate rate cuts before the end of the year to support a soft landing for the economy...
To curb inflation and promote economic growth, the US Federal Reserve has implemented a series of interest rate hikes and related tightening monetary policies since March 2022. As of today, the latest US CPI for August shows a YoY increase of 2.5%, the smallest rise since March 2021. While progress has been made in fighting inflation, some concerns remain...
The US economic data continues to be volatile, with the economy caught between slowing growth and easing inflation. Following the lower-than-expected non-farm payroll numbers for August, the US Labor Department recently reported that the CPI for August rose by 2.5% YoY marking the fifth consecutive month of weakening trend and the lowest increase since February 2021. However, the core CPI showed an upward trend, climbing by 0.3% MoM and marking the largest rise in four months...
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