- About Us
-
Research Report
Semiconductors
LED
Consumer Electronics
Emerging Technologies
- Selected Topics
- Membership
- Price Trends
- Press Center
- News
- Events
- AI Agent
AI demand tightens high-end MLCC supply, prompting agents to raise prices and strengthening supplier bargaining power. Geopolitical risks and inflation raise costs, curbing ODM leverage, with high-end MLCC prices likely to rise moderately in 2H.
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 see artificial shortages, creating polarized market conditions as makers shift capacity focus.
US-Iran stalemate and rising inflation weaken consumer electronics demand, while AI server and data center investments remain the core driver for tech sector growth, creating a differentiated supply chain with stronger high-end component demand.
Under inflation and warfare, global economy faces uncertainty; Middle East conflicts disrupt supply chains, high energy prices elevate living costs and inflation expectations. Consumer confidence is low, suppressing purchasing power. Electronics demand weakens, ODMs suffer key material shortages like CPUs, reducing output; yet AI demand surges, shifting capacity and triggering channel precautionary stockpiling, creating supply-demand mismatch. High-end MLCC pricing pressure forms.
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.
US-Iran conflict escalates energy costs and inflation, impacting global supply chains via AI demand and geopolitics. Passive component sector faces capacity shifts; Japanese-Korean suppliers pivot to high-end AI, while weak consumer demand sparks pricing divergences, with some testing moderate hikes for profit optimization.
Middle East stalemate and inflation pressures drive OEMs to pull forward shipments for market share, yet pricing strategies diverge. Global economy faces systemic risks, prolonging high rates and shifting consumption, impacting electronics demand. MLCC high-end remains robust, with suppliers optimizing capacity; downside risks loom for later peak season.
Rising oil prices and shipping costs heighten inflation risks amid prolonged geopolitical conflicts, potentially leading to global recession and monetary tightening. ICT stockpiling turns conservative due to shortages, with consumer electronics prices adjusted upward; AI servers maintain strong demand, supporting high-end components. Policies urging cloud providers to build independent power may squeeze AI investments, showing a divide of strong AI and weak consumer markets.
Q2 MLCC prices remain stable overall, with minor adjustments for high-cap special specs; supply stability prioritized. Global tensions raise costs, AI demand strong vs. mild consumer electronics.
Rising oil prices and freight costs heighten inflation risks, with AI supporting demand while ICT stockpiling turns conservative. Prolonged geopolitical conflicts sustain high energy costs, potentially sparking global recession and monetary tightening. Consumer electronics face supply shortages and price hikes, slowing market growth. In contrast, AI servers and accelerators show steady demand, with high-end MLCC orders robust, though policies may pressure cloud providers' capital spending.
Research Areas:
Industry News
