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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.
Qualcomm, which is the world’s largest supplier of chips used in mobile devices, released its earnings report for 1Q23 on May 4. According to the report, its revenue from smartphone-related chips fell by 17% YoY for the reporting period...
1.1Q23 Global Macro Economy Overview
2.Top 10 MLCC Suppliers' 1Q23 Market Share
3.Production and Shipment Overview
4.BB Ratio
5.Quarterly Shipment Forecast
6.Inventory Status
7.2Q23 Market Outlook and Shipment Forecast
8.MLCC WW Demand Forecast by Main Applications
9.3Q23 MLCC Price Trend
10.Revenue Tracking
The US Department of Labor’s latest release of the CPI for April shows a YoY increase of 4.9%, indicating that inflation in the US is gradually cooling down. However, core inflation remains higher than the overall inflation level, making it difficult for the US Federal Reserve to relax its monetary policy...
The PCE of the US rose by 4.2% YoY for March, according to the US Labor Department. This result was higher than the original projection of 4.1%. Similarly, the “core prices”, which exclude food and energy prices and are the preferred measure of the US Federal Reserve, rose by 4.6% YoY for the same period......
The MLCC market was subdued during the low season of 1Q23 as the momentum of incoming orders from ICT companies as a whole was weak. Despite this situation, MLCC suppliers were able to reduce existing inventory......
According to recent data from the US Labor Department, the CPI of the US dropped significantly to 5% in March, reflecting the ongoing easing of inflation in the country. However, European countries are still grappling with high inflation. In February, the CPIs of Germany and the UK stood above 9%......
OPEC+ made a surprise announcement on April 4th, stating that starting from May, the members of the organization and their allies will be cutting production by more than 1.16 million barrels per day...
1Q23 is about to end. While the Euro Zone has got through the energy crisis, the US’ economy remains hot, and China’s economy continues to recover after the lifting of pandemic restrictions, global inflation has stayed high...
Recently, the Federal Reserve’s tight monetary policy has led to the failure of Silicon Valley Bank and bank runs. Although the Federal Government did intervene by monitoring and containing the disaster, the events expose the cash flow risks that tech startups face, which can easily leave them without money at-hand...
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