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Recent economic data from the US have consistently shown a cooling trend in the domestic labor market. Coupled with inflation continuing on a downward trajectory towards 2%, this has prompted Federal Reserve Chair Jerome Powell to announce at the Jackson Hole Economic Symposium that “the time has come to adjust monetary policy.” With an imminent start to a cycle of interest rate cuts, economic and social pressures related to financing and borrowing are expected to gradually ease...
Inflation in the US continues on a cooling trajectory, with the latest data from the US Bureau of Labor Statistics showing a 2.9% YoY increase in the CPI for July and a 3.2% YoY increase in the core CPI. Both figures align with market expectations. Aside from a slight uptick in rental costs, prices of goods and energy have kept falling. Additionally, the economic data from July indicate that the job and consumer markets remain resilient...
In July, US economic data delivered three positive outcomes. The YoY growth rate of the US CPI dropped to 2.9%, marking its first dip below 3% since March 2021. Initial jobless claims in the US also fell to 227,000. Moreover, retail sales in the US for July saw a 1% MoM increase, the highest since January 2023. Inflation is on a cooling trajectory, and the US job market, along with consumer spending, continues to show resilience. This alleviates market concerns about the economy entering a “Sahm Rule” recession cycle and paves the way for the Federal Reserve to potentially cut interest rates soon...
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 Levels of Top 10 MLCC Suppliers
6. Quarterly Shipments of Top 10 MLCC Suppliers
7. Supply-Demand Dynamics of MLCC Market in 3Q24
8. Price Trends of Different Categories of MLCCs in 4Q24
9. Annual MLCC Demand from Major Applications
10. Revenues of Top 10 MLCC Suppliers
The latest policy statement from the US Federal Reserve in July indicates that recent economic data show a slowdown in job growth. There has also been a slight increase in the unemployment rate, though it remains low. At the same time, with progress being made towards the inflation target, the balance between boosting employment and checking inflation has improved. This suggests that an interest rate cut may not be far off. However, several black swan events have emerged. These include changes in U.S. presidential candidates, more economic policy uncertainties with a new administration in the White House, worries about a resurgence of inflation, and the potential rise of protectionism in various countries...
Even though the traditional peak season has arrived, the US and China, as the world’s two major consumer markets, are facing issues such as slow progress in cooling inflation or recovering from deflation. As a result, the global economy as a whole continues to experience sluggish growth, and consumers are feeling more worried about the future outlook. This, in turn, has been impacting consumer purchasing power. In the US, the labor market, which has been fairly robust, is now showing signs of weakness...
Recent US economic data for the second quarter show a slowdown in domestic economic activities. Retail sales in May only rose by 0.1% MoM, lower than the previously expected growth rate of 0.2%. Also, non-farm employment increased by just 206,000, a drop from May’s 272,000. With the economic slowdown, inflation is gradually cooling down as well. The CPI for June in the US showed a YoY increase of 3%, while the Core CPI went up by 3.3% YoY, both lower than expected. Hence, hopes have been reignited for a rate cut in the second half of the year...
On the other hand, both the upstream and downstream of the supply chain have seen a ramp-up of production and shipments related to the new iPhone series. The third-quarter component demand from Foxconn, which is Apple’s main ODM partner, remains relatively the same in a YoY comparison. This suggests that Apple has not been deterred by the poor sales performance in the first half of the year and has not reduced the scale of its inventory preparations. Major Japanese MLCC suppliers, such as Murata and Taiyo Yuden, are gradually increasing the capacity utilization rates for the production lines that output the MLCCs used by Apple. Their shipments are expected to peak between August and September...
In early June, the 2024 Computex, a major global electronics trade show, kicked off in Taipei. Building on the AI industry revolution initiated by NVIDIA last year, this year saw both NVIDIA and AMD, as the two major GPU chip giants, collaborating with supply chain partners to introduce their latest servers, the GB200 and MI300. Additionally, prominent PC OEMs (brands) such as HP, Dell, Microsoft, Lenovo, Acer, and Asus were at Computex to show off their latest notebook PCs (laptops) that feature Qualcomm’s latest Arm-based SoC, the Snapdragon X...
Nevertheless, MLCC suppliers are now seeing relatively flat growth for 3Q24 orders related to smartphones, laptops, and general-purpose servers, with growth rates averaging less than 10%. On the other hand, the demand related to AI servers has been steadily rising since the unveiling of the new generation of Blackwell chips at NVIDIA’s GTC conference in the first quarter. Then, in June, with NVIDIA and its partners in the supply chain promoting their technologies at Computex, major ODMs including Foxconn, Quanta, and Wistron have also released positive forecasts for 3Q23 orders related to NVIDIA’s GB200, with QoQ growth rates averaging 15-20%...
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