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Global economy remains cautious, supply chain stays conservative, market demand is weak, and uncertainties persist amid political and economic factors.
In Q4, weak mobile and notebook demand led suppliers to cut production to stabilize prices. High-end and automotive MLCC price drops narrow due to competition. Economic uncertainties in US and China affect the market, driving conservative pricing strategies by suppliers.
US inflation and tariffs drive prices up and reduce consumer confidence; China's economic slowdown weakens demand; AI drives shift to high-end products; suppliers control inventory and maintain prices amid uncertain year-end consumption.
Global economic slowdown and ongoing US-China trade tensions continue to impact the MLCC market, with prices trending downward. Suppliers see increased shipments but face margin pressures. AI infrastructure orders support demand in the latter half, yet overall consumption remains weak, posing currency and policy risks to the supply chain.
Due to US tariffs, the tech industry faces rising costs and weak demand, but AI server demand drives high-end MLCC growth, with suppliers focusing on high-tech applications.
In 2025, the electronics industry sees diverging trends: strong AI demand, weak consumer devices, early pull-in erases seasonality, and future growth slows.
Due to changes in US tariff policies, the global trade environment is shifting towards regionalization and high tariffs. Suppliers face order and profit declines and exchange rate pressures. With weakened demand and exchange rate fluctuations, challenges in the ICT industry are intensifying, requiring stable pricing and strict capacity control.
AI orders drive high-end MLCC utilization, but tariff-driven early shipments soften mobile & laptop demand. U.S. tariffs pressure supply chains, and squeezing profits.
The smartphone market shows weak third-quarter demand with cautious stocking; trade and geopolitical stability boost confidence, while AI-related orders drive growth amid cautious supply management.
Global economic slowdown and trade uncertainties have led suppliers to tightly control capacity and inventories, making market competition more intense and cautious. China's automotive and electric vehicle markets are experiencing increased internal competition, with frequent price wars and efforts to reduce supply chain costs. Financial strategies within the industry are becoming more complex, as manufacturers manipulate payment terms to optimize cash flow. Overall, these conditions contribute to a challenging environment for pricing stability and supply management, amid heightened market volatility and geopolitical tensions.
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