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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.
Global geopolitical tensions rise, Middle East attack causes oil prices to surge, impacting Fed's rate cut process. US-China trade negotiations slow, OEMs advance third-quarter shipments, supply chain tight. Apple starts stocking new iPhone, but AI performance falls short, increasing sales pressure.
The tariff war hinders ICT industry growth, while the AI sector remains robust, driving increased MLCC demand, especially in humanoid robots and industrial automation, with significant future potential.
US-China relations have seen signs of a breakthrough, with the talks in early May leading to significant tariff reductions. Both sides have now reached a consensus that they should avoid “economic decoupling.” The US has lowered tariffs on Chinese imports from 145% to 30%, while China has lowered tariffs on US imports from 125% to 10%. However, a 90-day observation period has been set by both sides...
“When great powers collide, it is the people who suffer.” The escalating trade dispute between the US and China is beginning to significantly impact the real economies of both countries, with signs of slowing down or even stalling. In April, China’s CPI dropped by 0.1% YoY, while the PPI fell by 2.7% YoY. This indicates that China is not only grappling with shrinking exports but is also under substantial deflationary pressure...
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