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MLCC Market Bulletin_20240711
Last Modified
2024-07-11
Update Frequency
Aperiodically
Format
Overview
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...
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