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MLCC Market Bulletin - Jun. 19, 2025
Last Modified
2025-06-19
Update Frequency
Aperiodically
Format
Overview
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.
Key Highlights
- Global geopolitical tensions rise, especially due to Israel's strike on Iran, heightening Middle East turmoil, potentially leading to increased oil prices and inflation concerns.
- US tariff negotiations progress slowly with major trade partners, OEMs and ODMs advance shipments to meet North American orders.
- The Chinese smartphone market is restocking inventory in response to shopping festival demand, but cautious stocking leads to supply shortages, forcing clients to seek alternative suppliers.
- Apple begins stocking new devices, but AI performance lags behind existing CSP platforms, potentially impacting sales.
Table of Contents
- Market Update
- Trendforce's View
<Total Pages: 3>
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