MLCC Market Bulletin - Jul. 8, 2025

Last Modified

2025-07-08

Update Frequency

Aperiodically

Format

PDF

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.

Key Highlights

Traditional smartphone peak season sees subdued demand and conservative inventory buildup.
Chinese brands’ orders remain steady; US iPhone stocking similar to prior year.
Tariff timelines prompt market caution; North American demand softens.
AI infrastructure products significantly boost mid-to-high-end component demand.
Suppliers maintain high capacity usage, cautiously managing inventories amid uncertain holiday demand.
Geopolitical easing lifts consumer confidence, but economic indicators remain weak.
Samsung replenishes stocks aggressively; Japanese suppliers’ output fluctuates; Taiwanese firms show lower capacity use.

Market Update
Trendforce's View

MLCC Suppliers’ Average Capacity Utilization Rate by Region from April to June 2025

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MLCC Market Bulletin - Jul. 8, 2025

Key Highlights