MLCC Market Bulletin - Jul. 17, 2025

Last Modified

2025-07-17

Update Frequency

Aperiodically

Format

PDF

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.

Key Highlights

AI demand boosts high-end MLCC capacity utilization.
Mid to low-end consumer electronics orders pulled forward, slowing H2 demand.
U.S. imposes high tariffs on Asia, EU, Mexico, ending zero-tariff era and raising costs.
Asian production hubs face punitive rules of origin tariffs risks.
OEMs’ multi-location strategies can’t avoid tariffs, increasing end product prices.
Profit margins shrink amid supply chain cost pressures and industry challenges.