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.

Key Highlights

• The new US tariff policies increase global trade uncertainty, ending the era of free and zero tariff trade.
• Suppliers face pressure to regionalize orders and production, requiring additional fixed costs and manpower logistics expenditure, affecting profitability.
• Due to high tariffs and regional trade, the ICT industry supply chain faces operational challenges, mainly from order decreases, exchange rate fluctuations, and weakened demand.
• Suppliers are expected to manage through strict capacity and inventory control, stabilizing prices to handle exchange rate pressures and profitability challenges.

Table of Contents

1. Slowing Demand from ICT Sector and Exchange Rate Volatility Pose Major Challenges for MLCC Suppliers in 2H25
2. OEMs’ Stocking Demand for Back-to-School Season in 3Q25 Shows Weakness; ODMs Face Dual Challenges of Sluggish Momentum for Orders and Risks Related to Exchange Rates
3. With Tariff Negotiations Heating Up, MLCC Suppliers Hold Consensus on Keeping Prices Stable as They Face Risks of Order Corrections and Pressures from Exchange Rate Losses
4. Trendforce's View 

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