Global economic slowdown and ongoing US-China trade tensions continue to impact the MLCC market, with prices trending downward. Suppliers see increased shipments but face margin pressures. AI infrastructure orders support demand in the latter half, yet overall consumption remains weak, posing currency and policy risks to the supply chain.

Key Highlights

• Global economic uncertainties and fluctuating trade policies impact market stability.
• US and China economic data show volatility, dampening consumer confidence.
• Asian currencies experience sharp movements, increasing financial risks and affecting supply chains.
• MLCC market sees shifts in order volume and shipment agility; higher supply ratios in Japan and Korea.
• US tariff relief temporarily boosts demand for consumer electronics, but long-term challenges remain.
• Overall price trends are influenced by economic slowdown and inflation expectations, with consumer segment lagging, while industrial and automotive segments remain relatively stable.

Table of Contents

1. Overview of Global Macroeconomic Conditions in 2Q25
2. Market Shares of Top 10 MLCC Suppliers in 2Q25
3. Production Capacity and Shipments of Top 10 MLCC Suppliers
4. BB Ratio
5. Inventory Levels of Top 10 MLCC Suppliers
6. Quarterly Shipments of Top 10 MLCC Suppliers
7. Supply-Demand Dynamics of MLCC Market in 3Q25
8. Price Trends of Different Categories of MLCCs in 4Q25
9. Annual MLCC Demand from Major Applications
10. Revenues of Top 10 MLCC Suppliers

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