MLCC Market Bulletin - Aug. 26, 2025

Last Modified

2025-08-26

Update Frequency

Aperiodically

Format

PDF

US inflation and tariffs drive prices up and reduce consumer confidence; China's economic slowdown weakens demand; AI drives shift to high-end products; suppliers control inventory and maintain prices amid uncertain year-end consumption.

Key Highlights

US inflation and tariffs increase producer costs, dampening consumer confidence and spending expectations.
China's economic growth slows down, with weak industrial and retail output.
Global markets see sluggish consumer demand, affecting holiday sales forecasts.
Early shipments by OEMs reduce second-half orders.
Consumer laptops weaken; business laptops remain stable.
Conservative mobile phone inventory with frequent urgent orders.
AI infrastructure orders bolster supply chain; shift towards high-end MLCCs.
Suppliers tighten capacity and inventory controls, holding firm on Q4 pricing.
Year-end season faces inflation and geopolitical uncertainties impacting consumption.

Market Update
Trendforce's View

Comparison of Murata’s and SEMCO’s Respective MLCC Revenue Performances in 1H24 and 1H25

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MLCC Market Bulletin - Aug. 26, 2025

Key Highlights