MLCC Market Bulletin - Oct. 13, 2025

Last Modified

2025-10-13

Update Frequency

Aperiodically

Format

PDF

US political and economic uncertainty weakens consumption; cautious ODM procurement keeps supply chain tight. Only Apple models and AI servers bring highlights while most market remains conservative.

Key Highlights

US budget, job market instability, and trade tensions dampen policy and economic outlook, reducing consumption.
ODMs show cautious stocking for festivals and new products, weakening supply momentum.
Supply chain faces increased caution and pressure.
Apple’s new models show strong demand, driving some supply chain rush orders.
AI server, accelerator, and infrastructure orders remain robust, boosting related component requirements.
The industry remains conservative amid weak consumer electronics demand; manufacturers adjust capacity and inventory early.