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MLCC Market Bulletin - Oct. 13, 2025
Last Modified
2025-10-13
Update Frequency
Aperiodically
Format
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.
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The industry remains conservative amid weak consumer electronics demand; manufacturers adjust capacity and inventory early.
Table of Contents
- Market Update
- Trendforce's View
<Total Pages: 3>
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