MLCC Market Bulletin - Nov. 12, 2025

Last Modified

2025-11-12

Update Frequency

Aperiodically

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PDF

Q4 sees a polarized demand in the electronics sector：consumer weak, AI strong. Holiday stocking cools; suppliers pivot to 2026 AI. NVIDIA's new architecture boosts MLCC use. Capacitor price hikes change BOM; MLCC wins.

Key Highlights

Q4 electronics are polarized: consumer weak, AI strong.
Holiday stocking cools; suppliers are cautious on end-demand.
NVIDIA refutes AI bubble claims; its 2026 platform (VR200) brings higher power and compute, set to double MLCC demand.
Polymer capacitor (POS-Cap) price hikes and supply oligopoly risk concern OEMs.
TrendForce: NVIDIA's 2026 BOM will replace polymer caps with MLCC and aluminum capacitors.
MLCC suppliers shift strategy, focusing on 2026 AI infrastructure and auto.

Market Update
Trendforce's View

Average BB Ratios of MLCC Suppliers by Region from September to November 2025

Category: MLCC

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MLCC Market Bulletin - Nov. 12, 2025

Key Highlights