MLCC Market Bulletin - Nov. 26, 2025

Last Modified

2025-11-26

Update Frequency

Aperiodically

Format

PDF

Seasonal stocking falls short, 1Q26 MLCC demand weakens, ODM shipments decline. Consumer markets in China and US weaken, orders for mobiles and laptops fall, DRAM prices rise. Suppliers control production, MLCC demand soft. AI demand steady, major suppliers expand capacity.

Key Highlights

China’s consumer demand weakens, deflation slows spending, national subsidies' effect weakens.
US tariffs impact essentials, policy adjustment, Black Friday expected strong but growth slowing.
China-US consumer markets face challenges, individuals adjust or reduce spending.
ODM shipments decline, iPhone 17 stocking normalizes.
ICT orders decline, 1Q26 demand falls short, mobile and laptop orders decrease.
DRAM prices rise, raising whole device cost, increasing risk of global smartphone and laptop shipment reduction.
MLCC suppliers manage capacity, demand soft, Japanese, Korean, Taiwanese, and Chinese factories reduce production rates.
AI infrastructure orders support, major suppliers expand capacity for next year’s opportunities.

Market Update
Trendforce's View

MLCC Suppliers’ Average Capacity Utilization Rates by Region from September to November 2025

Category: MLCC

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MLCC Market Bulletin - Nov. 26, 2025

Key Highlights