MLCC Market Outlook 1Q26~2Q26
Last Modified
2026-05-25
Update Frequency
Quarterly
Format
AI infrastructure demand offsets consumer electronics weakness, boosting Japanese and Korean MLCC suppliers' recent revenue and profits. High-end products face tight supply while mid-low tiers see artificial shortages, creating polarized market conditions as makers shift capacity focus.
Key Highlights
- AI servers drive high-end shipments for Japanese and Korean firms amid consumer sector pressure.
- Suppliers adopt high-end expansion strategies, tightening mid-low tier lead times.
- BB ratios rebound, with Japanese and Korean makers outperforming Taiwanese and Chinese peers.
- High-end inventory stays tight while consumer-grade stock is actively reduced.
Table of Contents
- Overview of Global Macroeconomic Conditions in 1Q26
- Market Shares of Top 10 MLCC Suppliers in 1Q26
- Production Capacity and Shipments of Top 10 MLCC Suppliers
- BB Ratio
- Inventory Levels of Top 10 MLCC Suppliers
- Quarterly Shipments of Top 10 MLCC Suppliers
- Supply-Demand Dynamics of MLCC Market in 2Q26
- Price Trends of Different Categories of MLCCs in 3Q26
- Annual MLCC Demand from Major Applications
- Revenues of Top 10 MLCC Suppliers
<Total Pages: 14>

Category: MLCC
Spotlight Report
-
DRAM Monthly Datasheet May 2026
2026/05/19
Semiconductors
EXCEL
-
NAND Flash Monthly Datasheet May 2026
2026/05/15
Semiconductors
PDF
-
2Q26 Memory Price Forecast
2026/03/26
Semiconductors
PDF
-
DRAM Industry Analysis-1Q26
2026/03/05
Semiconductors
PDF
-
DRAM Contract Price Feb. 2026
2026/02/26
Semiconductors
PDF
-
DRAM Contract Price Mar. 2026
2026/03/31
Semiconductors
PDF
MLCC Quarterly ReportRelated Reports
Download Report
5,000
Membership
Spotlight Report
-
DRAM Monthly Datasheet May 2026
2026/05/19
Semiconductors
EXCEL
-
NAND Flash Monthly Datasheet May 2026
2026/05/15
Semiconductors
PDF
-
2Q26 Memory Price Forecast
2026/03/26
Semiconductors
PDF
-
DRAM Industry Analysis-1Q26
2026/03/05
Semiconductors
PDF
-
DRAM Contract Price Feb. 2026
2026/02/26
Semiconductors
PDF
-
DRAM Contract Price Mar. 2026
2026/03/31
Semiconductors
PDF