MLCC Market Bulletin - Jun. 18, 2026

Last Modified

2026-06-18

Update Frequency

Aperiodically

Format

PDF

AI-driven demand is crowding out capacity and pressuring MLCC supply, while high interest rates and inflation weigh on consumer electronics recovery. Distributor hoarding and price hikes have triggered preemptive ordering across notebook, automotive, and Apple supply chains. Japanese and Korean suppliers’ book-to-bill ratios have reached post-pandemic highs, signaling rising shortage risks for high-end MLCC.

Key Highlights

AI capacity consumption is creating supply uncertainty for consumer and automotive MLCC.
Distributor inventory buildup and price increases are prompting earlier and more aggressive ordering by ODMs.
High interest rates and inflation continue to constrain end-demand recovery in consumer electronics.
BB Ratio at major Japanese and Korean suppliers have reached post-pandemic highs, indicating rising order backlog pressure.

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MLCC Market Bulletin - Jun. 18, 2026

Key Highlights