Research Reports

MLCC Price Jun. 2026

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Last Modified

2026-06-30

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Update Frequency

Monthly

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Format

PDF



AI capacity crowding tightens high-end MLCC supply while consumer demand weakens under inflation. Channels and some Taiwanese/Chinese makers selectively raise prices, yet Japanese and Korean firms hold steady, leaving Q3 MLCC pricing uncertain.

Key Highlights

  • AI demand crowds out high-end MLCC capacity, pressuring consumer-grade supply. 
  • Channels and Taiwanese/Chinese makers selectively hike prices.
  • Japanese and Korean firms maintain stable quotes for long-term clients.
  • Consumer demand rebound remains highly uncertain.

Table of Contents

  1. AI-Driven Production Capacity Crunch Triggers Irrational Channel Price Hikes; MLCC Suppliers’ Divergent Pricing Strategies Lead to Uncertainty About Potential for Price Hikes in 3Q26
  2. Smartphone and NB ODMs Face Limited 3Q26 Order Visibility and Shrinking Bargaining Power; Procurements Related to AI Servers Show a Focus on Securing Supply
  3. Divergent Pricing Strategies: Japanese and Korean Suppliers Hold Prices Steady for LTA Clients, Suppliers Based in Taiwan and Mainland China Opt for Selective Hikes, and Channels Capitalize on Trends to Raise Prices
  4. Trendforce's View 

<Total Pages: 4>


Category: MLCC




USD

3,500

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