Research Reports

MLCC Price Jul. 2026

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Last Modified

2026-07-31

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Update Frequency

Monthly

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Format

PDF



Japanese and Korean makers shifting consumer MLCC capacity to AI create supply gaps, benefiting Taiwan and China suppliers with spillover orders and channel price hikes, while consumer demand stays pressured by inflation.

Key Highlights

  • Japanese/Korean makers cut consumer mid-high cap MLCC supply for AI, widening gaps. 
  • Taiwan/China suppliers gain spillover orders but face capacity and yield limits.
  • Channel and spot prices surge well above original factory quotes.
  • Consumer electronics demand weakens under high rates and brand price hikes.
  • AI orders stay robust, keeping high-end MLCC tight while consumer supply lags.

Table of Contents

  1. Order Spillover from Japanese and Korean Suppliers’ Consumer MLCC Production Cuts Benefits Suppliers in Taiwan and Mainland China; Channel Price Hikes Elevate Market Unease
  2. Delayed Vera Rubin Stocking and Preemptive Procurement Activities from Automotive Customers Has Led to Tight Supply for Medium-to-High-Capacitance MLCCs for Consumer and Automotive Applications
  3. Divergent Pricing Strategies: Japanese and Korean Suppliers Hold Quotes Steady, Whereas Suppliers Based in Mainland China and Taiwan Selectively Raise Prices, and Channels Capitalize on the Trend
  4. Trendforce's View 

<Total Pages: 4>


Category: MLCC




USD

3,500

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