MLCC Market Outlook 2Q26~3Q26
Last Modified
2026-08-25
Update Frequency
Quarterly
Format
AI server demand lifted 2Q26 MLCC shipments; Japan/Korea ran high, Taiwan/China lagged; supply tightens, prices may rise.
Key Highlights
- Shipments rebounded sharply on strong AI server demand.
- Japan/Korea run near full capacity on high-end AI specs.
- Taiwan/China recover mildly; consumer demand stays weak.
- Supply shifts from oversupply toward tightness, lead times lengthen.
- Consumer-grade prices may firm; auto/industrial grades stable.
- AI-driven structural growth cycle keeps deepening.
Table of Contents
- Overview of Global Macroeconomic Conditions in 2Q26
- Market Shares of Top 10 MLCC Suppliers in 2Q26
- 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 3Q26
- Price Trends of Different Categories of MLCCs in 4Q26
- Annual MLCC Demand from Major Applications
- Revenues of Top 10 MLCC Suppliers
- Key Takeaways
<Total Pages: 15>

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