MLCC Price Oct. 2026

Last Modified

2026-10-30

Update Frequency

Monthly

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PDF

High interest rates and energy costs weigh on consumer electronics demand, prompting conservative ODM inventory. AI inference drives strong demand for high-end MLCC tied to CPU and DDR5, with shortages persisting and supplier pricing power rising, increasing chances of Japanese makers raising prices.

Key Highlights

High interest rates and energy costs weaken consumer demand, leading ODMs to adopt conservative inventory strategies.
AI inference applications boost demand for high-cap MLCC used with CPU and DDR5, with shortages expected to persist.
Mid- and low-tier consumer products see price declines slowing, while high-end spec price increases begin to moderate.
AI-grade parts remain tight and shortages spread to communication High-Q items, with Japanese suppliers staying constrained.
Rising material and logistics costs strengthen supplier pricing power, raising the likelihood of Japanese makers following price hikes in 1Q27.

Price Declines for Low-End Consumer-Grade MLCCs Moderate While High-End MLCCs Gains Narrow; Shortages of AI-Related MLCCs Spread to Telecom Sector
Component Stocking Demand Has Been Conservative in Smartphone and NB Segments, While AI Inference Drives Demand for CPUs and DDR5 DRAM; Shortage of High-Capacitance MLCCs Is Expected to Persist into 2027
Military Conflicts and Energy-Driven Inflation Raise Material and Logistics Costs; Higher Probability of Japanese Suppliers Following Suit with Price Hikes
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