After the MLCC market went through 2 consecutive quarters of weakening pull-in orders, suppliers’ average BB ratio...
In the fourth quarter of 2021, the average BB ratio of MLCC suppliers continued to decline month by month. Korean, Taiwanese, and Chinese suppliers’ inventory levels all rose to 90 days...
MLCC suppliers’ revenues reached a new high in the second quarter of 2021 thanks to the stay-at-home economy fueled by the COVID-19 outbreak...
Since 2H21, the high inventory levels that ODMs and suppliers faced have already become the market’s new normal. Material imbalances are a predicament yet to be resolved, and inventory levels stubborn...
In the last season of 2021, MLCC suppliers’ BB ratio and shipments have both declined due to stagnant consumer demand, ODMs’ chip supply problems, material imbalances, and China’s electricity rationin...
1.Top 10 MLCC Suppliers' 3Q21 Market Share 2.Production Plan 3.BB Ratio 4.Quarterly Shipment Forecast 5.Inventory Status 6.MLCC WW Demand Forecast 7.Manufacturing Location Information 8.Revenue Trac...
China’s hydropower and wind power are performing inadequately due to climate change on the landmass, and with Southeast Asian countries smothered by the pandemic, lockdowns and shutdowns have become c...
When suppliers in China returned to work after the Golden Week holiday, they were informed of another wave of power rationing and asked to stagger their power usage. While China’s power rationing sche...
On August 12, China's NDRC (National Development and Reform Commission) notified provincial authorities to assess the achievement of the goals of the Dual Control of Total Energy Consumption and Energ...
The Delta variant of the COVID virus has ravaged Asia, with confirmed cases in Japan and Southeast Asian countries continually on the rise. Japanese company Murata made an emergency announcement on Au...
The rampage of COVID-19 variants has disrupted electronic component manufacturing in Southeast Asia. Apart from IC supply shortage in the third quarter, ODMs also needed to face escalating inventory l...
The Tokyo Olympics has just ended, but the number of COVID-19 cases per day has continued to surge and spread to other regions in Japan...
In August, the Delta variant continued to rampage across Southeast Asia. Following the announcement of movement control measures in Thailand, Malaysia, and Vietnam...
ODMs continued to horde 8-10 weeks’ worth of low-mid range MLCC inventory levels in July, and the slowing down of pull-in orders are seeing no signs of improvement. Furthermore, American-European mark...
Since July, the Delta variant has spread across Southeast Asia. After the Malaysian government extended MCO 3.0 indefinitely, the Philippine government also imposed an ECQ across Metro Manila from Aug...
