US political and economic uncertainty weakens consumption; cautious ODM procurement keeps supply chain tight. Only Apple models and AI servers bring highlights while most market remains conservative.
US August employment data significantly missed expectations, with unemployment rate rising to historic high and weak domestic demand. OEMs and ODMs showed cautious new order planning, indicating unsta...
U.S. inflation pressures and labor market weakness lead to rate cuts; traditional demand drops while AI servers and automotive electronics grow, causing supply chain segmentation.
This report contains 2 major sections: industry's“dynamic issues”and “trends of costs & prices”. In the section of "industry's dynamic issues", it analyzes 2 or 3 key topics of...
Global economy remains cautious, supply chain stays conservative, market demand is weak, and uncertainties persist amid political and economic factors.
In Q4, weak mobile and notebook demand led suppliers to cut production to stabilize prices. High-end and automotive MLCC price drops narrow due to competition. Economic uncertainties in US and China a...
US inflation and tariffs drive prices up and reduce consumer confidence; China's economic slowdown weakens demand; AI drives shift to high-end products; suppliers control inventory and mainta...
Global economic slowdown and ongoing US-China trade tensions continue to impact the MLCC market, with prices trending downward. Suppliers see increased shipments but face margin pressures. AI infrastr...
Due to US tariffs, the tech industry faces rising costs and weak demand, but AI server demand drives high-end MLCC growth, with suppliers focusing on high-tech applications.
In 2025, the electronics industry sees diverging trends: strong AI demand, weak consumer devices, early pull-in erases seasonality, and future growth slows.
Due to changes in US tariff policies, the global trade environment is shifting towards regionalization and high tariffs. Suppliers face order and profit declines and exchange rate pressures. With weak...
This report provides an in-depth analysis of the global GaN power device market, outlining industry developments, trends, challenges, and opportunities to help businesses strategize and stay informed.
AI orders drive high-end MLCC utilization, but tariff-driven early shipments soften mobile & laptop demand. U.S. tariffs pressure supply chains, and squeezing profits.
The smartphone market shows weak third-quarter demand with cautious stocking; trade and geopolitical stability boost confidence, while AI-related orders drive growth amid cautious supply management.
Global economic slowdown and trade uncertainties have led suppliers to tightly control capacity and inventories, making market competition more intense and cautious. China's automotive and electric ve...
