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TrendForce: The outlook for consumer specification MLCC orders in the fourth quarter is likely difficult to reverse the trend.

GateNews
Source: 金十数据

Jin10 data reported on October 21st, according to the latest research by TrendForce, the fourth quarter MLCC market is supported by AI infrastructure, while consumer electronics demand is weak, compounded by global market uncertainties, increasing pressure. TrendForce estimates that under the conservative stocking tone of OEM/ODM, apart from the high-end MLCC revenue maintaining steady growth, the order outlook for consumer specification MLCC is likely to struggle to rebound against the trend, and suppliers will inevitably have to strike a balance between cost reduction and efficiency enhancement and capacity allocation to reduce operational risks.

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