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机构:MLCC市场下半年旺季不确定风险增加
news flash· 2025-05-07 04:22
Core Viewpoint - The latest MLCC research report from TrendForce indicates that the supply-demand rhythm for MLCCs will be disrupted in the first half of 2025, with an increased risk of a "weak peak season" in the second half due to rising caution and wait-and-see attitudes among companies and end markets [1] Supply Chain Dynamics - OEM and ODM have moved North American Chromebook and some consumer laptop orders to the first quarter, leading to unexpectedly weak inventory buildup for the traditional education laptop peak season starting in April [1] - The average forecast order volume for Dell and HP education laptops from MLCC suppliers in the second quarter has decreased by 20% to 25% quarter-over-quarter [1] Future Outlook - The decision of OEMs to potentially advance some North American orders from the third quarter to the second quarter will be a key observation point, as it may impact the strength of shipments in the second half of the year [1]