In-depth investigation of the MLCC industry chain: orders surge, production capacity reaches full capacity, upstream raw materials production expands rapidly.
Recently, the MLCC sector has experienced drastic fluctuations in stock prices in the secondary market, with mixed messages circulating. Is the industry chain experiencing real prosperity or just a hype? What is the actual supply and demand situation, and can the prosperity be sustained? With these questions in mind, reporters visited the original manufacturers, seeking confirmation from core companies and industry insiders. Feedback from the research shows that the current supply and demand situation of MLCC is tight, with main companies running at full capacity and no loosening of factory prices. Upstream material suppliers, as "shovel sellers," have abundant orders, with some companies already having their production lines expanded by four times their current capacity being locked in by customers in advance, ensuring worry-free sales for the next few years.
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