Lates News

According to the latest MLCC research report from TrendForce, due to the increasing risk aversion and wait-and-see attitude of enterprises and end markets, the supply and demand rhythm of MLCCs in the first half of 2025 has been disrupted, and the risk of the "peak season not being booming" in the second half of the year has also increased. According to the investigation of the agency, OEMs and ODMs have successively advanced shipments of North American Chromebooks and some consumer notebook orders to the first quarter, leading to unexpectedly flat momentum in traditional education notebook stocking in April. Based on the forecast orders for Dell and HP education notebooks in the second quarter obtained by MLCC suppliers, the average quarter-on-quarter decrease is expected to be 20% to 25%. Whether OEMs plan to advance some of the North American orders for the third quarter to the second quarter and thus affect the intensity of shipments in the second half of the year will be a key point of observation.