In the fourth quarter of 2021, the average BB ratio of MLCC suppliers continued to decline month by month. Korean, Taiwanese, and Chinese suppliers’ inventory levels all rose to 90 days...
MLCC suppliers’ revenues reached a new high in the second quarter of 2021 thanks to the stay-at-home economy fueled by the COVID-19 outbreak...
Since 2H21, the high inventory levels that ODMs and suppliers faced have already become the market’s new normal. Material imbalances are a predicament yet to be resolved, and inventory levels stubbornly resist digestion...
In the last season of 2021, MLCC suppliers’ BB ratio and shipments have both declined due to stagnant consumer demand, ODMs’ chip supply problems, material imbalances, and China’s electricity rationing measures...
1.Top 10 MLCC Suppliers' 3Q21 Market Share
2.Production Plan
3.BB Ratio
4.Quarterly Shipment Forecast
5.Inventory Status
6.MLCC WW Demand Forecast
7.Manufacturing Location Information
8.Revenue Tracking
9.Automotive MLCC Supply Chain & Application
China’s hydropower and wind power are performing inadequately due to climate change on the landmass, and with Southeast Asian countries smothered by the pandemic, lockdowns and shutdowns have become commonplace and forced companies to dump orders to China instead, causing a rapid increase in industrial power...
When suppliers in China returned to work after the Golden Week holiday, they were informed of another wave of power rationing and asked to stagger their power usage. While China’s power rationing scheme has changed ...
On August 12, China's NDRC (National Development and Reform Commission) notified provincial authorities to assess the achievement of the goals of the Dual Control of Total Energy Consumption and Energy Intensity for the first half of 2021. Businesses in nine provinces under level 1 alert including Guangdong and Jiangsu...
The Delta variant of the COVID virus has ravaged Asia, with confirmed cases in Japan and Southeast Asian countries continually on the rise. Japanese company Murata made an emergency announcement on August 24th, declaring a week of shutdown for its Takefu plant in Fukui until August 31st...
The rampage of COVID-19 variants has disrupted electronic component manufacturing in Southeast Asia. Apart from IC supply shortage in the third quarter, ODMs also needed to face escalating inventory levels and sluggish end-market demand...