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After stock-taking in late 2021, ODMs made a significant improvement in inventory level control with inventory levels falling...
After two years under the pandemic, global supply chains have managed to persevere through hardship, yet the alarming rate at which the Omicron variant spreads has kept them on their toes in 2022...
The allocation of Murata's primary production hubs and production capacity is as follows...
According to the information published on the website of China’s National Health Commission, 132 domestic COVID-19 cases were reported in a single day on January 5...
MLCC prices will stabilize in 1Q22. Due to differences in requirements from smartphone brands and notebook PC/server ODMs, the development of advanced and low-mid range MLCC prices has varied...
After the MLCC market went through 2 consecutive quarters of weakening pull-in orders, suppliers’ average BB ratio...
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...
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