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Even though the traditional peak season has arrived, the US and China, as the world’s two major consumer markets, are facing issues such as slow progress in cooling inflation or recovering from deflation. As a result, the global economy as a whole continues to experience sluggish growth, and consumers are feeling more worried about the future outlook. This, in turn, has been impacting consumer purchasing power. In the US, the labor market, which has been fairly robust, is now showing signs of weakness...
Recent US economic data for the second quarter show a slowdown in domestic economic activities. Retail sales in May only rose by 0.1% MoM, lower than the previously expected growth rate of 0.2%. Also, non-farm employment increased by just 206,000, a drop from May’s 272,000. With the economic slowdown, inflation is gradually cooling down as well. The CPI for June in the US showed a YoY increase of 3%, while the Core CPI went up by 3.3% YoY, both lower than expected. Hence, hopes have been reignited for a rate cut in the second half of the year...
On the other hand, both the upstream and downstream of the supply chain have seen a ramp-up of production and shipments related to the new iPhone series. The third-quarter component demand from Foxconn, which is Apple’s main ODM partner, remains relatively the same in a YoY comparison. This suggests that Apple has not been deterred by the poor sales performance in the first half of the year and has not reduced the scale of its inventory preparations. Major Japanese MLCC suppliers, such as Murata and Taiyo Yuden, are gradually increasing the capacity utilization rates for the production lines that output the MLCCs used by Apple. Their shipments are expected to peak between August and September...
In early June, the 2024 Computex, a major global electronics trade show, kicked off in Taipei. Building on the AI industry revolution initiated by NVIDIA last year, this year saw both NVIDIA and AMD, as the two major GPU chip giants, collaborating with supply chain partners to introduce their latest servers, the GB200 and MI300. Additionally, prominent PC OEMs (brands) such as HP, Dell, Microsoft, Lenovo, Acer, and Asus were at Computex to show off their latest notebook PCs (laptops) that feature Qualcomm’s latest Arm-based SoC, the Snapdragon X...
Nevertheless, MLCC suppliers are now seeing relatively flat growth for 3Q24 orders related to smartphones, laptops, and general-purpose servers, with growth rates averaging less than 10%. On the other hand, the demand related to AI servers has been steadily rising since the unveiling of the new generation of Blackwell chips at NVIDIA’s GTC conference in the first quarter. Then, in June, with NVIDIA and its partners in the supply chain promoting their technologies at Computex, major ODMs including Foxconn, Quanta, and Wistron have also released positive forecasts for 3Q23 orders related to NVIDIA’s GB200, with QoQ growth rates averaging 15-20%...
As indicated by the Beige Book published by the Federal Reserve System at the end of May, economic activities have been continuously expanding between early April and mid-May in the US, though the fluctuating inflation has escalated enterprises’ pessimism towards the future. A key piece of economic statistics points to the respective YoY growth of 2.7% and 2.8% in PCE and core PCE during April, which although adhered to the expectations of economists, shows that PCE is indeed diminishing...
According to the Consumer Confidence Index data released by the University of Michigan in May, the index for American consumers has reached 67.4, hitting a six-month low. Hence, there is a lack of progress in cooling down inflation in the US, and there are even concerns about a potential resurgence of inflation. In view of this situation, consumers have been worrying about the risk of prices of goods returning to an annual increase of 3.5% next year...
The US economic data for 2Q24 has been mixed. The latest reports show that the US CPI rose by 3.4% YoY for April, with a lower growth rate as expected by the market. However, the country’s PPI unexpectedly climbed up in the same month, reaching a 12-month high with a YoY increase of 2.2%. This indicates that the trend of inflation is fluctuating in the US. Although the US Federal Reserve has stated that it is not considering raising interest rates, any rate cuts will likely be further delayed. The Fed’s view is that maintaining a high-rate environment may be necessary at the present...
1. Overview of Global Macroeconomic Conditions in 1Q24
2. Market Shares of Top 10 MLCC Suppliers in 1Q24
3. Production Capacity and Shipments of Top 10 MLCC Suppliers
4. BB Ratio
5. Inventory Levels of Top 10 MLCC Suppliers
6. Quarterly Shipments of Top 10 MLCC Suppliers
7. Supply-Demand Dynamics of MLCC Market in 2Q24
8. Price Trends of Different Categories of MLCCs in 3Q24
9. Annual MLCC Demand from Major Applications
10. Revenues of Top 10 MLCC Suppliers
During this year’s five-day May Day holiday in Mainland China, a wave of domestic travel had once again emerged. Not only were tickets for various tourist attractions across the country in high demand, but air and land transportation services were also fully booked. According to data from the country’s Ministry of Transport, the number of transport passengers in the country is estimated to have reached 56.99 million on May 1st, comparable to the figure resulting from this year’s Lunar New Year rush. This also indicates that China’s domestic consumption preference still leans towards travel and outdoor activities...
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