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On March 19, the Bank of Japan announced the end of its 17-year policy of maintaining negative interest rates. The country’s unsecured overnight call rate, which had previously been in the -0.1% to 0% range, rose to the range of 0% to 0.1%. This marks the first interest rate hike by the Bank of Japan since February 2007 and makes Japan the last country in the world to end the negative interest policy...
Also, according to feedback from MLCC suppliers, the demand from tenders related to Japan’s Giga School is lower than expected this year, dropping by nearly 10% compared with 2023. Additionally, Dell and HP have started selling AI notebook (laptop) computers that run on Intel’s Meteor Lake CPU platform through e-commerce websites and channel retailers...
Inflation in Europe and the US continues to ease, and central banks in many countries are considering lowering interest rates this year due to weak economic data. However, the long-term pressure from high interest rates on financing and borrowing has affected consumers’ purchasing power and continues to squeeze the profitability of various businesses...
The National People’s Congress and the Chinese People’s Political Consultative Conference, which are the two major annual events for observing the directions of the Chinese government’s economic policies, took place on March 4th in Beijing...
Even though global inflation continues to ease, a further lowering of the inflation is becoming more difficult as the target level approaches. The latest data from the US shows an increase in the CPI and PPI for February, with YoY growth rates of 3.2% and 1.6% respectively. This indicates that the upward trend in prices since the beginning of this year is not solely due to seasonal factors, and overall inflation pressure remains relatively heavy...
Global inflation continues to gradually ease, with the PCE and Core PCE of the US rising by 2.4% and 2.8% YoY respectively for January. While the YoY increases shrank, the MoM comparison actually shows the sharpest hikes in nearly a year...
Industries in East Asia have gradually resumed operations following the Lunar New Year. However, the arrival of the Year of the Dragon has not brought about a significant economic recovery worldwide...
According to official data from China, a total of 5.093 billion people were on the move during this year’s Lunar New Year holiday. Furthermore, the number of people taking domestic tourism trips reached 474 million...
1. Overview of Global Macroeconomic Conditions in 4Q23
2. Market Shares of Top 10 MLCC Suppliers in 4Q23
3. Production Capacity and Shipments of Top 10 MLCC Suppliers
4. BB Ratio
5. Quarterly Shipments of Top 10 MLCC Suppliers
6. Inventory Levels of Top 10 MLCC Suppliers
7. Supply-Demand Dynamics of MLCC Market in 1Q24
8. Price Trends of Different Categories of MLCCs in 2Q24
9. Annual MLCC Demand Forecast from Major Applications
10. Revenues of Top 10 MLCC Suppliers
There is still no sign of a notable improvement in the global political and economic situation with the arrival of 2024. Military conflicts in the Middle East have spilled over...
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