Research Reports

Research Reports

MLCC Market Bulletin_20240620

Last Modified

2024-06-20

Update Frequency

Aperiodically

Format

PDF

Overview

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%...