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Caitong Securities: MLCC Demand Paradigm Shifts, AI Computing and Automotive Electronics Propel Industry Towards a 'K-shaped Recovery'
2026-06-04 /
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Author：小编
On June 4, Caitong Securities unveiled a research report highlighting that multilayer ceramic capacitors (MLCCs) are evolving from being merely consumer electronics cycle-dependent products to becoming pivotal components in cutting-edge technology growth areas, primarily focusing on AI computing power and automotive electronics. Fueled by a reconfiguration of demand dynamics, supply-side limitations in high-end production capabilities, and a 'K-shaped divergence' observed in price cycles, the global MLCC market is experiencing a structural metamorphosis. This transformation is steadily paving the way for domestic alternatives to gain traction.
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