Based on the most recent MLCC industry research conducted by TrendForce, Samsung Electro - Mechanics in South Korea has recently emerged as the frontrunner in increasing quotes for OEM (Original Equipment Manufacturer) and ODM (Original Design Manufacturer) clients for the fourth quarter of 2026. This move signifies the official commencement of an upturn in the MLCC (Multilayer Ceramic Chip Capacitor) industry. TrendForce forecasts that Samsung Electro - Mechanics will hike the prices of consumer - grade X5R products for OEM and ODM clients by an average of 25% to 30%. The rationale behind this price increase is to curb the soaring order demand and create room for expanding high - end production lines. As for the high - end X6S products used in AI servers, their prices will be set through client negotiations. However, it is anticipated that there will be an average price increase ranging from 10% to 20%. At present, major Japanese manufacturers such as Murata, Taiyo Yuden, and Kyocera are adopting a wait - and - see stance, keeping their quotes unchanged. Whether these companies will follow suit and make price adjustments in the future will be a crucial factor in determining whether the price hikes will spread across the industry.
