The MLCC market is currently experiencing a notable divergence, fueled by a significant uptick in demand for AI computing power. In Huaqiangbei, the price of consumer-grade MLCCs has seen a dramatic decline, plummeting from 30 yuan to just 10 yuan. Conversely, high-capacity MLCCs tailored for AI servers and automotive applications are facing acute shortages, causing their prices to surge. Some orders for these high-end products have already been booked well into the second quarter of 2027.
