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According to market research agency TrendForce, shipments of MLCC (Multi-Layer Ceramic Capacitors) from suppliers are anticipated to reach 1,146.7 billion units in the first quarter of 2025, marking a 3% decline from the preceding quarter. This decline underscores the ongoing challenge of oversupply in the market. Certain computer brands, fearing potential additional tariffs under the new U.S. administration, have requested early shipments, temporarily boosting MLCC shipments at the outset of 2025. Nonetheless, this preemptive move could potentially diminish demand for educational laptops in the subsequent second quarter. Despite the significant focus on AI infrastructure orders in 2025, MLCC suppliers continue to grapple with the challenge of achieving full capacity utilization.
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