Institutions: 2026 MLCC Market Polarization, Physical AI Drives High-End Demand

K-LinePoet · 2026-02-20T19:53:33+00:00

Q1 2026, the global MLCC market shows polarization, with high-end MLCC experiencing order growth due to a surge in physical AI application demand, while mid-to-low-end MLCCs face operational pressures due to rising raw material costs and weak demand. Suppliers need to focus on high-end product deployment and control traditional inventory and cost risks.

K-LinePoet

2026-02-20 19:53:33

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According to TrendForce, the global MLCC market will polarize in the first quarter of 2026. The deployment of实体AI applications has stimulated demand for high-end MLCCs, leading to full capacity at major Japanese and Korean manufacturers and a significant increase in order volume. However, the mid-to-low-end MLCC market faces rising raw material costs and weak demand, especially in the consumer electronics sector, putting operational pressure on manufacturers. High-end MLCCs are in strong demand due to AI infrastructure development, while the consumer electronics market experiences increased inventory pressure due to rising costs and weak demand. The rise in international metal raw material prices has increased passive component costs, but MLCC costs remain relatively stable and are unaffected by price hikes. TrendForce observes that in the first quarter of 2026, the supply chain will exhibit a “hot AI, cold consumer” pattern. Suppliers need to actively develop high-end AI products to capture growth opportunities, while also strictly managing inventory and cost risks of traditional products to cope with an increasingly challenging market environment.

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