MLCC Price Hikes Again and Again, This Time It's Different

English summary

### MLCC Price Hikes Again and Again, This Time It's Different Time: 2026-07-29 21:43:24 Content: Samsung Electro-Mechanics officially announced that from August 1, MLCC prices will increase by 30% across the board; Taiyo Yuden will follow with an increase from September 1, with a rise of about 20%. The key is that both companies said the same thing: even with the price increase, delivery times cannot be guaranteed. In a word: this round is not an ordinary price increase - production capacity is truly insufficient. 1. How is this round of price increases different from before? Review the past MLCC price cycles: 2017-2018: MLCC shortage and price increases, mainly due to capacity switching by Japanese manufacturers and resonance in the mobile phone industry chain; 2020-2021: pandemic + 5G phone replacement + automotive-grade demand overlapped, MLCC prices soared; 2022-2023: weak consumer electronics demand, prices fell rapidly, industry entered destocking; 2024-2025: AI computing power demand + continued volume in automotive-grade, industry chain began to recover. ...