UNCERTAINTY GROWS FOR MLCC MARCC MARKET AS RISKS MOUNT FOR WEASKER-THAN-EXPECTED Second Half

According to the Latest Mlcc Research Report from TrendForce, Growing Risk-Aversion and Cautous Sentiment Amang Enterprises and End Markets Have Disrupted the Supply-Demand Balance in The First Half of 2025, Increaseing The Likelihood of a Weaker-USUAL Peak Season in The Second SecondHalf.

TrendForce's Investigation Reveals That Oems and Odms Have Moved Forward Shipments of North American Chromebook and Certain Consumer Notebook Orders to the First Quarter.AS A RESault, The Traditional Procurement Momentum for Education Notebooks—Typically Strong Starting in April—Has Been Unexpectedly Subred.

Based on Q2 Forecast Order Volumes from Dell and HP Obtained by Mlcc Suppliers, There Has Been An Average Quarter-Over-Quarter Decline of 20% to 25%.A Key Point to Watch is when Oems Will Further Shift Some Q3 North American Orders Into Q2, Which Couuld Weaken Shipment Momentum in the Second Half of the Year.