Samsung Electro-Mechanics has started raising fourth-quarter 2026 quotations for OEM and ODM customers, according to the latest MLCC industry research from TrendForce. The move, first reported in the research note cited by ChainCatcher, signals that the MLCC market has entered an upward phase.
TrendForce estimates that Samsung Electro-Mechanics will raise prices for consumer-grade X5R products by an average of 25% to 30% for OEM and ODM clients. The research says the company is using the increase to curb ordering demand and free up capacity for expansion of higher-end production lines. For high-end X6S products used in AI servers, pricing will depend on negotiations with individual customers, with average increases expected to range from 10% to 20%.
Japanese manufacturers Murata, Taiyo Yuden, and Kyocera are currently maintaining flat quotations and have not followed with price increases. Whether those suppliers decide to adjust pricing later will be a key indicator of whether the current uptrend broadens across the sector.
Samsung Electro-Mechanics has begun raising its quoted prices for the fourth quarter of 2026 for OEM and ODM customers, according to the latest MLCC industry research from TrendForce cited by ChainCatcher. The adjustment indicates that the MLCC sector has formally moved into an upward cycle.
TrendForce estimates that Samsung Electro-Mechanics will increase prices for consumer-grade X5R products by an average of 25% to 30% for OEM and ODM clients. The research said the company is using the move to restrain ordering appetite while freeing production capacity to expand higher-end manufacturing lines.
For high-end X6S products used in AI servers, pricing will depend on negotiations with specific customers. Average price increases for that category are expected to range from 10% to 20%.
Japanese manufacturers Murata, Taiyo Yuden, and Kyocera are so far taking a wait-and-see approach, with quotations remaining unchanged. Whether they later follow with price adjustments will be a key gauge of whether the uptrend extends across the market.
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