The MLCC price hike continues，and it keep affecting the switch and PON products industry. In this paper, we will introduce various mlcc manufacturers situation as below, including mlcc manufacturers worldwide and mlcc manufacturers in china:
1. MLCC Manufacturers: Japan Murata Manufacturing
Murata Manufacturing Co., Ltd. is a worldwide leader in the design, manufacture and sale of ceramic-based passive electronic components & solution. They have lots of production plants companies, like izumo murata manufacturing co ltd, tohoku murata manufacturing co ltd and fukui murata manufacturing co ltd, with multiple
murata manufacturing products.
1.1 Capacity Expansion Status
l on April 3, 2026，A Japan-based MLCC manufacturing plant belonging to one of the top mlcc manufacturers has been put into operation, focusing on the production of automotive-grade high-capacitance MLCCs.
l New production lines launched construction at Tome and Yōkaichi in Q2 2026, further balancing production capacity across Japan, Thailand and China.
l About the long term production capacity expansion plan: annual capacity increase is expected about 10%, all new production lines will focus first on high-end grades for automotive and AI servers.
1.2 Supply chain and price changes
Key customers will be notified of a 3%–8% price increase for automotive-grade and high-end industrial MLCCs; Prices of consumer-grade MLCCs will stay unchanged; The company launches eco-friendly bulk packaging which reduces MLCC packaging consumables about 99%.
2. Samsung Electro-Mechanics
2.1 In their official website it was disclosed that a large long term order for AI server MLCCs has been finalized with a leading North American cloud service provider, which is about 5500 billion South Korean won, which accounts for 10% of the annual revenue of MLCC.
2.2 all new production lines are invested in AI, new energy vehicles high pressure high-capacitance MLCCs, low-end mobile MLCC gradually control production and limit order acceptance.
3.TDK
Synchronous follow up Japanese peers, only increase the price for high-end industrial and automotive-grade MLCCs, keep consumer goods unadjusted; The car enterprise provides the power circuit capacitance simulation service.
4. Taiwan YAGEO Corporation
4.1Starting from July 1st in 2026, full capacity product line price increase including MLCC , and the average price of the original factory is raised by 50%. Starting July 1, 2026, price adjustments apply to all MLCC products，lifting 50% for Original manufacturers, lifting 40% for AI servers and automotive industry, and lifting 40% for sport market.
4.2 For the first time, the price increases not only just cover agents, but also cover OEM/EMS key customers, which accounts for 55% of the annual revenue.
4.3 about production capacity planning: Suzhou factory is currently fully loaded, prioritizing deliveries for long term orders from AI and new energy sectors. Plan to set up the sixth factory plant in Taiwan, increase new production lines for automotive-grade MLCCs.
5. Taiwan Walsin Technology Corporation
5.1 Starting from June 1st in 2026, increase the price of some MLCC and resistance.
5.2 Annual capital expenditure will increase an additional NT$500 million–1 billion for production capacity expansion. MLCC production capacity is expected to rise by 10% in 2026, and the operating rate maintained at a high level of 90% to capture high end orders from Japanese and Korean.
6. Mlcc Manufacturers in China: Guangdong Fenghua Advanced Technology (Holding) Co., Ltd
6.1The high-end MLCC base of the Xianghe industrial park (core production expansion project)
The total investment is about 52.72 billion yuan, and the production base was ready for produciton on April, 2026.
The first phase production capacity is about 5 billion units per month. The third phase production capacity will increase to 15.1 billion units, specially for High-end production capacity. The second phase's low-end small-sized production line will be terminated actively. All new production lines will be inclined to automotive-grade, AI high-capacity, and high-voltage MLCC. The low-profit consumer-grade production capacity will be abandoned.
Overall capacity scale: currently the MLCC capacity is 65 billion units per month, at the end of 2026 it may achieve 8 billion becoming the No.1 in the domestic MLCC capacity.
6.2 Price adjustment strategy
Starting from August 2026, they will executive a new price strategy: for AI high capacity and vehicle-mounted high voltage MLCC, the price will increase 15%~ 100%, for high and medium pressure models the price will increase 8%~ 25%, and the for consume level models will increase 5%~ 10%.
Official price logic: Matching barium titanate, precious metal electrodes, and the continuously rising energy costs, while there is a shortage for high-end products, costs are passed on to the downstream; For long-term contracts with major customers, the increase is moderately relaxed, while the increase in the spot market is even higher.
7.Mlcc Manufacturers in China: Chaozhou Three-Circle (Group) Co., Ltd.
7.1The long-term orders for AI and automotive-grade MLCC have been locked until the first half of 2027. And they reduce low-end consumption capacity. There were two rounds of price hikes for high-capacitance products in April and June 2026.
7.2 the self-contained of barium titanium acid, matching 0402/01005 high capacity AI MLCC quantity production; Super thin layer 50nm below high-end MLCC small batch sample.
self-supply barium titanate powder, supporting mass production of 0402/01005 high-capacitance AI MLCC. Small-batch sampling is underway for high-end MLCC with ultra-thin layers below 50 nm.
8.Mlcc Manufacturers in China: GUANGDONG VIIYONG ELECTRONIC TECHNOLOGY CO., LTD.
In July 2026, at the Shanghai exhibition they launched the full AI server MLCC solution, which is geared for GPU and high-speed optical communication computing power equipment.The shipment volume of ultra-micro MLCC belongs to Chin’s first tier, focusing on domestic automotive-grade and data center solutions.
9.Summary
From the above, it can be seen that all major manufacturers even including mlcc manufacturers in india have prioritized the new production capacity for automotive-grade high-voltage high-capacity, AI server low ESLMLCC, while they decreased the production capacity of low-end consumer electronics. Because barium titanate, silver-palladium electrodes, rising energy costs, combined with the explosive demand for AI and new energy vehicles, it led to global price adjustments during the period from May to July 2026. Leading original equipment manufacturers have implemented long-term contracts to lock production volumes, resulting in a shortage of spot goods and extended delivery times for small and medium-sized orders.
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