WsxMall > Industry Information > [Core Information] The Peak Season Market In The Third Quarter Is Expected, And Murata And TDK Inductor Materials Are Planning To Increase Prices.

[Core Information] The Peak Season Market In The Third Quarter Is Expected, And Murata And TDK Inductor Materials Are Planning To Increase Prices.

WsxMall 2026-05-04 13:58:41 0 Related Key Words: [Core Information] The peak season market in the third quarter is expected and Murata and TDK inductor materials are planning to increase prices.

[Core Information] The peak season market in the third quarter is expected, and Murata and TDK inductor materials are planning to increase prices.

First-line passive component manufacturers such as Murata and TDK plan to increase the price of inductor beads

Driven by multiple factors such as the concentrated release of new mobile phone models in the second half of the year, the gradual recovery of the PC market, and rising silver prices, industry rumorsMurata, TDKMajor international manufacturers plan to increase their quotations for multilayer inductors and magnetic beads.

Market forecast:Large-size categories take the lead in price increases, the expected increase is about10%—20%, the peak season price increase for passive components has begun.

2. Brokers are optimistic about the peak electronics season in the third quarter, with storage and SoC booming.

Brokerage research report analysis pointed out that the recovery momentum of AI and storage tracks is stronger, and traditional consumer electronics are steadily picking up; the third quarter, as the traditional peak season of the industry, will fully drive the demand for terminals such as mobile phones, PCs, and general servers.

At present, many domestic chip design companies have released advance performance forecasts, which are promising.Apple industry chain, digital SoC, storage, serverThe performance of related companies in the third quarter has recovered and improved.

3. IDC: Q2 global mobile phone shipments increased 6.5% year-on-year to 285.4 million units

IDC data shows that global smartphone shipments in the second quarter of 2024285.4 million units, a year-on-year growth of 6.5%, but demand in some regions has not yet fully recovered.

Brand layout:

Samsung and Apple rank in the top two, with shares of 18.9% and 15.8% respectively;
Xiaomi jumped to third place, with a year-on-year growth of 27.4%, and strong performance in emerging markets and domestic markets;
Vivo and OPPO ranked fourth and fifth, with shipments both achieving double-digit and positive growth year-on-year, and the overall Android camp has recovered significantly.

4. Samsung completes 10.7Gbps LPDDR5X verification and will support MediaTek’s flagship platform

Samsung's first10.7Gbps LPDDR5XThe memory has been verified and its speed exceeds the industry's current mainstream specification of 9.6Gbps. Mass production is expected in the second half of the year.

The product is built on the 12nm process, with performance increased by over 25% and capacity increased by over 30%. The single package capacity can reach up to 32GB, adapting to the high bandwidth and large-capacity memory requirements of end-side AI; it will be first installed on MediaTek in the second half of the yearDimensity 9400Flagship mobile platform.

5. Tongfu Microelectronics’ pre-profit in the first half of the year reached a maximum of 375 million yuan, successfully turning around losses year-on-year

Tongfu Microelectronics releases first half performance forecast, expected net profit288 million to 375 million yuan, achieving a year-on-year turnaround from losses to profits.

Benefiting from the overall recovery of the semiconductor industry and the growth in demand driven by AI applications, the company's capacity utilization rate has continued to rebound, revenue has steadily expanded, the revenue share of mid-to-high-end packaging and testing products has increased significantly, and operating conditions have significantly improved.

Previous： [Core Information] Device-Side AI Is Ushering In Its First Year Of Explosive Growth, And MCU/MPU Giants Are Iterating New Products To Seize Industry Opportunities.

Next： The Core Innovation Index Is Upgraded Again: Put Big Data On The "Core" And Open A New Era Of Component Data

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[Core Information] The Peak Season Market In The Third Quarter Is Expected, And Murata And TDK Inductor Materials Are Planning To Increase Prices.

[Core Information] The peak season market in the third quarter is expected, and Murata and TDK inductor materials are planning to increase prices.

First-line passive component manufacturers such as Murata and TDK plan to increase the price of inductor beads

2. Brokers are optimistic about the peak electronics season in the third quarter, with storage and SoC booming.

3. IDC: Q2 global mobile phone shipments increased 6.5% year-on-year to 285.4 million units

4. Samsung completes 10.7Gbps LPDDR5X verification and will support MediaTek’s flagship platform

5. Tongfu Microelectronics’ pre-profit in the first half of the year reached a maximum of 375 million yuan, successfully turning around losses year-on-year

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