Predictions for Q2 2018 include:
- Intel to replace Qualcomm in Apple production for iPhone modems
- Upcoming storm season in the APAC region may cause natural disasters that could disrupt supply chains
- Crypto craze to continue, which will continue to drive demand for graphics cards, power supplies and motherboards
- Multi-layer ceramic capacitors (MLCCs) are in demand as growing use in the automotive industry monopolizes the market supply
- MLCC lead times are extending to 50 weeks
