On the 29th, Samsung Electro-Mechanics stated during the conference call for its first quarter 2025 earnings report that "demand for smartphones in China has increased compared to the same period last year as the domestic market expands due to the iguhwan-shin policy," adding, "As a result, demand for multilayer ceramic capacitors (MLCC) has also risen."
It also noted, "The second quarter is expected to see an increase in set shipments due to the iguhwan-shin effect and the 6.18 promotion," adding, "We will respond while considering uncertainties such as tariff issues."
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