• Latest
  • Trending
  • All
  • Capacitors
  • Resistors
  • Inductors
  • Filters
  • Fuses
  • Non-linear Passives
  • Applications
  • Integrated Passives
  • Oscillators
  • Passive Sensors
  • New Technologies
  • Aerospace & Defence
  • Automotive
  • Industrial
  • Market & Supply Chain
  • Medical
  • RF & Microwave
  • Telecommunication

Murata expects strong MLCC demand for 5G smartphones

20.11.2019

Optimizing Tantalum Capacitor Manufacturing Through Yield Strength and Plasticity Analysis in Welding Processes

30.11.2023

Researchers Present New Record Energy Storage Carbon Material for Supercapacitors

30.11.2023

Q Factor Modelling; How Poles and Zeros Relate to Q Factor

30.11.2023

Bourns Unveils New Data and Signal Surge Protective Devices

30.11.2023

Bourns Unveils Thermally Protected MOV Surge Protective Devices

28.11.2023

 Exxelia Opens Manufacturing Site in Morocco

27.11.2023
  • Home
  • Privacy Policy
  • EPCI Membership & Advertisement
  • About
No Result
View All Result
NEWSLETTER
Passive Components Blog
  • Home
  • NewsFilter
    • All
    • Aerospace & Defence
    • Antenna
    • Applications
    • Automotive
    • Capacitors
    • Circuit Protection Devices
    • Filters
    • Fuses
    • Inductors
    • Industrial
    • Integrated Passives
    • Market & Supply Chain
    • Market Insights
    • Medical
    • New Materials & Supply
    • New Technologies
    • Non-linear Passives
    • Oscillators
    • Passive Sensors
    • Resistors
    • RF & Microwave
    • Telecommunication
    • Weekly Digest

    Optimizing Tantalum Capacitor Manufacturing Through Yield Strength and Plasticity Analysis in Welding Processes

    Researchers Present New Record Energy Storage Carbon Material for Supercapacitors

    Q Factor Modelling; How Poles and Zeros Relate to Q Factor

    Bourns Unveils New Data and Signal Surge Protective Devices

    Bourns Unveils Thermally Protected MOV Surge Protective Devices

     Exxelia Opens Manufacturing Site in Morocco

    Sumida Extends Ferrite Drum Inductors Offering with Lower DCR and Wider Inductance Range

    How Clock Oscillator Works

    Toroidal Flat Wire PFC Inductors vs. Round Wire PFC Inductors; Würth Elektronik Webinar

    Trending Tags

    • Ripple Current
    • RF
    • Leakage Current
    • Tantalum vs Ceramic
    • Snubber
    • Low ESR
    • Feedthrough
    • Derating
    • Dielectric Constant
    • New Products
    • Market Reports
  • VideoFilter
    • All
    • Antenna videos
    • Capacitor videos
    • Filter videos
    • Fuse videos
    • Inductor videos
    • Non-linear passives videos
    • Oscillator videos
    • Passive sensors videos
    • Resistor videos
    • Sensors

    Addressing EMC Issues; Texas Instruments and Würth Elektronik Webinar

    DC-Link Film Capacitors for DC-Charger Applications; WE Webinar

    Transformer Design for EMC; WE Webinar

    Filter Calculation and Selection with REDEXPERT EMI Filter Designer; WE Webinar

    Experimental Demonstration of Inductor Back Electromotive Force EMF

    Charging/Discharging of Linear andNon-linear Capacitors

    How to Select Inductor For Switching Power Supply

    Oscillators Integration, Selection Guide and Design In

    Input Capacitor Selection for Power Supplies – Part 3: Electrolytic Capacitors

    Trending Tags

    • Capacitors explained
    • Inductors explained
    • Resistors explained
    • Filters explained
    • Application Video Guidelines
    • EMC
    • New Products
    • Ripple Current
    • Simulation
    • Tantalum vs Ceramic
  • Knowledge Blog
  • Suppliers
    • Preferred Suppliers
    • Who is Who
  • Events
  • Home
  • NewsFilter
    • All
    • Aerospace & Defence
    • Antenna
    • Applications
    • Automotive
    • Capacitors
    • Circuit Protection Devices
    • Filters
    • Fuses
    • Inductors
    • Industrial
    • Integrated Passives
    • Market & Supply Chain
    • Market Insights
    • Medical
    • New Materials & Supply
    • New Technologies
    • Non-linear Passives
    • Oscillators
    • Passive Sensors
    • Resistors
    • RF & Microwave
    • Telecommunication
    • Weekly Digest

    Optimizing Tantalum Capacitor Manufacturing Through Yield Strength and Plasticity Analysis in Welding Processes

    Researchers Present New Record Energy Storage Carbon Material for Supercapacitors

    Q Factor Modelling; How Poles and Zeros Relate to Q Factor

    Bourns Unveils New Data and Signal Surge Protective Devices

    Bourns Unveils Thermally Protected MOV Surge Protective Devices

     Exxelia Opens Manufacturing Site in Morocco

    Sumida Extends Ferrite Drum Inductors Offering with Lower DCR and Wider Inductance Range

    How Clock Oscillator Works

    Toroidal Flat Wire PFC Inductors vs. Round Wire PFC Inductors; Würth Elektronik Webinar

    Trending Tags

    • Ripple Current
    • RF
    • Leakage Current
    • Tantalum vs Ceramic
    • Snubber
    • Low ESR
    • Feedthrough
    • Derating
    • Dielectric Constant
    • New Products
    • Market Reports
  • VideoFilter
    • All
    • Antenna videos
    • Capacitor videos
    • Filter videos
    • Fuse videos
    • Inductor videos
    • Non-linear passives videos
    • Oscillator videos
    • Passive sensors videos
    • Resistor videos
    • Sensors

    Addressing EMC Issues; Texas Instruments and Würth Elektronik Webinar

    DC-Link Film Capacitors for DC-Charger Applications; WE Webinar

    Transformer Design for EMC; WE Webinar

    Filter Calculation and Selection with REDEXPERT EMI Filter Designer; WE Webinar

    Experimental Demonstration of Inductor Back Electromotive Force EMF

    Charging/Discharging of Linear andNon-linear Capacitors

    How to Select Inductor For Switching Power Supply

    Oscillators Integration, Selection Guide and Design In

    Input Capacitor Selection for Power Supplies – Part 3: Electrolytic Capacitors

    Trending Tags

    • Capacitors explained
    • Inductors explained
    • Resistors explained
    • Filters explained
    • Application Video Guidelines
    • EMC
    • New Products
    • Ripple Current
    • Simulation
    • Tantalum vs Ceramic
  • Knowledge Blog
  • Suppliers
    • Preferred Suppliers
    • Who is Who
  • Events
No Result
View All Result
Passive Components Blog
No Result
View All Result

Murata expects strong MLCC demand for 5G smartphones

20.11.2019
Reading Time: 4 mins read
A A

Nikkei Asian Review published an interview with Murata’s president Tsuneo Murata with comments to the actual market development.

Murata market cap is over 4 trillion yen ($36.7 billion). It is perfectly positioned to capitalize on superfast 5G telecommunications. The company controls around 40% of the global market for multiple-layer ceramic capacitors. Analysts say it even stands to benefit from the U.S.-China trade war.

RelatedPosts

Optimizing Tantalum Capacitor Manufacturing Through Yield Strength and Plasticity Analysis in Welding Processes

Researchers Present New Record Energy Storage Carbon Material for Supercapacitors

Q Factor Modelling; How Poles and Zeros Relate to Q Factor

Nevertheless, Tsuneo Murata, the company’s third president, is uneasy.

From the very beginning, the business has been at the mercy of booms and busts. Take 5G. Although the technology is just starting to spread, Tsuneo knows it is only a matter of time until orders dry up.

He also fears that, far from profiting from the U.S-China rivalry as many investors expect, Murata will become a vivid window on how the conflict benefits no one.

Tsuneo seems haunted by something his father, founder Akira Murata, wrote in a 1994 autobiography. “It is my view that the electronic components industry is visited by a major recession every 10 years.”

Murata’s business has taken a hit as the sun sets on 3G and 4G mobile technology and global smartphone shipments stall. On Oct. 31, it reported a 16% drop in net profit for the first half, and projected an 18% decline for the full year. Nevertheless, Tsuneo is confident this particular downturn is just a blip.

“I expect shipments of 5G smartphones to start growing from next fiscal year onward,” he said when he announced the earnings. In a recent interview, he said the inventory adjustment is “likely to be a short one.”

Tsuneo stresses it is still early days. “5G handsets have just hit the market and will make up only 15 million units out of the 1.3 billion-unit smartphone market in the current fiscal year,” he said. But the company has already “seen stronger-than-expected demand” for MLCCs for 5G base stations.

Then there is the trade war. This has opened new doors for Murata and other Japanese suppliers in China. Though it has hurt the global economy, Garg said, the conflict “is likely to change the competitive dynamics in favor of Japanese players.”

“Japanese suppliers in general have occupied a sweet spot,” CLSA’s Garg said. “They don’t have to side either with the U.S. or China. They can basically dual-supply both China and the U.S.”

The greater China region now accounts for 56% of Murata’s sales. Garg predicted that is “only going to increase.”

China’s rush to roll out 5G ahead of schedule is another fillip. Beijing handed out new spectrum licenses in June, three months earlier than planned, seeking a burst of telecom investment to rev up the economy. By 2025, China will have 600 million 5G subscribers or about 40% of the global total, according to an estimate from London-based GSMA reported in the Financial Times.

The head start in China should help tide Murata over until Japanese carriers launch their own 5G services, just ahead of the Tokyo Olympics next summer, and Apple releases 5G iPhones, likely next fall.

Even so, Tsuneo downplays the idea that the trade war is a positive.

“We do not expect we will benefit from the trade war in any significant way,” he told the Nikkei Asian Review. He said he is more worried that the prolonged tensions will harm Chinese consumer sentiment, hinder capital investment and damage the overall Chinese economy.

The cutbacks may be only temporary. But unless Murata takes advantage of the 5G momentum to find other growth avenues, Tsuneo worries it could find itself in the same predicament — or worse — in another 10 years. Analysts would also like to see the company find a firmer footing, free from the vagaries of smartphones and geopolitics.

Acquisitions might be one way forward. Murata, however, has always preferred organic growth — a preference recent attempts at deal-making have done nothing to change.

Tsuneo sounds unenthusiastic about additional acquisitions. “It is time for us to focus on producing results from the acquisitions we’ve made in the past,” he told Nikkei.

“Takeovers are not the only way to acquire new technologies or business models,” he said. “We are exploring other options, too.

Featured image: Tsuneo Murata source: Murata

Read the full story in the link below.

Source: NIKKEI ASIAN REVIEW

Related Posts

Capacitors

Optimizing Tantalum Capacitor Manufacturing Through Yield Strength and Plasticity Analysis in Welding Processes

30.11.2023
33
Capacitors

Researchers Present New Record Energy Storage Carbon Material for Supercapacitors

30.11.2023
28
Market & Supply Chain

 Exxelia Opens Manufacturing Site in Morocco

27.11.2023
57

Upcoming Events

Dec 4
20:00 - 21:00 CET

Film Capacitors: The Versatility and Stability

Dec 5
15:00 - 16:00 CET

High Voltage Power Distribution Units and Fuse Selection Importance

Dec 6
11:00 - 12:00 CET

Miniaturization, mechatronics, microvia: SLIM.flex PCB

View Calendar

Popular Posts

  • Understanding High-Precision Resistor Temperature Coefficient of Resistance

    0 shares
    Share 0 Tweet 0
  • What is a Dielectric Constant of Plastic Materials ?

    4 shares
    Share 4 Tweet 0
  • Ripple Current and its Effects on the Performance of Capacitors

    3 shares
    Share 3 Tweet 0
  • Why Low ESR Matters in Capacitor Design

    0 shares
    Share 0 Tweet 0
  • Trendforce Predicts Modest Growth of MLCCs Through 2024

    0 shares
    Share 0 Tweet 0
  •  Exxelia Opens Manufacturing Site in Morocco

    0 shares
    Share 0 Tweet 0
  • Leakage Current Characteristics of Capacitors

    0 shares
    Share 0 Tweet 0
  • Optimizing Tantalum Capacitor Manufacturing Through Yield Strength and Plasticity Analysis in Welding Processes

    0 shares
    Share 0 Tweet 0
  • Filter Poles and Zeros Explained

    0 shares
    Share 0 Tweet 0
  • Advancement of Ceramic Safety Y-Capacitor Technology for EV and Power Applications

    0 shares
    Share 0 Tweet 0

Newsletter Subscription

 

Archive

2023
2022
2021
2020
2019
2018
2017

Symposium

Passive Components Networking Symposium

Passives e-Learning

Knowledge Blog

  • Home
  • Privacy Policy
  • EPCI Membership & Advertisement
  • About

© EPCI - Premium Passive Components Educational and Information Site

No Result
View All Result
  • Home
  • News
  • Video
  • Knowledge Blog
  • Preferred Suppliers
  • Events

© EPCI - Premium Passive Components Educational and Information Site

This website uses cookies. By continuing to use this website you are giving consent to cookies being used. Visit our Privacy and Cookie Policy.