To seize the 5G and electric vehicle (EV) business opportunities, the Japanese electronic parts factory will expand its investment, and the equipment investment of the eight major factories will exceed 1 trillion yen. Taiyo Yuden intends to increase the production of multilayer ceramic capacitors (MLCC) by 15%.

The Nikkan Kogyo Shimbun reported on the 18th that due to optimism about the popularization of 5G and EVs, and the medium to long-term demand for electronic parts, Japanese electronic parts factories increased their equipment investment and attack this year (2021, April 2021-2022). For business opportunities, the total equipment investment of the eight major factories will exceed 1 trillion yen, which will increase by about 30% from the previous year (2020).

Kyocera (Kyoce) this year's equipment investment will increase by about 45% annually to 170 billion yen, a record high for two consecutive years. Kyocera President Hideo Tanimoto pointed out that "the production capacity of 5G-related parts with strong demand will increase by more than 10% compared to the previous year." Kyocera will invest in the Kagoshima Sawauchi Plant, which produces ceramic substrates, and the Ayabe Plant in Kyoto, which produces organic substrates.

Although Murata, the leading MLCC factory, has reduced its equipment investment this year compared to the previous year, its president Noriyuki Nakashima pointed out that “the previous year included the cost of acquiring land. If it is limited to investment in production lines, This year will be the same as or slightly higher than the previous year." Murata will set up an all-solid-state battery production line at the Yasu business site, which will mainly be supplied to wearable devices. In addition, Nakajima Kiki pointed out that "cylindrical batteries have a large number of orders and a backlog of orders, and a certain degree of investment is necessary."

The report pointed out that Taiyo Yuden, a major MLCC manufacturer, will increase its MLCC production capacity by 10-15% this year compared to the previous year.

Demand for MLCC is booming, Murata/Taiyang Yuden's revenue and profit hit new highs

Taiyo Yuden announced on May 13 that due to the strong demand for electrification and boosting of MLCC for vehicles, and the increase in demand for MLCC for consumer equipment such as game consoles, laptops and tablets, etc., it will drive 2020 (April 2020). -March 2021) Consolidated revenue, consolidated profit, and consolidated net profit all set a new record. Taiyo Yuden estimates that consolidated revenue will increase by 9.0% annually to 328 billion yen in 2021 (April 2021-2022), consolidated revenue will increase by 15.3% annually to 47 billion yen, and consolidated net profit will increase Annual growth of 4.8% to 30 billion yen, revenue and profit will continue to hit historical highs.

Taiyo Yuden estimates that the revenue of the capacitor division (MLCC division) in 2021 will increase by 11.7% to 218 billion yen.

Murata Manufacturing Co., Ltd. announced on April 28 that due to the strong demand for MLCC in many fields, the revenue, profit, and net profit in 2020 (April 2020-March 2021) will all set record highs. In 2020, Murata's capacitor division (mainly MLCC) revenue increased by 12.0% to 626.546 billion yen.

Murata pointed out that despite the chaos of chip shortages in the supply chain, the popularization of 5G, the recovery of automobile production and electrification will drive the demand for electronic parts to expand. Therefore, it is estimated that the 2021 fiscal year (April 2021-2022 March ) Consolidated revenue will increase by 1.8% annually to 1.66 trillion yen, consolidated revenue will increase by 2.2% annually to 320 billion yen, and consolidated net profit will increase by 1.2% annually to 240 billion yen. Revenue and profit will continue. A record high. Murata estimates that the revenue of the capacitor division in 2021 will increase by about 11% annually.

The director of Murata Manufacturing Co., Ltd. Masahiro Minamide stated on April 28 that a small amount of all-solid-state batteries will be produced in the first half of fiscal year 2021 (April-September 2021), and the plan will be in the second half (October 2021-2022). ) Increase production capacity.