Murata :supply of resin multilayer board MetroCirc:Increased 5G-related demand
President “Multiple smartphone manufacturers in Asia” looking to increase production due to 5G-related demand
The stock price was bought up to 5904 yen, up 2.5%, and the highest price in six months since April 26
Murata: 16th interview
As for the resin multi-layer circuit board MetroCirc used for high-performance smartphones, it has been revealed that it has expanded its supply destination beyond Apple in 2019.
In an interview on the 16th, President Murata revealed that the new supplier is “multiple Asian smartphone manufacturers”.
Demand is strong against the backdrop of high-speed communication of smartphones, including the next-generation communication standard (5G),
About MetroCirc: Resin multilayer substrate
MetroCirc’s sales have already exceeded 100 billion yen, which will be a fairly large business in the future.
This is one of the businesses that Murata is currently focusing on.
A resin multilayer substrate using LCP (liquid crystal polymer).
MetroCirc can be bent,
Ideal for laying down complex electronic circuits in narrow spaces,
Indispensable for high-performance smartphones.
Competitors:
Competing manufacturers supplying flexible substrates based on the same LCP include Taiwanese FPC manufacturers, Career Technology, US Amphenol, and Allied Forces.
Murata intends to diversify / stabilize revenue sources by expanding suppliers beyond Apple.
Sales of modules including MetroCirc in the April-June period were 95.2 billion yen, an increase of 10% from the same period of the previous year, and the composition ratio accounted for about 27%.
Murata is strengthening the development and manufacturing of capacitors and modules for smartphones and automobiles in preparation for the “spread of next-generation communication standards (5G) and advanced driver assistance systems (ADAS)”.
Bloomberg
https://www.bloomberg.co.jp/news/articles/2019-10-16/PZ73T0T0G1L101