According to the Nikkei Shimbun 30th morning report, benefiting from 5G demand blessings, Japan's 6 largest electronic parts factories (Murata Manufacturing, TDK, Kyocera, Nidec, Alps Alpine, and Nitto Denko) last quarter (10-12 2019) The total amount of orders increased by 2% from the same period last year to about 1.56 billion yen, achieving the first increase in 5 quarters. However, the spread of China's new coronavirus pneumonia epidemic has added uncertainty to the outlook for orders.
Data show that as of Q3 2019 (July-September), the order value of the six major Japanese electronic component factories has shrunk for the fourth consecutive quarter, but under the blessing of 5G demand, the order value of the six major Japanese component factories has improved, and in the previous quarter ( (October-December 2019) The first increase in 5 seasons.
Among them, Murata's orders in the previous quarter increased by 5-10% compared with the same period last year. In this regard, Murata Manufacturing said that it mainly benefited from the increase in demand for 5G base stations; TDK also benefited from the demand for base stations, and the number of orders showed a slight increase.
In addition, Murata Manufacturing President and President Hirofumi Murata said in an interview with the Japanese media in October last year that the global demand for electronic components such as MLCC is declining. Murata said that global demand for electronic components is expected to rebound after the beginning of 2020.
Murata Hengfu said that specifically, 5G-related parts have been ordered smoothly, especially the demand for Chinese base stations has begun.