Murata orders have increased greatly!
Due to the great increase in orders from January to March 2024, the global accumulated ceramic capacitor (MLCC) leading factory Murata Murata is expected to show its first growth in three years this year, and the MLCC plant's rivers will rise.According to the latest news of the Murata Production Institute, due to the demand for electronic parts for smartphones, the electricization of vehicles, the increase in demand for vehicle parts, the increase in orders in the previous quarter, and the improvement rate of the crowd. The monthly consolidated revenue is estimated to increase by 3.6%to 1.7 trillion yen, and the merger benefits will increase by 39.2%to 300 billion yen. The merger will increase by 30.0%to 235 billion yen. 2. Interest) The first time in the past three years will increase.
Murada Murada Murada Takamoto said, "Parts of the smartphone market showed a recovery. The demand from low -end models and high -end models from low -end models and specific customers has increased." Murata Hengfu pointed out that the MLCC factory's motion rate is estimated to rise to 85-90%this year (80-85%of the previous year).
From the perspective of the department, Murata estimates that this year's component departments (including capacitors and inductors/EMI filters) revenue will increase by 8.5%to 1.3.1 billion yen, of which capacitors (mainly MLCC) battalions The revenue is estimated to be 8.7%to 818.9 billion yen, and the revenue of the inductance/EMI filter is estimated to increase by 7.7%to 194.2 billion yen.
Murata estimates that the component/module department this year (including high frequency/communication module, energy/power component and functional components) revenue will be reduced by 3.1%to 673.8 billion yen annually, of which high -frequency/communication module (including high -frequency module (including high -frequency module modules , Surface wave filter, connector, resin multi -layer substrate "Metrocirc", etc.) revenue is estimated to be 1.9%annually to 431.6 billion yen, energy/power components (including lithium -ion batteries, power modules) revenue will year The revenue of 12.3%to 144.2 billion yen, functional components (including sensors, etc.) is estimated to increase by 8.1%to 98 billion yen.
Murata pointed out that the overall order received from January to March 2024 was 410.5 billion yen, an increase of 30.8%over the same period last year.
Murata estimates that the global smartphone demand this year will increase by 3%to 1.18 billion, of which 5G smartphones are estimated to increase by 17%annually to 770 million; PC demand is estimated to increase by 2%to 370 million units annually to 370 million units The demand for automobiles is estimated to be less than 90 million units, of which the demand for electricized models is estimated to increase by 20%to 36 million units.
Murata also announced the financial report of the previous year (April 2023-March 2024): The demand for smartphones and vehicles increased, but due to the reduction of PC and industrial machines, the annual decrease of consolidated revenue was 2.8%to 1.640.2 billion days. Yuan; Due to the decline in the population and the decline in product prices, coupled with the loss of 49.5 billion yen of cylindrical lithium ion battery business, the combined benefits decreased by 27.8%to 215.4 billion yen. %To 180.8 billion yen.
Judging from the situation in the last quarter alone, Murata's merging revenue increased by 12.3%compared with the same period last year to 390.4 billion yen.
