Electronic components are divided into passive components and active components. Today we are mainly talking about the development of passive components domestic and foreign giants. Japanese passive components are in the world. Passive component companies in my country are currently dominated by low-end products, but they have also emerged. Batches of high-quality passive component manufacturers.
Murata Manufacturing Co., Ltd.: Global leader in passive components
Founded in 1944, Murata Manufacturing Co., Ltd. is a global manufacturer of electronic components. Ceramic capacitors are its main products. Ceramic filters, high-frequency components, inductors and other products all have a leading position in the world. The rapid development of downstream smart phones and electronic products provides good business opportunities and smoothly enters the Apple industry chain.
In 2017, it achieved revenue of 1,371,842 million yen, a year-on-year increase of 20.81%, and achieved a net profit of 146.086 billion yen. Among them, the passive component revenue is 6.74 billion US dollars, accounting for about 52.3% of the total revenue, and accounting for about 20% of the global market share. It is a veritable world hegemon and has become a global manufacturer of MLCC and inductors.
When the company was first established, the company’s products were mainly used in titanium oxide ceramic capacitors for superheterodyne radios. Just as the Second World War had just ended, radios were a source of entertainment and information. By the advent of crystal radios in 1955, the company’s ceramic filters and ceramic capacitors had great market demand. By the 1990s, the development of the antenna duplexer GIGAFIL brought digital mobile phones into miniaturization and multifunctionalization. huge contribution. Since 1988, it has successively established production and sales companies in Thailand, China and other countries or regions, and embarked on the road of global production and sales. Today, it has become a global company.
Since the emergence of MLCC, Murata has always maintained its position in the world. It is the world's largest MLCC manufacturer and has a leading position. The global market share has never been lower than 20%. In the market, the market share has been higher. Since 2016, the company has shifted its focus to vehicles. MLCC market such as application and IOT. There are three main factors for the success of Murata ceramic capacitors and MLCCs:
1. Continuous innovation drive, constantly promoting new products and opening up new markets.
2. Focus on mastering the source and core links of upstream materials, involving material technology, pretreatment technology, product design technology and post-processing technology.
3. Continuously improve its own technology and product line through a series of mergers and acquisitions and cooperation around the company's core business.
Taiyo Yuden: Inductive and capacitive two-wheel drive
Founded in 1950, Taiyo Yuden is a leading manufacturer of passive components in Japan. Starting from capacitors, it has been committed to the research, development, production, and sales of various electronic components such as inductors, circuit modules, communication devices, energy devices, and communication devices. . The company's advantage lies in its commercialization activities with raw materials as the seven points, and it continues to expand into the fields of consumer electronics, automotive electronics, industrial equipment, healthcare and environmental energy.
At present, the company has become the world's fifth largest capacitor manufacturer, third largest MLCC manufacturer and third largest supplier of inductors, accounting for 6%, 13%, and 13% respectively. In 2017, revenue and net profit reached 230.7 billion yen and 5.428 billion yen respectively. Since its establishment in 1950, the company has continued to innovate its products. In 2004, it developed high-frequency, 0603-size multilayer chip inductors to obtain the world's inductance value. In 2006, it pioneered mass production of breakthrough EMOIN embedded multilayer communication substrates; research and development in 2017 The world's small high-frequency multilayer ceramic capacitors, etc., the products of the R&D Institute have achieved new breakthroughs, which not only enhances competitiveness, but also lays the foundation for the company's long-term development. In the past 70 years, the company has not only achieved the popularization of high-reliability products, but also upheld the corporate character of "fineness" and "".
At present, the company's products are mostly used in the communication field, and the automotive electronics field accounts for 24%, but the CAGR reached 34% in 2013-2017, which is a fast-growing field. The company actively develops capacitor products suitable for the automotive industry, industrial machinery, and health care markets. And other industries develop reliable and excellent product business.
ROHM: Craftsman spirit, focus on the main business
ROHM Co., Ltd. is one of the world's leading manufacturers of semiconductors and electronic components. It started as a resistor manufacturer in 1558, and gradually entered the field of semiconductors, diodes, ICs and other semiconductors in 1967. In 1971, ROHM became a home to enter the Silicon Valley of the United States. After more than half a century of development, Japanese companies have made automotive electronics ICs rank among the top ten in the world, resistors in the top three in the world, the company has many high-quality products, and has a certain position in the market in terms of power devices, sensors, and transistors. .
ROHM Semiconductor's revenue and net profit in the 2018 fiscal year were 397.106 billion yen and 37.249 billion yen, respectively. The year-on-year growth was 12.81% and 40.92% respectively. It restored the downward trend in performance in the past few years. The gross profit margin has been maintained for the past ten years. Around 34%. The net profit margin on sales in FY2018 was 9.38%, an increase of 1.88% from FY2017.
In the field of resistors, we have maintained global R&D strength. In 1976, we developed the world’s earliest rectangular chip resistors. After that, we continued to develop high-voltage, ultra-low resistance, anti-surge, and high-power chip resistors. In 2014, we developed the world’s smallest chip resistors. Grade SMR003 chip resistors have been mass-produced. At present, the company is researching and developing smaller SMR002 chip resistors in order to continuously innovate and lead the development of the resistor industry. ROHM insists on leading the development of the industry with technology, recruiting technicians to design and develop new products, and develop the world of double trench structure SIC-MOSFET to reduce the loss of products and achieve mass production, which is 73% lower than SIC-IGBT. It is for the implementation of the company. With the corporate policy of "Quality", 10 QA centers have also been established worldwide.
Kyocera: Global Electronic Ceramics
Kyocera Co., Ltd. was established in 1959, engaged in the business of precision ceramic parts, semiconductor parts, electronic components, etc., and has developed into a large-scale global supplier of trap ceramics. Since the development of ceramic multilayer packaging for large-scale integrated circuits in 1972, it has been leading the revolution in new materials. The company provides more than 200 M ceramic materials with high-purity, ultra-fine and high-performance ceramic powder manufacturing technology and technology. The company’s products have The characteristics of high strength, high biocompatibility, and durability have greatly promoted the development of industries such as industry, semiconductors, medical equipment, electronics, and environmental protection.
In fiscal year 2018, the company's revenue was 14.234 billion U.S. dollars and net profit attributable to its parent was 738 million U.S. dollars. It was listed on the Tokyo and New York Stock Exchanges in 1972 and 1980, respectively. Parts business, equipment and system business, and other businesses are the company’s three main business categories, of which electronic components, semiconductor components and other parts business accounted for 53.9%. In recent years, the company’s products have been continuously updated and upgraded, and developed Many new products in the consumer, automotive electronics, and 5G fields are expected to seize more relevant market shares.
The rise of Kyocera can be attributed to two aspects:
On the one hand, the company's technological moat and diversified expansion business strategy. Started to produce precision ceramics in the 1960s, grasped the core ceramic technology earlier, and continued to integrate industry chain technology and customer resources to expand business through epitaxial mergers and acquisitions, completed the vertical integration layout from materials to devices, and carried out a global market layout.
On the other hand, Japan's domestic policy support and the international market environment have also brought major development opportunities for companies. In the 1960s and 1970s, the Japanese government reformed the import tariff structure, set up import trade barriers, protected domestic enterprises and promoted growth, and the company quickly emerged on the east wind of the rapid development of the industry. After World War II, Europe suffered severe damage, and the huge demand for electronic products in the United States brought huge opportunities for the company's development.