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Japanese Semiconductor Material Makers Benefit China5g,Where To Go From Chinese

Post on Nov, 22 2023

 According to Nikkei News,Goldman Sachs has said,Expected2025China in5GInvestment will exceed1,500One hundred million U.S. dollars。Huawei Liang Hua said5GThe penetration rate will be4GDouble,Instead of6year,But3year。

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  China5GDevelopment impact,The biggest beneficiaries are Japanese semiconductor material manufacturers。According to Nikkei,Some chemical material suppliers in Japan are increasing output,For the upcoming5GTo prepare for strong demand。

  was founded in1918Deshan is one of them。It controls the world75%High Purity Aluminum Nitride Market,Aluminum nitride is the basic component of heat dissipation material,Prevents semiconductor overheating。Tokuyama is improving its main plant in southern Japan,With a view to next year4Monthly capacity increase40%。

  General Manager Tokuyama thinks,The largest demand market currently seen is the data center,“5GWill increase data consumption,Demand for semiconductors and thermal materials will increase。”

  Another beneficiary company isFuruya Metal。It provides the world90%Iridium compound,Iridium compounds are the basis of phosphorescent materials,Phosphorescent materials have been used in BOE of China,South Korea's Samsung Electronics andLGElectronic organic light emitting diode display。

  Currently,Major smartphone manufacturers have adopted high resolutionOLEDpanel,Furuya MetalChairmanKazuo Oishiprediction,5GPhone willOLEDGreater panel demand。Kazuo OishiWeigh,Furuya MetalSales of chemical products including iridium compounds and2017Doubled from fiscal year。

  SBISenior Analyst in SecuritiesMasami SawatoWeigh,Japanese material supplier、While domestic manufacturers of displays and consumer electronics provide services,Hone their expertise。SawatoSay:“now,Final product has been replaced by Chinese and Korean products,But the main material is still in Japan。”

  In addition to chemical material suppliers,Japanese parts makers are also expected to5GProfit from investments。

  Murata Manufacturing Co., Ltd.,Is the world's largest supplier of multilayer ceramic capacitors,Market share reached40%,Seen5GBase stationMLCCDemand exceeds expectations。apart from5GBase station requirements,past8The number of capacitors used in smartphones almost doubled in 2015,Samsung's first5GMobile phoneGalaxy S10 5GAnd other high-end equipment1,300Capacitors,ratio4GMore phones30%。GSMAAssociation Forecast,To2025China is expected to have6Billion5Guser,Of the global total40%。

  Besides,Murata has also developed an ultra-smallMLCC,Designed for5GMobile use,The capacitor is said to be only one-fifth of the existing capacitor,But the storage capacity is ten times。Second only to Murata and SamsungMLCCThird largest manufacturer Sun,Currently invested100Billion yen to increase production capacity,Capacitor third factory opened this year,

  After Murata(Murata)And Samsung(Samsung)ofMLCCTaiyo Yuden(Taiyo Yuden),Currently invested100Billion yen to increase its production capacity。It also opened a third factory for capacitors in March,Another new plant is under construction,Will be launched next spring。

  Another little-known Japanese company is Anritsu(Anritsu),The company's electronic measuring instruments are used for inspection5GWhether the device is working properly。For companies like Huawei and Qualcomm,These are essential tools。

  Huawei Chairman Liang Hua said,Huawei this year1Month to9Monthly expenditure in Japan is7800Billion yen(approximately72One hundred million U.S. dollars),Increase from the same period last year600Billion yen,There will be more in the future。

  therefore,We have reason to believe,In this wave,Japanese manufacturers will have more markets due to their advantages in materials,So how should Chinese material manufacturers develop??