The Change in Electronics
Cross-boarder trade and investment in the Asia-Pacific region
October 26 , 2007 at Kyoto University (Katsura)
Hiroshi IWATSUBO
GM , Corporate Planning
Corporate Profile
Head Office:
Kyoto
Establishment October 1994
Incorporation December 23，1950
Sales Amount: 69,376 M JPY (as of March 31, 2007)
*Overseas Sales Amount 73％
Affiliated Companies: 56 (as of March 31, 2007)
(23 in Japan and 33 overseas)
Employee:
27,453 (as of March 31, 2007)
(Japan 18,461、Overseas 8,992)
2
Network in Japan
Hakui Murata Manufacturing Co., Ltd.
Komatsu Murata Manufacturing Co., Ltd.
Kanazu Murata Manufacturing Co., Ltd.
Sabae Murata Manufacturing Co., Ltd.
Anamizu Electronics Industries, Ltd.
Izumo Murata Manufacturing Co., Ltd.
Iwami Murata Manufacturing Co., Ltd.
Fukui Murata
Manufacturing Co., Ltd.
Okayama Murata Manufacturing Co., Ltd.
Wakura Murata Manufacturing Co., Ltd.
Himi Murata Manufacturing Co., Ltd.
Toyama Murata Manufacturing Co., Ltd.
Kanazawa Murata Manufacturing Co., Ltd.
Asuwa Electronics Industries, Ltd.
Azumi Murata Manufacturing Co., Ltd.
Tome Murata
Manufacturing Co., Ltd.
Ogaki Murata Manufacturing Co., Ltd
Tokyo Branch International Sales Department, Tokyo Branch
Head office
Yokaichi Plant
Yasu Plant
Head office
Branch / Plant ( MMC )
Research Center
Sales Office
Subsidiary
Sales Office of Subsidiary
3
Murata Electronics Co., Ltd.
Yokohama Technical Center
Nagaoka Plant
Research Center for Next
Generation Technology
Global Network
Murata Electronics (UK) Ltd
Murata Electrronics (Netherlands) B.V.
Murata Europe Management B.V.
Murata Europe Management B.V. Copenhagen Office
Murata Electrronics (Netherlands) B.V. Stockholm Office
Murata Electrronics (Netherlands) B.V. Helsinki Office
Murata Elektronik GmbH
Murata Electronics Switzerland AG
Murata Elektronik GmbH Budapest Office
Murata
Mura Elettronica S.p.A
Murata Electrronics (Netherlands)
B.V.Barcelona Office
SyChip Shanghai,
Shanghai Inc.
Murata Electronique S.A.
Wuxi
Wu Murata Electronics Co., Ltd.
Suzhou Murata Electronics Co., Ltd.
Murata Electronics Trading
g (Shenzhen) Co., Ltd
Murata Electronics (Thailand),Ltd.
Ltd.
(Thaila
Thai Murata Electronics Trading,
Ltd.
Tradi
Beijing Murata
rata Electronics
ics Co., Ltd
Murata Electro
ectronics
s Trading (Tianjin) Co., Ltd
Murata
Electronics North America, Inc.
Mu
Korea Murata Electronics Company, Limited
SyChip,
SyChip Inc.
Murata Manufacturing Co., Ltd.
Murata Electronics Trading
g (Shanghai) Co., Ltd
Murata Electronics Trading
Murata (China) Investment Co., Ltd
Mexico, S. A. de C. V.
Murata Electronics North America,Inc.
Taiwan Branch
Murata Electronics Philippines Inc.
Taiwan Murata Electronics Co., Ltd..
Murata World Comercial Ltda.
Murata Electronics (Malaysia) Sdn.Bhd.
Murata Trading (Malaysia) Sdn.Bhd.
Murata Electronics Singapore (Pte.) Ltd..
Hong Kong Murata Electronics Co., Ltd.
Murata Co., Ltd.
Murata Amazonia Industria
E Comercio Ltda.
Murata Amazonia Industria
E Comercio Ltda.
Murata Eletronica Do Brasil Ltda.
Head Office
Sales Office and Production Plant
Production Plant
Sales Office
Technology Developing Plant
4
Production and Sales Offices in Greater China
Beijing Murata Electronics Co., Ltd.
Murata Electronics Trading (Tianjin) Co., Ltd. Dalian Office
Murata Electronics Trading (Tianjin) Co., Ltd. Beijing Office
Murata Electronics Trading (Tianjin) Co., Ltd.
Murata Electronics Trading (Tianjin) Co., Ltd. Qingdao Office
Murata Electronics Trading (Shanghai) Co., Ltd.
Wuxi Murata Electronics Co., Ltd.
Murata (China) Investment Co., Ltd.
Murata Electronics Trading (Shanghai) Co., Ltd. Suzhou Office
Murata Electronics Trading (Shanghai) Co., Ltd. Hangzhou Office
Murata Electronics Trading (Shenzhen) Co., Ltd. Xiamen Office
Taiwan Murata electronics Co., Ltd. Taipei Office
Shenzhen Murata Technology Co., Ltd.
Hong Kong Murata Electronics Co., Ltd
Taiwan Murata electronics Co., Ltd.
Murata Electronics Trading (Shenzhen) Co., Ltd.
Murata Company Ltd (Hong Kong）
Regional Head Office
Sales Office and Production Plant
Production Plant
Sales Office
5
Major Products of Mobile Communication
SAW FILTER
Low Noise Amp
Receiving Circuit Interstage Filter
GaAs MMIC
Dielectric Filter
Chip Dielectric Antenna
Chip Multilayer LC Filter
First Intermediate
Frequency Filter
Surface Acoustic Wave Filter
First Intermediate
Frequency Filter
Ceramic Filter
2nd Local Synthesizer
Voltage-Controlled Oscillator （VCO）
Surface Acoustic Wave Filter
PLL Module
Antenna
Local Filter
Antenna Communal Area
High Frequency Top Filter
Chip Dielectric Antenna
Chip Multilayer Antenna
Chip Multilayer LC Filter
PLL module
VCO
Dielectric Filter
Surface Acoustic Wave Filter
Divider
RF Diode Switch
RFSub.Mod.
Connector
Micromini Coaxial Connector
Ｂｌｕｅｔｏｏｔｈ Module
Chip Multilayer 3ｄｂ
Hybrid Coupler
First Local Synthesizer
Voltage-Controlled Oscillator
（VCO） PLL Module
Base-station DC-DC Converter
Isolator
isolator
6
Coupler
Chip Multilayer
Hybrid Coupler
Power Amp
GaAs MMIC
Transmitter Circuit Interstage Filter
Dielectric Filter
Chip Multilayer LC Filter
Surface Acoustic Wave Filter
Major Products for Personal Computer
LCD Parts
Power Supply Circuit Parts
Semi/High Voltage Chip Multilayer
Ceramic Capacitor
DC/DC converter
High Volume Chip Multilayer Ceramic Capacitor
Chip Ferrite Bead
Semi/High Voltage Chip Multilayer
Ceramic Capacitor
Heat Protection Chip PTC Thermistor
Rechargeable Battery Temperature Control
Chip NTC Thermistor
Piezoelectric Transformer
CPU/Memory Control Parts
DC/DC Converter
Switching Power Supplies
Chip EMI Suppression Filters
Chip Coil
Chip Ferrite Bead
Chip Multilayer Delay Line
Chip Ceramic Oscillator
Input Device
Interface Parts
Chip Ferrite Bead
Ｂｌｕｅｔｏｏｔｈ Module
Piezoelectric Vibrating Gyroscope
Piezoelectric Sounderﾞ
Semi/High Voltage Chip Multilayer
Ceramic Capacitor
ＰＨＳ Data Card
USB Circuit Protective PTC Thermistor
Modem/Module
7
HDD/DVD/CD-ROM Parts
Sensitive Chip Shock Sensor
Chip Ceramic Oscillator
Major Products for Car Electronics
76GＨｚ Band Radar Module
Engine Controller
ITS (Information of Traffic System)
Knocking Sensor
NTC Thermistor
ECU Parts
Chip Dielectric Antenna
Dielectric Filter
Chip Multilayer LC Filter
In-Car Chip Multilayer Ceramic Capacitor
Chip Ceramic Oscillator
Ceramic Filter
Voltage Controlled Oscillator（VCO）/PLL Module
Navigation System
Back Sonar
Airborne Ultra Sensor
Door Mirror/Door Lock
PTC Thermistor
Burglar Alarm
Safety Parts
Air Bag Sensor
PLL Module for ETC
High Accuracy
Airborne Ultrasound Sensor
Angular Rate
Shock Sensor
Sensor for Car
Piezoelectric Buzzer
Navigation
High Frequency Wave Coaxial Connector
Dielectric Filter
Piezoelectric Shock Gyro
NTC Thermistor
Keyless Entry
Surface Acoustic Wave Oscillator
Surface Acoustic Wave Filter
Chip Multilayer LC Filter
Antenna Coil
8
Contribution to Miniaturization
and
Low Profile Electronic Devices
9
Conversion of Mobile Phone
Reference：DoCoMo
■Automobile Phone
■Shoulder Phone
■Mobile Phone
■Digital
ｹｰﾀｲTV電話
1979
<Multilayer
3216
10
1985
1987
1993
1999
おサイフ携帯
2001
2004
Ceramic Capacitor> - -MLCC
2012
1608
1005
0603
0402
Vertical Integration of Technologies
MATERIALS TECHNOLOGY
PROCESSING TECHNOLOGY
MODULES
ANALYSIS
AND
EVALUATION
COMPONENTS
AND ELEMENTS
DESIGN
TECHNO
LOGY
SOFTWARE
MATERIALS
PRODUCTION TECHNOLOGY
R&D Cost to Sales 7%
New Product Sales 30% - - >40%
11
R&D Investments/
Ratio of R&D Investments vs. Net Sales
(Million of Yen)
（％）
35,000
9
8
30,000
7
25,000
6
20,000
5
15,000
4
3
10,000
2
5,000
1
0
0
'01
'02
'03
(Fiscal Year)
12
'04
'05
R&D Investments
Ratio vs. Net Sales
Global Market Share
Multi layer Ceramic
Chip Capacitor
35%
EMI Clearing Filter
Ceramic Filter／Oscillator
65%～70%
13
35%
SAWF
25%～30%
Products Group
Bluetooth® Module／Wi-Fi
Switching Power Supplies for Flat Panel Displays
Terrestrial Digital Tuners for
Mobile Phones
Functional Modules
Gyro Sensors
Ceramic Resonators/Ceramic Filters
SAW Filters
Application Specific Components
Capacitors
Electronics Industry’s Infrastructure
14
EMI Filters
Net Sales
2006 Annual Consolidated basis ： 566,805
2006 Annual Parent Co. basis
： 490,642
2007 Annual Consolidated basis ： 615,000(expect)
2007 Annual Parent Co. basis
： 525,000(expect)
2015 Annual Consolidated basis ： 1,000,000 (target)
(Million of Yen)
1,100,000
1,000,000
Parent Co. basis
Consolidated basis
900,000
800,000
700,000
600,000
500,000
400,000
300,000
200,000
100,000
0
2001
15
2002
2003
2004
2005
2006
2007
expect
2015 (Fiscal Year)
target
Overseas Production
Less than 20% of production out of Japan
100%
100%
80%
80%
60%
60%
40%
40%
20%
20%
0%
0% 96F 97F 98F 99F 00F 01F 02F 03F 04F 05F
96F 97F 98F 99F 00F 01F 02F 03F 04F 05F
海外生産
国内生産
Overseas
Production
Domestic Production
16
Change of Business Environment
17
Change of Market and Customer
Market Change：
<1> Change of Leader
<2> Diversification and Complexity of Business
~ ’90
: Japanese manufacturer was the world leader.
’90~’00 : World leader shifted to non-Japanese.
’00~: Diversification and complexity of business model.
（EMS、ODM／OEM、Design House、IC、 etc.）
18
Main Electronic Device World Share
PC
Mobile Phone
Other
Siemens
18%
DELL
Nokia
17%
33%
5%
Other
LG
53%
6%
Sony Ericcson
Motorola
Samsung
7%
12%
19%
Hewlett Packard
14%
Lenovoﾞ
7%
Acer
5%
Fujitsu/
Fujitsu Siemens
4%
※Mobile Phone→2005 third quarter world market share VS end-user sales
PC→2005 World market shipment volume by vendor（provisional）
（Source）Gartner Data Quest
19
Relation Between“Seed Planting”and“Harvesting”
Seed Planting
Seed Planting
Sales
Marketing
Harvesting
Sales
Engineering Support
And
Development
20
Sales
Marketing
Future Structure
Global Sales and Marketing
Multi-National Production
- > More in overseas , More advanced products
Domestic R&D Activity
- > More in overseas
- > Basic research , not only in Japan
- > Support local customers
- > Use more engineering resource in overseas
- > Some collaboration with start-up companies
- > M&A
21