In 5g era, the advantages of Japanese component manufacturers are highlighted

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The fifth generation of mobile communications （5G） The era will be in 2020 Officially opened in ！2019 In the U.S. 、 South Korea 、 The European 、 China and other countries began to 5G Commercial . Japan also plans to 2020 It began to go into business in the spring of 2008 . This is a great opportunity for Japanese electronic parts manufacturers who supply high reliability parts to the world . Not only has it been put into production one after another 5G A smart phone , and 5G Base stations are also looking forward to the Tokyo Olympics 、 The Paralympic Games are an opportunity to prepare .

Japanese enterprises take advantage of a share of “ Tail wind ”

If 5G A smart phone 、5G If base stations are added , High reliability 、 The number of high value-added parts will also increase , This is a stock of Japanese enterprises that are dominant in the field of electronic components “ Tail wind ”.“ For Japanese electronic parts manufacturers , this 3-5 During the year （Circle） It's a new opening (Goldman Sachs The Minister of investment investigation of Gaoshan Dashu investment of Securities said ）”. With 5G The popularity of smart phones , Business opportunities also involve many aspects . First of all Camera Actuator！ It is expected that the number of carriers on each mobile phone will increase in the future , And Actuator It has high performance . Presumably , Mobile phone rear camera “ Compound eyes （ That's multiple cameras ）” stay 5G Smart phones should also be further developed , therefore Actuator The carrying of 、 The supply will also increase . because 5G Smart phones have high speed 、 Large capacity features , So people need to shoot with higher pixels 、 More detailed images and videos , We also need the camera to have a hand shake proof function 、 Support lens aperture enlargement . According to the global Actuator The proportion is relatively high Alps Alpine（ Albes, alpies ） Li shannianhong, President of the company, revealed that ,“ Low-end （Low-end） Product price competition is fierce , In the middle end （Middle-end） There are business opportunities in the above markets ”！“ Because the cost is more and more severe ”（ Sasao, managing director of the board of directors ）.

in addition , Sumitomo electrician will be in 2020 Years ago 200 Billion yen , The factory in Shanli County doubled the production capacity of antenna parts for base station . Gallium nitride will also be used in the material , Instead of silicon . While reducing power consumption , Support 5G High frequency band of , Contribute to the miniaturization and cost reduction of the base station . It will supply communication equipment giants such as Ericsson and Huawei in Sweden .
And Roma developed for 5G New semiconductors for base station power supply etc . This is a power semiconductor that switches on and off . The company will lose power from the product 7％ Down to 3％, Cut it in half , At the same time, the installation area has been reduced to less than half . Will be in 2020 Starting sample supply in the autumn of .

Focus on competitive products

In terms of high-frequency products , The flexibility that Murata offers 、 Bendable 、 Multilayer resin substrate “Metro Circ” It has attracted the attention of the market , This is because so far it has been supplied to specific customers , Now we've expanded our customer base . Special representative of the board of directors of China island planning corporation · The executive director said ：“ Now the competition is modified polyimide (Modified Polyimide, Even if MPI) Technology , however , In the millimeter band , There are also differences in characteristics ”, At the same time, it emphasizes the advantages of its products .

Yes 5G The expectation of smart phones also extends to multilayer ceramic capacitors （MLCC） aspect , It is required to have a small 、 The large capacity 、 Low loss characteristics . Murata production Institute has developed chang 0.25mm* wide 0.125mm Of “0201” Size MLCC, Plan in 2020 Mass production began in the spring of 2008 . The electrostatic capacity is the same as that of previous products 10 times , by 0.1 Microfala （Microfarad,Micro yes 100 One in ten thousand ）, And it also realizes large volume quantization .

On the other hand , To build 5G Base stations also need a lot of capacity 、 Support high voltage MLCC And high frequency components . Mr. Inoue of Murata production works works on behalf of the directors · The executive director said , Because the terminal must be from 4G Switch to 5G,Sub-6 Frequency band （ Insufficient 6GHz Frequency band ） Next , Terminals and base stations carry MLCC The number will increase 10% about ; If it's millimeter wave , The number of vehicles will increase 20% about .

2019 year 10 month , Murata has also announced that it is going to the U.S., which is listed on NASDAQ Resonant Company contribution , input 700 Thousands of dollars , made 9％ Shares of . Murata's goal is Resonant Have filtering technology . Plan to develop new communication related components , Cultivate annual sales to 2024 reach 100 Billion ~200 Billion yen business .
Resonant Have 「XBAR」 technology , Can capture with high precision for 5G High frequency waves of communication . I hope to combine Murata with Resonant The technology of both sides , strive for 5G Related needs .

Murata has a high share of parts used in smart phones and base stations . In the acquisition of specific radio waves SAW Filter field , About the world share 5 become , stay LC Filter field Master about 4 become . And widely used in electronic products 、 On average, each smartphone and tablet is used nearly 600~800 A multilayer ceramic capacitor of （MLCC） field , It also has a global share 4 become .

The advantage of the company's parts is that the production equipment is also self-made . It's not just the design technology of the parts themselves , We also independently develop production technology , To get rid of competitors' pursuit , To become the driving force to hold an overwhelming share in the field of electronic components . Focus on 5G Can technological development and investment of the times promote the maintenance of share 、 Expanding sales is getting attention .

TDK（ Tokyo electrochemistry ） Mr. Nagata, managing director, said ：“ High frequency products Band Pass Filter（ namely “ Bandpass filter ”） There will be huge business opportunities ”.TDK stay 2019 year 10 A new laminate was developed and mass produced in June Band Pass Filter（ Bandpass filter ）, Can be used for 5G Base station millimeter wave transceiver line , It has the function of allowing waves of a specific frequency band to pass through . About the materials it uses , It can reduce the insertion loss 、 Low temperature co fired ceramics （LTCC, Low Temperature Co-fired Ceramic）, It's the first time in the industry to use .

Kyocera also plans to acquire a subsidiary of Yubu Xingchan UEL Of 51％ equity .UEL Have for 5G The base station 、 go by the name of 「 Ceramic filters 」 Design technology of parts and components . The purchase amount is expected to reach several hundred million yen , Strive to be the earliest in 2020 Mass production started in .

utilize 5G Characteristics of

It is generally believed that , Can use... In a real sense 5G High speed 、 Large capacity and other characteristics are millimeter wave band . Mr. Nakajima's representative director at Murata · The executive director said ：“ Holding large-scale activities is an opportunity to boost the millimeter wave , Because more base stations are needed （ And Sub-6 Compared with the frequency band ）, Need to invest in every event ”, Like the Tokyo Olympics 、 Such large-scale activities as the Paralympic Games will promote the popularization of millimeter wave band . Mitsubishi UFJ Morgan Stanley（ Mitsubishi UFJ Morgan Stanley ） Kohihiko Uchino, senior analyst of securities （Senior Analyst） To say ,2020 It is worth paying attention to the dynamic of various manufacturers after the year of ,“ If a smartphone manufacturer actively supports millimeter band terminals , Its sales volume will increase greatly ”！ about 2020 year 5G The biggest focus of smartphones is the United States Apple New style of iPhone！ Kohihiko Uchino, a senior analyst, said ,“ The focus is on the millimeter band input time , It could be high-end （High-end） Part of the model —— That is, it will be released in the form of the flagship version ”. however ,Goldman Sachs However, the Minister of Gaoshan investment investigation of Securities said that ,“( Including existing 5G A smart phone ) Consumers have bought 5G A smart phone , If the customer thinks the product purchased is not as expected , Things will change again ”, It also points out that “ We need to be aware that we're looking forward to millimeter wave applications ”.

And semiconductor test equipment manufacturer Edwin (ADVANTEST) Hope for 5G Performance improvement from related needs . For data processing 「SoC（ System level chips ）」 The inquiry for test equipment has increased more than expected ,2019 year 4～6 The monthly orders increased by about 150 Billion yen .

Edwin executives say 「 With the improvement of product performance , The demand for test equipment is increasing 」. stay 5G field , Because you have to deal with a lot of data , Electronic components and peripherals need to improve performance . Japanese companies hope to invest first , Ensure competitive advantage .

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