The rumor, the background of slowing growth in the consumer electronics, TDK, Murata Ko and other famous Japanese enterprises have gradually fade out the inductance of the consumer electronics market is committed to developing inductance, automotive electronics, industrial electronics and other industries, and strive to gain a new profit growth point. At the same time, this year in the rapid charging, wireless charging, automotive electronics and other new technology trends, rapid penetration and strong growth of smart phones, the demand for inductors has increased substantially, the Japanese enterprises fade out, making inductance supply more critical.
Well, is the situation true? Big bit reporter interviewed the industry renowned inductor manufacturers.
Japanese companies are fading
Shenzhen engineering department like Electronics Co., vice president Zhou said brightly, the Japanese manufacturers inductance fade, mainly to the production transformation of the high-end market, at present, many domestic manufacturers are also trying to transition to enter the automotive electronics and communications electronics.
Mei Lei, deputy director of Polytron Technologies Inc's marketing department He Mingming also said that now many Japanese enterprises in the induction industry has gradually shifted to high-end, and out of the market. Founded in 1990 in Taiwan funded enterprises, Midea technology mainly engaged in the manufacture of inductors, coil components, high-frequency inductors, integrated power, inductors and other products.
The application service manager with magnetic Puguang shares on behalf of the army also said that this is normal, inductance is now the industry is very competitive, technology is more mature, so these manufacturers will choose Japan technology transformation to obtain more benefits.
However, Ming Dongguan Puguang magnetic Limited by Share Ltd Engineering Department Chen Biao told reporters, at present many new industries are in explosive growth, whether it is in the high-end market or low-end market demand, the inductance is very large.
It is reported that by the end of 2016, TDK Corporation announced a $1 billion 330 million acquisition of Inven Sense, a major significance of the acquisition is to enhance the TDK networking opportunities in the field, TDK Inven Sense wants to use MEMS technology to help them complete the transformation from the mobile market to the Internet of things. In addition, Qualcomm (Qualcomm) and TDK and RF360 had announced a joint venture holding company in Singapore, to provide RF front-end module and RF filter integrated system of the joint venture will support Qualcomm and TDK network in automotive applications, computing and communications equipment and other fields. In addition to the joint venture, Qualcomm and TDK will also deepen technical cooperation to cover a wide range of cutting-edge technologies for the next generation of mobile communications, networking and automotive applications.
And Murata electronics, over the past 5 years, Murata completed a series of small mergers and acquisitions, improve technology and product lines, Murata automotive electronics, networking, smart medical as a key new market for the future. In March 17th announced the signing of the acquisition of U.S. Murata semiconductor company Arctic Sand Technologies Arctic Sand Technologies, it is understood that the specialty is the field of power semiconductor products using IT equipment and vehicles, the status of power semiconductor in the automobile, new energy vehicles in the market, especially in the heady new energy electric vehicle industry, there are also statistics pointed out that the number of power semiconductor devices installed in a pure electric car is four times higher than conventional cars. Therefore, this led to the acquisition of Arctic Sand Japan Murata Technologies to expand the field of new energy vehicles industry reasons.
Taiwan enterprises eyeing
In the face of Japanese manufacturers inductance fade, inductor supply tight, Taiwan well-known manufacturers, Chilisin meilei inductors are actively expanding production to grab the city to replace Japanese companies with high-end market inductive orders, insiders pointed out that this year is expected to last two digit growth, the highest growth rate reached 30%.
Taiwan delta group universe technology was founded in 1991, after 2012, the universe's R & D capability and product technology began to surpass Japan factory, thus gaining the favor of apple, in recent years has been the main supplier of Apple's iPhone mobile phone. With the day out of the factory, coupled with the continuous expansion of production, the universe has become the world's largest induction plant. It is understood that the cyntec decision to invest $100 million in the expansion of Choke Wujiang factory production capacity, new capacity will be put into production in the third quarter, expanding production capacity will be lower than the current estimated revenue last year accounted for approximately doubled; Qiankun delta consolidated revenue of 10%, this year in new capacity added, predicting performance will be better than last year.
He Mingming said, the United States in the product technology has been very mature, and they have the confidence to replace the Japanese enterprises to pick up the high-end market inductance orders. At present, this trend will not affect the supply of inductance.
Qilixin engineering director of Tangshan said that at present the market situation is not inductive Chilisin affect company growth in online delivery is complete, there is no tight phenomenon. Taiwan funded enterprises for Chilisin inductance inductor manufacturing and professional service providers, product lines include EMI, Power, RF, the world's few countries have the ability to provide a full range of inductor component manufacturers, product applications cover a wide range of intelligent mobile phone, mobile, China Netcom, automotive electronics and consumer electronics applications.
According to him, Chilisin this capacity will continue to expand and improve the product strategic layout, and further expand overseas market, growth momentum is still worth looking forward to. In addition, Chilisin in January of this year the acquisition of Sun company Ferroxcube Yageo group holds 100%, pointed out that the Chilisin speech system, industrial technology of high inductance, but also need to have the ability to integrate manufacturing, powder materials research and development ability, grasp the front end of the material, powder, iron core technology and raw materials, to enhance competitiveness and expand market.
Lu: confidence in Japan instead of enterprises
Big bit reporters also learned that, in some cases inductor manufacturers, at present Shenzhen Creek, Dongguan Ming electronic magnetic inductance Puguang companies agreed that the mainland manufacturers inductor technology has been mature enough to compete with Japanese companies of Taiwan enterprises, they also have the confidence to take orders, and "big cake" better.
In an interview with Dai Jun told reporters, Ming Puguang is currently the most advantage of the magnetic manufacturers in the industry, in the Ming magnet with a wealth of market experience and mature technology products have been in the forefront of the market, and the next few years in the Ming magnetic in all aspects will be more perfect.
Chen Biao also said that the Ming Puguang magnetic in business for many years, has been learning peer excellent manufacturers experience and continuous self-improvement, you can believe that the future of Ming Puguang magnetic industry will have more brilliant results.
In addition, Shenzhen Creek electronic engineering department vice president Zhou bright is also full of confidence. He said that not only Taiwan manufacturers can take orders for Japanese enterprises to take orders, mainland manufacturers can also. Now mainland manufacturers in inductance technology, management and supply capacity has not lost in Taiwan enterprises, the future of the mainland enterprises in the development prospects of the inductance market can not be underestimated.
The mainland manufacturers, in addition to follow the pace of Japanese enterprises, but also actively expand other high-end business.
Chen Biao told reporters that the current Japanese enterprises in transition high-end market, and Ming Puguang magnetic is also ready to enter the automotive electronics market, the company has been producing miniature inductors, as well as for the car's high-power inductors.
Mr Dai Jun said that at present there are magnetic in Ming Puguang to further expand the field of automotive electronics market is currently waiting for the car to prepare quality certification standards, including TS16949 certification, AECQ100/200 certification, and now also with Ming Puguang magnetic BYD automobile business contact on magnetic performance this year is in Ming look forward to.