{"slug":"murata","name":"Murata","name_en":"Murata Manufacturing","ticker":"6981.T","updated_at":"2026-06-21T08:23:33.725007+00:00","canonical":"https://valuechain.wiki/murata","kicker":"MLCC (적층세라믹콘덴서) 세계 1위","kicker_en":"World No.1 in MLCC (multilayer ceramic capacitors)","lead":"세계 MLCC 시장 1위(점유율 40%+), AI 서버용 고부가 MLCC는 약 70%. FY2024 1분기 매출 ¥4,217억(약 3.87조원). AI 서버 한 대가 일반 서버보다 MLCC를 10~15배 소비해 수요 급증, 삼성전기와 경쟁. 애플 등 스마트폰·AI 서버에 공급.","lead_en":"The world’s No.1 MLCC maker (40%+ share; ~70% in high-end AI-server MLCC). FY2024 Q1 revenue ¥421.7B. AI servers use 10–15× more MLCCs than standard servers, driving demand; competes with Samsung Electro-Mechanics. Supplies smartphones (Apple) and AI servers.","segments":{"fy":2024,"parts":[{"name":"MLCC","share":"세계 1위 ~40%"},{"name":"기타 부품"}],"total":"MLCC 세계 1위(~40%), AI 서버용 ~70%","concentration":"애플·스마트폰·AI 서버. 삼성전기와 경쟁."},"segments_en":{"parts":[{"name":"MLCC","share":"No.1 ~40%"},{"name":"Other components"}],"total":"No.1 in MLCC (~40%); ~70% in AI-server MLCC","concentration":"Apple, smartphones, AI servers; competes with Samsung Electro-Mechanics."},"edges":[{"direction":"revenue","counterparty":"Apple","counterparty_slug":"apple","confidence":"high","metric":{"type":"share","unit":"%","basis":"MLCC 세계 점유율(1위)","value":40,"period":"2024","basis_en":"global MLCC share (No.1)"},"note":"Apple에 MLCC(적층세라믹콘덴서) 공급.","note_en":"Supplies MLCCs to Apple.","sources":[{"stance":"confirms","publisher":"파이낸스스코프","publisher_en":"Finance Scope","kind":"news","lang":"ko","published_at":"2026-05-26","url":"https://www.finance-scope.com/article/view/scp202605260005","title":"AI·전장 슈퍼사이클…한·일 MLCC 가동률 90% 돌파","title_en":"AI/auto supercycle pushes Korea-Japan MLCC utilization past 90%","excerpt":"AI 서버 MLCC 수요 급증, 무라타 70%.","excerpt_en":"AI-server MLCC demand surges; Murata ~70%."},{"stance":"confirms","publisher":"무라타 / EDINET","publisher_en":"Murata / EDINET","kind":"filing","lang":"ja","published_at":"2025-06-19","url":"https://disclosure2dl.edinet-fsa.go.jp/searchdocument/pdf/S100VZKQ.pdf","title":"무라타 有価証券報告書 (제89기, 2025.3)","title_en":"Murata Annual Securities Report (FY ended Mar 2025)","excerpt":"有報: MLCC 매출·고객 구성.","excerpt_en":"Annual Securities Report: MLCC revenue and customer mix."},{"stance":"confirms","publisher":"무라타","publisher_en":"Murata","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://corporate.murata.com/en-global/ir","title":"무라타 IR","title_en":"Murata Investor Relations","excerpt":"IR: MLCC 매출·고객.","excerpt_en":"IR: MLCC revenue and customers."},{"stance":"confirms","publisher":"디일렉","publisher_en":"THE ELEC","kind":"news","lang":"ko","published_at":"2024-03-01","url":"https://www.thelec.kr/news/articleView.html?idxno=29456","title":"日 무라타, MLCC 수주잔고 3개 분기 연속 상승","title_en":"Murata MLCC backlog rises three quarters straight","excerpt":"무라타 MLCC 수주잔고 상승.","excerpt_en":"Murata MLCC backlog rising."}]},{"direction":"revenue","counterparty":"AI 서버·스마트폰 OEM (비공개)","counterparty_slug":null,"confidence":"high","metric":null,"note":"AI 서버·스마트폰 OEM에 고사양 MLCC 공급(AI 서버 MLCC ~70%).","note_en":"Supplies high-end MLCCs to AI-server and smartphone OEMs (~70% of AI-server MLCC).","sources":[{"stance":"confirms","publisher":"파이낸스스코프","publisher_en":"Finance Scope","kind":"news","lang":"ko","published_at":"2026-05-26","url":"https://www.finance-scope.com/article/view/scp202605260005","title":"AI·전장 슈퍼사이클…한·일 MLCC 가동률 90% 돌파","title_en":"AI/auto supercycle pushes Korea-Japan MLCC utilization past 90%","excerpt":"AI 서버 1대가 MLCC 10~15배 소비.","excerpt_en":"An AI server uses 10–15× more MLCCs."}]},{"direction":"cost","counterparty":"세라믹 분말·내부전극 소재 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"유전체 세라믹 분말·니켈 전극 소재(비공개).","note_en":"Dielectric ceramic powder and nickel electrode materials (undisclosed).","sources":[{"stance":"mentions","publisher":"무라타","publisher_en":"Murata","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://corporate.murata.com/en-global/ir","title":"무라타 IR","title_en":"Murata Investor Relations","excerpt":"IR: 원재료.","excerpt_en":"IR: raw materials."}]},{"direction":"cost","counterparty":"적층·소성 장비 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"MLCC 적층·소성 장비 투자(비공개).","note_en":"MLCC stacking and sintering equipment (undisclosed).","sources":[{"stance":"mentions","publisher":"무라타","publisher_en":"Murata","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://corporate.murata.com/en-global/ir","title":"무라타 IR","title_en":"Murata Investor Relations","excerpt":"IR: 설비투자.","excerpt_en":"IR: capex."}]}]}