World No.1 in MLCC (multilayer ceramic capacitors)

Murata Manufacturing

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.

6981.T Updated Jun 21, 2026 1 AI consumers

Money in ▸Apple●Market share 40AI 서버·스마트폰 OEM (비공개)●

Murata ManufacturingNo.1 in MLCC

▸ Money out세라믹 분말·내부전극 소재 (비공개)○적층·소성 장비 (비공개)○

Financials & Segments

Total revenue · No.1 in MLCC (~40%); ~70% in AI-server MLCC
Customer concentration · Apple, smartphones, AI servers; competes with Samsung Electro-Mechanics.
Segments · MLCC(No.1 ~40%) · Other components

Revenue from

Apple High confidence· Market share 40 · 2024 · global MLCC share (No.1)
Supplies MLCCs to Apple.
Confirms KO Finance Scope Published May 26, 2026: "AI-server MLCC demand surges; Murata ~70%."
Confirms JA Murata / EDINET Published Jun 19, 2025: "Annual Securities Report: MLCC revenue and customer mix."
Confirms EN Murata Published May 1, 2025: "IR: MLCC revenue and customers."
Confirms KO THE ELEC Published Mar 1, 2024: "Murata MLCC backlog rising."
AI 서버·스마트폰 OEM (비공개) High confidence
Supplies high-end MLCCs to AI-server and smartphone OEMs (~70% of AI-server MLCC).
Confirms KO Finance Scope Published May 26, 2026: "An AI server uses 10–15× more MLCCs."

Pays to

세라믹 분말·내부전극 소재 (비공개) Low confidence
Dielectric ceramic powder and nickel electrode materials (undisclosed).
Mentions EN Murata Published May 1, 2025: "IR: raw materials."
적층·소성 장비 (비공개) Low confidence
MLCC stacking and sintering equipment (undisclosed).
Mentions EN Murata Published May 1, 2025: "IR: capex."

Value-chain ripple (tiers 2–3)

Following node-to-node links up to 3 tiers; each firm is shown once, at its nearest tier.

Leading firms (revenue chain)

T1 Apple

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