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Murata Q1 FY2025: Strong MLCC Demand from AI Servers, AXTEK Offers Stable Supply Support

Aug 04,2025
Page Views: 7
Author: AXTEK Technology Company Limited

Q1 FY2025 Financial Highlights (April–June 2025)

Japan-based passive component leader Murata Manufacturing reported the following:

  • Revenue: ¥416.2 billion (~$2.9B), down 1.3% YoY

  • Operating profit: ¥61.6 billion, down 7.2%

  • Net income: ¥49.7 billion, down 25%

Despite a dip in profit, MLCC demand for AI servers remains strong, pushing Murata’s book-to-bill ratio to 1.04, the highest in five quarters.


Segment Breakdown


Components Division

  • Total revenue: ¥269.8B (+7.2% YoY)

    • MLCCs: ¥217.3B (+6.9%)

    • Inductors/EMI filters: ¥52.5B (+8.7%)


Modules Division

  • Revenue: ¥142.6B (−14.7%)

    • RF/Communication modules: −17.4%

    • Power components (Li-ion batteries): −16.1%

    • Sensors and other functional parts: −1.6%



 Trade Factors & Inventory Outlook

  • 60% of production is in Japan; 90% of sales are overseas

  • Tariff impact on U.S. exports is limited (~5% of total sales)

  • Some customers accelerated orders ahead of tariff changes, which may soften demand in H2

  • Analysts like TrendForce warn that pre-tariff stocking is fading, and traditional H2 MLCC peak season might underperform



AXTEK: Your Reliable Murata Supply Partner

As a professional component distributor with over 14 years of experience, AXTEK offers:

√ Large Murata MLCC stock available now
√ Long-term order support with guaranteed price & delivery
√ Fast response, BOM support, and flexible delivery schedules
√ Competitive terms for AI servers, telecom, industrial, and automotive projects

Whether you face market volatility, tariff impacts, or tight lead times, AXTEK ensures your production line stays uninterrupted with Murata’s trusted quality.


Contact AXTEK today to discuss your Murata component needs.


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