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.
Total revenue: ¥269.8B (+7.2% YoY)
MLCCs: ¥217.3B (+6.9%)
Inductors/EMI filters: ¥52.5B (+8.7%)
Revenue: ¥142.6B (−14.7%)
RF/Communication modules: −17.4%
Power components (Li-ion batteries): −16.1%
Sensors and other functional parts: −1.6%
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
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.