The LCP Opportunity in High-end Handsets
From nothing, liquid crystal polymer (LCP) is set to become a US$2.5bil business for the handset supply chain within three years – and that is just from the iPhone. As Murata’s (6981 JP) new multilayer resin substrate MetroCirc becomes available for Android or alternatives are commercialized, the market size should increase considerably. Within the Japanese stock market, the benefits are somewhat diluted because of the existing scale of the companies involved in the LCP supply chain, as well as the fact that some of them are losers from the shift away from polyimide.This report discusses the competitive position of LCP and prospects for MetroCirc. It is intended as a companion report to other recent PSA reports on Murata: our Oct 2, 2018 report ‘Stretching the MLCC Market – Implications’ and our Oct 4, 2018 report, ‘Does “Murata good, Skyworks / Avago / Qorvo better†still hold true?’
Murata Manufacturing is mainly engaged in the development, manufacture and sale of electronic components and modules in Japan, North America and certain other Asian and European countries. Co.'s products are sold mainly to electronics companies for use as components in telecommunication, computer, audio, video, automotive electronics and other electronic products. Co. is engaged in the development, manufacture and sale of electronic parts and related products, including components for capacitors and piezoelectric products, as well as modules products; the provision of welfare services, personnel services, education and training services, as well as the leasing and management of real estate.
Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.
PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.
The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.
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