Murata plans to decouple its rare earth supply from China within three years. This strategic move aims to mitigate geopolitical risks and ensure supply chain security. Watch: Potential long-term cost implications and supply stability shifts.
Murata Manufacturing plans to decouple its China-based rare earth supply chain over three years to mitigate geopolitical risks, as China's export restrictions on critical minerals intensify. The company, which holds ~40% global MLCC share, is evaluating non-China sources but notes full replacement may not be feasible.
Long-term supply chain diversification could stabilize MLCC supply; 利空: Near-term transition costs and material qualification risks may pressure margins.
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Whose chips are really inside the hottest new products? We open them up and show you, one part at a time.
iPhone DuoFirst-pass BOM: 37 parts, 12 brands and 16 public MPNs; A20 Pro, C2, N1 and the power/RF chains are located, while the NAND brand stays unconfirmed.See the full teardownAll teardowns| Analog | $0.68 | −5.9% |
|---|---|---|
| Connector | $0.75 | +0.2% |
| CPU | $386.74 | −21.3% |
| DDR4 | $88.40 | −0.2% |
| DDR52026-W13 | $14.89 | −11.2% |
| GPU | $478.20 | +8.2% |
| MCU | $0.68 | −61.7%Unusual |
| MLCC | $0.01 | +54.0%Unusual |
| MOSFET | $0.12 | −82.8%Unusual |
| PMIC2026-W13 | $0.44 | −12.5% |
| SSD/HDD | $288.43 | n/a |