iPhone parts maker Murata eyes supply chain shifts toward India
iPhone components maker Murata Manufacturing Co. is weighing whether to move some of its production capacity to India, reflecting a global realignment of the supply chain toward the world’s most populous country.
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The Kyoto-based maker of multilayer ceramic capacitors sees growing demand in India and is running simulations for what it would take to dial up its pace of investment there, according to Murata President Norio Nakajima.
“We’ve been making our newest capacitors mostly in Japan, but customers are asking us to manufacture more overseas due partly to business continuity planning purposes,” Nakajima said.
Murata’s components are found in almost all electronics, from Apple Inc. and Samsung Electronics Co. smartphones to Nvidia Corp. servers and Sony Group Corp. game consoles. The company has also helped put a NASA helicopter on Mars. Right now, it makes almost 60% of its MLCCs in Japan, but that proportion will likely fall closer to 50% in the years ahead, 63-year-old Nakajima said. Murata is the world’s leading supplier of capacitors, which regulate the delivery of power to electric components.
Apple has been diversifying production beyond China, most recently beginning production of its AirPods wireless earphones on a trial basis in India. Many Chinese manufacturers of mid-range smartphones are also expected to open more factories in India,
