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Murata to Discontinue Select MLCC Lines, Opening Door for Taiwanese Suppliers
Electronic Technology · Electronic Components · economic_daily · 2026-09-10
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Murata is phasing out older MLCC product lines, creating potential order migration opportunities for Taiwanese passive component makers like Yageo.
What Happened
Product Realignment: Global passive component leader Murata has announced a strategic review of its MLCC portfolio, resulting in the planned discontinuation of select part numbers across nine series. The move is intended to streamline the company's product offerings and reallocate capacity toward newer, more advanced technologies.
Client Transition: Murata has set a clear timeline for the phase-out, requiring customers to complete transitions to alternative parts by the end of 2027. Final orders must be placed by March 2028, with the last shipments scheduled for March 2029, providing a long window for supply chain adjustments.
Market Implications: As Murata reduces its footprint in certain commodity-grade MLCCs, analysts anticipate a shift in market share. Taiwanese manufacturers, led by Yageo, are widely expected to capture these redirected orders due to their robust production capacity and comprehensive product portfolios.
Industry Outlook: This development highlights a broader trend of consolidation and product lifecycle management within the passive component sector. The shift forces end-users to proactively manage their supply chains, while simultaneously benefiting suppliers capable of filling the gap left by the industry leader.