日本30家电子零部件企业25年度设备投资增14%

Core Viewpoint - The investment plans of 30 Japanese electronic component companies indicate a significant increase in capital expenditure, particularly in the AI sector, despite slow recovery in smartphone and automotive components [1][3][4]. Group 1: Investment Trends - It is expected that 21 out of 30 companies will increase their investment in 2025, with a total amount projected to rise by 50% compared to 2020, reaching 1.3477 trillion yen [1][3]. - The actual equipment investment for these companies in 2024 is estimated at 1.1786 trillion yen, a decrease of 5% from 2023, falling short of the initial plan of 1.3 trillion yen [3]. - Major manufacturers are anticipated to significantly increase their investments, contributing to the overall growth in investment amounts [3]. Group 2: Sector-Specific Investments - Murata Manufacturing plans to allocate 270 billion yen for equipment investment in the fiscal year 2025, a 50% increase year-on-year, focusing on AI data centers and long-term growth despite short-term declines [3][4]. - Nidec's equipment investment for fiscal year 2025 is set at 140 billion yen, a 16% increase, primarily for AI data center cooling equipment and generators [4]. - Kyocera is investing 180 billion yen in fiscal year 2025, a 27% increase, to build new facilities for advanced semiconductor packaging and manufacturing equipment related to AI [4]. Group 3: Market Demand and Challenges - The demand for capacitors used in servers is projected to quadruple by 2029, with Japanese companies like Murata having a competitive advantage in this area [4]. - The recovery in components for smartphones and personal computers is slow, compounded by the adverse effects of the U.S. tariff policies [4][5]. - TDK anticipates a 24% increase in equipment investment for fiscal year 2025, reaching 280 billion yen, with a focus on high-performance batteries for AI smartphones [5][6].