Taiyo Yuden CEO Shoichi Tosaka said in an interview with the media recently that the company has obtained orders for 5G base stations from Huawei and ZTE, and 5G mobile phone-related orders should start to appear early next year. In addition, Shoichi Tosaka said that Huawei may be the leader in the early market of 5G mobile phones, followed by Samsung Electronics. He pointed out that Huawei may sell 100 million smart phones in the Chinese market next year.
In addition, analysts predict that whenever Apple launches a 5G smartphone, the first generation of 5G iPhones will be very popular and most consumers will replace their 4G phones. Analysts said that the iPhone currently has more than 900 million users worldwide, and about 350 million users will buy 5G iPhones.
If Apple launches a 5G mobile phone in September, it will probably start ordering related components in June, Shoichi Tosaka said, Taiyo Yuden has enough production capacity to meet Apple's demand.
Shoichi Tosaka believes that driven by the development of 5G technology, the demand for MLCC will rise next year. In addition, demand will continue to increase over the next 5 to 10 years.