Murata bought Sony's battery business and wanted to switch to the electric vehicle field.

Recently, Sony confirmed that its battery business will be sold to electronic component supplier Murata Manufacturing. For Sony, this is to throw away the business that has been losing money, and for Murata, it is hoped to enter the electric vehicle industry. However, a company that failed to develop a mass-produced battery product acquired a battery division that has been losing money. How to evaluate this matter?

Last Thursday (July 28), Sony confirmed that it will sell its battery business to electronic component supplier Murata Manufacturing. The deal will be finalized in October and will be completed in March next year. . For Sony, this is to throw away the business that has been losing money, and for Murata, it is hoped to enter the electric vehicle industry.

Murata is a Japanese supplier of electronic components. Their most famous product is ceramic capacitors. It is also the world's largest supplier of ceramic capacitors. Murata's products are used on both Apple and Samsung phones. However, Murata's field is not just about consumer electronics. Transforming itself into the automotive, medical and energy industries is Murata's ongoing strategy.

Previously, Murata also introduced components such as ceramic capacitors and thermistors for hybrid and electric vehicles, which are used in chargers, BMS and DC-DC converters. Since 2009, Murata has been involved in the lithium battery industry, but has not succeeded in launching a mass-produced product. From this perspective, it is not difficult to understand why Murata chose to acquire a battery company that already has mature products.

Regarding the acquisition, Murata also said that he hopes to strengthen Sony's battery business by using resources in the consumer electronics market, and then use the technology previously used in mobile phones and power plants for the automotive industry. The car provides the driving force.

Sony was originally the first company in Japan to launch a commercial lithium battery. In 1991, it had related products. But since 2010, Sony's battery business has been at a loss, although Sony has tried many ways to turn a profit, but ultimately did not succeed.

In 2012, the Japanese government led a project on the merger of Sony, Nissan and NEC's battery business, but according to insiders, the withdrawal of Sony eventually led to the failure of the transaction. After that, Sony had considered rebuilding the battery business, and even reduced its investment in TV and smartphone projects. It also handled the Vaio notebook business in 2014. Despite this, Sony's main focus at the time was on image processors, PlaystaTIon and entertainment related, and there was no way to support the large sums of money needed for reconstruction, and ultimately failed.

Some analysts said that the battery has never become the core content of Sony's strategy, so selling its battery business is beneficial for Sony. You know, in the past three years, Sony's battery business has lost $600 million.

After the transaction, Sony's battery business unit, including its factories and R&D departments in China and Singapore, and 8,500 employees will be transferred to Murata. However, it does not include some of Sony's consumer electronics products, such as alkaline batteries, button batteries and USB batteries.

In addition to ceramic capacitors, Murata's sensors are also used on cars. For example, inertial sensors and air pressure sensors that provide 3D positioning for autonomous driving, inertial sensors are responsible for detecting horizontal changes, and air pressure sensors can be used to detect changes in vehicle height; for example, various MEMS used in active safety systems. sensor.

However, for Murata, there are still two big problems in entering the electric vehicle industry through Sony's battery business. Some analysts have suggested that Murata has not been able to successfully develop its own mass production products. There is doubt about whether it has the professional ability to improve the Sony battery business. In particular, Sony’s battery business has not been involved in electric vehicles before. It is not an easy answer to how to get a place in such a fiercely competitive environment.

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