Murata MLCC 料号停产：2028-2029 年截止日期对您的 BOM 意味着什么

Murata 正在对九个系列中的部分 MLCC 料号实施 EOL，最后订购截止日期为 2028 年 3 月 31 日。采购团队现在就需要替代计划。

已发布 已更新 4 分钟阅读 ✓ AI 就绪 分享

TL;DR——三句话

  • Murata is discontinuing selected MLCC part numbers across nine series: GRM, GRJ, GRT, GXM, GXT, GCM, GCJ, GCG and ZRA (S1).
  • Deadlines: customer review by December 31, 2027; last orders March 31, 2028; final shipments through March 31, 2029 (S1).
  • The change covers individual part numbers, not whole series, and is not a Murata exit from the MLCC market (S1).

摘自 key_takeaways （真实字段，最多 3 条）。事实与分析分别标注。

Murata MLCC 料号停产：2028-2029 年截止日期对您的 BOM 意味着什么Editorial cover for a component sourcing brief. Chip motif; headline "Murata MLCC 料号停产：2028-2029 年截止日期对您的 BOM 意味着什么". No reported key numbers on this brief, so no number strip is drawn. 1 cited source. Static cover (no animation).Murata MLCC 料号停产：2028-2029 年截止日期对您的 BOM意味着什么XAIPART
Cover image generated from data already shown on this page: the category motif, the headline, and reported key numbers. No decorative illustration; no third-party image.

您从 AI 回答跳转而来——这是可验证的原文

AI 摘要可能遗漏了其结论的依据。原始预测、受影响料号及所有引用均在本页，均可追溯至来源。

XAIPART 预测

本篇简报包含可证伪的预测。

跳转至完整预测及其证伪规则 ›
受影响的料号

此报道在目录中无匹配——我们选择不显示，而不是推断匹配。

了解判定方式 ›
需要采购料号？发送请求 → 询价

Reported by Electronics Era on 2026-10-10. Summarized and analyzed by XAIPART Editorial.

What happened

Murata Manufacturing is preparing to discontinue selected MLCC part numbers across nine product series, according to a customer notification circulating in the electronics supply chain.S1 The affected series are GRM, GRJ, GRT, GXM, GXT, GCM, GCJ, GCG and ZRA.S1

The change covers individual part numbers rather than the product series as a whole, and the source states it does not represent a withdrawal by Murata from the MLCC market; Murata continues to offer a broad portfolio including automotive, high-reliability and high-capacitance products.S1 Customers have until December 31, 2027 to complete the relevant review and confirmation. The reported last order date is March 31, 2028, followed by final shipments through March 31, 2029.S1

The notification fits a broader capacity-allocation picture. TrendForce reported in July that the book-to-bill ratios of Murata, Samsung Electro-Mechanics and Taiyo Yuden had reached 1.30, 1.31 and 1.25, respectively, by late June 2026, the highest since the pandemic period, and that the three companies' shipments hit a five-year monthly high in June while some capacity shifted toward MLCCs used in AI applications.S1

Key numbers
MetricReported valueSource
Affected Murata MLCC series9 (GRM, GRJ, GRT, GXM, GXT, GCM, GCJ, GCG, ZRA)S1
Customer review and confirmation deadlineDecember 31, 2027S1
Last order dateMarch 31, 2028S1
Final shipments throughMarch 31, 2029S1
Book-to-bill, Murata / Samsung Electro-Mechanics / Taiyo Yuden (late June 2026)1.30 / 1.31 / 1.25S1
Number of individual part numbers affectedNot disclosed

Background timeline

  1. - TrendForce reported book-to-bill ratios of 1.30 (Murata), 1.31 (Samsung Electro-Mechanics) and 1.25 (Taiyo Yuden), the highest for the three companies since the pandemic period; shipments from the three reached a five-year monthly high in June S1
  2. - TrendForce published the book-to-bill and shipment findings cited above S1
  3. - Deadline for customers to complete the relevant review and confirmation of the Murata change S1
  4. - Reported last order date for the affected part numbers S1
  5. - Final shipments through this date S1

XAIPART take

Technical impact

Replacement MLCCs must be checked against capacitance, tolerance, rated voltage, case size, dielectric, temperature characteristics, DC-bias performance and, where mechanical stress matters, termination construction.S1 Even a numerically identical capacitor from another vendor can behave differently under DC bias or board flex, so a drop-in swap is rarely guaranteed.

Market impact

The source describes general-purpose MLCC supply coming under pressure as capacity moves toward AI-server applications, so a qualified second source may not be easy to secure even where parts appear available.S1 Automotive and industrial users face supplier-change qualification cycles — reliability testing, engineering approval and customer qualification — that can stretch well beyond commercial product timelines.S1 The source did not disclose how many individual part numbers are affected, so BOM exposure must be confirmed against Murata's official notification.

Action

Screen every BOM against the nine listed series (GRM, GRJ, GRT, GXM, GXT, GCM, GCJ, GCG, ZRA) before the December 31, 2027 review deadline. For confirmed hits, place last-time-buy quantities ahead of the March 31, 2028 order cutoff and start second-source qualification in parallel, prioritizing long-lifecycle automotive and industrial lines where requalification is slowest.

XAIPART Forecast

XAIPART expects qualified alternate-source demand for mainstream GRM-family capacitance/voltage/size combinations to rise sharply, and lead times for selected general-purpose MLCC replacements to exceed 12 weeks for at least one major distributor within 6 months of the December 31, 2027 confirmation deadline (i.e., by 2028-06-30); if quoted lead times for mainstream GRM equivalents remain at or below 8 weeks at that date, this forecast is wrong. XAIPART analysis

Facts are as reported by the cited source. The design-in, sourcing and forward-looking statements above are XAIPART's analysis, not the source's claims. The customer notification is a single-source, circulating report: Murata's own announcement has not been independently verified, the count of affected part numbers is not disclosed, and the TrendForce figures are secondary market data.

Corrections: none at publication. This brief will be updated with a timestamp if the source corrects its report.

Dated developments, extracted from this page's timeline (curated milestones = hollow markers).
Timeline of dated developmentsDated entries: 2026-06-30 June 2026 - TrendForce reported bo…; 2026-07-01 2026 - TrendForce published the bo…; 2027-12-31 31, 2027 - Deadline for customers …; 2028-03-31 31, 2028 - Reported last order dat…; 2029-03-31 31, 2029 - Final shipments through….2026-06-30June 2026 - TrendForce reported bo…2026-07-012026 - TrendForce published the bo…2027-12-3131, 2027 - Deadline for customers …2028-03-3131, 2028 - Reported last order dat…2029-03-3131, 2029 - Final shipments through…

替代料与生命周期

已收录的替代料——仅为目录范围，不代表市场排名
料号关系生命周期依据
— 暂无收录替代料 待补充数据 — 需 match_type 后才可显示任何前代标签

“前代”和“替代”标签仅来自已记录的匹配类型、生命周期状态或来源文本。没有记录匹配时，不显示任何标签。我们自己的商品列表不构成市场参考。

关注要点

可证伪预测——阈值、时间窗口和当前状态。被推翻的预测仍保留可见。
论断阈值发布方状态
XAIPART expects qualified alternate-source demand for mainstream GRM-family capacitance/voltage/size combinations to rise sharply, and lead times for selected general-purpose MLCC replacements to exceed 12 weeks for a... quoted lead times for mainstream GRM equivalents remain at or below 8 weeks at that date Pending

被证明错误的预测仍保留可见并加以标注。我们不会删除它们。

受影响的料号

目录中无匹配。 此事件未映射到 XAIPART 当前上架的任何料号。我们不推断匹配，也不显示占位列表。

各维度成本压力

Source: FRED · Generated · reference output z and composite are algorithm outputs, not a fetch snapshot

Cost pressure by dimension — composite stateDiverging bars for three dimensions around a zero midpoint. Input Cost has no reading; Supply Demand z -1.4711, notable; Fx Energy z 0.2546, neutral. Composite index -9.1, band neutral.0投入成本no reading供需z −1.4711 · notable46 d汇率与能源z +0.2546 · neutral5 dcomposite −9.1 · neutral−100 · −40 · −15 · 0 · +15 · +40 · +100
Underlying values — copyable for verification.
DimensionFRED series IDUnitLagAs of
投入成本PCOPPUSDM, PALUMUSDM, PNICKUSDMUSD/mt52 d
供需PCU334413334413, IPG3344Sindex(1982=100) / index(2017=100)46 d
汇率与能源DEXCHUS, DCOILBRENTEU, DHHNGSPrate / USD/bbl / USD/MMBtu5 d

No free authoritative interface for: gold · silver · rare earth · polysilicon · lithium carbonate · market share — listed rather than approximated.

本文如何生成

过程证据——抓取、来源可靠性检查、模型与校验
本简报的审计记录
Source fetched Electronics Era · electronicsera.in · 4,138 chars
Source sanity (S1) ok — passed before any model call (no s1_ block recorded)
Model / prompt glm-5.3-flash · prompt Blog Agent - News Summary (v2.8-final) · 6,869 tokens · 34s · run completed
Gate verdict hold · 5/6 applicable checks passed · spec v2.9 · C10 ratio 0.047301 · C10 rounds 0
Time contract 5 <time datetime> values in this brief — 0 violations (+08:00 or date-only)

上述每一行均由流水线生成，而非人工撰写。

编辑评分

确定性校验结果——纯 PHP 实现，判定过程不涉及模型
校验评分明细 6 项适用检查， 5项通过： 83 %. Hold items: C13 (falsifiable forecast), C15 (four views + no restating), C16 (forecast substance), C19 (factor consistency) — sent to human review. Gate spec: v2.9 (S0 + S1 + C1–C20) · Source affinity (C20): 0.9222. 适用检查已通过 5 / 6 = 83% · 判定： hold Hold items: C13 (falsifiable forecast), C15 (four views + no restating), C16 (forecast substance), C19 (factor consistency) — sent to human review Gate spec: v2.9 (S0 + S1 + C1–C20) · Source affinity (C20): 0.9222 是否发布由校验决定。独立审计评分仅供参考。

相关报道

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来源

  1. Murata MLCC changes point to a shift in component supply — https://electronicsera.in/muratas-mlcc-changes-point-to-a-shift-in-component-supply · rss · 访问于

事实标注为 S1/S2，并可追溯至所链接的来源。标注为 分析 的内容是 XAIPART 自身的推理，与报道的事实分开呈现。来源链接会被访问核实，而非 nofollow ——署名是有意为之。