 So we hear the Siatec show and hi, so who are you? Hi, my name is Mike Tanahashi, I'm the technical marketing manager at Taiyo Yudan. Taiyo Yudan is a big company making many products. Well, it is actually one of the most largest passive-component manufacturers worldwide. We have about, I think, revenues about 2 billion US dollars annually. So there's many different products around here. Here's some, for example, and hi, so who are you? Yes, my name is Henry Takawa, module US planning manager. So these are our products integrated into ARM processor inside Bluetooth modules and Wi-Fi. So down here, for example, there's some very low power, and it says here you're integrating with Nordic? Yes, all of Bluetooth low-energy modules, we are using a Nordic SOC, integrated ARM processors inside. So what is just for Bluetooth solutions? And there you have some other ones there? We also have Wi-Fi, the blue PC volt, which integrates ARM M4 processor as well. And that's a different supplier? Yes, it's a Mabel. Mabel, and the sub-1 GHz? Sub-1 GHz, I have no idea. So there's some other solutions? Probably, yes. In this corner, you're showing many of the smart home solutions, many cool integrations. You have stuff happening in this robot here. What do you do with this? This is another small robot running on the, you know, tablet like this. What's the application? It runs on the tablet. Well, doesn't mean it has a little camera. It can recognize where it is. I think some of the sensors. The sensors? And also the Bluetooth function. This ARM module is integrated on the top of the tablet. Ah, it does the capacitive trigger, and then the app reacts based on where it is. And the connection between, you know, the Bluetooth communication between the tablet and the small robot. Nice. And here you have a little dock? What does the dock do? So, trigger something. What do you do with this? What is in here? What happened there? The Bluetooth connectivity inside this, you know, the transparent port. Nice. So you're already selling, ooh, nice. What is this CPU here? What's going on here? Is this one of your Bluetooth solutions there? Yes, yes. And nine axis accelerometer inside. And during this, you know, the runs from top to bottom, you know. It's tracking the whole thing. Yeah, direction. And you're showing on the tablet. And here's some other, what is this? It's like a... Sorry, sorry, sorry. Ah, this is vital tick. Is it hot? Hot, yeah, yeah. Hot, hot, sick, yeah. Yeah? So you touch here and you touch here and it knows your heart or what? You have time. Just take a seat, yeah. Can you try? Yeah, can you try? Yeah. Me? Yeah. So what happened? What do you need to do? Only sitting? Only sitting, just sitting. There's a sensor in the seat? Yes, inside. And what happened? Where can you see? Ah, there. There's a source check system. So what? Source check system. So checking somebody there? Yeah. Only this? Only this, yeah. So, can you show? Right. Now check it. So checking if, for example, the elderly is exercising, moving. Ah, please keep silent. Keep silent. Yeah. How is your feeling? Very good. Are you tired? Do you have enough stress? They can check, the sensor can check that? Yes. How is your feeling? Just on the seat? Yeah. There's a sensor inside the seat? Yes, inside the seat. Can we see? Yeah. Can we see the sensor? Inside. Yeah, okay. Cool. All right. Thanks a lot. Nice. Results. Results. Results. Results. No, it's relaxed. You're relaxed. Okay, that's good. Okay. Cool. Thank you. All right. So you had to go to the RF devices here? So what are you showing in this corner? Yeah, okay. For example, smart phone. Yeah, can you hold this? Yeah, sure. So this and this? Yeah. Our focus is right here actually. Yeah? Yeah. This is RF radio frequency devices. RF bar, soul, ceramic. What is RF bar? It's a film work acoustic resonator. It is a part of a filter, filtering devices. And this is cell filter. Cell filter. So it's an acoustic way type of filter. This is also a filter. Yeah. The ceramic, it's a small to layer ceramic type filtering devices. Used in RF circuit block and special in smart phone. There's very small pieces of this. Yeah, these are antennas, chip antennas, very small, tiny antennas. You can find in a lot of different wireless products. So these tiny little F-bars, how do you integrate them into electronics? It's very small. Yeah, these go into as is. As discrete as goes into, sometimes goes into module. Yeah, the thing is if you look at that chart over there. Yeah. So there's a chart and it's down here. So can you explain, what does this show in this chart? So with the 5G coming up, we will show right actually, as we speak, with the 5G, what's going to be happening is the frequency goes up and the frequency bandwidth will be much wider than before. And what's required is the device can actually withstand in the higher frequency range. And the Tyune only has three different technologies. One is so filter technology, one is F-bar. One is multi-layer ceramic technologies. So especially for the ceramic technology, that can actually fulfill the requirements from the very low frequency to high frequency like a millimeter wave, such as 28 or 39 gigahertz using the 5G. So talking about the wider bandwidth, the ceramic filter technology can actually fulfill that very wide bandwidth. And also we can, Tyune has the ability to combine the different technologies together. So it can provide very unique performance. So this is in the receiver or in the transmitter? Both, both. But especially for smartphones. This goes into smartphones? Smartphones. And also in the base stations? Some, some. It's actually quite different kind of technology. But especially for the 5G, the base station becomes so small. So if that's the case, a similar type of product can be used for that basement as well. Is this showing some of the other stuff that happens around? Yeah, this is different. It's the power. This is the power stuff. Basically these are for small footprint inductors and capacitors. That basically all goes into the 5G-related smart room and base station as well to support the overall 5G ecosystem. So are you using many smartphones in your technology? Basically every smartphone will have our products in it. Every. You name it. Everyone use our, so without our, especially for the capacitors, they cannot make any smartphone. Period. How is possible that it's just you doing everything? You're the leader, market leader for this. One of the leaders. Can you show us some of the capacitors? Yeah, let's go to the capacitor section here. So this is the capacitor section. We call it MLCC, which is a multilayer ceramic capacitor. And what Tyurin does, revenue-wise is about 2 billion US dollars. And more than 50% is coming from the capacitor business. Is this capacitor? Yeah, this is the capacitor. So this little... Very tiny, right? You can't even see it. It looks like salt grains. Yeah. It looks like sugar. That's right. Even some sugar probably. Just one. It's probably less than the sugar. It has so many layers. But what is it that I'm looking at? What is this stuff? It's dust. You make dust. Yeah. Where do you put this stuff? That's right. You know what we do is we actually, we use a ceramic, very thin, tiny thin ceramic sheet. And we print the electrode over the ceramic. And we stack so many layers. And for example, if you take a look at this one, this one goes up to so-called 1,000 microfarads. And we produce the highest capacitors available in the market. Look at this small case size. So we have more than 1,000 layers. So we stack 1,000 layers together. We stack it and we make tiny capacitors. This is 1,000 layers in this? 1,000 layers, yes. In that little box there? That's correct. So you stack 1,000 layers to help to do what? Is it to manage the power? Yeah, that's right. Look at this one. This one is the world's thinnest. So as opposed to the next one, this one provides a low profile, very thin. We're talking about 0.04 millimeter. Is the world's thinnest? This is the world's thinnest. Nobody else has this one yet. So what is it, like let's say in a smartphone or in every other electronics in the world, has your stuff? Correct. And what does it mean to have a thinner one? Small electronics? Well, you know, for example, let's take an example of iPhone. They use about more than 1,300 capacitors in one iPhone, right? And of course, real estate has become so small because a lot of the function has to be integrated. But they want the larger battery size, the larger screen size. Then all the electronics components area is really minimized so that we have requested to develop a very tiny capacitor yet has very large capacitors. That's the key. And also for the thinnest one, a lot of capacitors are used to maintain the good stability of the voltage for the CPU. Right? The processor, inside the processor, they only have a space right underneath the CPU. There is a very thin profile area they can allow so that we can push these very tiny thin type of capacitors. So that goes into the right underneath the processor, the CPU itself. And also, this kind of thin capacitor can actually go into the substrate, can be embedded into the substrate. So substrate, is that what you talk about on the processor? That's one of them, yes. That's correct. One of them? One of them, yes. So is this a big news or...? It is a big news. That's why we said that this is the thinnest. Because before you were 11, this is the 11 one or maybe not? This is the world's highest capacitors. Highest capacitance? This was the world's thinnest. Which one is this one or this one? This one there is the highest capacitance? Yes. And this is the world's thinnest? Yes, thinnest, right. Well, of course it's smaller, it's more XY, but the thing is it's thinnest. And how long does it take before the industry adopts this and changes... How long does it take before it changes the world? Usually a couple of years. So we start talking to, of course, for our customers, for example, they have to have a capability to actually mount these, right? So what we do is... We work with... We have collaboration with supplier or mounting machinery, you know, equipment manufacturers, so that they can learn how to actually mount these products on the board. How does it get mounted and who is the mounting company? How does that work? There are so many. There are different many... Is it like a TSMC or something like this? No, they put it right on the SOC. Different? Different. There's a hundred. We're not talking about actually mounting component, mounting manufacturers. Mounting next to the chipset. Yeah, next to the chipset, right, right. They may mount the chipset as well onto the board. That's like an SMT kind of thing. That's correct. Exactly, this is SMT, yeah. But it's... You can make an SMT that can manage 0.04 millimeter. There's a machinery equipment to actually physically mount on the board. We're in Japan right now. Maybe it's only Japanese company can figure out how to do an SMT for this? That's correct. I would think so, yeah. High precision... Yeah, highly, extremely highly precision. So what does it mean? When we get this, what is it going to mean? Smaller electronics in general? Basically the things can be minimized. So the module can be minimized because they're talking about a lot of different new power modules, or device modules. And for the smartphones, for example, there's a lot of different functions now included. So they want to see a very tiny component to be integrated into the module. So this will help, definitely it will help. And so capacitors are all about having stable power that constantly is the same amount. Yeah, that's correct. And if it doesn't go like this, then electronics break. That's correct. I mean, the CPU is going to break. The CPU is going to break. Yes, that's right. All right. So they're very reliable. What is the history of Taiyundan? Has it been many years doing capacitors? Yeah, we actually started with capacitors back in 1950. So we have long history. And we do manufacture from scratch. We actually develop our own material from the scratch, actual powdered material. So I think we had very few, only a few, manufactured worldwide. There's only one or two companies does this. In 1950, was already ceramic based? I think we started maybe ferrite inductive devices. Yeah, I think ceramic too. We started with ceramic. A lot of big, bulky capacitors at the time, of course. And how does it look like the machine that makes this magic dust? How does it look like? Does it just make millions of them per second and just comes out of the machine quickly? Something like that. But these are ceramic. We have to start from green sheet, which is raw green, right? And we fire it. We fire it. Just like a ceramic cup, right? The same thing, actually. Nice. And then cut it out. Yeah, that's right. Before we fire it, we press it and then we cut it in pieces and go through the verning process. And we actually ceramic gets sintered. Nice. And make a final product. And here around, there's many different products also. You're talking about automotive. Yes. And here in this area is... All these components are about reliability, right? Basically, it's the same as what you saw, but this has more high reliability guarantee. Because this goes into the automotive applications. So then all these, they have to last for 10, 20 years. Yeah, it depends on the customers, but basically, yeah, it's many years. That's the guarantee. Because when you have an electronic system and you say there's thousands of these inside, so if just one of them fails, there needs to be redundancies, right? Correct. To go around the failure. Failsafe, right? Yeah. There's all kinds of failsafe designs. Correct. Especially automotive. That's the must requirement. Nice. And just around here a little bit. So when we look, here's stuff to have to do with... Are you big in solar? You do many things in solar? Hi. Can you talk about this? Yeah. So what is this solution here? Solar modeling. Ampere modeling. Voltage modeling. Voltage modeling. So this is for the solar and here's solar. So there's many, many different technologies all the way down here. Correct. And are you one of the biggest companies or... Yeah, we are one of the largest passive company manufacturer worldwide. All right. And the other companies are, the competitors are also Japanese or some other countries? Yes. I can name it. Yeah. So we are Taiyu Uden and I should say Murata. Murata is down low, down this hole over there. They actually, they are probably the largest. They do everything. And we are number two and also TDK. TDK is large computers. It's also somewhere in this hole as well. This is number three, TDK. Number three. We compete each other. You compete, you be number two. Murata, Taiyu Uden, TDK, those are the major, three major passive component manufacturers worldwide from Japan. But there's nobody in China who can figure out how to do this or another place. I just know. They do similar products, but they are still, would say way behind. All right. Cool. All right. Thank you very much. Thank you. Thank you. Okay. Have a great day.