2015全日本研究团队:电子/元器件，第1名:佐藤拓美

这是连续第二年占据榜首的是Takumi茶道．大和证券集团(Daiwa Securities Group)分析师担心，除了日元贬值带来的好处之外，日本国内行业的增长动力还存在。日元贬值在过去一年中提振了利润，并有望在未来帮助增加全球市场份额。46岁的Sado表示:“对于那些被证明在运往苹果后有利可图的电子组件，我关注的是这些公司能否增加向模仿苹果的智能手机制造商销售此类组件的销量。”这些制造商包括长野的minbea Co.，该公司生产薄背光;京都村田制造株式会社(Murata Manufacturing Co.)是全球最大的无线通信无源组件生产商;以及东京超薄电池供应商TDK Corp.。他还在追踪这些公司是否能够增加它们对美国消费巨头苹果公司(Apple)的单位销量，是否能够加快它们面向汽车市场的零部件销售。在这一领域，佐藤最喜欢的玩家是村田，他相信，智能手机开发商越来越多地使用该公司的高频线圈将继续让村田受益;多层陶瓷电容器，俗称mlcc;以及声表面波(SAW)滤波器。 Additional drivers for the current fiscal year, he contends, will include its launch of modules with expensive power amps, as well as an increase in turnover for its sensors and radio frequency components businesses. “They are not garnering much attention, but Murata’s sensor sales amount to around ¥60 billion [$504 million] and are growing at a clip of 20 to 30 percent a year,” explains Sado. “This year I expect to see Murata become as well known for its sensors as its MLCCs and RF components.”