What TDK Europe does

TDK Europe operates as the European arm of TDK Corporation (Tokyo, Japan; OTCMKTS: TTDKY), with TDK Electronics AG and TDK Europe GmbH headquartered in Munich, Germany, and additional manufacturing/sales sites in Milan (Italy), Zhuhai (China), and newly established US facilities in Washington State and New York. The company, formerly known as EPCOS AG before TDK's acquisition, develops and manufactures passive electronic components including aluminum electrolytic, ceramic, film, and power capacitors; inductors and transformers; EMC components; ferrites and magnets; sensors (NTC, pressure, ultrasonic, MEMS inertial via Tronics subsidiary); protection devices (varistors, TVS diodes, surge arresters); RF components and modules; and wireless power transfer solutions. It also produces differentiated technologies such as CeraCharge — the world's first rechargeable multilayer ceramic chip (solid-state SMD battery) — and advanced TMR sensors now supplied to Apple for iPhone optical image stabilization.

The business model is B2B hardware sales of components, priced on a quote basis through multi-year supply contracts, distributed via authorized distributors (including Digi-Key), regional sales offices, and direct OEM engagement. Revenue streams are diversified across capacitors (largest category), sensors, RF components, protection devices, and power electronics/solutions. Customer segments span automotive (Tier-1 OEMs and xEV architectures), industrial automation and energy (drives, renewables, power quality), home appliances, and consumer electronics OEMs — most notably Apple, where TDK was selected for the American Manufacturing Program in March 2026 and manufactures TMR sensors domestically for the first time after three decades of international supply. The company holds industry certifications including ISO/TS 22163 (rail), RoHS, REACH, and UL 1449, and operates trade-show-led marketing across PCIM Europe, electronica, and SPS Nuremberg targeting engineering decision-makers in automotive and industrial segments.

Financially, TDK Corporation reported $14.48B in annual revenue, $1.10B net income, 7.85% net margin, $0.66 EPS, and a $31.25B market capitalization, with Nomura maintaining a strong-buy rating after a quarterly EPS beat ($0.24 vs. $0.21 consensus). TDK is a top-five player in the global Permanent Magnet Ferrite Magnet market (where the top five collectively hold ~29% share) and ranks among the broadest passive component portfolios in the industry, supplying Apple, automotive OEMs, and industrial manufacturers across Asia, Europe, and the Americas.

Name

TDK Europe

Legal name

TDK Electronics AG

Website

https://tdk-electronics.tdk.com

Company type

Public

Founded year

1935

Operating status

Operating

Short description

TDK Europe is the European subsidiary of Japan's TDK Corporation, manufacturing passive electronic components — capacitors, sensors, inductors, protection devices, and TMR sensors for Apple — for automotive, industrial, renewable energy, and consumer electronics customers globally.

Ownership category

akta.pro rank

Product category

Passive Electronic Components

NAICS

Other Electrical Equipment and Component Manufacturing (3359), Electrical Equipment Manufacturing (33531), Other Communications Equipment Manufacturing (334290)

SIC

Electronic Components & Accessories (3670), Electronic Coils, Transformers & Other Inductors (3677), Communications Equipment, Nec (3669)

akta.pro primary industry

Passive Component Arrays & Modules (Integrated Passives/IPD Networks) (HDAHANAJ)

akta.pro secondary industries

RF, Antennas & Wireless Components Retail (CRACAKAM), Industrial PCB & Substrate Components (Bare PCBs, rigid-flex, ceramic substrates, thick-film) (IMAGAJAM)

Keywords

• Passive electronic components
• Multilayer ceramic capacitors
• Sensor systems
• Power electronics capacitors
• Surge protection devices

Headquarters

HQ city

Garden City

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2B

Offering type

Hardware or Manufacturing

Cost components

Supply Chain, Operations, Technology or R&D, Personnel, Marketing or Sales, Infrastructure

Revenue model

1. Passive Electronic Components: TDK generates revenue primarily through the manufacture and sale of passive electronic components including capacitors (aluminum electrolytic, ceramic, film, power), inductors, transformers, ferrites, magnets, and EMC components to industrial, automotive, consumer electronics, and telecommunications customers globally.
2. Sensors and Sensor Systems: Revenue from NTC temperature sensors, SMD NTC thermistors, level sensors, limit temperature sensors, motor protection sensors, pressure sensor elements and transmitters, ultrasonic sensors, and MEMS inertial sensors (via Tronics subsidiary) sold across automotive, industrial, and consumer applications.
3. RF Components and Modules: Sales of RF filters, diplexers, triplexers, baluns, directional couplers, antennas, and isolators/circulators for telecommunications and wireless applications.
4. Protection Devices: Revenue from voltage protection devices (varistors, TVS diodes, surge arresters), current protection components, and temperature protection devices (PTC/NTC thermistors) for industrial, infrastructure, and consumer electronics protection applications.
5. Power Electronics and Solutions: Components and solutions for power factor correction (PFC), harmonic filtering, and power quality improvement including PhaseCap, DeltaCap, PhiCap, PoleCap capacitors, PQSine active harmonic filters, PQvar static var generators, and grid analysis tools for industrial power management.
6. Apple OEM Components (TMR Sensors): TDK supplies TMR (tunnel magnetoresistance) sensors and potentially other sensor/IC components to Apple as part of Apple's American Manufacturing Program (AMP). Components are manufactured domestically in the U.S. for the first time after 30 years of international supply, under a $400M investment commitment by Apple through 2030.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels6 records

Core offering

TDK Europe (TDK Electronics AG) manufactures and sells a broad portfolio of passive electronic components and systems — including aluminum electrolytic, ceramic, film, and power capacitors; sensors and sensor systems; RF components and modules; protection devices; inductors; transformers; EMC components; ferrites; magnets; wireless power transfer modules; substrates; and cold plasma technology — to automotive, industrial automation, renewable energy, home appliance, and consumer electronics OEM customers. The portfolio spans roughly twenty distinct product categories, enabling one-stop procurement for power management, sensing, RF, and electromagnetic compatibility applications in demanding environments.

Product overview

TDK Electronics (TDK Europe) offers a comprehensive portfolio of passive electronic components organized into distinct product categories. The core offerings include various capacitor types: Aluminum Electrolytic Capacitors (for frequency converters, wind/solar inverters, power supplies, and automotive applications), Ceramic Capacitors (including MLCC and CeraLink types), Film Capacitors for PCB/busbar mounting and motor run applications, Components for PFC and Harmonic Filtering (capacitors, contactors, reactors, PF controllers), and Power Capacitors (MKP/MKD) for AC filtering and DC applications. The sensor portfolio encompasses Sensors and Sensor Systems including NTC temperature sensors, pressure sensors, ultrasonic sensors, motor protection sensors, and MEMS inertial sensors (via Tronics). Additional product lines include Protection Devices (varistors, TVS diodes), Inductors (SMT, power, flat wire, transponder coils), Transformers (DC/DC, IGBT/FET), EMC Components (chokes, filters, reactors), Ferrites and Accessories, Magnets (ferrite and neodymium), Wireless Power Transfer solutions, Substrates for power semiconductors, and Cold Plasma Technology (MediPlas). The company also offers CeraCharge, the world's first rechargeable multilayer ceramic chip (solid-state battery), and Further Products including noise sheets, solar cells, and flash storages. These components serve key vertical markets including Automotive, Industrial Automation, Renewable Energies, and Home Appliances.

Differentiator

Problem solved

Functional benefit

Brands

• EPCOS: Brand for electronic components including capacitors, sensors, and inductors
• CeraCharge
• Tronics
• xEVCap

Products and services

• Aluminum Electrolytic Capacitors

Quantifiable outcome

• Top 5 player in global Permanent Magnet Ferrite Magnet market — top 5 players collectively hold approximately 29% market share (2025)
• +5 more outcomes

Named customers1 record

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Six partnerships are on record, tiered strategic, core and supporting.

• GelionstrategicStrategic or Co-development Partner · 31 March 2026TDK and Gelion PLC are collaborating on advanced sulfur-based battery technology. Gelion announced exceptional technical results for its Nano-Encapsulated Sulfur (NES) cathode material, achieving over 750 cycles at 1C in two-layer lithium-metal pouch cells developed in collaboration with TDK. The companies have also developed successful lithiation protocols for scalable mass production, and are expanding collaboration to test NES with commercially applied anode types. This positions sulfur-based batteries as a potential low-cost, high-performance alternative to incumbent NMC and LFP cathode chemistries for drones and electric vehicles.
• ApplecoreStrategic or Co-development Partner · 26 March 2026TDK has been selected by Apple as one of four new partners (alongside Bosch, Cirrus Logic, and Qnity Electronics) in Apple's American Manufacturing Program (AMP). The partnership involves TDK supplying TMR (tunnel magnetoresistance) sensors for iPhone camera stabilization (optical image stabilization) and potentially other features such as crash detection, activity tracking, and advanced semiconductor materials for AI applications. TDK is now manufacturing these components in the United States for the first time after 30 years of supplying Apple internationally, with Apple committing $400 million through 2030 across the new AMP partners. The initiative is part of Apple's broader $600 billion, four-year U.S. manufacturing and innovation commitment.
• TSMCsupportingTechnology or Integration · 26 March 2026TDK participates in Apple's semiconductor manufacturing collaborations involving TSMC's Washington state facility, where Apple and partners (including TDK) are producing integrated circuits for Apple devices. TSMC provides advanced semiconductor fabrication capacity as part of the broader Apple supply chain ecosystem.
• GlobalFoundriessupportingTechnology or Integration · 26 March 2026TDK is involved in Apple's semiconductor technology collaborations with GlobalFoundries at its Malta, New York facility, working on new semiconductor process technologies supporting features like Face ID and other advanced integrated circuits. GlobalFoundries provides advanced semiconductor process capabilities.
• BoschsupportingChannel Partner/ Reseller/ Distributor · 26 March 2026Bosch joins TDK as one of the four new partners added to Apple's American Manufacturing Program simultaneously. Both Bosch and TDK are establishing or expanding production at facilities in Washington State and New York as part of Apple's domestic manufacturing initiative. Bosch and TDK operate as co-suppliers within the Apple AMP ecosystem.
• Cirrus LogicsupportingChannel Partner/ Reseller/ Distributor · 26 March 2026Cirrus Logic joins TDK as one of the four new partners added to Apple's American Manufacturing Program. Both companies are co-suppliers to Apple within the AMP ecosystem, producing sensors, integrated circuits, and semiconductor materials for Apple products at U.S. facilities.

Scale indicators9 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Infineon Technologies: Infineon is a leading German semiconductor supplier (power semiconductors, sensors, automotive MCUs) — broader than TDK but a close collaborator (co-published OPTIREG reference designs) and overlapping in automotive sensors and power electronics for xEV traction and onboard charging.
• Bosch (Robert Bosch): Bosch is a global automotive and industrial supplier of MEMS sensors, power electronics, and semiconductor components. As a co-partner with TDK in Apple's American Manufacturing Program, Bosch directly competes with TDK in automotive MEMS sensors while being substantially larger and broader in scope.

Direct peers

• Murata Manufacturing: Murata Manufacturing is the world's largest manufacturer of passive electronic components (MLCC capacitors, inductors, EMI filters, RF components, sensors), directly competing with TDK across virtually every product category including capacitors, RF modules, sensors, and power electronics for automotive and consumer electronics customers.
• Yageo Corporation: Yageo is a Taiwanese passive component leader (resistors, capacitors, inductors) that acquired KEMET, making it a direct broad-line competitor to TDK's ceramic capacitor, tantalum, and inductor offerings across automotive and industrial channels.
• Vishay Intertechnology: Vishay is a major U.S. manufacturer of discrete semiconductors and passive components (resistors, capacitors, inductors, diodes) directly competing with TDK in MOSFETs, inductors, transformers, and protection devices for automotive and industrial customers.
• Taiyo Yuden: Taiyo Yuden is a Japanese manufacturer of passive electronic components (inductors, capacitors, RF components, sensors) with comparable product breadth and end-market exposure in automotive, industrial, and consumer electronics — directly competing with TDK in inductors, MLCCs, and ferrite components.
• Samsung Electro-Mechanics: Samsung Electro-Mechanics is a major Korean manufacturer of MLCC capacitors, camera modules, and passive components serving smartphone, automotive, and industrial customers, directly competing with TDK in consumer electronics and automotive components including OIS actuators and power modules.
• Nichicon Corporation: Nichicon is a Japanese specialist in aluminum electrolytic capacitors and power capacitors for industrial, renewable energy, and EV charging applications, directly competing with TDK's power capacitor and aluminum electrolytic lines.
• Panasonic Industry (Panasonic Holdings): Panasonic Industry manufactures capacitors, inductors, resistors, and thermal management components — directly comparable to TDK's capacitor, inductor, and EV-component portfolio and serving overlapping automotive, industrial, and home appliance customers.
• Kyocera / AVX: Kyocera (through its AVX subsidiary) manufactures MLCC capacitors, tantalum capacitors, connectors, and protection devices, directly competing with TDK in ceramic capacitors, varistors, and surge protection devices across automotive and consumer electronics customers.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xtwitter.com/TDK_Electronics
• LinkedInlinkedin.com/company/tdk

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about TDK Europe