Murata's inductor factory continues to be shut down, supply chain fluctuations may lead to substitution opportunities
Electronic Enthusiast Network reports (Text/Li Ningyuan) At the beginning of the new year, an earthquake occurred in Japan, and many semiconductor manufacturers were affected. Among them, many Murata factories were greatly affected by the earthquake. On January 17, Murata updated the disaster situation announcement and announced the latest progress of all 13 Hokuriku factories affected by the Noto Peninsula earthquake.
Most of the affected factories have gradually resumed production since January 9. However, Himi Murata Manufacturing, WAKURA Manufacturing, and Shasana Water Manufacturing are still suspended. The announcement stated that Himi Murata Manufacturing expects to gradually resume production from early February. WAKURA Manufacturing and Anamizu Manufacturing are still confirming the status of infrastructure and equipment, and the production recovery time has not yet been determined.
Murata's three factories have not yet resumed operations, and the supply of piezoelectric ceramics, resin substrates, and inductance products has fluctuated.
The Hokuriku region of Japan is an important base for the electronic equipment industry and is also regarded as a business center by Murata. A large number of electronic components are developed and produced in the region. As of now, Murata's other 10 factories in the Hokuriku region that produce MLCC and other products have resumed production in an orderly manner.
Among the three factories that have not yet resumed operations, Himi Manufacturing mainly produces piezoelectric ceramic filters and resonators, Wakura Manufacturing produces resin multilayer substrates, and Anamizu Manufacturing produces inductance products and some noise suppression products. device.
Anamizu Manufacturing Co., Ltd. was the most affected by the earthquake. A notice from Murata also leaked out in the industry, saying that it is not expected to resume production at Anamizu Murata Manufacturing Co., Ltd. in the short term.
Notice of damage caused by the Murata Noto Peninsula earthquake, Murata official website
The impact of the earthquake interrupting production line production must be objective. Piezoelectric ceramic filters, resonators, and inductance products are widely used in consumer wireless equipment such as home appliances and mobile phones, and high-end models of such products are based on customer requirements. The application is highly customizable.
Considering that Murata has many factories in other parts of Japan, and the previous capacity utilization rate has not reached the upper limit, it stands to reason that the impact of the short shutdown caused by the earthquake will not be too great. However, Murata's downstream supply chain is still affected to varying degrees, especially the inductor series responsible for Anamizu Manufacturing.
According to previously leaked news, it is expected that Anamizu Murata Manufacturing will not be able to resume production until mid-May at the earliest, and Murata's downstream dealers are no longer able to place new orders. At the same time, Murata recommends that customers seek alternatives and provides a list of inductor replacement materials.
Murata inductor production capacity fluctuates, or there may be substitution opportunities
As a basic circuit component in the electronics industry, inductors are widely used in various end products and are the core passive components second only to capacitors. According to data from the China Electronic Components Industry Association, the global inductor industry market size will be around 55 billion yuan in 2022. Among them, major Japanese manufacturers such as Murata, Taiyo Yuden, and TDK firmly occupy the top three, accounting for half of the global inductor industry in total.
Followed by Yageo (Chilisin), Sunlord Electronics and Taiqingke. The list of substitute materials provided by Murata to customers includes Taiwan's Taiqingke and Yageo (Chilisin).
Fluctuations in Murata's production capacity in the short term will not actually lead to an outflow of orders, but if Murata Anamizu Manufacturing is really unable to resume production before mid-May, then related orders will undoubtedly give many opportunities to manufacturers that can provide alternative materials. Inductor manufacturers such as Taiqingke, Yageo, Sunlord, and Fenghua Hi-Tech have the opportunity to take advantage of the changes in the market during this period to strive for more opportunities.
However, there are also many automotive-grade models among the inductor products in short supply, which are used in powertrain, automotive safety equipment, and CAN-related applications. This part of the product has high performance requirements, and the device delivery cycle time and cost are very long. Downstream customers are not very willing to transfer orders. It is still very difficult for other manufacturers to replace this part of Murata's orders.
For Murata, except for inductors, other products have not been affected much by this suspension of production. Fluctuations in the supply of Murata's inductors will leave some room for substitution in the consumer market, while the automotive market will have far fewer opportunities for other manufacturers to substitute. Subsequent market changes will still have to wait for the factory to confirm the situation and see when it can resume work.
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