Earthquake’s Influence On Japanese Electrical Component Industry

Japan is the world’s largest production base of RCL and quartz equipment. This earthquake has not jeopardized the factories heavily, but the supply of power and raw material is becoming short. Then the production of the device factory will be influenced. This influence can not be eliminated in the future three to nine months, which makes the short supply worse. The influence is huge especially in the aluminum electrolytic capacitor and MLCC industry which have high demand of power and accuracy. Many component magnates, such as Nichicon, Nippon-Chemicon and TDK, admitted that they had influenced by the earthquake. On one hand, they are worried about the capacity, on the other hand, they predicates the opportunities brought to China. I will describe some markets in the below part of my article.

First is the inductance. The Japanese chip inductor takes eighty-one percent all over the world. In this earthquake, many corporations had closed some of their factories.

Second is the capacitance. The place where the earthquake happened is the concentrated zone of aluminum electrolytic capacitor industry. Take the Nichicon for instance. Geographically, there are four places influenced by the disaster, namely Nagano, Hotaka, Ohmachi and Tomita. The other Corporations are similar with Nichicon. These entire situations give a blow to the industry chain. For the long term, this disaster will change the structure of the Japanese aluminum electrolytic capacitor industry deeply. The places which have suffered from unclear radiation will be closed for a long time or even forever, and then the manufacturers should move the industry chain outward.

Third is the resistance. It is reported that three factories of the Murata had left off work. Time is needed to calculate the loss. These factories are hard to recover to the original condition. Forth is the protection components. The factories of the protection components are not located in the north of Tokyo, so the earthquake has a little influence on it. Besides, the protection components are not accurate. The capacity will not be hindered if the devices are not broken. All in all, the influence brought by the earthquake is limited. The related integrated circuit is KTD1863.