According to the daily report, the Fukui factory, a subsidiary of Murata Production, a leading global MLCC factory, has been completely shut down due to heavy snow in recent days. Murata's Miyazaki factory (Echimaecho Town, Fukui Prefecture) has been completely shut down from the 12th. Murata is expected to restart the Fukui Miyazaki factory on the 15th, and the production line will be shut down for 3 days.
It is reported that Fukui Murata Production Institute is an important MLCC production base in Murata. It mainly produces MLCC, EMI noise squelching filter/electrostatic protection device products for mobile phones and electronic products. The production capacity reaches up to 100 million cells/day, with a global market share of up to 31%, and the total MLCC production capacity accounts for 25%, making it the largest factory area under Murata.
It is reported that due to the influence of winter air pressure and extremely strong cold currents, Shingotsu Chemical and the large aluminum products factory UACJ are also affected at the Fukui factory.
A few days ago, Guoju Group announced the suspension of thick film resistor orders, and could not predict when the order will be resumed.
Guoju said that he would not comment on the orders received by peers or other companies, and he would pay close attention to the market conditions. His current operations are normal and he maintains a positive view on the operation this quarter. The chip resistor capacity utilization rate is moving towards 80%, and the MLCC capacity utilization rate is also up to 90%.
Industry analysis, the price of the industry such as passive component fluctuates greatly. The suspension of orders is mostly due to a good economy, suppliers have no goods available, or a large order in an instant, and the influx of large orders cannot provide a quotation. Next, the price may start to rise or even bid, and buyers with high bids can get the goods.
In recent times, Japan and Malaysia, the main production areas of passive components, have gradually entered a state of emergency due to the epidemic. In addition, the fire at the Huaxin Keda Lang factory "ignites" on Wednesday, stimulating customers to place orders. Yesterday, Wangquan and Guoju announced the suspension of thick-film resistor orders due to the influx of large-scale orders. Now, the Murata Fukui Factory is rumored that production interruptions have been caused by rare heavy snow. A series of events continue to bring impact to the passive market and supply chain, causing concerns among the industry.
New information is all in the official account chip vision
Wonderful review:
