and Non-net reported on March 23 that in response to the rising epidemic, after the Malaysia production line was suspended for two weeks, it was reported last week that the Philippines will suspend shipments from land and air from sea, land and air to suspension. LittleFuse, the world's largest protective component factory, the electronics factory ROHM, and NEXPERIA, have issued a suspension notice for clients, and are expected to be suspended for 4 weeks. Although Japanese merchant Murata did not issue a notice of suspension of production, the industry said that Murata had been shut down for 3 days, and another Korean MLCC factory was considering following up.
Although the news is difficult to verify, medical materials factory Bonte announced last week that because the number of people infected with pneumonia in the Philippines continues to increase, the Bataan local government temporarily suspended production activities in industrial areas in order to avoid the out-of-control epidemic. The originally exempted medical care industry is no exception. Therefore, from 5 pm on March 20, 2020, personnel are not allowed to enter the factory to work. The finished goods are still allowed to be exported by sea or transported by land. The industrial area will resume various production activities after the city lockdown ends on April 15, 2020, indirectly confirming the news that the Philippines has joined the ranks of production suspension.
Industry reports that electronic factories with factories in the Philippines, including LittleFuse, ROHM, NEXPERIA, and other three manufacturers have issued production suspension notices, and are expected to be suspended for 4 weeks. Among them, LittleFuse is the world's largest protective component factory. Japanese Shang Murata and Korean Shang Samsung Motor mainly produce MLCC. Although no suspension notice was issued, it is rumored in the industry that Murata had suspended work for 3 days last week, and Korean manufacturers also consider following up on the suspension of work due to the safety considerations of the epidemic.
Murata and Samsung Electric's MLCC production capacity in the Philippines reached 15% and 40%. In response to changes in the epidemic, the Philippine government only decided to suspend sea, land and air transportation in Manila for one month. Just after the Malaysian government asked production lines and government units to suspend work for 2 weeks, the Philippines became more severe due to the epidemic, and it also made a quick decision to suspend production lines in order to further control the epidemic.
As for Malaysia, which has been suspended, according to the industry, due to the impact of the suspension, some major manufacturers have obtained exemptions after several coordinations. However, the exempted manufacturers mainly use the semiconductor industry, with a production rate of 50%. The other manufacturers are each adapted. Taking the resistor factory as an example, before the suspension, the warehouse bulk material was transported back to the Kunshan factory and Hunan factory through Singapore for processing. The shipment is given priority for customers to continue to line up, but customers who need to prepare materials will not ship for the time being.
Currently, passive component companies that set up factories in Malaysia include Huaxinke (resistance), Wangquan (resistance), as well as Japanese Murata (inductance, MLCC), aluminum power plants Nichicon, Nippon Chemicon, solid-state capacitor factory Panasonic, etc.
, and passive component factories that set up factories in the Philippines include Murata, Samsung Motors, and Sunlight.
was closed for one month before the Philippines, and then Malaysia stopped working for half a month. Passive components supply in the market should be in a hurry again, and the price increase craze will intensify. Epson crystal oscillator factories h and SiTime crystal oscillator factories are also located in Malaysia. Whether it is also affected by shutdowns and shipments is difficult to control at present. Therefore, during the epidemic, major manufacturers should give full play to their stocking capabilities and minimize losses.
As a major passive component manufacturer in China, Chen Yongxue, director of the Strategic Development Center of Shenzhen Yuyang Technology Development Co., Ltd., said in an interview with reporters: "5G communication technology is a hot topic nowadays. Recently, single SOC chips from mobile phone chip solution providers have been released one after another, and terminal manufacturers have even released 5G mobile phones less than 2,000 yuan. In addition, major operators and equipment manufacturers are also stepping up to seize the 5G base station market. Therefore, I think 5G mobile phones and base stations will be a great growth point for passive components now and even in the next few years."
