Unable to produce! Murata stops until May!
Murata also has three factories who are still influenced by the Japanese earthquake! Among them, a factory that produces an electrical sense is expected to stop work until May!On January 17, the MLCC Dragon Takamura Machinery Institute issued an announcement that it introduced the latest progress of all its 13 factories affected by Japan on January 1, 2024:
Among them, the "Toyama Village Manufacturing Institute", which produces piezoelectric products, has restarted part of production from January 3rd; the "Fukui Village Manufacturing Institute of MLCC" and "Fukui Village Macau Plant", which produces MLCC and other products From the 4th, some production will be restarted; the "Lajiang Village Field Production Office" of the production connector and other products is expected to restart production from January 6. "Kinze Village Manufacturing Institute Kim Ze's Business Office", "Kinze Village Energy Factory", "Kinjin Village Made", "Asuwa Muraka Production Institute" and "Komatsu Village production Office" will restart production from January 9 The "HAKUI Murata Production Office", which produces piezoelectric and other products, also resumed from January 11.
However, the remaining three factories continue to stop work:
The "Bingjian Muraka Production Office", which produces ceramic filters and other products, is scheduled to restart production in early February;
The resin -multi -layer substrate manufacturing/R & D base "Wakura Murata Production Office" is to be determined;
The "Point Water Village Fit" of the production of electro -sensing and other products will be suspended until May, and even it is recommended that customers transfer orders during this period.
According to the notification letter issued by Murata Made in the Internet, due to the influence of the Japanese earthquake, the production of cavity water village production of the production of inductances cannot be restored to production before mid -May. It is recommended that customers switch to other manufacturers to buy an inductive alternative material.
Online transmission of Murata
It is understood that Murata requires customers to use the inductance of alternative materials to the LQH series. In addition to Murata, Taiwan, China, only produced in CHILISIN and TAI-TECH. On electronic devices and Netcom products, due to the special specifications, there are not many factories that provide this form of inductance. In addition, the stop time until mid -May, the degree of influence may be expanded.
TAI-TECH said that there is indeed a customer consultation, but the product still needs to be tested and certified to ship. It is expected that the fastest is at the end of February, and it may not be available for all transfer needs. At the same time, the affected are affected. There are still other alternatives in the item, and the benefits of the transfer are yet to be evaluated. YAGEO said that CHILISIN has received many customers from inquiries from last week and will try to assist the client's needs. Special specifications of products will accelerate certification.
However, most of the industry believes that the current benefits of transfer are not obvious, and when the needs of the passive component industry can increase the heating, the industry mostly expressed that there is only a chance in the second half of the year.
After a long period of inventory, passive components have been de -gone. At present, the inventory of the factory has dropped to normal inventory water levels. Regarding the prospects of the passive component industry, the inventory adjustment of the YAGEO client will end in the second quarter, and the inventory water level of the supply chain is expected to gradually become healthy. The power of pulling the goods is not strong. Although the order visibility is not high, it is still a short single nature. However, it is estimated that the first quarter of this year is better than the 4th quarter of last year. Under the inventory of TAI-TECH, Netcom orders are also returning strongly, and they have the opportunity to regain their growth momentum in the second quarter.
