According to the latest statistics of the Japan Electronic Information Technology Industry Association (JEITA), in September 2018, the global shipments of Japanese electronic parts factories fell 4.9% from the same month of last year to 352.8 billion yen, and for the first time in six months, it has shrunk and neared. The biggest reduction in 2 years.
Although it has shrunk for the first time in nearly six months, monthly shipments exceeded the 300 billion yen mark for the seventh consecutive month, creating the third highest this year (below August's 361.9 billion yen and January's 3,604). 100 million yen).
In September this year, from the perspective of shipments by region, Japan’s domestic electronic component shipments fell 10.5% to 790 billion yen from the same month last year; shipments across the Americas increased by 7.9% to 33 billion yen; Shipments to Europe fell 4.0% to 32.8 billion yen; in the Chinese market, such as smartphones and other electronic machine assembly plants, shipments fell 4.5% to 128.4 billion yen; shipments to other parts of Asia fell 4.6% To 77.9 billion yen.
In terms of electronic component categories, the shipment of Japanese factory capacitors in September increased by 12% from the same month of last year to 104.6 billion yen, breaking through the 100 billion yen mark for the third consecutive month, setting a record in the history of JEITA official website. The second highest record (after the 1018 billion yen in August 2018); resistance fell 3% to 13.5 billion yen; transformer shipments fell 1% to 3.7 billion yen; inductance shipments fell 3% To 24.4 billion yen; connector shipments fell 10% to 51.3 billion yen.
Switch component (Switch) components, including touch panels, fell 18% to 36.7 billion yen; actuators used in smartphones and camera shocks fell 6% to 28.2 billion yen; Shipment of audio parts, including headsets for smartphones, plummeted 37% to 12.9 billion yen; shipments of radio frequency (RF) parts, including TV tuners, filters and wireless modules, fell 7% to 290 Billion yen.
The demand for laminated ceramic capacitors (MLCC) is high. The three major Japanese manufacturers such as Murata Manufacturing Co., Ltd., Taiyo Yuden, and TDK have recently upgraded their financial forecasts for this year (April 2018-2019).
Mr. Murata, the president of Murata Manufacturing Co., once said that the MLCC, which is currently in serious shortage of goods, will continue to show tight supply and demand in the next two years.
However, affected by the Sino-US trade war, there are reports that the price of laminated ceramic capacitors (MLCC) and chip resistors (R-Chip) may fall by 10% to 20% in the first quarter of next year.
However, with the G20 summit last week, China and the United States reached a consensus on tariff issues. The US stated that it will not raise tariffs on Chinese goods from January 1 next year. Products that are currently being levied will continue to maintain a tax rate of 10%. The Sino-US trade war will slow down, and the decline in MLCC prices is expected to be avoided.
