The western part of Japan was hit by the strongest typhoon "Jebi" yesterday, the companies such as Murata, Sharp, Panasonic, and Kyocera temporarily shut down the factory.
Among them, Murata is the global leading manufacturer of MLCC, and its head office and the Nagaoka business site were affected by the typhoon. Passive components industry insiders said that Murata's MLCC production capacity is very high, its daily production is equivalent to the output of other manufacturers for several days, but it is difficult to assess the extent of the impact.
Another person in the electronic components industry believes that due to the typhoon, local electronic component manufacturers have suspended production for one or two days due to bad weather, and the impact on supply chain and shipment is controllable. If the transportation can return to normal after the typhoon, it will not have a big impact on the supply.
As of today, the local weather conditions have improved. In the case of the previous MLCC shortage, end user have already significantly reduced their purchases to Murata and instead purchased from other manufacturers. Therefore, the impact of this typhoon on the passive electronic components industry should be small.
