The reporter was informed that there are already downstream 'spouters' in the disaster area to understand the situation of Japanese related semiconductor factories, but as of now there is no detailed news.
As we all know, Japan has an irreplaceable position in the world of semiconductor materials, production equipment and passive components. Due to the floods, Japanese semiconductor supply will have a significant impact on the global supply chain, especially capacitors, resistors, inductors, etc. The supply of components has been 'stretched' in the out-of-stock tide that broke out in 2017. If the floods are affected again, the production capacity will be even worse.
Murata, TDK, Kyocera, Taiyo Yuden, etc. are the main passive component raw materials and finished product manufacturing companies in Japan. Some insiders speculate that Kyocera may suffer heavy losses in this flood. It is reported that Kyocera is a Japanese manufacturer of ceramic components. Faucet, there are 15 factories in Japan, 7 of which are located in flood areas, distributed in Shiga, Kyoto and Kagoshima.
The two factories in Kagoshima (Kokubu and Kawau) mainly produce semiconductor components, including IC carrier boards, ceramic packaging, ceramic substrates, etc., and both plants have expansion plans:
(1) Kokubu Plant: Original IC Carrier Business. The groundbreaking ceremony for the expansion of the plant was held at the end of November 2017. The new plant will be used to manufacture advanced ceramic components in the field of semiconductor or liquid crystal display (LCD), with a planned production capacity increase of one. Times.
(2) Kawauchi Plant: In April 2018, Kyocera invested 5.5 billion yen to build a ceramic packaging plant in the Kawauchi plant. After the production, it will expand the production of SMD ceramic packaging and ceramic packaging for CMOS sensors. The current production capacity is increased by about 25%, and the first annual output is expected to reach 3.8 billion yen.
It is inferred that the expansion of the semiconductor components such as ceramic packaging in Kagoshima in Kyocera will be slowed down to a large extent due to the impact of the flood. However, according to the news obtained by Kyocera from the Kyocera Japan headquarters, The production situation of Kyocera's factories in Shiga, Kyoto, and Kagoshima has not been affected, and the delivery cycle is normal. The progress of the expansion of semiconductor components such as ceramic packaging products in Kyocera is also on schedule. !
Of course, some analysts pointed out that Kyocera has seven factories located in the hardest hit areas. It seems unlikely that there will be no impact at all. He stressed that if the supply of Japanese ceramic parts factories is affected in the short term, Taiwan and the mainland have mass production of ceramic package bases. The ability of the enterprise will be good, such as the mainland three ring group.
According to the reporter's understanding, Sanhuan Group is a domestic MLCC and resistance ceramic substrate material, the main manufacturer of mobile ceramic back cover, and its performance in 2018 is very eye-catching. Its growth is mainly reflected in the increase of passive components MLCC and resistive ceramic substrate materials. The price and the growth of the mobile ceramic back cover increased performance.
After the MLCC realized the annual price increase in 2017, some analysts pointed out that the price increase of MLCC is expected to continue for the whole year of 2018. Sanhuan Group's revenue in 2017 is about 200 million, and its expansion in 5018 is 50%. In the quarter, it is possible to continue to increase prices. In 2018, the revenue and gross profit margin will be highly flexible. The ceramic substrate of the chip resistance will have a revenue of 300 million in 2017. It is expected that there will be 50-60% capacity expansion by the end of 2018, to 2018. The cumulative price increase has exceeded 30%.
In terms of mobile phone ceramic back cover, according to market feedback, the ceramic version of OPPO R15 and Xiaomi mix2s has been sold very well since the official release in March-April. Suppliers and terminals are more optimistic about ceramic materials, followed by other domestic flagship machines. The introduction probability in the model is also getting larger and larger. It is expected that the three rings will continue to benefit from the increase of the permeability of ceramic casings this year and next.