Due to the COVID-19 epidemic relationship, in the last week of August, the world's largest MLCC manufacturer Murata downscatled the MLCC main manufacturing plant located in Fukui County, Japan, and launched a comprehensive comprehension in September 1. The outside world is generally speculated that, on the eve of the IPHONE 13, the Murata MLCC main plant may affect the iPhone, and the production plan of the Sony Play Station.

Effects of MLCC supply

For the above speculation, Murata said that although the downtime of the martial arts will reduce the production volume of MLCC to a certain extent, the impact on performance is still accounting, but the impact of the customer's supply commitment and time cycle will minimize.

Murata further illustrates the reasons, on the one hand, although the Fukui factory is Murata's largest MLCC manufacturing plant, but for the global MLCC supply demand and capacity scale, the production of MLCC and related capacitors in Fukui plant does not account for most of the total, more Production capacity, supply and manufacturing are provided by a global manufacturing plant located in Shiyun Village, Island, and Philippines, and Philippines.

On the other hand, as the world's largest electronic components manufacturer, Murata's component inventory reserve can be dealt with short-term production capacity in the factory, so it is basically very limited in the impact on customers' supply needs.

Murata Fukui factory has been fully completed

On August 31, Murata also issued a description of this epidemic for the last day of the mobilization. Murata represents the Director Sino Medical Sales: Fukui Murata confirmed the first case infecting COVID-19 on August 3, and then diagnosed as a Murata partner employee, not the company's employees. In order to ensure the safety of all employees, Murata implements PCR examinations that are subject to all employees from August 22nd to August 31. As of August 29, the total number of people confirmed by the PCR examination was 5,416, with a total diagnosis case of 124, including 98 diagnosed infections from August 3 to 24, and the number of people increased, the total number was 124. people. At present, the Murata Fukui plant has been fully completed, but only the PCR detected is negative employee group. At the same time, the Zhongjima Rover also said that after completion, MURATA is still planned to implement a PCR examination of approximately 1,000 people per day during the corresponding period.

The global MLCC market share accounts for more than 40%

According to the Wall Street Journal, in the latest smartphones, 1000+ minor ceramic components are hidden to control power flow. They are called MLCC, namely multi-layer ceramic capacitors. Multilayer ceramic capacitors are made of ceramic materials, and "multi-layer" refers to multi-layer conductive and insulating materials such that they have ultra-high performance in a narrow space (such as the interior of the phone). In the field of electric vehicles, MLCC demand per car may be tens of thousands per car.

According to foreign media statistics, Murata's share of MLCC market share may exceed 40%, which is a Global lead MLCC manufacturing and supplier. The martial arts industry mainly produces smartphones with MLCC, which is MURATA located in Japan's MLCC main firm base.