Japanese capacitors, inductors situation and impact analysis after the earthquake manufacturers

Earthquake-affected area (Fukushima and the surrounding area) for the Japanese manufacturer of aluminum electrolytic capacitors are mainly concentrated one place. In Nichicon, for example, from a geographical point of view, Nichicon affected aluminum electrolytic capacitor production plants and is the main cause of Nagano, Hotaka, Ohmachi and Tomita four. And Rubycon mainly affected are Akita and Fukushima factories and two Division. The Chemi-con also Fukushima and Iwate were built many factories and business. Particularly affected are Chemi-con specializes in the production of foil Takahagi Plant (formerly KDK is combined before foil plant), which may make the original by Chinese enterprises shocks foil chain hurt again.

Guoxin Securities, said the short term, we believe that Chinese demand for aluminum foil exports to Japan will be severely affected, but for the Chinese manufacturer of aluminum electrolytic capacitors (especially high-end manufacturer) constitute a direct positive. Medium and long term, we believe that the deeper seismic events may affect the layout of the Japanese industrial aluminum electrolytic capacitor. Part first subjected to nuclear radiation has the potential to form long-term (even permanent) archive, Japanese aluminum electrical capacitor production companies will have to speed up the transfer of foreign industrial chain of its own, which is China with technical superiority and advantages of the industrial chain business will good form.

According to news messages is fine, good art agent (Nippon-Chemicon) aluminum capacitors Xinhua trade said that as the original, although the plant is located northeast of Japan, but the aluminum capacitor day for fear of salt in the air, so the plant are located inland, the current return of the original production line from the earthquake, besides good artists have up to 60 percent of capacity by overseas production, it is expected to reduce the impact of earthquakes on the supplier.

Japanese companies in the field of Murata MLCCL from high capacity to low capacity complete product line, other Japanese manufacturers to begin high-capacity MLCC based, able to produce high-capacity, only Fenghua Hi-Tech, Yu Yang technology so few, these companies are expected the next six months high capacitance MLCC benefit from domestic and foreign manufacturers import substitution orders for the transfer.

Guoxin Securities believes that the domestic Farah Electronics film capacitors, Jianghai shares have strong competitiveness in the global aluminum electrolytic capacitor market. Jianghai shares of major competitors with Japan Chemicon, Nichicon big gap between the scale, if the affected overseas competitors increase, the demand will be greatly improved in terms of import substitution.