MLCC demand rises! TAIYO YUDEN plan expansion
The demand for passive components is increasing, and the Japanese accumulated ceramic capacitor (MLCC) large manufacturer of the TAIYO YUDEN reported to be invested nearly 10 billion yen to expand the MLCC in South Korea.
According to the report of Japanese Industrial News, due to the increase in demand from automobiles, servers, and industrial machines, TAIYO YUDEN Lao Electric Made in South Korea's manufacturing subsidiary "South Korea Gyeongnan TAIYO YUDEN" is planned to invest 100 billion won (about 11 billion yen) expanded expansion expansion Add MLCC capacity. Although the production capacity of the factory has not been disclosed, the target of TAIYO YUDEN induction has increased the global MLCC capacity by 10-15%per year.
The report pointed out that "South Korea's Gyeongnan TAIYO YUDEN " mainly produces a relatively large and highly reliable MLCC, and is installed in the fields of automobiles, information infrastructure, industrial equipment and other fields. In addition to rebuilding factories, the company is currently expanding several buildings, including a manufacturing building and warehouse, which is expected to be completed in fiscal 2024. New equipment will also be introduced to improve production capacity. At the same time, the number of employees will increase from 839 (as of the end of March 2023), and the company plans to hire about 100 new employees in medium- and long -term.
According to reports, in addition to South Korea, TAIYO YUDEN inducement also produces MLCC in Japan, China, and Malaysia. At present, in addition to the construction of a new plant in Changzhou, China, the new factory located in Sarawak, Malaysia has been completed and improved production capacity.
MLCC is widely used in smartphones, PCs, electric vehicles (EV). In addition to TAIYO YUDEN inducement, Village Field Production Institute, TDK, Kyoku Porcelain and other manufacturers also try to expand production capacity.
According to the latest statistics of the Japan Electronic Intelligence Technology Industry Association, due to the great increase in the demand for passive components, the global shipment amount of Japanese electronic parts in January 2024 increased by 10.6%to 361.9 billion yen year -on -year, showing growth for the third consecutive month , The monthly delivery amount is higher than the 3,000 billion yen mark in the 41st consecutive month, which has increased its maximum increase in 15 months (since October 2022, a large increase of 12.7%).
From the perspective of the main items, in January, the amount of passive components in the Japanese factory was 180.1 billion yen, an increase of 15%from the same month last year. Among them, capacitor shipments increased by 15%to 126.2 billion yen, showing the third degree of growth in 4 months, and the monthly delivery amount exceeded the 100 billion yen mark for the 41st consecutive month. As of 15.3 billion yen, the first time in 11 months has shown growth; the volume of transformer shipments has decreased by 9%to 4 billion yen, and the amount of inductance shipments has increased by 24%to 31.9 billion yen.
