KYOCERA AVX to Acquire ROHM Tantalum and Polymer Capacitor Business Assets 

FOUNTAIN INN, S.C. (March 4, 2022) – KYOCERA AVX, a leading global manufacturer of advanced electronic components engineered to accelerate technological innovation and build a better future, is set to acquire ROHM Semiconductor’s tantalum and polymer capacitor business assets. The two companies recently reached a final agreement, which states that ROHM Semiconductor (ROHM Co., Ltd.) will transfer its tantalum and polymer capacitor business assets — including all of its tantalum and polymer capacitor manufacturing lines and relevant intellectual property — to KYOCERA AVX. The transfer is scheduled to be executed on August 5, 2022, and ROHM will continue to produce tantalum and polymer capacitor products and supply them to KYOCERA AVX until all relevant production lines have been successfully transferred to the KYOCERA AVX manufacturing site. This will ensure a continuous supply for ROHM customers and immediately increase the already extensive selection of electrolytic capacitor solutions available to KYOCERA AVX customers.

Source: KYOCERA AVX Components Corporation to Acquire ROHM Co., Ltd.’s Tantalum and Polymer Capacitor Business Assets | KYOCERA AVX

High-Reliability Markets for Passive Components

Global passive electronic component markets are currently experiencing a significant amount of financial turbulence, a situation brought about by global economic stimulus programs and the continued impact of the pandemic on key materials and component segments of the high-tech economy. In short, 2021 revenue and volume numbers for capacitors, resistors, inductors and circuit protection components are reaching all-time highs.

A significant amount of these revenues are being converted into excess capacity, especially in areas of technological sophistication where the market needs more competition – areas such as high voltage, high frequency, high temperature and robust mechanical passive component designs.

Source: High-Reliability Markets for Passive Components | TTI, Inc.

Taiyo Yuden expands MLCC production in Malaysia

Japanese manufacturer Taiyo Yuden, will invest MYR 680 million (EUR 140 million) to expand its multilayer ceramic capacitors manufacturing facility in Kuching, Malaysia as the company is looking to increase its production capacity in the ASEAN region.

Source: Evertiq – Taiyo Yuden expands MLCC production in Malaysia

Component sales forecast: Stable as she goes

Several research firms describe the electronics market environment as “stable” entering the all-important calendar Q4. Lead times, for example, have leveled out, according to LevaData and the ECIA, and demand shows no sign of abating. However, logistics experts continue to point to seemingly endless backups at international seaports and retailers are bracing for holiday shipping delays.

Source: Component sales forecast: Stable as she goes :: EPS News | MyNewsletterBuilder

Demand Patterns Shifting for MLCCs

Industrial, medical, and military demand for high quality, high-voltage multi-layer ceramic capacitors (MLCCs) has been hit hard by a shift in production by the world’s largest MLCC manufacturers who are focusing on a seemingly insatiable demand for smaller, lower voltage – and in some way – lower performance MLCCs. This demand has been fueled by the global growth of 5G networks and continued advancements in smart phones and mobile devices who are consuming significantly more MLCCs per device.

Source: Demand Patterns Shifting for MLCCs

Component Shortages to ‘Last Well Into 2022,’ Execs Predict

The challenges related to semiconductor and other component shortages will be with us for a considerable time, according to more than a dozen manufacturing executives. We asked these decision-makers and their partners about  current issues; the impact of shortages; how long the scarcity will last and how they are protecting themselves from counterfeit goods. We also asked what they see as a long-term solution for the severe boom-bust cycles typical of the electronics industry.

Source: Component Shortages to ‘Last Well Into 2022,’ Execs Predict

Passive Electronic Components: Global Market Update

Capacitor, resistor and inductor markets all showed signs of increased demand in August, with lead times for all three product lines reaching new heights. Lead times increased again in August 2021 by 2.1 percent. This follows a 3.4 percent month-to-month increase in July 2021, which has subsequently taken capacitor demand and lead times back to levels where MLCC shortages were dictating supply and demand back in 2019.

Source: Passive Electronic Components: Global Market Update, August 2021 | TTI, Inc.

Demand from 5G Handsets, BEVs is Increasing Lead Times for Passives 

Lead times are increasing for multiple types of passive electronic components in 2021.Figure 1 below is from Paumanok’s latest market research report titled “Passive Electronic Components: World Market Outlook: 2021-2026.” It reveals that we are about to enter a new level of value in the passive component supply chain.  The index, which follows 53 types and configurations of passive component (capacitors, resistors and inductors) show a spike in lead times reminiscent of recent spikes that demonstrated shortages and price increases.

Source: Demand from 5G Handsets, BEVs is Increasing Lead Times for Passives | TTI, Inc.

COTS Automotive Capacitors Procurement for SME Space Hardware Manufacturer

There is an on-going interest from space industry to accommodate commercial EEE components in space systems. The attention is especially paid to automotive grade components that comply to AEC-Q200 automotive qualification standards. Capacitors are the most critical EEE passive components for space applications due to their various number of applications and performances’ reliability.

Source: COTS Automotive Capacitors Procurement and Evaluation Case Study for SME Space Hardware Manufacturer; ESA ESCCON 2021 EPCI Report – Passive Components Blog

Earthquake in Japan affects the electronic components supply chain 

On the evening of the 13th, an earthquake measuring 7.3 on the Richter scale occurred in the northeastern region of Japan, which affected the production of manufacturers such as Murata, Renesas, and Shin-Etsu. Among them, Murata’s factories in Fukushima and Miyagi have suspended operations; Renesas estimates that it will take a week to resume normal production.

Source: Earthquake in Japan affects the electronic components supply chain – SemiMedia

Murata Announced Completion of New Raw Ceramic Manufacturing Plant 

Murata Manufacturing Co., Ltd.’s production subsidiary Okayama Murata Manufacturing Co., Ltd. (Setouchi City, Okayama Prefecture) has been expanding its welfare and energy buildings Construction of a new production building was initiated in December 2019 and was just recently completed. A ceremony was held for the new production building on January 20, 2021.

Source: Murata Announced Completion of New Raw Ceramic Manufacturing Plant – Passive Components Blog

MLCC supply is beginning to tighten

As lead times grow, expect the MLCC market to tighten throughout 2021. By TTI’s vice president of product and supplier marketing, Jeff Ray.After a prolonged lull during 2019 and most of 2020, the supply of MLCCs is beginning to tighten. Lead times are extending across many case sizes and suppliers, both in commercial and automotive-grade components.

Source: MLCC supply is beginning to tighten | Latest Articles News