Recently, Japan's electronics industry in the dark days of kyushu earthquake disasters and apple mobile phone production and man-made, wad a real double whammy......
Japan's large electronic components company orders after 4 years for the first time. Murata manufacturing and TDK six big companies such as 1 ~ 3, 2016 total orders fell 4% year-on-year. Extensive use of Japanese companies parts of the United States apple's smartphone sales downturn "iPhone" is a negative impact. Keep pace with automobile and machinery of slowdown, Japan's main industry of Japan's domestic economic downturn is likely to be the main reason for the long-term.
Japanese economic news for kyocera, electricity production, nitto denko, Japan Alps electric orders six companies, independent statistical part (sales). 1 to 3, 2016 the total order is only about 1.24 trillion yen, since the March 11 earthquake and flood impact of 1 ~ 3 months in 2012, after 16 quarter levels lower than the previous year for the first time. In addition, the year of around 5.4 trillion yen in 2015, and only a 6% increase over last year. Since 2012 for 3 years of double-digit growth in narrow.
1 ~ 3 big Japanese components company in order to reduce to a great extent, is due to the iPhone sales slump. Because the main models "iPhone 6 s/splus" sales slump, the United States apple iPhone 1 ~ 3 month production by about 30% than the same period last year.
Each enterprise the impact is not the same. Murata manufacture so smart phones as a representative of communication business account for about 60% of the combined sales. And the smartphone business of TDK also accounted for 40%. Equipped with high functional components of plenty of apples by Japanese companies product ratio is high, become the reason of these companies struggling.
The biggest impact is east electrician. The company for the iPhone large supply of parts and touch panel LCD panel parts, the order reduction seems to reach about 20%. In addition, the semiconductor protection components and connectors of kyocera orders about 10%. Japan's electricity production is launched is considered iPhone vibration components oriented to increase investment, but the components order seems to be lower than expected.
On the one hand, the yen has also had a negative effect. Murata orders in production is higher than a year ago, but with a flat conversion for the yen. TDK is about 5% lower than a year ago. From April to June, apple will still for about 30% of production. As a result, Japan's corporate order from April to June in the electronic components it is difficult to expect growth significantly.
Electronic components accounted for 8% of Japan's domestic production as a whole, and accounts for about 20% of the cars, more than 10% of the machine belong to major industries. If the order of Japanese companies continue to decline, not only is the production of electronic components itself, equipment investment may also become increasingly affected, will become one of the main reasons for lower Japanese economy.
Longer term, electronic parts and components companies face the environment also began to change. The support the growth of the smartphone market growth is slowing. According to the research firm IDC, global smartphone output is expected to more than 1.5 billion units in 2016, but growth rate is only 5.7%, down to 1 digits for the first time.
Under this background, the companies have begun to find new growth areas. Companies think, even if has entered mature period of smartphones, achieve high functionality and thin and indispensable parts of demand will also increase, kyocera will invest about 15 billion yen to build new factories for producing thin resin substrate.
In addition, to expand our business to automotive components such as action is accelerating. TDK will launch smartphones high functional oriented to increase investment, at the same time, plans to auto parts sales increased by 75%, than it is now up to 350 billion yen. If the practical progress of vehicle automated driving, electronic spare parts demand is expected to rise further. Can actively seize the growth area, or will affect the growth of enterprise in the future.
