Inventories of Japan's top 8 semiconductor manufacturers have climbed sharply! Involving Murata, TDK, Rohm and TAIYO YUDEN
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Update time : 2022-08-06 14:54:39
Today, according to the latest news from Nikkei Asia, the latest financial reports of eight electronic component suppliers, including passive component laminated ceramic capacitor (MLCC) leader Murata Manufacturing, Nidec, Kyocera, TDK, Nitto Denko, Rohm, Alps Alpine and TAIYO YUDEN, show that last quarter (April-June) revenue grew by a combined 2% quarter-over-quarter.
However, inventories at these manufacturers expanded 17% to 2.73 trillion yen ($20.4 billion); inventory turnover increased from 2.7 months to 3.1 months, higher than the figure for the same quarter in 2020, when global demand plummeted as the new crown epidemic spread. Murata's inventory turnover ratio even increased by two weeks to 3.7 months last quarter. The increase in inventory turnover time was mainly due to the months-long closure control measures implemented in Shanghai during that period. The value of TAIYO YUDEN's inventory at the end of June reached 110.6 billion yen, an increase of 8.6 billion yen from the end of March, excluding exchange rate fluctuations. Tomohiro Fukuda, chief operating officer of TAIYO YUDEN, said, "We have been unable to ship products due to the blockade." Alps Alpine Chief Financial Officer Tetsu Kodaira said revenue from auto parts in particular declined after accounting for exchange rate factors, as embargo measures and a global shortage of chips led to lower sales of new vehicles. Overall, parts suppliers are now facing the dilemma of a sharp drop in demand for end products. According to the U.S. research firm IDC, smartphone and personal computer shipments fell 8.7% and 15.3% in the second quarter, respectively. Gartner, a leading analyst firm, also said recently that rising inflation and rising energy and fuel costs have put pressure on consumers' disposable income, affecting spending on electronics such as personal computers and smartphones.
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