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The impact of the new corona pneumonia epidemic on the passive supply chain appears to be returning. The staff at the Huaxin Keda Malaysia factory became infected with the epidemic and the factory was suspended for three weeks. Furthermore, the “ruthenium” material required for the input of the chip resistor was discontinued due to the suspension of the mining zone. Factory material cost, with the approach of the Lunar New Year, chip resistors may be short in advance.
Huaxinke has notified EMS customers that the Malaysian plant has been suspended for three weeks since the 23rd. Before that, Huaxinke had shipped some semi-finished products to Taiwan in advance, but the quantity was small. The industry estimated that, although the production line was suspended for three weeks, the actual impact may be less than three weeks, mainly because the “time point” is very inconsistent. The automotive market and the demand for mobile phones are heating up, driving the demand for chip resistors. The chip resistor inventory is already at a low level, which coincides with the storage before the Chinese New Year. Demand is approaching and the closing of the fourth largest factory in the world in terms of production capacity will definitely have an impact on the supply side.
After the news of the closure of the Malaysian plant at Huaxinke, the main resistance plants received calls from downstream customers asking about production capacity. As the Lunar New Year approaches, recruiting is a huge challenge. How to deal with the sudden wave of transfer requests? Try the factories.
According to the industry, major resistor manufacturers successively received inquiries from downstream customers yesterday afternoon, with particular concern about 0201 resistors. Although the current utilization rate of resistor plants remains at 60-90%, there are still room for improvement. However, the long-standing hiring problem is difficult to solve Before the Lunar New Year, it is a great challenge. Therefore, the main factories of the resistance give priority to the consolidation of their friendly customers and the preparation of orders for production. It is quite difficult to jump into production.
The agent assessed that the specifications affected included automotive gauge resistors, small size resistors such as 0402 and 0201, and high power products were also affected.
Huaxinke sent a letter to customers on the 23rd stating that the Malaysian plant in Ipoh has been disinfected in the past two days and that the production line will be suspended for three weeks from the 23rd. The Huaxinke, Fuya plants in Taiwan, Japan and China have started to receive support. Appease customers.
In addition, recently, the resistance supply chain has also reported that the new corona pneumonia epidemic has spread to mining in Africa. The price of “ruthenium” used in the ink needed for chip resistors has skyrocketed, affecting the cost structure of chip resistors, especially those less than 1 ohm. As costs have risen, some spot prices have started to rise. Although the overall ratio is extremely low, all the major resistance factories have a difficult time hiring labor before the Lunar New Year. Costs have risen and supply and demand are out of balance. Each factory has already designated production.
Taiwan is a major chip resistor production center, with a total market share of 70-80%. Huaxin technology is infected with the epidemic. The industry expects Yageo, Dayi and Qi Lixin to benefit. Yesterday, resistor manufacturers asked their companies to prioritize support. Its own friendly customers, while leading manufacturer Yageo has received transfer orders for general specifications. Automotive-related customers have already passed the certification and established part numbers. In the future, they can stick with the general specifications and switch to Yageo.
The Huaxinke plant in Malaysia is a major resistance production center. It was derived from the merger of Japan’s Kamagaya Electric and focuses on automotive resistors. By the end of this year, the monthly production capacity challenged 45 billion pieces, and the average chip resistor utilization rate was about 90%.
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