To the semiconductor shortage that has plagued many industries, it appears to be added a shortage of passive components such as capacitors. In any case, this was reported by the source. He claims that the Chemi-Con, Nichicon, and Rubycon plants in Malaysia and Indonesia, where most of Japan's well-known aluminum electrolytic capacitors are produced, were closed in July and August. Meanwhile, the three listed companies together control about 50% of the market for these products. The current restrictions are expected to result in a 30-60% reduction in capacitor shipments.
The declining supply runs counter to the growing demand for electronic products in which capacitors are widely used. Even taking into account the fact that some of the supplies can be provided by Taiwanese and Chinese manufacturers, the lead time for delivery has increased from the previous four to six weeks to three to six months.
In this situation, some Taiwanese capacitor manufacturers are even considering buying out companies supplying key materials such as aluminum foil to ensure they have a reliable source and not be shared with competitors.
The deficit is expected to be felt at least until the end of this year. Nobody can predict what will happen in 2022 yet.
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