Japan's major electronic components business orders growth has been on the brake. Kyocera and TDK and other six companies in 2015 10 to 12 months to maintain the total amount of orders was essentially flat with a year earlier only level, compared to the previous period of about three years of double-digit growth has seen a sharp decline. As the largest supplier in the destination of China, the production slowdown in the momentum of electronic products, which had a negative impact. Electronic components is Japan's main export products, orders slowing down the Japanese economy will be negative factors.
Nihon Keizai Shimbun on Murata Nidec, Nitto Denko and Alps Electric and other Japanese related industries six major business order intake (as part of the business sales) were independent statistics. It was found that in 2015 10 to 12 months of total orders increased by only about 1% over the previous year, less than 1.4 trillion yen. Although the total is still at historically high levels, but the impact from reaching 3.11 earthquake and floods in Thailand led to negative growth in 2012 from 1 to 3 months, after a lapse of about four years, the lowest growth rate.
In China increasingly sharp economic slowdown in the background, electronic parts orders for smart phones and cars to the center continued to grow. But because while facing the world economic slowdown, China's production companies have lost previous momentum. In this context, electronic components will inevitably be affected.
Since the semiconductor parts and other protection for communications base station on the Chinese supply decline, the amount of Kyocera orders fell more than 6% over the previous year. For high-speed mobile communications, base stations have increased after the construction of speed down there. In addition, due to the Nitto Denko smartphone market slowdown and other factors, a decline in LCD-related parts of the center.
Murata's orders growth rate of 7% to 9%, with the previous 20% to 30% compared to a slowdown. With increased supply of highly functional smart phones bring the number of parts, as well as increased demand for electronic components in cars increases to ensure growth.
Due to strong automotive parts such as performance, Nidec is expected to maintain 10% growth, but it seems that the air conditioning in the Chinese market and other motor into a bitter struggle. Senior housing and building construction due to excess supply and stagnation, which had a negative impact. According to Japan's large-scale air-conditioning business, he said air-conditioning products in China's stock has reached tens of millions, and continue to increase, "or sales recovery takes a long time."
US Apple from January to March 2016 production of the new products also constitute a blow. Apple to increase the screen size by means of "iPhone 6" became China's first smart phone market, but the new "iPhone6s" is that there is no significant improvement, "sales were down about 20%" (stakeholders).
The idea that the amount of electronic parts orders related Japanese companies from January to March 2016 will be flat with last year or declined. Chief analyst at IHS GLobal of Nanchuan Ming said, "After the summer of smart phones is expected to supply the aid of Apple's new service model and usher in better, but for other equipment suppliers, etc. in 2016 will face a critical situation throughout the year."
Japan's exports of automobile and electronic parts as the two pillars. 2014, including electronic components, including semiconductor exports reached 3.6908 trillion yen, accounting for 5% of total exports, second only to 14.9% of the car's major export. With the strong performance of automobile exports to the North American market, new car sales and export results, there have been signs of recovery, but if the electronic components exports continued to slow down, it will continue stagnant Japanese economy pose a huge impact.
