On December 16, the super typhoon Rai landed in the Philippines and brought super heavy rainfall in Southeast Asia. Affected by this, floods occurred in Peninsular Malaysia and affected local port and factory operations. Dutch chip packaging equipment supplier BE Semiconductor (BESI) said that heavy rains affected its main production facility in Sha Alam, Malaysia, resulting in the suspension of the assembly of products worth about 25 million euros (approximately 179 million yuan).
(Source: Philippine Department of Information)
On December 20, the Philippine police reported that Typhoon Rey had caused 208 deaths in the country. The number of people affected by the disaster exceeded 1.18 million, making it one of the strongest typhoons that the Philippines has encountered this year.
Philippine National Disaster Reduction Commission spokesperson Tim Barr said that according to the statistics of the Disaster Reduction Commission, "Rey" caused more than 200 million Philippine pesos, or about 28 million yuan, in infrastructure losses. The agricultural losses exceeded 100 million pesos, or about 14 million yuan.
"Rey" damaged communications and power supply systems in at least 227 cities. Due to the use of temporary generators for power supply, the demand for fuel is large, Bagao and other provincial officials worry that the fuel in the province may be exhausted. Once this happens, cold storage and other equipment used to store large amounts of new crown vaccine will face power outages.
The Philippine semiconductor supply chain is overshadowed again
On December 15, Noglales, the spokesperson of the Acting Presidential Office of the Philippines, stated that from December 16 to December 30, the national alert level of the new crown epidemic in the Philippines will continue to be maintained at level 2. According to the Philippine Ministry of Health, on December 20, the Philippine health department discovered the third case of Omi Keron strain.
The new crown epidemic has not been effectively controlled, and natural disasters continue to hit. In early July, the Taal Volcano, about 60 kilometers south of Manila, the capital of the Philippines, experienced continuous small-scale vapor eruptions, causing many residents to evacuate. On December 16, Typhoon "Rey" hit the Philippines again. This casts another shadow over the electronics industry chain.
In recent years, investment by foreign electronics manufacturers in the Philippines has increased rapidly. Major electronics manufacturers from Japan, Taiwan, the Netherlands, South Korea, and the United States have production facilities in the Philippines, and many of them have begun to design products on-site or develop them into global export bases.
The Philippines is one of the main production bases of passive components in the world. Major MLCC manufacturers Murata, Samsung Electro-Mechanics, and Taiyo Yuden all have factories in the Philippines. From the perspective of the global MLCC industry layout, Murata currently has a production capacity of 150 billion units per month. Except for Japan, its production capacity is mainly in Wuxi, China (40%), the Philippines (15%), Thailand, etc. Samsung Electro-Mechanics has a production capacity of 100 billion units per month. The production capacity is concentrated in Busan, South Korea (20%), Tianjin, China (40%), and the Philippines (40%). The MLCC factory in the Philippines is in Laguna, while the production capacity of Yageo MLCC is mainly concentrated in Suzhou, China (70%) and Taiwan, China.
The large shortage of passive components in the first quarter of 2021 is due to the fact that overseas factories of these manufacturers cannot start operations due to local blockades.
In addition to MLCC, many global semiconductor giants also have factories in the Philippines. According to Bozhong Technology, the specific distribution is as follows.
ON Semiconductor
ON Semiconductor has 3 packaging and testing plants in the Philippines, and the projects that each packaging and testing plant is responsible for are basically different.
Affected by this second lockdown is the packaging and testing plant in Carmona, whose main work is surface mount type IC packaging, logic/analog device testing, and ASIC/ASSP testing;
The factory in Tarlac City is responsible for SSOP, TSSOP, HSOP, HSSOP, QIP, QFP, SDIP, HDIP, QFN type packaging;
The factory in Cebu is responsible for PQFN clamps, PQFN lines, WLCSP, and SOSM packaging. It is the original Fairchild's factory.
Microchip
Microchip's power devices are packaged and tested by two factories in the Philippines.
Both factories are within the scope of the lockdown. At the same time, microchip issued an official message on July 7 stating that due to a serious shortage of supply, the price of some models will increase by more than 7%.
ADI
ADI has packaging and testing plants in Malaysia and the Philippines. The packaging and testing plant in Penang, Malaysia came from the acquisition of Linear, which is responsible for less production capacity. The packaging and testing plant in the Philippines is in Cavite (involving the secondary closure) and is the main packaging and testing center.
Anshi Semiconductor
Nexperia has a packaging and testing plant in Dongguan, Seremban, Malaysia, and Kabuyo, Philippines.
The Dongguan packaging and testing plant is mainly responsible for the packaging of small-size ICs, with the highest production capacity; Malaysia has a production capacity of about 10 billion (mainly diodes), and the Philippines has an annual production capacity of 1 billion.
ST
ST has 6 packaging and testing plants, three of which are in Morocco. The rest are in Shenzhen, the Philippines, and Malaysia.
TI
TI has one packaging and testing plant in Chengdu, Taiwan, the Philippines, and Malaysia. The production capacity of the Philippines plant accounts for 40% of TI's total output.
LittleFuse
LittleFuse has 3 (one is under construction) factories in the Philippines. Mainly responsible for the assembly and test operations of sensors, protection circuits, and power semiconductor modules.
Maxim
There are two wafer fabs in the United States, and a packaging and testing plant in Thailand and the Philippines.
Roma
ROHM has 17 factories worldwide, of which there are 2 in the Philippines.
ROHM’s two factories in the Philippines are responsible for the manufacture of ROHM’s ICs, resistors, capacitors, and transistors, and they are the main packaging producer of single ICs.
（source:Internet）
Floods have caused Malaysian semiconductor manufacturers to stop production
Not only was the Philippines seriously affected, but the typhoon caused torrential rains in Peninsular Malaysia. Floods caused tens of thousands of people to be displaced, roads closed, and shipping interrupted. Zaini Ujang, Secretary-General of the Ministry of Environment and Water Resources of Malaysia, said that the torrential rains in the two days from December 17 to 18 reached the usual one month's rainfall. By December 19, the rainfall gradually weakened and the floods began to recede.
Malaysian authorities stated on December 18 that under the influence of the flood, the operations of Port Klang (PORT KLANG), the second largest port in Southeast Asia, were severely disrupted. Due to the damage to the entrance road, many workers are unable to go to work, and the delivery of goods and the berthing of ships will be delayed in the next few days.
Many factories in Malaysia were also affected by the floods. On December 20, Dutch chip packaging equipment supplier BE Semiconductor (BESI) stated that the company lowered its fourth-quarter revenue forecast due to the Malaysian floods affecting its main local production facilities.
BE Semiconductor said that heavy rains affected its main production facility in Shah Alam, Malaysia, resulting in the suspension of assembly of products worth approximately 25 million euros (approximately RMB 179 million).
The group said in a statement: "It is initially estimated that the one-time cost of materials and labor required to repair or copy those affected systems will be between 4 million and 6 million euros, which will be included in the fourth quarter earnings. "
BE Semiconductor said that it is expected that the cost of repairing the affected buildings and production-related equipment is not expected to exceed 2 million euros. The company currently expects revenue in the fourth quarter to fall by about 15-20% compared to the third quarter, compared with previous expectations of a decline of 5-15%.
But BESI said it expects the value of orders in the fourth quarter to reach about 180-190 million euros, higher than the 157.3 million euros in the fourth quarter of last year.
News source:Internet
