Electronic Components Sector: Component Data Deposition: METI production statistics (electronic components, semiconductors) for Apr 2026: Passive Components firm, MLCCs drive growth
Report Coverage
- Broker
- JPMorgan
- Region
- Japan
- Sector
- Information Technology, Electronic Equipment
- Report Type
- Industry Report
- Primary Focus
- METI April 2026 electronic component and semiconductor production data
Report Summary
JPMorgan analyzes METI April 2026 data: electronic components in line with seasonal norms, semiconductors below. Passive components outpaced with MLCC volume +11% MoM, value +12%. ABF substrates pulled back but maintain uptrend. Murata and Taiyo Yuden remain top picks.
Key Takeaways
- Electronic components generally in line with 20-year seasonal norms; semiconductors below except memory
- MLCC volume +11% MoM, value (USD) +12%, ASP +1% — passive components outpaced norms
- MoF trade data diverges from METI for MLCCs since Dec 2025; JPM favors MoF showing export growth
- ABF substrates pulled back in April but maintain uptrend, positive for Ibiden
- Semiconductor output fell short: discretes -9%/-18%, MCUs -30%/-6%, logic -7%/-8%; memory +277%/+7%
- Top picks: Murata Manufacturing and Taiyo Yuden
Why This Report Matters
METI monthly data is the most authoritative signal on Japanese electronic component demand; MLCC dynamics are a leading indicator for the electronics supply chain.
Topics Covered
Companies Mentioned
Who this summary is for
This summary is for users researching the JPMorgan Electronic Components Sector report. It helps users review Electronic Components Sector: Component Data Deposition: METI production statistics (electronic components, semiconductors) for Apr 2026: Passive Components firm, MLCCs drive growth coverage, key takeaways, and related broker or sector research paths across MLCC Production Trends, Passive Components Market, Japanese Electronic Components; Murata Manufacturing, Taiyo Yuden.
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