Core Viewpoint - Japanese electronic component manufacturers are restructuring their production bases in response to geopolitical risks and the ongoing US-China trade tensions, with a focus on diversifying their supply chains outside of China [2][4][6]. Group 1: Company Actions - Tamura Corporation plans to reduce its production bases in China by approximately 30% by March 2028, shifting production to regions with lower geopolitical risks such as Europe and Mexico [2][4]. - TDK has initiated mass production of lithium-ion batteries in India, marking its first production outside of China [2][5]. - Murata Manufacturing is set to establish its first production base in India by the fiscal year 2026, focusing on multilayer ceramic capacitors (MLCC) [5][6]. Group 2: Market Trends - Japanese electronic component manufacturers are increasingly moving production to Southeast Asia and India to mitigate the impact of high tariffs on components produced in China [6][8]. - The global supply volume of Japanese electronic components is expected to increase, with a projected supply amount of 45.323 trillion yen for the fiscal year 2024, marking a 3% increase from the previous year [8]. - Despite the shift, the supply to China remains the highest, with an output value of 1.5802 trillion yen, indicating that China is still a significant market for Japanese manufacturers [8]. Group 3: Strategic Responses - Companies are responding to the normalization of risks associated with US-China relations by establishing independent supply chains for different regions [6][8]. - MEIKO has built a new factory in Vietnam with an investment of approximately 50 billion yen, aiming to produce printed circuit boards for iPhones, reducing its production ratio in China from 70% in 2018 to less than 5% by 2024 [7][8].