Core Insights - Japanese electronic component manufacturers are restructuring global production in response to US-China trade tensions, with Tamura Electric planning to reduce its bases in China by 30% by March 2028 [2] - The global shipment volume of Japanese electronic component manufacturers is expected to reach a record 4.53 trillion yen in FY2024, marking a 3% increase from the previous year [4] Group 1: Company Actions - Tamura Electric will begin mass production of current sensors in Saitama Prefecture, Japan, in November, shifting from previous production solely in China [2] - TDK plans to start mass production of smartphone batteries in Haryana, India, by the end of this year, marking the first production of such components outside China [2] - Murata Manufacturing will establish its first production base in India for multi-layer ceramic capacitors (MLCC) by FY2026, aiming to localize production [3] Group 2: Market Trends - The US has announced tariffs on Chinese products, with rates fluctuating from 145% to 30%, and recently indicating a potential increase to 100% on imports due to China's restrictions on rare earth exports [3] - Japanese electronic component manufacturers are increasingly shifting production bases to Southeast Asia and India to mitigate the impact of high tariffs on Chinese-made components [3] - Exports to regions outside Japan and China have increased by 9%, reaching 958.6 billion yen, indicating a diversification in market focus [4]