Japanese electronic component manufacturer Tamura Manufacturing will cut 30% of its production capacity in China, completing the restructuring by March 2028. The company’s president confirmed plans to shift output to Europe and Mexico, citing lower geopolitical risks.
This trend is accelerating across Japan’s electronics sector:
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TDK will begin smartphone battery production in India, the first such output outside China
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Murata Manufacturing plans its first MLCC mounting base in India by FY2026
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Meiko Electronics has reduced its China production share from 70% to under 50%
The moves respond directly to US tariff policies, including the recent hike to 100% on Chinese imports, prompting companies to build separate supply chains for different markets.
ICgoodFind: Japanese suppliers are accelerating production shifts, reinforcing global supply chain realignment and pushing China toward high-end, self-sufficient manufacturing.
