Panasonic Factory Fire Puts Pressure on Passive Component Supply

On March 9, 2025, a fire occurred at Panasonic's Device Solutions Division factory in Chitose City, Hokkaido, leading to a temporary suspension of production for several key electronic components. The affected products include Chip Multilayer Varistors (EZJ series), NTC Chip Thermistors (ERT series), and Varistors SMD Type HF Series (ERZHF series).​

Impact on the Electronics Supply Chain

These components are integral to various applications across the electronics industry:​

• Chip Multilayer Varistors (EZJ series): Provide surge protection in consumer electronics, industrial equipment, and automotive systems.​
• NTC Chip Thermistors (ERT series): Used for temperature sensing and compensation in devices such as HVAC systems, medical instruments, and consumer electronics.​
• Varistors SMD Type HF Series (ERZHF series): Offer over-voltage protection in power supplies, telecommunication equipment, and automotive electronics.​

Given the widespread use of these components, the production halt is anticipated to disrupt supply chains globally. Many manufacturers rely on these specific parts, and sourcing alternatives may be challenging due to their specialized nature and the prevalence of single Approved Vendor Lists (AVLs).​

Manufacturer Response and Recommendations

Fusion Worldwide has proactively begun monitoring stock levels and responding to sourcing requests for the affected components. We are committed to assisting our partners in navigating this disruption by:​

• Assessing Inventory: Evaluating current stock to identify immediate availability and potential shortages.​
• Exploring Alternatives: Investigating compatible components and suppliers to mitigate the impact of the shortage.​
• Collaborative Planning: Working closely with customers to understand their specific needs and develop tailored strategies to maintain production continuity.​

Navigating the Impact

The fire at Panasonic's Chitose factory underscores the vulnerability of global supply chains to unforeseen events. Manufacturers are advised to assess their inventories, engage with suppliers to understand lead times, and consider diversifying their component sources to enhance resilience against such disruptions.​

​

Fusion Worldwide will continue to monitor the situation and provide updates as more information becomes available.