Although not many parts are made in Japan these days, I think there are a lot of obscure but essential supplies that may have an effect - ISTR a while ago a chip shortage due to problems at a factory that made the plastic encapsulant for chips. There are probably umpteen other obscure niche areas supplied by a very few specialist Japanese companies that could have an impact.
probably hard to predict at this stage, and affected manufacturers aren;t going to start shouting about it... I hear Renesas already has some fab closure issues.