I was talking to So from Japan-tool about this and he mentioned it more affecting the mass makers, so those looking for katos or shigefusas might be ok. A 20% increase all at once is quite substantial imo. He was also mentioning that this is happening due to these japanese makers now choosing to focus on the western market not their local market. All in all not the best situation especially how it has been handled at least from what I have heard.
So far, it seems to be all around... small and large operations alike