Well, perhaps they need a smaller factory then. I mean if their capacity is 100000 a month and they only sell 10000 a month, then indeed they should retool, but that doesn't mean they need to stop making them (and besides this falls into the productivity category, I can't believe Japanese would be running a factory at a fraction of its capacity for so many years).
Besides, they're switching from a stable, cornered market to a highly competitive one. Why keep this bird in the hand when there's a bigger one up there on the branch? Well, let's see them try to catch it first, or rather wrangle it from hands of the likes of Sanyo and Panasonic.
I mean, you were able to buy Nichicon and Elna Cerafines and Black Gate only a few years back. Now you can pretty much buy only Black Gates (from specialty dealers, that is). Now the BG is gone? Dealers will sell no high end capacitors? Well, they will either be forced to start selling Elna Silmic and Cerafine line again, or go out of business.