On March 11th, the Miyagi earthquake occurred in the northeast of Japan. The magnitude reached 9.0 on the Richter scale. The earthquake triggered a 10-meter-high tsunami that engulfed the Iwate, Miyagi, and Fukushima prefectures. The Miyagi prefecture suffered the most. The Sendai and Fukushima annexes to the Seismic Center were a gathering place for Japanese semiconductor manufacturing plants such as Toshiba, Fujitsu, and Motorola. The electronics manufacturer Sony also shut down six factories producing Blu-ray discs and NB batteries here. Panasonic’s joint venture ceased production and it produced batteries for hybrid vehicles. Sharp, Panasonic, Mitsubishi, and Sanyo have closed some of their major factories. TDK and Murata also closed several factories.
1. The earthquake has a certain negative impact on the Japanese electronics industry. In the short term, the price of electronic products may rise, but the impact on the whole is not significant. As one of the world's most important electronic products, their components, and their raw material production areas, Japan’s earthquake will affect the effective supply of global electronic supply chains in the short term, and in the short term it will cause shortages of electronic components and increase prices. However, as a whole, the Japanese electronics industry is mainly concentrated in Tokyo, Kyoto, Osaka and other places, and the earthquake has no direct impact on these areas. Therefore, the impact on the global electronics industry is limited.
2, the domestic passive component companies may be short-term gains. In terms of passive components, Japan's global chip inductors accounted for 81%, solid capacitors, aluminum capacitors about 76%, and MLCC 52% were the world's largest, with a chip resistance of 39%, ranking second in the world, second only to Taiwan. In the earthquake, TDK shut down a production plant. Murata closed the Miyagi prefectural EMI suppression filter and coil manufacturing plant, Sendai Piezoelectric and high-frequency component manufacturing plant, and Hill's functional polymer capacitor. Factory. Gao Xiaoqiang, research manager of Tuoba Industrial Research Institute, believes that this earthquake has a great impact on the Japanese semiconductor industry. The suspension of production by related Japanese manufacturers or the impaired transportation and logistics will not be able to recover quickly, and the relevant manufacturers in the mainland may be benefited as substitutes. Currently, passive component manufacturers, such as Sunlord Electronics, Jianghai, Farah Electronics, etc., have certain global competitiveness and may benefit from it.
3. The impact of the earthquake on the LCD panel industry is limited. Japan's glass substrate factories (Asahi Glass, Corning) and Sharp, Toshiba, etc. are located in Tokyo, Osaka and other places, earthquake intensity is below 5, and these enterprises are very strong in earthquake prevention, and earthquakes of the same intensity in August 2009 have no effect. The impact of the earthquake on the LCD panel industry is relatively small. In addition, the liquid crystal panel industry is now in the off-season, the inventory level is high, and the product price has a downward trend before, so the impact on the industry is very small.
4. The earthquake has a greater impact on the semiconductor industry. According to Isuppli statistics, in 2010, Japan’s semiconductor output accounted for more than 20% of the global market share. Toshiba's electronics semiconductor manufacturing plant, Fujitsu Semiconductor and Motorola Semiconductor Plant (Freescale) gathered in Iwate Prefecture near the epicenter. Currently, several counties near the epicenter have completely cut off power and will affect the supply of high-end semiconductor chips. Toshiba is the world’s leading supplier of NAND Flash and CMOS sensors (digital camera core components). Discontinued production will affect the supply of these products. In the short term, prices of digital cameras and video cameras will increase. At the same time, Toshiba is one of the Apple iPad suppliers, providing memory chips, and the factory shutdown caused by the earthquake will delay delivery time, or will limit Apple's production capacity.
5. If the power supply continues to be tight, it may have a deeper impact on the electronics industry. The earthquake caused the three nuclear power plants in Fukushima to be paralyzed, and many power stations and power supply systems in Japan were also affected. Tokyo Electric Power Co., Ltd. decided to take power outage measures for power cuts every three hours in different regions after the 14th. As the 13th is a weekend with low electricity consumption, it can guarantee power supply, but the 14th company needs to work, and power shortage is inevitable. The situation is expected to last at least one week. If the power system is severely damaged, power recovery will take at least six months or so, which will have a huge impact on the Japanese economy. Japan’s major electronics companies will also be significantly affected.
In the short term, the price of Nand Flash and CMOS sensor products may rise significantly, and there may be a shortage of mid- to high-end passive components such as capacitors, resistors, inductors, and crystal oscillators. Domestically competitive enterprises will benefit from this.
1. The earthquake has a certain negative impact on the Japanese electronics industry. In the short term, the price of electronic products may rise, but the impact on the whole is not significant. As one of the world's most important electronic products, their components, and their raw material production areas, Japan’s earthquake will affect the effective supply of global electronic supply chains in the short term, and in the short term it will cause shortages of electronic components and increase prices. However, as a whole, the Japanese electronics industry is mainly concentrated in Tokyo, Kyoto, Osaka and other places, and the earthquake has no direct impact on these areas. Therefore, the impact on the global electronics industry is limited.
2, the domestic passive component companies may be short-term gains. In terms of passive components, Japan's global chip inductors accounted for 81%, solid capacitors, aluminum capacitors about 76%, and MLCC 52% were the world's largest, with a chip resistance of 39%, ranking second in the world, second only to Taiwan. In the earthquake, TDK shut down a production plant. Murata closed the Miyagi prefectural EMI suppression filter and coil manufacturing plant, Sendai Piezoelectric and high-frequency component manufacturing plant, and Hill's functional polymer capacitor. Factory. Gao Xiaoqiang, research manager of Tuoba Industrial Research Institute, believes that this earthquake has a great impact on the Japanese semiconductor industry. The suspension of production by related Japanese manufacturers or the impaired transportation and logistics will not be able to recover quickly, and the relevant manufacturers in the mainland may be benefited as substitutes. Currently, passive component manufacturers, such as Sunlord Electronics, Jianghai, Farah Electronics, etc., have certain global competitiveness and may benefit from it.
3. The impact of the earthquake on the LCD panel industry is limited. Japan's glass substrate factories (Asahi Glass, Corning) and Sharp, Toshiba, etc. are located in Tokyo, Osaka and other places, earthquake intensity is below 5, and these enterprises are very strong in earthquake prevention, and earthquakes of the same intensity in August 2009 have no effect. The impact of the earthquake on the LCD panel industry is relatively small. In addition, the liquid crystal panel industry is now in the off-season, the inventory level is high, and the product price has a downward trend before, so the impact on the industry is very small.
4. The earthquake has a greater impact on the semiconductor industry. According to Isuppli statistics, in 2010, Japan’s semiconductor output accounted for more than 20% of the global market share. Toshiba's electronics semiconductor manufacturing plant, Fujitsu Semiconductor and Motorola Semiconductor Plant (Freescale) gathered in Iwate Prefecture near the epicenter. Currently, several counties near the epicenter have completely cut off power and will affect the supply of high-end semiconductor chips. Toshiba is the world’s leading supplier of NAND Flash and CMOS sensors (digital camera core components). Discontinued production will affect the supply of these products. In the short term, prices of digital cameras and video cameras will increase. At the same time, Toshiba is one of the Apple iPad suppliers, providing memory chips, and the factory shutdown caused by the earthquake will delay delivery time, or will limit Apple's production capacity.
5. If the power supply continues to be tight, it may have a deeper impact on the electronics industry. The earthquake caused the three nuclear power plants in Fukushima to be paralyzed, and many power stations and power supply systems in Japan were also affected. Tokyo Electric Power Co., Ltd. decided to take power outage measures for power cuts every three hours in different regions after the 14th. As the 13th is a weekend with low electricity consumption, it can guarantee power supply, but the 14th company needs to work, and power shortage is inevitable. The situation is expected to last at least one week. If the power system is severely damaged, power recovery will take at least six months or so, which will have a huge impact on the Japanese economy. Japan’s major electronics companies will also be significantly affected.
In the short term, the price of Nand Flash and CMOS sensor products may rise significantly, and there may be a shortage of mid- to high-end passive components such as capacitors, resistors, inductors, and crystal oscillators. Domestically competitive enterprises will benefit from this.
Sunhe Lighting Co., Ltd , http://www.dgledlight.com