Effect of liquid crystal panel: LCD panel prices will rise
Japan is the world’s LCD panel of raw materials and equipment mainly gathered, the world’s three largest LCD panel substrate glass manufacturers, the main production line of Asahi in Japan; a large glass substrate manufacturers Corelle glass substrate is located in Shizuoka Prefecture in Japan, although the Shizuoka distance to the epicenter of a certain distance, but the LCD panel production capacity and short supply and demand are or will be affected. Since Japan is a liquid crystal panel key raw materials and spare parts such as a glass substrate, color filter, polarizing plate, liquid crystal materials, optical film, an important supplier of liquid crystal panel, is expected to price will rise.
Japan LCD panel industry chain distribution
日本液晶面板產業鏈地理分佈Influence of semiconductor: the global electronics industry Q2 shipments will be unable to reach the original goal
As the world’s major chip manufacturers, Japan in the semiconductor equipment and materials supply chain to occupy the position of play a decisive role. Therefore, the earthquake will affect other parts of the world the wafer fabrication factory operations. At the same time, Japan was the production of liquid crystal displays, solar cells and other products of the major suppliers.
According to market analysis firm IHS iSuppli survey, 2010 Japanese suppliers accounted for more than 20% of global semiconductor manufacturing share. Japan also occupies global consumer electronic equipment production volume of 16.5% and the world’s LCD panel production share of 6.2%. Japan also used by the liquid crystal panel parts -- glass, color filter, polarizing plate, cold cathode fluorescent lamp and light emitting diodes -- production occupies a very high share.
The Japanese 9 level earthquake epicenter distance of Japanese semiconductor manufacturers concentrated in Miyagi Prefecture, Iwate Prefecture, very close, after several well-known Japanese electronics company closed a corresponding factory. The next few months not only passive components, optical components, digital logic processor chip supply may be interrupted, the key semiconductor material may also supply shortage.
On the influence of passive components: Japanese element productivity expressed concern, Chinese manufacturers the existence of alternative opportunities
Nichicon, Nippon-Chemicon, Murata, TDK and Taiyo Yuden components such as a giant or proven earthquake damage, or has not yet been announced, the industry on the one hand element productivity expressed concern, on the one hand, Chinese manufacturers of alternative opportunities for prediction.
Passive components, global Japanese" chip inductor accounted for more than 81%"" solid capacitor, aluminum capacitor of about 76%." "MLCC 52% as the world’s first" big" chip resistor of 39%, as the second in the world, second only to Taiwan". In this earthquake, TDK shut down a production plant, Murata closed Miyagi EMI noise filter and coil products manufacturing plant, Sendai piezoelectric products and high frequency components manufacturing plant, the hill of functional polymer capacitor factory.
Passive components and raw materials manufacturers, on one hand because of the Chinese mainland manufacturers in the world with a strong competitive, so the Japanese firms in the corresponding field has certain competitive relationship. On the other hand, because Japan is the world’s main producer of electronic products, is the leading components manufacturers mainly for export, so if the downstream terminal of electronic product production is affected, can cause certain effect on product demand.
Japan is the world’s largest RCL and quartz device manufacturing area. The earthquake was not seriously endanger native production factories, but caused a power and raw materials supply shortages, and indirectly to passive devices factory production influence. This effect may in the future 3-9 months will not eliminate, the already tight supply passive component industry one disaster after another. Especially for electric power demand of huge aluminum electrolytic capacitor industry and precision production requirements of high MLCC industry, capacity influence.
On the digital effects: the mainland related manufacturers may become the replacement and benefit
Affected by the earthquake is serious Miyagi, Iwate, Tochigi, Fukushima, Ibaraki, Japan northeast of the city is the center of electronics industry of japan. Including Toshiba, NEC, Sony, Fujitsu, Nikon, the industry giants are claimed by the earthquake.
Statistic shows, 2010 1 to September China imported from Japan products, optical, photographic equipment and accessories accounted for 6.5% of total exports of Japan to China, while the earthquake on the Japanese digital cameras, digital cameras and related core components industry has caused serious influence, Chinese market of digital cameras, video cameras and other products due to insufficient supply the price may rise sharply, while the Chinese digital camera, camera manufacturers can also result from CCD core components in short supply and production difficulties.
On the Chinese mainland enterprises, also has the good news, the Japanese manufacturer discontinued or transport damaged hard to recover soon, mainland manufacturer may become the replacement and benefit. In addition, due to earthquake on some household electrical appliances cause great damage, may increase the market demand.
On the effect of distribution channels: may occur with other Asian countries electronic products covering Japan product gap state
The impact of the earthquake in Japan, Nissan products and accessories in an emergency, a number of Japanese electronic goods dealers have reduced shipments, a portion of the goods has increased, there may be other Asian countries electronic products covering Japan product gap state.