The earthquake caused at least one day's output loss Malcolm Penn, chief executive of FutureHorizons, said that although the earthquake may not have directly damaged large-scale chip processing plants, the interruption of power supply also means that the products being produced are defective products. In this case, he said, at least one day of production will be lost; given the extremely tight management of stocks at the moment, this will lead to immediate interruption of supply.
He pointed out that Japan is still the main supplier of automotive microprocessors. The microprocessor controls the electronic rearview mirror, seat adjustment, engine operation and anti-lock braking system of the car.
Han Shengjian, director of the project coordination department of the Electrical and Mechanical Chamber of Commerce, told the media that for the high-end electronics industry, as China undertakes some processing trade transferred from Japan, it may indirectly affect those companies that import parts from Japan and sell it overseas. . In addition, the import of the core components of the electronic semiconductor industry will inevitably be affected accordingly.
Industry insiders estimate that the earthquake will cause the prices of electronic components, especially electronic chips, to skyrocket. Most of the factories of Toshiba, Sony, Sharp, etc. have been suspended, and Chinese electronics companies have been affected. Mobile phones and tablets may be the most affected.
Earthquake-induced tsunami washed away 120,000 PS3s
Nokia Co., Ltd. said that the impact of the earthquake on product production and parts supply has yet to be determined. The company’s spokesman, Tomi Kuuppelomaki, told Dow Jones Newswires that it’s not time to assess the impact.
Sony Ericsson stated that it is closely following the situation in Japan, but so far the company has not received a report on major losses suffered by suppliers.
British Telecom (BT Group PLC, BT. A. LN) stated that it is working to restore a small number of customer base stations damaged by the earthquake.
Alcatel-Lucent and STMicroelectronics cannot immediately comment on the situation in Japan. However, STMicroelectronics stated that the company does not have a chip manufacturing plant in Japan.
According to the latest information from Sharp Corporation of Japan, the “unaffected†announcement was retracted because Sharp's production was also affected due to the severe impact of some earthquake-damaged parts manufacturers. Prior to this, Sharp revealed that its factories are all in the west and production is not affected.
ASMLHoldingNV said it was not affected by the earthquake. Sony spokesman Yasuhiro Okada said the company has closed six production plants in Fukushima Prefecture and Miyazaki Prefecture in northeastern Japan, some of which produce batteries, chips and smart cards.
The company said that it had been flooded in the first floor of a tape and Blu-ray disc production plant in Miyagi Prefecture.
Matsushita Electric Industrial Co., Ltd. (Panasonic Corp.) has stopped production at several plants in northern Japan, some of which produce digital cameras, audio products and electronic components. A spokesman for the company said that the earthquake caused some damage to the company’s supply and distribution network.
The earthquake struck more than 200 miles of coastline from Tokyo, while Toshiba and SanDisk Co. (SNDK)'s large flash memory chip factories are located south of Tokyo. Toshiba’s U.S. spokesman, Deborah Chalmers, said that all of its factories are checking for damage and the company is still collecting information on the impact of the earthquake. Chalmers said that in addition to the disruption of shipments due to factory damage, product shipments may also be affected by the disruption of Japan’s road, rail, sea, and air traffic. On March 11, Toshiba has closed its flash memory chip factory in Mie Prefecture.
In addition, the tsunami triggered by the earthquake in Japan has confirmed that 120,000 PS3s and 5600 Xbox360s have been washed away. This is only a temporary confirmation.
Insufficient stocks or prices for smartphones and tablet PCs The earthquake affected dozens of semiconductor factories, causing the market to worry about the shortage or price increase of many widely used components, especially for popular products such as smart phones and tablet computers. Flash memory chip for storing data.
Many important chip factories are far from the epicenter of the earthquake, including most of the factories of Toshiba Corp. and SanDisk Corp. They produce most of Japan’s flash memory chips, and most In the construction of the plant there are shockproof designs. However, some manufacturers may be affected by other factors. In particular, the disruption caused by the earthquake caused the finished product to be unable to reach the airport or port, and employees' commuting and supply of raw materials in the factory are also affected.
Jim Handy, an observer of the research company's ObjectiveAnalysis market, said that it is expected that prices will have "huge" fluctuations due to the earthquake and that there will be serious shortage of supply in the short term.
The survey company IHSiSuppli also said that in 2010 Japan’s chip company’s revenue was approximately US$63.8 billion, accounting for approximately one-fifth of the global semiconductor market. They have the most influence in the important market of NAND flash memory, and NAND flash memory is the core of products such as Apple Inc. iPhone and iPad. Japanese companies headed by Toshiba account for about 35% of global flash revenue.
Affected by this, the channel dealers in Mainland China have already begun to sell their goods and reluctant sellers, and it is expected that the price of flash memory chips will rise sharply.
Japan Earthquake 3C Enterprise Frustrated Global Chip Bullish
Japan experienced a magnitude 9 earthquake on Friday that caused heavy casualties and property damage in the northeastern region. Strong earthquakes undoubtedly have a negative impact on technology companies. Japan is a major exporter of electronic products and chips. According to data from the British semiconductor market research company FutureHorizons, the total size of the global semiconductor market reached 298 billion US dollars, of which Japan's share is about 24%, China's Taiwan share of 30%. Half of Japan's semiconductors are exported. Recently, the "Wall Street Journal" reported that the world's major technology companies have recently assessed the impact of Japan's strong earthquake on its parts supply and its Japanese factories, employees and subcontractors, most of which said that they are unable to provide more. detail. At present, this influence has also spread to the mainland China market.