Apple's supply chain disaster survey in Japan: Memory prices or rose

Apple's supply chain disaster survey in Japan: Memory prices or rose

Apple's flagship store in New York who are lining up to buy iPad2 night outside professional cattle who may have begun contemplating the possible impact of the earthquake in Japan was.

In the long list of suppliers Apple, Japan is a very important part of the industry in an interview warned that as long as any one of them affected by the earthquake, it is possible to hot-selling products out of Apple goods.

"Taiwan companies these days are in an emergency call to the Japanese suppliers to see if supply is not affected." Yuanta Securities analyst Amy Cheung, Taiwan, told reporters the situation is still quite uncertain.

Apple's supply chain, affecting the

Apple's dependence on Japanese parts and components has always been high. In accordance with the statement, a research firm in Japan, iPhone in the procurement of parts from Japan accounted for 34% of the total cost of iPhone.

"We already feel the aftershocks of the side." Roma is located in Kyoto, Japan, semiconductor Ge days by Chinese staff, told reporters he Kansai region of Japan where the electronic industry cluster in this little affected by the earthquake factory basically maintained normal production.

Kansai Japanese electronics industry is the most important gathering place for the Roma but also the production of semiconductor components with some of iPhone, such as Roma, like Apple's suppliers in Japan, mostly concentrated in the area. Including Toshiba, where the Apple Murata Japanese suppliers, will be placed in the main production areas.

11, the day of the earthquake, was felt throughout Japan. Toshiba's Yokkaichi, Mie Prefecture in Japan production of NAND Flash in the main plant, once the relationship because of the earthquake, which were shut down production. However, plant facilities and does not cause serious impact because of the earthquake, has now resumed production.

The news immediately struck a sensitive nerve in the industry, according to the latest disassemble report produced by the Toshiba NAND Flash memory is iPad2 and iPhone4 important components.

From the map you can see, Toshiba's Yokkaichi production line is located far apart from the earthquake source. However, Pu Tuo Taiwan Research Institute, said David Li, head of Shanghai, based on past experience of the earthquake in Taiwan, TSMC's factory was far from the earthquake epicenter, remained suspended for a few days, it is because of the precision requirements of the semiconductor production line high, the factory needs an overhaul if the machine displacement due to earthquake.

Toshiba NAND Flash market in the global market share of up to 35%, matched with the top-ranked Samsung, Toshiba's production capacity so long as there is little damage to the global supply of NAND Flash is a fairly big impact.

"The current situation is still uncertain, it is difficult to judge whether Apple's supply will be affected by the earthquake." Amy Cheung analyzed, a smart phone or tablet PC with hundreds of parts, as long as one is not on a part for goods, may lead to iPhone and iPad shipments affected.

Apple's dependence on Japanese parts and components has always been high. In accordance with the statement, a research firm in Japan, iPhone in the procurement of parts from Japan accounted for 34% of the total cost of iPhone.

In addition to Toshiba's NAND flash production, Murata's new Bluetooth / WLAN module is also an important component of iPhone, in addition, AKM Asahi Kasei Semiconductor, Elpida and other Japanese systems vendors, are a major supplier of apples, in addition to procurement from Japan as part of Apple LCD screen, Apple's passive components procurement was nearly 7 percent from Japan.

"Such as high-end voice coil motor parts, are only of Japan." Amy Cheung, for example talking about, although this is a very small part, but without it, iPhone's camera is no way to work.

"100 As long as there is a part of them are affected, the other 99 useless." Amy Cheung pointed out that Japan's electronics industry in general is still ahead of Taiwan and South Korea, and many parts if Japan's production capacity of the affected, not necessarily immediately can be transferred to other places.

Apple profit or for disaster

After the earthquake in Japan, NAND came a rise in the price, not enough time to order the other Tablet PC manufacturers, is likely to not get enough flash memory, or be forced to raise the purchase price.

Apple from the reporter visited the supplier point of view, Apple's supplier has to care about risk prevention. For example, using the iPhone's "transparent glass projected capacitive technology", was first developed by the Taiwanese companies from Hong Chen, but Chen Hung Apple requires competitors to this technology Wintek church, by the two companies work together to supply Apple to avoid risk.

"We have always used some sort of agreement with various vendors to ensure adequate supply and other benefits. For example, the end of 2005 with a number of flash memory suppliers have signed a total of 10 billion deal, because we expect flash memory our entire product line will become increasingly important role, the growing importance of the entire industry. "Apple COO Cook concentrating on the supply chain in a recent conference call with analysts that Apple has always attached importance available from different vendors.

Pu Tuo Shanghai Research Institute head David Lee said that the big companies like Apple, will give some of the key components of the production leave a pre-production time, for example, components such as touch screen, from Wintek production, then China wins orders from the pass to China to fight the board, which in the interval of several tier suppliers, so that the pre-production for at least a month. Most manufacturers will be ready to at least one week of inventory.

Therefore, David Lee analyzed, if this plant downtime caused by the earthquake in Japan not long, then the iPhone will not affect the basic and the supply of such products iPad.

Apple, Samsung and Toshiba NAND Flash memory of the largest procurement customers, from past experience suggested that in the case of tight global supply, Samsung and Toshiba, will usually give priority to such a large customer of Apple's supply, before, Apple has and Samsung and Toshiba NAND flash memory supply is about to sign, lock the supply price.

Industry generally believe that Apple's iPad tablet PCs will account for at least Qicheng this year's global shipments, while shipments of iPhone will hit a record high, iPhone and iPad because many parts are shared, so many zero Apple parts are the world's largest buyer, the upstream component suppliers will be the priority care.

One of Apple's suppliers to accept Taiwan's "Electronic Times" interview, disclosed that sales of the Apple iPad has experience in the upstream suppliers for the preparation to give a very precise figures for the assembly production line to speed up the ship smoothly, including touch control panel, battery, processor, NAND Flash memory is a product manufactured to pull goods directly to the designated plant for assembly. Apple's response to the earthquake so than other vendors to take a lot of preparation.

Apple's competitors for the Japanese earthquake is not a good news. After the earthquake in Japan, South Korean companies Samsung and Hynix NAND Flash memory have to stop the offer, announced that it would wait and see the earthquake situation in Japan, long the order will not receive low prices do not take orders. NAND came a rise in the price. Other orders have not had time Tablet PC manufacturers, is likely to not get enough flash memory, or be forced to raise the purchase price.

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