subject: The Japan earthquake affects the world electronics supply chain [print this page] The Japan earthquake affects the world electronics supply chain
The off production, resumption and advance in price after the earthquake make the world wholesale electronics industry being challenged. And it's just the beginning. Most of the companies on the industry chain are considering the effect.
"How the earthquake affects the supply and demand is hard to say. But purchase and supply chain is our first task. We are concerned about it everyday." Wang from the panel enterprise said. The people of IT industry chain are talking about the earthquake most.
There are more than 100 kinds of panel materials. As there is supply problem of one material, the panel can't be shipped out. About 50% of the materials are purchased from Japan including glass. The earthquake affects the ACF a lot. But the Japan enterprises are trying to resume production.
Except for the shortage of ACF, the exposure equipments factories are located in the severe affected area. It has a great influence on the panel industry. The BOE related individual said the Hitachi Chem and JX are the upstream suppliers. It's absolute that the electronic material will be affected in short term.
Wang said, "The world only affected panel enterprise is IPS Alpha. Sharp is also not affected." IPS Alpha is established jointly by Hitachi, Passasonic and Toshiba. It's obviously affected by the earthquake. The production base of Sharp is in the central south. It's not affected too much.
It's worried in the semiconductor industry that the Shin-Etsu Chemical suffers a lot. It covers more than 50% of the semiconductor silicon chip shipments with SUMCO. At present, the production of the two companies is both restricted.
The SMIC CEO responded yesterday that Japan is the strategic location of the material, equipment and accessory. But there is no supply problem at present. The company has the stock. But because of the transportation problem, it should be put off for a week.
The Texas Instrument individual states frankly that the manufacturing factory suffers a lot. It's estimated that the income in the next quarters will decrease.
The flash chip price rise promotes the brand enterprises and Chanel enterprises to prepare the goods. It seems that the price rise is in the expectation of the panel manufacturers. As there is supply problem of upstream chemical material caused by earthquake, there is tight panel supply.
And the downstream terminal enterprise and channel enterprise appear to be enthusiastic about the price rise. On the electronics market, the memory card, u disk and cheap cameras begin to be on the rise on price.
