Effects of strong earthquakes in Japan on LED LCD panel and other semiconductor industries

Japan scale 9 earthquake, IHS iSuppli put forward a series of data indicate that the semiconductor industry is not damaged by Japan, estimated the semiconductor output will be blocked within 2 weeks; panel factory although not directly affected, but the LCD panel and production related components severely affected. IHS made a statistical analysis and impact assessment.

According to previous estimates of iSuppli, Japan in 2010 accounted for 13.9% of the global production of electronic equipment profits, including computers, consumer electronics and communications equipment. 2010 Japan's production of electronic equipment worth $216 billion 600 million, compared with only $1 billion 600 million worldwide

Japan in 2010 accounted for 16.5% of the proportion of consumer electronics products accounted for the global proportion of data processing profit accounted for 10.2%.

Japan is the world's fifth largest semiconductor producer in 2010; in Japan, the headquarters of the chip enterprise profit reached $63 billion 300 million, accounting for the global share of 20.8%.

IHS pointed out that the earthquake on the Japanese semiconductor production equipment will not cause serious damage, but the disruption of supply chain is inevitable; semiconductor manufacturers will face difficult access to material, can not be delivered and delivery difficulties. According to IHS iSuppli prior to the assessment, which will make the next 2 weeks, the Japanese semiconductor production blocked.

On wafer production process, Japan DRAM production accounted for 10% of global supply, factory in 2 - micron (Micron) (MU-US) and Japanese Elpida (Elpida) (6665-JP) was not directly affected by the impact.

Japan's global NAND flash memory market share of 35%, mainly in Toshiba (Toshiba) (6502-JP).

In terms of global semiconductor production, the number of companies headquartered in Japan in 2010 ranked third in Japan, the Asia Pacific region outside Japan, the United States ranked second in the Americas, Europe, the Middle East and Africa ranked in the top fourth. In all 300 semiconductor companies, Japan accounted for 39.

In 2010 the world's large size LCD panel (10 inch) $86 billion 300 million, Japan accounted for 6.2%; at the same time, Japan also accounted for the global LCD TV 14%. panel production capacity of many high panel factory are located in Japan, including the world's only SHARP (SHARP) 10 generation line factory. IHS iSuppli Japan's research department estimates that the Sharp plant is not directly affected; all panel plants, only one seat in the range of seismic waves.

However, the most important impact may come from the production of LCD panel components. Japan is the world's most important manufacturer of panel parts, including glass, color filters, polarizers, cold cathode tubes and LED.