Japan earthquake affected the global industrial chain: chip prices are unpredictable

Because of its high-tech advantages, especially the Japanese electronics industry in many areas, holds the most upstream products and core technologies. In contrast, many parts of the world just for Japan to do matching. So, although the earthquake occurred in less than 4% of China's land area of Japan, but the impact has spread to all parts of the world.

The impact of the earthquake on Japan's economic industry can be described as a whole body. Although Japan's industrial transfer is very large, but we do not imagine the hollowing out of the industry". Japanese companies have been holding their core technology and profits in their own hands, moving out of the low value-added part.

For example, in electronic industry, due to the lockout chip giant Toshiba and other parts of the plant, which is likely to cause the agent enterprises to take the goods difficult to inflate the global chip price; to the iron and steel industry, because Japan focused on the production of high-grade steel, earthquake will affect high-grade car plate exported to Japan in other markets.

Japan in the industrial layout of the delicate layout, for structural adjustment in China's industries and enterprises, there are too many things to learn and learn from.

Toshiba, SONY and other electronic business capacity will decline memory chip prices..

Wangruchen

1999 China Taiwan 9 - 21 earthquake, the global IT, especially the PC industry chain was paralyzed. Two days ago, the Japanese earthquake, will also lead to similar effects? You know, Japan has been a key component of the global electronics industry and the main consumer electronics center, in the semiconductor, flat panel industry, television and digital electronics occupy an important position in the field.

Memory chip prices or skyrocketing

The impact of the earthquake is inevitable. At present, Toshiba, SONY, Panasonic, SHARP and other Japanese companies have disclosed their initial disaster.

Global memory market or will generate volatility. Toshiba announced on 11, affected by the earthquake, the company closed the Mie Yokkaichi flash chip factory. A factory in Iwate county also suffered a power outage, or damage to equipment, will likely lead to disruption of delivery. Toshiba official said that the logistics system paralysis, will affect the product shipment. In December last year, the company's NAND plant has also been due to power supply failure. At that time, Toshiba warned that the next two months production capacity or decline of 20%.

Toshiba is second only to Samsung Electronics Global NAND flash giant, the global market share of about 1/3.

Yesterday morning, Toshiba said, after inspection, the factory "has not been much affected, has resumed operation, but they have some impact, transportation and logistics.

However, Toshiba's joint venture partner of the United States SanDisk spokesman said, Toshiba is not the whole body. The source said that the company will lose some chips, but the production facilities have been restored.

IHS iSuppli said that in 2010, Japan's chip company income of about $63 billion 800 million, accounting for about 1/5 of the global semiconductor market. They have important influence on the NAND flash NAND flash market, Apple Corp (Apple Inc.) core iPhone and iPad products. Japanese companies led by Toshiba in the global flash revenues accounted for about 35%.

The general manager of the Qing Mu Hua Technology Co. Ltd. Yu Jie said on micro-blog, Toshiba NAND and CMOS sensor factory plants are located in the earthquake affected most of the county of Iwate, Miyagi Prefecture, may lead to memory chip prices.

Gartner analyst Andrew Norwood also said that the long-term effects of earthquake and tsunami will not, but any state of uncertainty, there will be an overreaction in the spot market.

Analysts do not deliberately exaggerate the effects of the crisis. At present, the memory chip prices are rapidly spreading remarks. However, Shanghai Qiujiang electronics Plaza on the first floor of a storage card and USB vendors on the "First Financial Daily" said, licensed channels may be more concerned about some of his side, not to raise prices.

SONY fear the biggest damage

NOKIA spokesman Tommy Coopermaki (Tomi Kuuppelomaki) said that the company is evaluating the impact of the earthquake on the supply of key components. Memory is the main supplier of Toshiba apple, has yet to comment.

In addition to memory, the global flat panel display industry may also be affected. After the earthquake, the panel giant SHARP in the city of a factory automatically stop running. Panasonic, SANYO said that the operation has been subject to certain damage. SHARP, Panasonic, respectively, is the world's two largest technology in the field of liquid crystal, plasma technology, which may affect the confidence of its downstream market.

However, due to SHARP's core production base is located far from the epicenter of the central and southern Japan, the impact may be limited.

SONY is likely to be the biggest Japanese electronics giant in the quake. Its factories are mainly located in northeastern Japan, close to the epicenter. After the earthquake, the company shut down 6 factories, most of the Japanese market operations are suspended, is currently assessing the loss. Reporter inquiry, 6 plants located in Fukushima Prefecture, located in Miyagi Prefecture, 4, the main production of Blu ray discs, players, heads, batteries and semiconductor products.

SONY is a global digital electronics giant, is also a TV, notebook and other areas of the famous brand. Japan Broadcasting Association television reported yesterday that the earthquake triggered the tsunami swept away at least 120 thousand of its PS3, 5600 XBOX360.

Other indirect losses may be greater. As an important memory chip production base in the world