Japan earthquake follow-up IT supply chain news

According to dramexchange (TrendForce)'s number of research departments and information supply chain information integration, the impact of March 11th occurred in northeastern Japan where the Pacific Oki earthquake not only on the information industry supply chain, the recovery of the Japanese economy also have a huge impact, will reduce the economic development of other Asian economies. The recent.

LEDinside pointed out that the impact of the earthquake in Japan for the LED industry is not large, because the LED in the process of chemical reaction, unlike the semiconductor manufacturers must through multi-channel process, and the high requirements of earthquake. Japan's two leading LED manufacturers Nichia (Tokushima), Toyoda Gosei (Nagoya), are far away from the northeast of the disaster area, LEDinside asked the two companies did not have much impact and spread. Showa electrician SDK Japan LED production line is located in Chiba, still need to confirm whether the electricity, power outages.

Semiconductor special DRAMeXchange research department survey pointed out that due to violent earthquake, major nuclear power plants in the northeast region of Japan has shut down, the Japanese Prime Minister but in 12 days, two instructions at the Fukushima 1 nuclear power plant 10 km radius of the residents of evacuation, also once occurred building explosion accident. Northeast Japan's power supply is a major power outage, the beginning of the week of March 14th will also impact the operation of the Northeast Industrial Zone, and may even be 2 consecutive weeks of limited power, power failure phenomenon. Among them, the silicon wafer fab ShinEtsu semiconductor (Shin Etsu Chemical subsidiary), two SUMCO is the greatest impact, in addition to some production lines damaged, because the power factor, also can temporarily shut down, plus the Kanto area to the east of the traffic is affected, for the Japanese semiconductor industry, silicon wafer supply will be tight the phenomenon, which makes the global semiconductor industry except Japan, will grab the material effect.

Dramexchange pointed out that the silicon wafer of semiconductor supply to 12 inch ShinEtsu 12 inch silicon wafer, 95% semiconductor industry supply. Including Elpida (), Toshiba (China) have to get their goods, these Japanese semiconductor factories are still assessing the extent of the impact. In the spot market, South Korea SamSung, Hynix also began to stop bidding. Taiwan factory, force crystal semiconductor has suspended DRAM spot offer, will wait to assess the status of adjustments. The park also assessed the situation, will be adjusted. Spot prices in China, during the weekend due to expected supply will be affected, prices have begun to rise. The overall spot market is expected to have a significant impact on Monday, March 14th. Before entering the peak season, the unexpected earthquake in Japan, resulting in fluctuations in the production of DRAM, may cause PC, plant, etc., for the peak season DRAM stocking more active. Let the contract market began to heat up.

Dramexchange said that Toshiba's NAND production line has not been much affected, but the related raw material supply, transportation and infrastructure construction has been hindered Japan's impact, Toshiba is still evaluating the subsequent effect. As for Toshiba's 12 inch factory in Iwate, is based on logic IC, consumer oriented IC. Because the distance is near the epicenter. Toshiba seriously hit Iwate County in the production and consumption of the IC logic IC type production line, and in the Kansai region of Japan's production base has little effect on memory. Toshiba and SanDisk Fab3 joint venture and Fab4 Flash memory workshop in Mie Japan (Yokkaichi), Yokkaichi in Japan Kansai near Nagoya, about 800 kilometers from the epicenter of the distance from the epicenter, by far, is currently no reports of severe disaster. However, due to the preparation of Fab3 and Fab4 are more precise, according to the earthquake production line with a short stop said the official release of SanDisk instructions, but soon returned to normal production, and no personnel casualties from damage, the overall detailed assessment is still in progress, is expected to have the relevant assessment report in March 14th.

According to past experience, DRAMeXchange manufacturers will have expected follow-up action maintenance machine. At the same time, although in the semiconductor production process has not been seriously damaged, but due to the current air traffic was seriously impaired, so the raw material supply and transportation infrastructure for subsequent shipments will more than the production line damaged, forecast the next two weeks because of transportation difficulties because of supply may be affected.

As for the Japanese panel supply situation, dramexchange's professional panel industry Witsview research department pointed out that the main panel factory in Kansai area in Japan, affected by the panel factory itself. Japanese panel supply chain, including panels, glass substrate, color filter and new generation capacity are mainly polarizing plate configuration in the western region, including Japan, Kobe, Hiroshima, Kyushu, Shikoku and other regions, by far from the epicenter, there is no disaster. Sharp is located in Kansai TFT-LCD production line normal.

In northeast part, to include PLD (formerly IPS) Chiba 6 generation line, stop line should can hardly be avoided. The main supply of Panasonic LCD TV panel, the limited part of the sale, is a relatively closed type of supply chain. The IPS-a (supply Panasonic TFT-LCD production line) is located in the 6 generation line, mobara personnel safe, mobile phone communication, only part of the plant has affected the production line for follow-up remains to be seen.

In addition Asahi Glass Substrate plant in Kanagawa County of Yokohama is a relatively old generation furnace, internal staff reply until March 14th will have a further assessment report. The original industry