LED environment analysis: if the Diaoyu Islands dispute will bring extreme

Japan's recent action on the Diaoyu Islands frequently, in an attempt to invade and then fast. National dignity can not be trampled on, our territory can not be trampled on, the Chinese nation has already bid farewell to the slaughter of the era, in extreme cases, people will not hesitate to fight. Of course, in the war situation, many industries will suffer a huge impact, from the current Sino Japanese economic characteristics, including the LED industry, including electronic information industry will bear the brunt.

China's inherent territory Diaoyu Islands

First, the current situation of China and Japan Electronics Industry

1, China's electronics industry overview

China's electronic industry advantages are mainly embodied in the manufacture of electronic terminal products, the ministry data, in 2011, the main production of electronic products of China's color TV, mobile phone, computer and other global shipments accounted for the proportion reached 48.8%, 70.6% and 90.6%, were ranked first in the world.

On the electronic components industry, do not consider Taiwan, the mainland's capital production capacity is mainly concentrated in the foundry and packaging, testing. According to IC Insights data, China's semiconductor production capacity accounts for about 8% of the world. However, the mainland of China as the main Asia Pacific region (excluding the United States, Japan) is the main market for semiconductor sales, SIA data show that in 2011 the Asia Pacific semiconductor sales $164 billion 30 million, accounting for up to 54.76%. Chinese market in 2011 by the consumption of DRAM/NAND memory chips, about half of the global market, the scale of $29 billion, is the world's largest consumer.

There is no denying that China has a long way to go in the field of electronic components, especially in the high-end industry. In 2011, China's total imports amounted to $170 billion 200 million, accounting for 9.76% of the total value of imports, second only to crude oil imports of $11.28%. Trade deficit of nearly $140 billion, for the 7 consecutive year to become the largest single product imports and trade deficit. Integrated circuit imported products price is much higher than the export price.

Long table: China mainland IC import and export data source: Customs

2, Japan Electronics Industry Overview

Needless to say, Japan is currently in the leading position in the field of global electronics. In 2011 the world's top 10 semiconductor manufacturers, the Japanese companies have 2. Toshiba is the world's second largest supplier of flash memory chips, accounting for nearly $30% in the world, Renesas electronics is the world's largest MCU supplier, the market share of about 56%. In terms of sales area, in 2011 the Japanese semiconductor market sales of $42 billion 900 million, accounting for 14.32% of the global total.

Japan's dominant position in the electronic components industry is more obvious, in 2010 the Japanese chip inductors, ceramic capacitors, aluminum capacitors and other products worldwide share of more than 50%. In addition, Japan in liquid crystal display, LED, lithium batteries and other industries have a pivotal position. Behind these figures, SONY, Matsushita, SHARP, Murata, KYOCERA, Taiyo Yuden, TDK, TOYOTA, Nichia chemical synthesis of large-scale enterprises.

Long table: Japanese electronic components position data source: Huaqiang North index

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