Japan's Great Earthquake Faceplates and Chips Become the "Stricken Area"

“The actual impact of the earthquake on supply and demand cannot really be said. However, procurement and supply chain are indeed our top priority and we will pay attention every day.” Yesterday, Wang Zhichao, the third largest panel company in the world, Chi Mei Electric Taiwan Nanke Branch In Shanghai, he told the "First Financial Daily".

Like Wang Zhichao, people on the IT industry chain, most of the topics discussed these days are the "Great Earthquake in Japan." Most people said that basically will not be affected too much, wait and see is the mainstream position.

Panel industry: Waiting for reconstruction Wang Zhichao explained that there are more than 100 material products in the upstream production panel. As long as there is a problem with material supply, the panel cannot be shipped.

Of the 100 materials, at least close to 50% need to be purchased from Japan, including glass, colored light groups, and so on. Wang Zhichao said that there are at least three suppliers that can replace each type of product. Moreover, the existing material reserves can meet the demand for nearly a month, so the current production has not been much affected.

"If there is no problem rebuilding, there will be problems if the reconstruction time is pushed back," Wang Zhichao said.

AUO opponents appear to be more direct. Yesterday, Peng Shuanglang, deputy general manager of AU Optronics, said that it is now possible to observe that earthquakes have a greater impact on ACF, but Japanese companies have already tried to resume production.

A report on the assessment of the impact of the Japan earthquake on Taiwan's related industries issued by the Taiwan Industrial and Technological Research Institute showed that the market for anisotropic conductive adhesives and Hitachi Chemicals accounted for more than 50%, Samsung, LGD, AUO, Chi Mei and Sharp The percentage of Hitachi Chemical's ACF used in large panels exceeds 40%. At present, one of the company's plants has ceased production.

If Hitachi Chemicals shuts down completely, the global panel will face the risk of "severance."

In addition to the shortage of ACF, the Nikon and Canon factories of exposure equipment for liquid crystal panel manufacturing are located in hard-hit areas such as Miyagi Prefecture and Tochigi Prefecture, which will affect the panel industry.

According to BOE sources, Hitachi Chemicals and JX Nippon are upstream suppliers of BOE. It is still not clear that these factories are damaged. However, it is inevitable that electronic materials will be affected in the short term.

Wang Zhichao said that at present, "The only company in the world that has been identified as being affected by the panel is IPS Alpha, and Sharp has not been affected either."

IPS Alpha was previously established by Hitachi, Matsushita and Toshiba. It was affected by a significant earthquake at the 6th generation line in Mobara City, Chiba Prefecture, Japan. Sharp's production base is located in the south-central region. It has not been affected more than a factory that shuts down automatically and resumes production after the earthquake.

The chip industry: The fact that the semiconductor industry is rushing to worry is the fact that Shin-Etsu Chemical Co., Ltd., located in Tohoku, Japan, is seriously affected. It and another Japanese company, SUMCO, occupy more than 50% of the world's semiconductor silicon chip shipments. At present, both companies are limited in production, including Shinitsu Semiconductor's Shirakawa plant has been suspended.

Will local semiconductor companies be under pressure? Singh CEO Wang Ningguo responded yesterday that Japan is the place for materials, equipment, and accessories. However, there is no problem with chip supply. The company has inventory and can spend some time, but the equipment needs to be delayed for one week due to transportation problems.

Texas Instruments officials are frankly asserted that the company’s manufacturing plant north of Tokyo suffered heavy losses, and it is expected that revenues will decrease in the next two quarters, and the return to full-load capacity will take until September.

However, iSuppli analyst Ryan Jelline said that due to this, the semiconductor industry may show "strong earthquake sequelae" in the next quarter.

IT generation industry has also been tested. The second vice president of the high-tech division of Flextronics, the foundry's second officer, Shangguan Dongfang told Shanghai First Financial Daily in Shanghai yesterday that the company had a lot of facilities and personnel in Japan and it was quickly contacted after the earthquake and was not affected by the earthquake. However, he admits that the supply chain is very important and is currently being evaluated one by one.

Price increase: What kind of conduction effect does business ethics have on the price rise of related products in the supply chain?

The day before yesterday, the spot price quotation system of DRAM exchange from the state-owned flash memory chip research organization in Taiwan, China, showed that the price of all products had turned red, and the price of flash memory chips soared. Among them, the two giants of the world, South Korea’s Samsung and Hynix, The 16G product spot granules rose by 22.09% and 13.81%, respectively, the largest increase in several months.

This kind of information has already triggered some brand companies and channel companies in mainland China to start stocking in advance. Some small-scale agents in Computer City have even appeared to grab goods.

The rise in panel prices seems to be expected by panel makers. On the 15th, Peng Shuanglang, deputy general manager of AU Optronics, said that panel prices have been at a low water level for some time. Due to the earthquake causing problems in the supply of chemical materials to the upstream, panel supply will also tend to be tight. In the second quarter of this year, panel prices are expected to follow. Rise.

“In the first quarter of this year, due to the high expectations last year and the panel industry oversupply, the prices have fallen a lot, and the second quarter is expected to rebound.” Zhang Yu, vice president of BOE, is expected to coincide with Peng Shuanglang.

In the past two days, downstream terminal companies and channel companies have become very enthusiastic about price increases. In some electronic markets, memory cards, USB flash drives, and some cameras have begun to rise in price.

Large home appliances, including television products, have no sign of price increases. Suning Appliance related sources said that the specific impact has not yet been felt because a process is needed from the upstream to the downstream terminals. Moreover, many home appliances are produced locally, and there are usually a large number of stock preparations.

Luo Qingqi, an expert in the home appliance industry, said that it is not necessarily a manufacturer's behavior to increase prices, and sometimes it is more like a downstream channel provider taking the opportunity to drive up prices. Last week, in an e-mail sent to this newspaper, he had just criticized the recent rise in home appliance prices. He believes that despite the impact of inflation, but the price increase is only wishful thinking of some household electrical appliance companies, exposing their serious business philosophy "materialism."

Attachment: Japan's earthquake affected the global electronics industry chain affected upstream industrial semiconductors, LCD components, LCD panels,

The chip (flash memory chip), the downstream smartphone associated with the laptop battery (represented by the iPhone),

Laptops, tablets (as represented by iPad2),

Digital cameras, USB flash drives, LCD TVs, etc.