Japan's supply chain issues involve the world
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August 25 13:05:44, 2024
The supply chain problem highlighted by the earthquake in Japan has triggered a global industrial panic. But which industries have an impact? How big is the impact? "Is the earthquake in Japan causing the price of Japanese goods to rise?" "SLR is out of stock?" This is a hot topic among netizens in recent major digital electronic forums. If we consider Japan's important role in the upstream supply chain of many industries such as electronics, this speculation is not a catch-and-see. But in fact, for the Chinese market, the supply chain problems brought about by the earthquake are not so terrible. In the electronic information industry, Japan is the most developed upstream component industry, including semiconductor, electronic components industry, LCD industry, photovoltaic industry, LED industry, automotive electronics industry. After the earthquake, these industries faced different dilemmas: Semiconductors "22% of the world's semiconductor wafers are supplied by Shin-Etsu's Baihe plant in Fukushima Prefecture, Japan. The shutdown of the plant has a huge impact on global semiconductor chips." Japan is currently the second largest semiconductor producer in the world after the United States. According to CCID Consulting's data, in the areas directly affected by the earthquake (Miyazaki, Iwate, Fukushima, and Akita four counties), Japan's semiconductor chip production capacity accounts for about 20% of Japan's total semiconductor production capacity, accounting for about 4% of global total capacity. At present, Japanese semiconductor companies' investment in China is mainly concentrated in the field of packaging and testing. In addition to the fact that Nantong Fujitsu has a considerable part of its foreign OEM business, the rest of the company is mainly engaged in the chip packaging and testing business of the Japanese parent company. CCID Consulting believes that Toshiba, Panasonic and other domestic packaging and testing companies will be affected by the reduction of orders from the parent company. It is worth noting that Japan is currently a major producer of semiconductor silicon materials worldwide. The world's largest semiconductor wafer supplier Shin-Etsu Corporation's Baihe plant in Fukushima Prefecture has been discontinued due to the earthquake. The plant accounts for 2/3 of the total output of Shin-Etsu, accounting for about 22% of the global semiconductor wafer production. Since silicon wafers are a key component in the production of semiconductor chips, the discontinuation of the plant will have a huge impact on global semiconductor chip production. Digital cameras "The factories of Sony, Panasonic and Sharp are all away from the earthquake zone." Japanese camera manufacturers only leave their core R&D centers and high-end production lines in Japan (technical R&D and first-round production, etc.) Moved the production line of most products to China, Thailand, the Philippines and other regions. The key components of Japanese digital camera manufacturers investing in China are basically provided by Japan. Fortunately, the factories of Sony, Panasonic and Sharp are far away from the earthquake zone and have not been greatly affected by the earthquake. The production of local factories in China has little impact. TV "Japanese-owned brand TVs are almost negligible due to the earthquake." Zuo Yingjie, CEO of New Seven-day Electric Network, analyzed the Southern Weekend reporters, and the Japanese-owned brand TVs represented by Sharp, Panasonic and Sony were affected by the earthquake. The impact is almost negligible. Sharp's imported flat-panel TV screen production base is located in Guishan, Japan, far from the earthquake area, the factory will not be affected and stopped working; Panasonic has the largest plasma TV screen production base in Asia in Shanghai; while Sony TV uses Samsung Screen, and late OEM is completed by OEMs in Taiwan and mainland China. Liquid Crystal Display (LCD) "In 2010, China imported only 9.2% of all imported LCD panels from Japan." Japan is the originator of the liquid crystal display (LCD) industry, although its current LCD panel production capacity is not a large part of the world. It is about 15%, but it is absolutely dominant in the raw materials such as glass substrates, filters, polarizers, and liquid crystal materials. Among them, glass substrate production accounts for about 60% of the world. Since the distribution area of ​​Japanese LCD companies is far from the earthquake zone, it has not been directly damaged by the earthquake. Due to the damage caused by the earthquake and the destruction of the power system, the production of related Japanese LCD companies will be affected to some extent, resulting in a decline in production capacity. However, it has little impact on the overall downstream enterprises in China. In 2010, China imported only 9.2% of all imported LCD panels from Japan. However, for the downstream panel manufacturers, although there is a certain amount of inventory in the hands, but the number is limited, and taking into account a series of uncertain factors caused by the earthquake in Japan, the panel manufacturers are expected to strengthen the supply of inventory, and bring to the market. A certain amount of pressure. The industry initially estimated that in the second quarter of 2011, upstream raw materials will be in a state of tight supply. Photovoltaic industry "Sharp, Kyocera, Sanyo, Mitsubishi and other major solar cell module companies in Japan are far from the earthquake zone, and the impact is not significant." Japan's photovoltaic industry has been a global leader, and its photovoltaic industry ranks among the top 5 in the world. Sharp is now Before 2008, it has been the world's largest solar cell manufacturer. Sharp, Kyocera, Sanyo, Mitsubishi and other major solar cell module companies in Japan are far from the earthquake zone and have little impact. At present, only Kyocera has a 140MW solar cell module production base in Tianjin among the four major solar cell manufacturers in Japan. Other companies currently do not have solar cell production in China. Backlit liquid crystal display (LED) "The earthquake zone enterprises account for a relatively low proportion in the global industry." As the world's largest LED (better than LCD backlight LCD) production country, Japan has a complete industrial chain, is currently China's LED products imports Some of the largest source countries are in the earthquake zone, but these companies have a relatively low share of global industries and thus have limited impact on Chinese industries. On the whole, the level of products produced by various companies in China is lower than that of Japanese factories. The production of most high-end products, core equipment and raw materials has not yet been laid out in mainland China. Notebooks "Japan's lithium-ion battery materials for notebook computers account for more than 50% of the world's total." Japan has Toshiba, Sony, Panasonic, Fujitsu, NEC and other PC manufacturers in the field of notebook computers. In recent years, Japanese notebook computer manufacturers have gradually shifted to the OEM-based production mode due to cost pressures. The domestic surplus factories have small production capacity to produce high-end models and supply to the local market. Little influence. However, since the output value of lithium battery materials for notebook computers in Japan accounts for more than 50% of the global total, the impact of the earthquake in Japan on the global notebook computer industry will be more concentrated on the supply of lithium batteries. Automobiles and Automotive Electronics "In 2010, Japan's automotive electronics industry accounted for more than 30% of the global market. Japanese brand models have the potential to reduce production." In terms of automotive electronics, Japan's automotive electronics industry accounted for more than 30% of the global market in 2010. Its products cover power control systems, chassis control and security systems, body electronics, and automotive electronics, covering all types of automotive electronics. Among them, Denso is the second largest automotive electronics company in the world. Since the northeastern region where the earthquake zone is located is a major exporter of Japanese autos, there are many related auto parts manufacturers, and Japan is the largest importer of auto electronics in China. Due to the limited stock of auto parts, the earthquake will affect the supporting business of Japanese domestic brand models in the short term. Therefore, Japanese brand models may reduce production. Liu Peng, director of the public relations department of Toyota Motor (China) Investment Co., Ltd., told the Southern Weekend reporter that most factories in Toyota are far away from the earthquake zone in Aichi Prefecture. There are only three factories in the earthquake zone in the northeast region, two of which are vehicle companies, one It is a parts company, and the three factories have nothing to do with the Chinese market, mainly facing the Japanese and European and American markets. Toyota's automaker production in China has not been affected.