Japan's seismic knock-out effect is expected to expand its exports of passive components in China

According to the statistics of isuppli, in 2010, the output value of electronic equipment in Japan accounted for 13.9% of the global market share in the same year. In the same year, Japan’s semiconductor output accounted for more than 20% of the global market share. From the perspective of the electronics industry, the Japan earthquake will supply global electronic components. Caused an impact. At the same time, Japan, as a global demanding country for electronic products, has a negative impact on consumer electronics demand in the short term.

In the long term, the domestic semiconductor industry will benefit from Japan’s post-disaster reconstruction and capacity transfer. Japan’s post-disaster reconstruction will have a positive impact on the long-term boost of demand in the overall electronics industry, especially consumer electronics, green energy, and clean energy.

In addition, the earthquake will, to a certain extent, accelerate the process of the outflow of production capacity of Japanese large companies, and form a long-term favorable for the domestic electronics industry.

Passive component manufacturers in Japan are more affected, and domestic manufacturers are expected to increase their share of exports. Japan is the world's largest producer of RCL and quartz devices. Although this earthquake did not seriously endanger the local production plants, it caused a shortage of electricity and raw materials, and indirectly affected the production of passive device factories. We believe that this effect will not be eliminated in the next 3-9 months. This will add to the already tight supply of passive devices. Especially for the aluminum electrolytic capacitor industry with large electricity demand and the MLCC industry with high precision production requirements, the production capacity has a great influence.

Japan's Semiconductor Manufacturers Affected, Affected by Supply to IPAD2 Seismic Inflicted some impact on wafer factories in Japan's Tohoku region (Shin-Echi) and Toshiba's memory and CMOS factories. In the short term, it will cause memory DRAM, NAND products and some high-end products. Chips, as well as digital optics, caused shortages and price increases. For downstream manufacturers, such as Apple and other smart phone manufacturers, PC manufacturers, the lack of upstream capacity will cause downstream product capacity constraints and cost increases.

Japan's panel makers are less affected, and key raw materials for panel production are secured. Most companies in the TFT-LCD industry chain are concentrated in Western Japan, Osaka, Kobe, Kyushu, Shikoku, etc. Western Japan that is far from shocked, Japan TFT-LCD The industrial chain is limited by the earthquake. It is expected that there will be some shortages of raw materials and poor logistics in the short term, but with the weakening of seismic activity, the production order will gradually recover, so the impact on the global LCD panel industry will be limited.

Japan's LED manufacturers are less affected, and domestic manufacturers are expected to intervene in Japan's two major Japanese manufacturers, Nichia Chemicals and Toyota Synthesizer, which produced LED chips. There was no news that sub-plants were closed in this earthquake. Very small. However, the demand for LED lighting in Japan is gradually increasing. Especially after the earthquake, with the start of post-disaster reconstruction work, the demand for LED lighting will increase in the short term, which will help to increase the sales of domestic LED chip companies. .