Japan's earthquake has a huge impact on the semiconductor industry

Minamata homes: The accelerated upward trend of the semiconductor industry is very obvious. We suggest that the Japanese earthquake will have a forward-looking and forward-looking view of the semiconductor impact. Since March, the global semiconductor production capacity has increased the most, but the market has not experienced large fluctuations, which means that the ability of the industry to absorb supply is very strong. The earthquake in Japan, in turn, delayed its production capacity, coupled with the subsequent peak season, the upward trend of the future industry economy is very obvious. Therefore, industry investment opportunities have already come.

Boiling waste: consumer digital Middle East and Sony's biggest earthquake losses. Toshiba and Sony are currently known to be the biggest losers in the fashion consumer digital world. Toshiba chips due to production or global shortage of chips, the global chip prices have fluctuated dramatically, a variety of hot-selling electronic products by the chip shortage, the core components of the world's best-selling electronic products such as iPhone and iPad, due to the earthquake the most serious.

Kim wrong knife: earthquake has little effect on ipad2 Japan earthquake has broken Apple iPad2 supply chain? 1. Japan is the world's leading NAND flash memory manufacturing center. The Fujitsu and Toshiba plants are located near the epicentre of the earthquake and there will be serious shortage of supply in the short term. 2, Apple's suppliers are scattered, coupled with their preference for customers who bring the greatest benefits to them, Apple iPad2 will not affect, but its big enough companies may have to feel the chill.

Shen Wei Vivian: The price of chips has risen, and channel providers have reluctantly sold their minds. The great earthquake in Japan is having an impact on the global economy. Japan's advantageous IT industries, such as semiconductor chips and LCD panels, have been severely damaged in this earthquake. With the impact of electricity supply and transportation, the global IT industry chain has fluctuate due to this major earthquake in Japan. The memory prices of memory chips and flash memory chips in the domestic IT market have risen significantly after the earthquake, and channel providers have already expressed their reluctance to sell.

NXP Semiconductors: Q2 shipments in the global electronics industry will not reach its original target Since the epicenter of the 9.0-magnitude earthquake in Japan was very close to the concentration of Japanese semiconductor manufacturers in Miyagi Prefecture and Iwate Prefecture, many well-known Japanese electronics companies shut down factories after the earthquake. . In the coming months, not only chip supplies such as passive components, optical components, and digital logic processors may be interrupted, but critical semiconductor materials may also be under-supplied. Affected by this, global electronics industry Q2 shipments will not be able to achieve its original goal.

Technology selection: whether the ipad2 can be supplied normally will be questioned Japan's earthquake has forced many Japanese semiconductor and LCD panel components to close. Toshiba said that due to transport problems caused by the earthquake, it will postpone the delivery of chips to users. Since Apple’s iPad and iPhone both use NAND Flash flash chips provided by Toshiba, the IPad 2 is just on the market and it is doubtful whether the iPad2 will guarantee normal supply in the future.

Chen Huixian: Japan's earthquake BYD, Samsung, etc. will become beneficiaries Japan's earthquake-stricken area happens to be also a production area for high-end electronic parts and components, such as the semiconductor production chain in the northeastern region of Japan, which seriously affects the shortage of accessories and supplies for the iPhone and iPad. Directly affected; a number of important factories manufacturing lithium batteries and flash memory have been disrupted; lithium battery supplies have been sourced from lithium battery suppliers such as China and South Korea. For example, the beneficiaries are BYD and Samsung. They are the biggest winners. .

Jin Qi _ZYT: The lack of upstream raw materials led to a tight supply of the world can not just look at the large pieces of the film and Flash, the impact of this earthquake is still the most peripheral products, those little material that people ignore is the most can not be ignored this year. Although many of our suppliers are localized, how many of our suppliers' upstream suppliers are Japanese? This is very scary, it may be more than 50%, the lack of the most upstream raw materials, resulting in the continuous supply of the global semiconductor industry is tight.