semiconductor

In-depth analysis: the impact of Japan's 311 earthquake on the mobile phone and tablet industries

来源:国际电子商情 发布时间:2011-03-21 08:53 我要评论 Author: Electronic Information Industry Network Source: International Electronic Business Published: 2011-03-21 08:53 I want to comment

According to the latest report from DIGITIMES Research, Japan ’s 311 earthquake caused the Japanese factory ’s mobile phone / tablet-related component suppliers to suffer damage to their plants and equipment, or to the impact of tsunami and local power supply restrictions. The factory operations were shut down, affecting more than 20 factories. After the disaster, as of March 16, 2011, normal operations were still not performed.


Businesses affected by the earthquake:


In terms of active / passive components and filter related components, Murata Manufacturing Co., Ltd., TDK, Renesas Electronics, etc.


In terms of PCB and IC substrate materials, there are companies such as Mitsubishi Gas Chemical, Hitachi Chemical, Fujikura, and Nippon Mektron.


In terms of crystal resonators, Epson Toyocom, which produces quartz oscillators, was affected by the earthquake and tsunami, and a total of 3 factories stopped operating.


In other components, including TDK, Hitachi Display, Hitachi Chemical, SMK, Sony Chemical, Sony Energy Device and other industries were affected, and plant operations were stopped.


Mitsubishi Gas Chemical and Hitachi Chemical Co., Ltd. mainly produce BT resins, which are important materials for IC substrates. The two companies account for about 90% of the total, and the production bases of these two companies are concentrated in Japan. The operation was interrupted for too long, and the IC carrier board for high-end models will be out of stock in a few months, which will impact the global shipment of smart phones and tablets.


Hitachi Chemical and Sony Chemical's two manufacturers of anisotropic conductive film (ACF) for bonding TFT LCD driver ICs accounted for 90% of the total market, and the main factories producing ACF under the two manufacturers were affected by the earthquake. Long-term interruption will affect the supply of panel for mobile phones / tablets, and there are doubts about lack of materials.


The remaining components are highly substitutable, or most of the factories in Japan are located in areas not affected by the earthquake in Japan and overseas, so the impact on the overall mobile phone / tablet industry will be very limited.



"International Electronic Business"


In terms of active / passive components, filters and other related components, most of the companies including Murata Manufacturing Co., Ltd., TDK, Renesas Electronics, etc. were affected by regional power cuts, and production operations were interrupted.



"International Electronic Business"


Murata Manufacturing Co., Ltd. stated that when production capacity at Sendai Works of Kanazawa Works cannot be restored in the short term, it will replace production through Kanazawa Office in Ishikawa Prefecture.


The factory buildings and equipment of TDK Ugo and Shonai did not suffer significant damage, but the factory operations were affected by the regional power restriction.


Since the Japanese factory is highly replaceable in terms of active / passive components and filter components, or most of its factories are located in areas not affected by the earthquake in Japan and overseas, the impact on the overall mobile phone / tablet industry will be very limited.



"International Electronic Business"


As for related parts such as mobile phone / tablet PCBs, IC carrier board materials, BT resin, etc., factories under Nitsubishi Gas including Mitsubishi Gas Chemicals, Hitachi Chemicals, Fujikura, Nippon Mektron, etc. were interrupted due to the earthquake and operations stopped.



"International Electronic Business"


Important upstream materials for BT resin-based integrated circuit (IC) substrates, about 90% of the world's market is controlled by Mitsubishi Gas Chemicals and Hitachi Chemicals, and their production bases are concentrated in Japan. If this 2 The production operation of the factory affected by the earthquake has been interrupted for too long, and the IC carrier board for high-end models will be out of stock in a few months, which will impact global smartphone shipments.


Nippon Mektron and Fujikura are two major flexible board suppliers for Japanese mobile phone manufacturers, Nokia, Sony Ericsson, and Apple, but their production bases are located overseas. Supply to local production of Japanese mobile phone factories, so the shutdown caused by the strong earthquake has little impact on other customers.


Nippon Mektron's two factories in Ibaraki prefecture are affected. The Okuhara factory is expected to recover to 70 %% of production capacity by 3/21, and the schedule for the Kashima factory to resume production is still unknown.



"International Electronic Business"


In terms of crystal resonators, Epson Toyocom, which is responsible for the production of related components such as quartz oscillators, was affected by the earthquake and tsunami, and the factory stopped production.


The quartz oscillator supplier in the Kansai-Tottori and Miyazaki areas has a large vacuum. It is far from the epicenter and is limited by the earthquake. The factory is still operating normally.



"International Electronic Business"


Epson Toyocom's Fukushima Office, located in Minamisoma, Fukushima Prefecture, has a factory located within 16 kilometers in diameter of the Fukushima No. 1 Nuclear Power Plant.


Da Vacuum's production plant in Japan is not affected, and Epson Toyocom has multiple production sites in the United States, Thailand, Malaysia, Wuxi, and Suzhou in China. Therefore, for the overall mobile phone / tablet industry, components such as quartz oscillators are supplied. The impact of this strong earthquake is very limited.



"International Electronic Business"


In terms of mobile phone / tablet related components such as panels, switches, memories, battery cells, and anisotropic conductive films (ACF), except the Toshiba factory in Yokkaichi, which produced NAND Flash, was not affected by the 311 earthquake in Japan. The rest included TDK, Hitachi Display, Hitachi Chemical, SMK, Sony Chemical, Sony Energy Device and other manufacturers' production plants are affected by the size of the plant or equipment damage or suspension of production.



"International Electronic Business"


Hitachi Chemical and Sony Chemical's two manufacturers of anisotropic conductive film (ACF) for bonding TFT LCD driver ICs have a combined market share of 90%, and the main factories producing ACF under the two manufacturers will be affected by the earthquake. Long-term production interruption will affect the supply of mobile phone / tablet panels, and there are concerns about lack of materials.


TDK and Hitachi Display's panel-related component factories have been shut down due to the earthquake. However, they can be replaced with a high degree of impact on the overall industry.


Most of the Japanese touch panel related factories are located in areas far from the epicenter, such as Hiroshima and Kyoto, and have limited impact on the supply of mobile phone touch panels.


SMK's two switch production lines are still shut down. The supply of this component to North American smartphone manufacturers will affect their shipments.


Sony's supply cell plant area is damaged, but it can be replaced by other suppliers, with less impact on the overall industry.


Toshiba's Yokkaichi factory responsible for the production of NAND Flash was far away from the epicenter, and had no obvious impact. It has resumed work on March 12.


Editor-in-chief: Electronic Information Industry Network
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