The Influence of Japan's Strong Earthquake on China's Electronics Industry

Earthquakes, tsunami, and nuclear crisis destroyed Japan in the aftermath, and it almost brought disaster. Although the disaster occurred only in an island nation, its influence spread to the whole world. The post-earthquake crisis is quietly seeping into various fields. As a powerful electronics industry, Japan has always been at the leading position in the world relying on its advanced technology. This strong earthquake has not only affected domestic industrial production, but is also bound to cause severe "shock" in the world.

1. The price has risen, and there is a virtual reality

The tight supply of the panel, the chip emergency panel and chip area is the hardest hit by the earthquake. The supply of panels is tight, and the impact in the short term is relatively small. “The upstream production panel has more than 100 kinds of material products. As long as there is a problem with the supply of one material, the panel cannot be shipped,” said Wang Zhichao of Chi Mei Electric's Taiwan Nanke branch. About 50 percent of these 100 materials need to be sourced from Japan. Although the existing stocks can temporarily support for some time, it is not easy to say if the reconstruction time is delayed.

The fact that the semiconductor industry is concerned is that Japanese manufacturers, which account for more than 50% of the world's chip market, have temporarily fallen into a production dilemma. In this regard, domestic companies have also shown that the impact in the short term is small, and they can rely on stocks to survive the crisis for the time being.

After the upsurge of high-end cameras rose, Hong Kong’s scene of people rushing to purchase Japanese goods emerged, and it is predictable for the post-earthquake crisis. The actual situation shows that high-end cameras have different growth rates, ranging from 6% to 10%, but ordinary digital cameras have little effect.

The computer price was temporarily stable, the number of brands and models of the memory card and computers increased, and the production of multiple computers, so the price has not yet changed significantly, and the prices of memory and memory cards as the main components have increased. About 10%. The main reason is that the upstream supply is tight. Secondly, it is not ruled out that businesses may use the earthquake to raise prices.

2. Coexistence of opportunities and risks

The great earthquake brought huge losses to Japan and gave a shock to the global economy. China’s electronics industry is no exception. However, “worse, the blessing of the blessing”, behind the economic hit, we It is also possible to see some opportunities.

Some home appliance brands in Japan have suffered more impact, such as Sony, Panasonic, Sanyo, etc. Among them, Sony has been the most affected, and some factories have already increased production.

For Chinese home appliance companies, black or white electricity will be affected. China's current exports to Japan, such as air conditioners, refrigerators, etc., account for a small proportion of exports, and the impact in the short-term will not be significant, but some upstream materials from Japan, such as chips, semiconductors, etc., will face the risk of shortage or price increases, and it is bound to The black power industry such as color TV has brought a lot of impact.

At the same time, we can also see some opportunities, such as Sony, Toshiba and other well-known Japanese brands in the earthquake suffered a certain loss, domestic brands may increase in market share; and the earthquake zone is also facing a nuclear crisis, Japanese local brands to The possibility of external transfer will also increase, such as technical cooperation, seeking for foundry, etc. As a long-term partner, Chinese enterprises will benefit a lot.

In addition, “blessings and misfortunes”, we must also see some benefits. We must have independent core technologies to continuously consolidate our leading position in the industry, without being subject to external factors. The impact was over impacted.