Along with the development of world integration, Japan's earthquake not only devastated the local industry and uproar caused by world, in particular, especially the impact of the integrated circuit, causing the world urgent need more IC.
Every year, China imported from Japan integrated circuits which is140 billion, accounting for the size of the first import. The earthquake hit Japan's Sony Corporation, represented by the chip industry, this will impact the global chip’s supply and prices. Because the Japanese enterprise severely damaged will hit many enterprises stop production in China.
Sony is likely to be damaged in the earthquake the largest Japanese electronics giant. Toshiba also announced that because of affected by the earthquake, the company closed the various flash memory chip plant. Toshiba official said the paralysis of the logistics system will also affect product shipments.
Chip shortage causes
Experts believe that including memory chips, LCD panels and other ancillary components will shortages, and the consequent adverse impact on the global electronics industry. Because Japanese companies emphasize the high operational flexibility, high mobility, thus advocating minimize inventory. A result is that many China's manufacturers which rely on Japanese chip makers in the disaster in stock can only be used to maintain the production of 2-3 days, general department product it can only be used in one week.
The increase of Chips’ procurement prices is not the main bad news.The most critical problem is that of integrated circuit’s shortages will let many enterprises may face shutdown. The need for supporting the use of the chip, so there can not be replaced, which is the main reason leading worldwide shortage of chips. Many market research firm said that the global NAND flash memory chips more than 40% of production comes from Japan, while DRAM chips are up 15%, Japan earthquake on the global chip supply and prices have a serious impact.
Which chip is be worst affected?
·Flash Memory
Bear the brunt of the price of flash memory should be the greatest, because Japan accounted for 40% of flash memory in the global supply, the earthquake will significantly reduce the global flash memory market shipments in the short term. Toshiba in the hardest hit by the earthquake, while Toshiba is the second largest manufacturers of NAND. NAND Flash market is concerned about the uncertainty of the supply side there are two main factors: 1)IC inadequate supply of raw materials after the disaster 2) Toshiba at Yokkaichi of the NAND Flash wafer plant damaged during the earthquake were not known. The earthquake may cause the Toshiba / SanDisk's total output in 2011 decreased 10%, yet in other NAND Flash manufacturers to increase supply in the case of 2011, preliminary estimates the earthquake will cause global NAND Flash’s supply reduce about 4% in 2011.
·CMOS
The hardest hit areas is in the Iwate Prefecture and Miyagi Prefecture, and Toshiba's NAND factory and CMOS sensor factory all in here, CMOS sensor already tight supply. Thus, the global shipments of CMOS optical sensors will be a greater impact, a chain reaction will lead to the key components of CMOS digital camera prices.
CMOS, a commonly used image sensors mainly for digital cameras, cell phone camera, computer camera, video surveillance equipment and other fields.Currently the world's leading manufacturers of CMOS is Sony, Mitsubishi, Sharp, Toshiba,Which is the high-end supplier of CMOS.
·Semiconductors
Japan accounted for 20% of the world's semiconductor manufacturing, micro-chip output value reached 63.3 billion U.S. dollars. Japan External Trade Commission issued under the investment information display, from the epicenter of the Iwate Prefecture gathered close to many major semiconductor manufacturers, including Toshiba, Fujitsu,Motorola's and so on. Insiders said that the headquarters of Toshiba is in the most serious earthquake areas. Toshiba is the second largest manufacturers of NAND, so the earthquake enough to drive the semiconductor chip prices skyrocketing, especially in memory chips.
The earthquake has not only shocked the Japanese economy but also shocked the global economy, for integrated circuits, electronic products and other related industries hit particularly serious, while Japan's economic recovery is accelerating industrialization, on the other countries in the world are looking for a new goods channels. Hope Japan will soon recovery.
