One of the words “surge” Yes, U disk prices have gone up this month’s scary. Prices rose the most powerful day of 10-15 dollars, it is too scary, right.
Japan earthquake. Or will the global memory market fluctuations. 11 Toshiba announced affected by the earthquake, the company closed Yokkaichi, Mie Prefecture flash memory chip factory. The Iwate plant suffered a power failure, or cause equipment damage, disruption could lead to delivery. Toshiba official said the paralysis of the logistics system will also affect product shipments. Last December, the company’s NAND factory power outage also Zengyin danger of supply. Toshiba was warned that capacity or the next two months fell 20%.
Toshiba is second only to Samsung NAND flash global giants, global market share of about 1 / 3.
Yesterday morning, Toshiba said that after inspection, factory “have not been too much influence”, has resumed operation, but always be honest, transportation and logistics will have some impact.
However, Toshiba’s joint venture partner SanDisk spokesman said the United States, Toshiba not get out. The source said the company will lose some chips, but has resumed operation of production facilities.
IHS iSuppli said that in 2010, Japan’s chip revenue of about 63.8 billion U.S. dollars, accounting for about one-fifth of the global semiconductor market. NAND flash memory market, they have an important influence, NAND flash memory is the Apple (Apple Inc.) IPhone and iPad core products. Japanese companies led by Toshiba flash memory in the world account for about 35% of revenue.
Qing Mu Hua Technology Co., Ltd general manager, said the micro-Bo Yu Jie, Toshiba NAND CMOS sensor plant and plant are located in the heaviest earthquake Iwate, Miyagi, skyrocketing prices of memory chips may lead.
Gartner analyst Andrew Norwood also said that the earthquake and tsunami will not have long-term impact, but any uncertainty in the state, there will be in the spot market overreaction.
Analysts are not intended to render the crisis effect. At present, prices of memory chips is rapid dissemination of speech. However, the Shanghai Plaza Qiujiang electronic memory cards and USB flash drives, a vendor of “First Financial Daily” always be honest, licensed channels may be more concerned about his side will not raise prices.
Sony, the biggest fear of damage
Nokia spokesman Tommy Cooper Markey (Tomi Kuuppelomaki), said the company is evaluating seismic impact on the supply of key components. Toshiba memory is the main supplier of apples, there is no published remarks.
In addition to memory, the global flat panel display industry may also be affected. After the earthquake, giant Sharp panel a factory in the border city of automatically stop running. Panasonic, Sanyo said it has been some damage operations. Sharp, Panasonic, respectively, is the world of LCD and plasma technology are two areas of the strongest companies, which may affect the downstream market confidence.
However, the core of Sharp’s production base is located far from the epicenter of central and southern Japan, impact may be limited.
Sony is likely to be damaged in the earthquake the largest Japanese electronics giant. Its factories are mainly located in northeastern Japan, away from the epicenter close. After the earthquake, the company closed six factories, most of its business activities in the Japanese market is suspended, is currently assessing losses. Inquiries to reporters, six plants in Fukushima Prefecture 2 seats, 4 seats in the Miyagi Prefecture, the main production of Blu-ray disc player, head, batteries and semiconductors.
Sony is the world’s digital electronics giant, is also a TV, laptop and other areas of the famous brands. NHK television reported yesterday that the earthquake triggered the tsunami washed away at least 12 million units of its PS3, 5600 Taiwan XBOX360.
Other indirect losses may be greater. Equally important as the global memory chip production base in the earthquake of South Korea, China Taiwan region’s IT companies may have a positive impact. Among them, Samsung, Hynix ranked overall strength of the two former South Korean, Taiwan, Powerchip and ProMOS there are two major power companies. Toshiba announced the closure of a factory, the Samsung in a timely manner, said the company were not affected. Microsoft, Nintendo, Sony may be trapped by the game console shipments increase; South Korea, Taiwan, while the Sharp panel industry is also expected to get more opportunities when trapped.
Shift to emerging markets?
U.S. investment bank Maxim Group analyst Mark Harding said the quake caused only a small beginning of a negative impact, but the longer the duration, the greater the negative impact.
This may cause panic and spread to other areas. In 2008, when after the earthquake in Wenchuan, Sichuan and Shenzhen, the price was volatile memory. Taiwan 1999, “9.21″ earthquake occurred, the Beijing Zhongguancun 64MB memory on the market price has soared to 600 yuan from the 1,400 yuan.
TechAmerica Foundation Industry analysts, research vice president, James said the global technology supply chain will be seriously damaged if not destroyed or damaged plants, the end product will be a large influx United States, Singapore, China, or other place where you can assemble, of industrial layout.
Japan’s IT industry chain will be an earthquake a few years almost every test, the earthquake may be the core of Japan’s IT manufacturing to China and other emerging markets, rapid transfer of power. Before, Sharp has announced that it is willing to set up in Nanjing, an 8th generation panel plant, currently intends to build solar power plant in Chengdu.
However, Toyoda, Toyota’s president last December’s remarks are likely to reveal the psychology of Japanese industry. He said that although the market size, labor costs and exchange rate and other relevant factors have led to profitability in Japan is over the limit in theory, but the company will remain in Japan. He said, there must be a “can not let disappear from the Japanese manufacturing industry,” the mission.
