Earthquake in Japan affects global hardware supply chain or current fault

On March 11, 2011, Japan experienced a magnitude 9 earthquake at 14:46 local time on the 11th, and the epicenter was located in the Pacific Ocean area east of Miyagi Prefecture. The focal depth was 20 kilometers. Tokyo has a strong sense of tremors.

At present, the economic impact caused by the earthquake in Japan has spread to the world. According to global industry economic observers, the 9th Japan earthquake caused a global hardware chain fault. Take China as an example. China is a huge consumer of electronic products and automobile market. Japan The earthquake has a considerable impact on the Chinese economy.

All three major car companies in Japan have stopped production. The economic scale of the supplier-stricken earthquake-stricken areas accounted for about 8% of Japan's gross domestic product (GDP). At present, the automotive hardware industry suffers the most serious losses.

On March 12, Nissan Motor Co. announced that due to the impact of the earthquake in the northeastern region, all factories in Japan have stopped production since the 14th. This is the third car manufacturer in Japan that has announced the suspension of production in addition to Toyota Motors and Honda Motors.

China has a large number of Sino-Japanese joint venture factories, although relevant sources stated that with the economic development of our country, the localization rate is already quite high, and the domestic market is relatively balanced in terms of supply and demand. Therefore, the impact on the auto market in China is still far-reaching and needs further observation.

However, it is undeniable that the auto hardware industry will be reduced due to the suspension of midstream products in Japan, while Japanese high-end brands such as Lexus and Acura have been produced in Japan, and the domestic luxury car market will certainly be affected.

At present, the shadow of Japan's nuclear radiation spreads across the country, and Japanese companies cannot completely resume production in the short term, so it is bound to cause a shortage of supply of key auto parts. Although the losses of the major component manufacturers are relatively small, due to the severe damage to some of the small suppliers they support, they will still affect the production capacity of these large suppliers.

Japan's leading electronics company to suspend the production of domestic components business income Japan is the world's largest exporter of electronic products, after the magnitude 9 earthquake, Sony, Toshiba, Matsushita and many other well-known Japanese electronics companies have closed the corresponding factories, the International Semiconductor Equipment & Materials Industry Association (SEMI) China plane Display manager Yang Yunjiao believes that as long as it is a hardware manufacturer related to the Japanese panel maker, the upstream and downstream will be affected by the earthquake.

As a result, economic observers encouraged domestic manufacturers of hardware and electronic components to take this opportunity to fill the market gap caused by the suspension of production by leading Japanese electronics companies.

The affected area is Toshiba’s manufacturing base, and the manufacturing business involves memory and display imaging components, both of which are core components of the end product. It is reported that relevant memory chips, LCD panel supporting components and other related industries have reported out of stock signals.

Gao Xiaoqiang, research manager of Tuoba Industrial Research Institute, also pointed out that the suspension of production of related hardware manufacturers in Japan or the impaired transportation and logistics will not be able to recover quickly. The relevant manufacturers in Mainland China may benefit as substitutes.

Of course, the electronics industry in Europe and the United States, such as Germany and the United States, is also very developed. To compete for this blank market, it is still unclear whether mainland China hardware suppliers can win this tug of war.