Domestic LED lighting companies are expected to enter the post disaster reconstruction project in Japan

Japan as a global power demand for electronic products, after a major earthquake in the short term demand for consumer electronics have a certain negative impact. According to iSuppli statistics, in 2010, the Japanese electronic equipment value accounted for the global market share of 13.9%, the same year the Japanese semiconductor production accounted for more than 20% of the world market from the electronics industry overall, Japan earthquake will be on the global electronic components supply impact.

Looked for a long time, the domestic semiconductor industry will benefit from Japan's post disaster reconstruction and the transfer of production process. Japan's post disaster reconstruction will be a long-term positive impact on the overall electronics industry, especially consumer electronics, green energy, clean energy and other related areas to boost demand. In addition, the earthquake will speed up the process of relocation of Japanese manufacturers to a certain extent, the formation of long-term positive domestic electronics industry.

Japanese passive components manufacturers affected by the large domestic manufacturers is expected to expand the proportion of exports

Japan is the production of RCL and the world's largest quartz device. Although the earthquake did not seriously endanger the local production plant, but caused a shortage of electricity and raw material supply, and indirectly affect the production of passive device factory. We believe that this effect will not be eliminated in the next 3-9 months, which has been tight supply of passive device industry worse. Especially for the huge power demand of aluminum electrolytic capacitor industry as well as high precision production requirements of the MLCC industry, production capacity.

Japanese semiconductor manufacturers affected, or will have an impact on IPAD2 delivery

Fab on the regional northeast japan earthquake (ShinEtsu) and Toshiba's memory and CMOS plants have a certain impact, the short term will cause the memory DRAM, NAND products and some high-end chips, as well as digital optical devices caused by shortages and rising prices. For downstream manufacturers, such as apple and other smart phone manufacturers, PC manufacturers, the lack of upstream production capacity will lead to downstream production capacity constraints and rising costs.

LED slightly affected by the Japanese manufacturers, domestic manufacturers are expected to intervene in Japan's post disaster reconstruction process

LED chip production two major Japanese manufacturers Nichia and TOYOTA synthesis, in this earthquake are not sub factories have been shut down the news, the impact is very small. But the demand for LED lighting in Japan is gradually rising, especially in the time after the earthquake, with the post disaster reconstruction work started on LED lighting demand in the short term will also increase, help to improve the domestic export enterprises LED chip sales.

Slightly affected by the Japanese manufacturers, the key raw material panel production security

Away from epicenter in Kansai, Osaka, Kobe, Kyushu, Shikoku, western Japan most companies TFT-LCD industry chain, Japan TFT-LCD industry chain Co., affected by the earthquake. It is expected that in the short term there will be some raw materials, logistics, poor, but with the weakening of seismic activity, production order will be gradually restored, so the impact on the global LCD panel industry limited.