Cómo puede afectar el desastre de Japón al mercado de pantallas y componentes
No se que esta posting es en el sitio correcto pero esto afecta directo esta sección de Pantallas planas, CRT y retroproyectores.
http://www.isuppli.com/Semiconductor...d-Pricing.aspx
Cita:
The Japan earthquake and tsunami could result in significant shortages of certain electronic components, potentially causing pricing for these devices to increase dramatically. While there are few reports of actual damage at electronic production facilities, impacts on the transportation and power infrastructure will result in disruptions of supply, resulting in the short supply and rising prices. Components impacted will include NAND flash memory, dynamic random access memory (DRAM), microcontrollers, standard logic, liquid-crystal display (LCD) panels, and LCD parts and materials.
Japan also is the world’s largest supplier of silicon used to make semiconductor chips—at about 60 percent of the global total. If this supply is disrupted due to the logistical and infrastructure challenges Japan is facing this will have an impact not only on NAND flash memory, DRAM, microcontrollers, standard logic, LCD panels and LCD parts, it will also affect other families of products such as discretes, i.e. MOSFETs, bipolar transistors and small signal transistors.
Infrastructure challenges will slow or suspend shipments from Japan during the next two weeks. However, the global supply chain has about two weeks of excess component inventory in the pipeline for semiconductor parts affected by the quake. Because of this, the shortages are not likely to appear until the end of March or the start of April. Just the same, these shortages and their price impact are likely to linger until the third quarter.
Before the disaster, semiconductor inventories in the global semiconductor supply chain were at high levels. The Japanese earthquake will cause the appearance of shortages to be delayed by a matter of weeks.
While actual shortages haven’t occurred yet, the disaster is already affecting component pricing, due to the psychological impact of the disaster. Pricing for higher-density NAND flash already has climbed by as much as 10 percent on the spot market, which buyers use to procure relatively small quantities of parts. However, IHS does not expect price volatility for OEM DRAM customers and it is likely that the average selling price for major OEM customers on the contract market will hold steady for sustained periods of time until the supply chain moves past the infrastructure challenges.
Spot-market DRAM pricing also is surging, rising by as much as 7 percent since Friday. Contract pricing is holding steady for the time being, but modest increases are likely as contracts are renegotiated.
Most of country’s largest electronic component producers operate their manufacturing facilities far to the south of the epicenter of the quake and the areas most impacted by the tsunami. Consequently, damage was negligible. However, companies are facing problems shipping components, receiving raw materials and getting workers to their facilities. Power interruptions also are slowing production—and can be a major impact on the operations of manufacturing facilities—depending on the type of product being manufactured.
Furthermore, Hitachi’s fab is closest among the small/medium display facilities to the earthquake site. Production at this Hitachi fab was halted on Monday to gauge the impact on the quake. Even if no structural damages are found, production is likely to be impacted by the ensuing interruptions in the power supply. Hitachi supplies displays for the Nintendo DS handheld video game system and for LG cell phones. If the display production is shut down for a month or more, it could impact delivery of these panels.
Production from Panasonic’s 6th generation LCD fab in Japan that produces LCD TV panels for use in Panasonic televisions and in Chinese brands may have been impacted temporarily because the facility is near the earthquake’s peripheral zone. Preliminary information shows that most production of components in Japan for use in large LCD such as glass, color filters and polarizers were not impacted. However, power supply issues may impact future production and supply of the these LCD components. If production continues to be interrupted, it may impact availability and result in price increases.
There are indications of interruptions of supplies of components used to make LCD panels. Production of color polarizers at Fuji Film has been impacted, which may impact pricing of this key component.
Re: Japanese disaster to affect Consumer Electronics parts and supply
http://www.hdtvtest.co.uk/news/japan...1103131055.htm
Cita:
Japanese Electronics Firms Hit Hard By Friday’s Earthquake & Tsunami
By Jonathan Sutton • Sunday, 13 March 2011, 9:11 pm UTC*
The massive earthquake and ensuing tsunami which consumed north-east Japan on Friday afternoon has hit the country hard, prompting Prime Minister Naoto Kan to declare the natural disaster – which has thus far claimed thousands of lives with many more missing – as the largest crisis the Land of the Rising Sun has faced since World War 2 (WW2). While the majority of Japanese consumer electronics (CE) manufacturers did not report serious damage from direct impact, some have had to temporarily suspend operations due to widespread disruptions to power source, transport infrastructure, and component supply chain.
Sony Corporation has halted production at eight electronics plants in the Fukushima and Miyagi prefectures (including a Blu-ray factory which was flooded, stranding over one thousand workers who were forced to seek refuge on higher ground). The company said that all its employees have been safely evacuated, and that it will carry out damage assessments once the aftershocks have subsided.
Panasonic revealed that falling building structures have caused minor injuries to several workers at its factories located in the Miyagi and Fukushima prefectures. The manufacturer also said that continuing aftershocks were preventing it from conducting inspections at these plants – which mainly dealt with digital cameras, audio equipments and electronic parts – to accurately evaluate the scale of damage.
Toshiba has shut down operations at its semiconductor plant in the northern prefecture of Iwate. Sharp’s Sakai plant, the only tenth-generation (G10) LCD TV panel factory in the world, is thought not to be directly affected by the earthquake and tsunami due to its remote location to the worst point of impact.
Last year, Japan made up 14% of the global LCD television panel production, although in recent times HDTV makers like Sony have outsourced a significant portion of LCD panel assembly to foreign (e.g. Taiwanese) vendors. Perhaps more crucial is the impact of the disaster on the production of LCD-related components, as the country accounts for a substantial share in the worldwide manufacturing of colour filters, glass substrates, polarizers, cold-cathode fluorescent lamps (CCFLs) and light-emitting diodes (LEDs) used in LCD panels and products.
Re: Japanese disaster to affect Consumer Electronics parts and supply
Buenas:
Yo trabajo en el mercado de la memoria flash, y la semana pasada con este tipo de noticias, subió la memoria casi un 15%, pero fue sobre todo por la incertidumbre de lo que podía pasar. Esta semana se ha estabilizado el precio. En el tema de los LCD no sé si será lo mismo. Lo que si es cierto, es que las fábricas de este tipo de componentes está bastante lejos de la zona afectada, aunque yo pienso que lo mismo dan prioridades a otro tipo de productos. más necesarios para ellos.
