On March 11, 2011, a 9-magnitude earthquake struck offshore Japan. The earthquake not only directly affected the pace of Japan's economic recovery, but also brought a strong impact on Japan's electronic information industry. Japan is a big country in the global electronic information industry, and its rise and fall has a huge impact on the world. China is a neighbor of Japan, and the electronic information industries of the two countries are highly complementary. The earthquake in Japan will also have different degrees of impact on different areas of China's electronic information industry. The impact of the Japanese earthquake on its upstream raw materials and components industry is far greater than the downstream electronics industry. As Japan is currently the main supplier of the upstream link of the global electronic information industry chain, the impact of the earthquake on Japan's upstream raw materials and components industry will rapidly spread to the global electronic information industry through the transmission effect of the industrial chain, and its comprehensive impact should not be underestimated. . The impact of the earthquake on China's electronic information industry is mainly reflected in the following aspects: 1. The supply of upstream raw materials will be tight, and the production of domestic related enterprises will be restricted. The earthquake will be related to Japanese silicon materials, liquid crystal materials, and some semiconductors. The direct loss caused by the production of electronic components is large. Due to the lack of power and poor logistics, the overall start-up situation of various industries is difficult to determine. Affected by this, there will be a shortage of supply in the global electronic materials and components market for some time. Chinese electronics companies that rely on Japanese raw material supply in the domestic LCD panel and electronic component manufacturing industry, as well as Chinese electronics companies that rely on Japanese core components for assembly, will face short-term negative impacts. The shortage of raw materials will directly lead to a decline in the output of related companies. 2. The price of upstream products will stop falling, and the cost burden of downstream enterprises will increase. Since the beginning of 2010, the prices of silicon materials and liquid crystal materials have generally declined. Affected by the actual and psychological impact of the earthquake, the global price of silicon materials and liquid crystal materials is expected to stop falling. This price increase trend is expected to be rapidly transmitted downstream along the industrial chain, and lead to the rising cost of procurement of semiconductor, electronic components, LCD, LED, photovoltaic and other component companies, as well as downstream electronic whole machine enterprises. Greatly affected. 3. The local parent company's disaster reduction and production will affect the domestic OEM orders. Due to the direct and indirect impact of the earthquake, a large number of Japanese companies in the local factories have reduced production. Due to the general upstream of the industrial chain, domestic related subsidiaries, as well as Taiwan-funded enterprises and domestic-funded enterprises that provide OEM services, orders are reduced and affected. 4. The market will look for new suppliers, and domestic related industries will benefit from import substitution. Japan is an important global electronics producer and the world's leading exporter of component manufacturers. For example, in the global market, the supply shortage and price increase in the earthquake, silicon materials, liquid crystal materials, semiconductors, electronic components, and some domestic manufacturers in the downstream machine industry will directly benefit from the import substitution effect. In addition, the earthquake has strained the supply of high-end electronic products in Japan, resulting in foreign companies that have the ability to substitute for their products, and their production capacity is partially converted to high-end products, thus leaving more market space in the low-end electronics market. 5. Japan's post-disaster reconstruction will stimulate demand for related products. The earthquake caused damage to factories, power, communications and other infrastructures in the earthquake zone, and many families were directly affected. The reconstruction of disaster areas in the future requires a large number of electronic products such as industrial equipment, communication equipment, and household appliances. These demands will create market opportunities for relevant domestic companies and benefit domestic companies and Japanese supporting companies and foundry companies in China. 6. Japan's electronic information industry will accelerate its outward transfer and create opportunities for the relevant regions to undertake transfer. Due to the impact of the earthquake, Japanese companies will re-adjust their industrial layout for the purpose of risk transfer and accelerate the pace of transferring production capacity overseas. The Asia Pacific region and China, as the main investment destinations of Japanese-funded enterprises, will gain new opportunities in this round of industrial transfer. Especially in the upstream raw materials and equipment, there is a greater chance of undertaking industrial transfer. Annex: List of Impacts of Japan Earthquake on China's Electronic Information Industry Fields and Degrees Sectors Industry Impact Areas Japanese Industry Affected by Earthquakes China's Industry Scope China's Market Dependence on China's Industry Actually Affected Upstream Components Semiconductor Silicon Materials Serious Semiconductor Chips Manufacturing company ★ ★ ★ ★ high-consumption logic IC medium Toshiba, Sony and other companies in China ★ medium analog IC medium electronic machine company ★ ★ medium memory is not directly affected by computer and consumer electronics companies ★ very low electronic original high-end capacitors Directly affected by electronic machine companies ★ ★ ★ ★ low-end resistance medium electronic machine enterprises ★ ★ ★ medium and high-end inductors medium electronic machine enterprises ★ ★ medium LCD LCD panel is not directly affected by television, notebooks, monitors and other related companies ★ very Low upstream raw materials are not directly affected by liquid crystal panel manufacturers ★★★ Low photovoltaic industry solar cells are not directly affected by the Chinese market ★ Very low polysilicon slight Japanese solar cell companies in China ★ very low LED industry chip / epitaxy is not directly affected by LED packaging companies ★ ★ low package light LED application company ★ ★ ★ ★ low automotive electronic power control system, chassis control and security system, body electronics, automotive electronics, medium and Japanese automotive companies ★ ★ ★★★High notebook industry assembly is not directly affected by Chinese consumers ★ very low
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