Japan's strong earthquake monitor raw material supply is seriously affected

For display devices such as flat-panel TVs, displays, etc., the supply of upstream materials and core components is of utmost importance. In the vicinity of this earthquake-prone area in Japan, a number of TV panel materials production plants have been concentrated. Such as Hitachi Chemicals, JX Nitse, ADEKA, and Japan Chemicals, etc., are located close to the earthquake area and have been seriously affected. A large number of companies have stopped production. . The core component factory also faces the same problem. The affected components include glass substrate filters, chips, and module IC chips.

The supply of raw materials in the upper reaches of flat-panel TVs has been hit hard. Japan, which has leading technologies and considerable production capacity in the field of electronic components and display devices, suffered a severe earthquake and tsunami disaster over the weekend, and the subsequent nuclear leak crisis further slowed down Japan. Recovery process.

For display devices such as flat-panel TVs, displays, etc., the supply of upstream materials and core components is of utmost importance. In the area surrounding the earthquake in Japan, many television panel materials production plants have been gathered, such as Hitachi Chemicals, JX Japan Mining, ADEKA, and Japan Chemicals, etc., which are relatively close to the earthquake area and have been seriously affected. A large number of companies have stopped production. . The core component factory also faces the same problem. The affected components include glass substrate filters, chips, and module IC chips.

At present, although the localization rate of the television industry in China continues to increase, many domestic high-end LCD panel production lines are being prepared or constructed. However, the core technology of the upstream materials is still in the hands of Japanese companies, and it is still a long time to obtain independent discourse rights. process. Regarding the impact of this strong earthquake in Japan, although individual domestic color TV companies had previously made strategic purchases of raw materials, this strong earthquake will still have a major impact on most companies.

There may be a rise in the price of the Japanese-Taiwanese panel. In the case of glass substrates, Asahi Glass, Electric Glass, and Corning's factories are relatively far from the earthquake area and have not been directly damaged by the earthquake. However, after the earthquake, Japan’s energy supply and product transportation have become An important factor that restricts production over time. Coupled with the shortage of upstream raw materials, the price of Japanese LCD panels may increase.

In terms of panel systems, Peng Shuanglang, executive vice president of AU Optronics, recently stated that although the Taiwan panel industry has been deployed in many core upstream components, it is still weak in electronic materials and needs to be imported from Japan. The panel industry in Taiwan does not rule out There is a limitation of production. The Korean-based LCD panel makers, which have a relatively high proportion of their own raw materials, are affected slightly. According to the current situation, in the future, the price increase caused by the shortage of upstream materials may be transmitted to flat-panel TVs.

China's high generation line construction or postponed due to strong earthquakes Currently, high-generation LCD panel production lines under construction in China are Huaxing Optoelectronics 8.5 generation line and BOE 8th generation line. Liang Qichun, general manager of TCL Group Brand Center, said on the 14th that Huaxing Optoelectronics' 8.5th-generation line has just entered the equipment stationing and installation stage this month, of which 80% of LCD panel manufacturing equipment needs to be imported from Japan. This earthquake may cause some equipment to be postponed into place.

Zhang Yu, vice president of BOE, said that the earthquake in Japan has little effect on BOE. The first-phase production equipment of the 8th-generation line has been purchased and will not affect production in June. However, other high-generation panel production lines that have been approved but not yet launched, such as the Samsung Suzhou 7.5-generation line, the Kunshan Longfei 7.5-generation line, and the Guangzhou LGD8.5-generation line, may also face the panel with the continuation of earthquakes and nuclear leakage. The problem of deferred procurement of manufacturing equipment.

Sharp Chinese officials talked about whether TV prices have risen as the leader in the LCD panel industry. Sharp China’s Minister of Science, Kanno Nobuyoshi, also commented on the impact of this severe disaster in Shanghai on the 16th. Nobuyuki Kanno said that the earthquake in Japan had no direct impact on Sharp's LCD panel factory in Japan, but Sharp's upstream suppliers located in the earthquake zone and near the earthquake area were damaged by the earthquake. The current communication disruption can not be contacted. The future is for Sharp LCD panel and The impact of LCD TVs is uncertain.

The LCD panel industry usually operates in a zero-inventory state, and Kanno Shindo said that the earthquake damaged Sharp's upstream supplier plant and will affect Sharp's raw material procurement. However, Sharp's current LCD panel factory is still in a normal state of production. If the price of upstream raw materials rises due to a shortage, it is not ruled out that the chain reaction will cause Sharp LCD TV prices to rise. At that time, the price strategy for Sharp LCD TVs in the Chinese market will be determined based on domestic demand.