Japan Earthquake caused China mainland semiconductor and mobile phone industries panic, out of stock became the main topic people been talking recently. How Japan earthquakes affect on Chinese semi-conductors and mobile phones.
Before we thought that China mainland semi-conductors and mobile phone industry is relatively low-end, Japanese earthquake might have few effect on the industry, but after the investigation we found a different story, although mainland China factory direct suppliers manufacturers are not mainly from Japan, but suppliers’ suppliers are mainly manufacturers from Japan.
Japan provided more than half of blank wafer production, especially 12-inch wafers, so at first the impact of the earthquake is on the chip and advanced process Memory, especially the rise price of memory has become certain.
For LCD and PCB of mobile phones, some low-end PCB or LCD both have some necessary raw materials are from Japan, including some mobile phones also use high-precision crystal and tantalum capacitors most of them are also come from Japan manufacturers. Therefore the relative semiconductors, impact on the mobile phone industry should be bigger. Such as: semiconductors, memory, PCB, LCD screen until the part of the passive devices will be affected because of the earthquake in Japan.
However Japan earthquake impact of the mobile phone industry on China mainland will be really show after two months, after two months the time if Japan cannot raw materials resume production, then the problem of raw materials shortage of will become increasingly serious.
If there is no Japan earthquake then Chinese might be over optimism by made in china electronic products all over the world, now they can see Japanese manufacturers are occupied the suppliers’ supplier market.