Industry Observing the Japan Earthquake In the past two months, the reporter learned from the domestic automobile and IT markets that since May of this year, the supply of automobiles, mobile phones, and PC spare parts is still in a state of global supply shortage or production cuts, but it has improved in the second quarter. in sight.
In the IT field, the supply cycle of spare parts for many mobile phones and PCs has also been extended from 6 weeks in March to 12 weeks. This situation lasts at least one month, but it will be adjusted and produced by manufacturers after July. The recovery of this situation will have a big improvement.
The current price of the Japanese camera has fallen from the general increase in the two weeks after the earthquake, but the purchase is still difficult.
On the automobile front, some analysts had predicted that the supply of parts and components could reduce the global automobile production capacity by 30% in the short term, and the actual situation may also seem to have bottomed out. The days when the major car companies fully resumed production have also been finalized. Although the Chinese joint venture car companies are still cutting production, they have already reached the bottom. However, it is worth noting that the earthquake has led to a sharp decline in domestic Japanese car sales last month, and making up for the risk exposure is still a top priority for Japanese cars.
IT industry:
Memory camera prices fell hard drive prices rose by 20% into memory: the price dropped slightly in March after a few days of the earthquake in Japan, the reporter visited the market and found that almost all memory prices are rising, some rose more than 30%.
In yesterday’s visit, the reporter found that memory and U disk prices have started to fall, and each 145 Kingston 3G 2G memory has fallen to 130 yuan, but still higher than the price of 110 yuan before the earthquake; The current price of U-disks using memory chips has also dropped, and the price of U-disks with SanDisk4G capacity has dropped from about 65 yuan to 55 yuan each. Before the earthquake in Japan, the product cost about 40 yuan each.
Hard disk: The price suddenly rose. The price of desktop hard drives has risen sharply recently. In the first month after the earthquake in Japan, the price of hard drives was relatively stable.
The stores visited yesterday all stated that the current hard drive price has risen by nearly 20% in more than 10 days, of which 500G Western Digital's hard drive has reached the current price of 295 yuan, and about 245 yuan per unit before the earthquake, with the brand 300G currently costs 250 yuan, as long as 200 yuan or so, an increase of over 20%.
The reporter learned from relevant sources that currently companies in chips have actively sought alternatives from South Korea and Taiwan, but due to the difficulty of finding replacements in other electronic parts, prices have risen.
It is understood that Texas Instruments' three wafer fabs in Japan will fully recover their production capacity until September. Texas Instruments and STMicroelectronics are the key suppliers of most of the hard disk manufacturers' electric motors. Therefore, the industry believes that the hard disk is booming and the supply of spare parts to the motor. Insufficient.
According to some channels, the shortage of chip supply caused by the current earthquake has not yet fully recovered, so the price cannot fall back to the pre-earthquake. If Japanese companies cannot fully recover their production capacity after September, there will be an upward trend in prices.
Japanese camera: price has dropped. Reporters learned from digital camera dealers yesterday that the current price of Japanese cameras has fallen by about 10% from the two weeks after the earthquake, but it is still tighter than the supply before the earthquake, and the price has risen 5%~. 10%.
Yesterday, Mr. Lee, who runs the camera business in the Tianhe Ego Digital City, told reporters that although most of the current camera parts are produced and assembled in China, the key parts are still produced in Japan. The current supply of Japanese cameras is still tight.
Automotive industry: Japanese cars bottoming out The Chinese market's priority supply of Toyota’s latest performance shows that the quarterly profits from January to March are 75%. As of March, the global automobile production capacity has been lost to 170,000 vehicles, and the economic loss caused by the earthquake was approximately 110 billion yen. Toyota reiterated that it will not return to the pre-earthquake level until November and December of this year. There are still more than 150 parts and components that are currently in short supply.
Nissan’s current local factory has been resumed, but it is not until October that it will be able to recover its pre-earthquake production capacity globally. Nissan made a profit loss from January to March, but at the same time it warned that the outlook is still not clear.
Honda’s financial report, which is expected to be fully recovered by the end of this year, shows that due to the earthquake, various assets of Honda lost about 45.7 billion yen, and net profit in the fourth quarter dropped by 27.6 billion yen year-on-year.
It is obvious that Japanese cars and the local market have been hit hard by the earthquake. According to the latest statistics, new car sales in Japan fell by 51% year-on-year to approximately 108,800 units in April, setting a new low for monthly sales. According to an official survey in Japan, less than 30% of automotive and electronics companies responded by July to obtain enough spare parts.
Nomura Securities Automotive Analyst Hou Yanxi believes that the earthquake in Japan had a negative impact on sales of domestic passenger vehicles in April. The sales volume of 19 mainstream automakers increased by 3.5% year-on-year and fell by 12% year-on-year, while Japanese brand sales fell by as much as 15% year-on-year. It is because the earthquake interrupted the supply chain.
“In May, the factories were all produced according to a double-shift system. There was no reduction plan, indicating that the situation was getting better.†Another person in charge of a large Japanese car company who did not wish to be named told reporters that part of the Japanese company that has supply risks will either shift production. , Or to find alternatives, and even some urgent shortage sent special personnel to take planes back to China, giving priority to the Chinese market.
In the IT field, the supply cycle of spare parts for many mobile phones and PCs has also been extended from 6 weeks in March to 12 weeks. This situation lasts at least one month, but it will be adjusted and produced by manufacturers after July. The recovery of this situation will have a big improvement.
The current price of the Japanese camera has fallen from the general increase in the two weeks after the earthquake, but the purchase is still difficult.
On the automobile front, some analysts had predicted that the supply of parts and components could reduce the global automobile production capacity by 30% in the short term, and the actual situation may also seem to have bottomed out. The days when the major car companies fully resumed production have also been finalized. Although the Chinese joint venture car companies are still cutting production, they have already reached the bottom. However, it is worth noting that the earthquake has led to a sharp decline in domestic Japanese car sales last month, and making up for the risk exposure is still a top priority for Japanese cars.
IT industry:
Memory camera prices fell hard drive prices rose by 20% into memory: the price dropped slightly in March after a few days of the earthquake in Japan, the reporter visited the market and found that almost all memory prices are rising, some rose more than 30%.
In yesterday’s visit, the reporter found that memory and U disk prices have started to fall, and each 145 Kingston 3G 2G memory has fallen to 130 yuan, but still higher than the price of 110 yuan before the earthquake; The current price of U-disks using memory chips has also dropped, and the price of U-disks with SanDisk4G capacity has dropped from about 65 yuan to 55 yuan each. Before the earthquake in Japan, the product cost about 40 yuan each.
Hard disk: The price suddenly rose. The price of desktop hard drives has risen sharply recently. In the first month after the earthquake in Japan, the price of hard drives was relatively stable.
The stores visited yesterday all stated that the current hard drive price has risen by nearly 20% in more than 10 days, of which 500G Western Digital's hard drive has reached the current price of 295 yuan, and about 245 yuan per unit before the earthquake, with the brand 300G currently costs 250 yuan, as long as 200 yuan or so, an increase of over 20%.
The reporter learned from relevant sources that currently companies in chips have actively sought alternatives from South Korea and Taiwan, but due to the difficulty of finding replacements in other electronic parts, prices have risen.
It is understood that Texas Instruments' three wafer fabs in Japan will fully recover their production capacity until September. Texas Instruments and STMicroelectronics are the key suppliers of most of the hard disk manufacturers' electric motors. Therefore, the industry believes that the hard disk is booming and the supply of spare parts to the motor. Insufficient.
According to some channels, the shortage of chip supply caused by the current earthquake has not yet fully recovered, so the price cannot fall back to the pre-earthquake. If Japanese companies cannot fully recover their production capacity after September, there will be an upward trend in prices.
Japanese camera: price has dropped. Reporters learned from digital camera dealers yesterday that the current price of Japanese cameras has fallen by about 10% from the two weeks after the earthquake, but it is still tighter than the supply before the earthquake, and the price has risen 5%~. 10%.
Yesterday, Mr. Lee, who runs the camera business in the Tianhe Ego Digital City, told reporters that although most of the current camera parts are produced and assembled in China, the key parts are still produced in Japan. The current supply of Japanese cameras is still tight.
Automotive industry: Japanese cars bottoming out The Chinese market's priority supply of Toyota’s latest performance shows that the quarterly profits from January to March are 75%. As of March, the global automobile production capacity has been lost to 170,000 vehicles, and the economic loss caused by the earthquake was approximately 110 billion yen. Toyota reiterated that it will not return to the pre-earthquake level until November and December of this year. There are still more than 150 parts and components that are currently in short supply.
Nissan’s current local factory has been resumed, but it is not until October that it will be able to recover its pre-earthquake production capacity globally. Nissan made a profit loss from January to March, but at the same time it warned that the outlook is still not clear.
Honda’s financial report, which is expected to be fully recovered by the end of this year, shows that due to the earthquake, various assets of Honda lost about 45.7 billion yen, and net profit in the fourth quarter dropped by 27.6 billion yen year-on-year.
It is obvious that Japanese cars and the local market have been hit hard by the earthquake. According to the latest statistics, new car sales in Japan fell by 51% year-on-year to approximately 108,800 units in April, setting a new low for monthly sales. According to an official survey in Japan, less than 30% of automotive and electronics companies responded by July to obtain enough spare parts.
Nomura Securities Automotive Analyst Hou Yanxi believes that the earthquake in Japan had a negative impact on sales of domestic passenger vehicles in April. The sales volume of 19 mainstream automakers increased by 3.5% year-on-year and fell by 12% year-on-year, while Japanese brand sales fell by as much as 15% year-on-year. It is because the earthquake interrupted the supply chain.
“In May, the factories were all produced according to a double-shift system. There was no reduction plan, indicating that the situation was getting better.†Another person in charge of a large Japanese car company who did not wish to be named told reporters that part of the Japanese company that has supply risks will either shift production. , Or to find alternatives, and even some urgent shortage sent special personnel to take planes back to China, giving priority to the Chinese market.
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