LCD module industry in the first quarter analysis

China should grasp the international new technology, new industries, the development trend of new business models, and on the use of foreign capital. Innovative use of foreign capital, improve the quality of foreign investment. Implementation of the investment selection, bidding and lead technical strategy was to increase the world's 500 leading enterprises and electronic information industry efforts to attract foreign capital, to attract overseas Chinese in setting innovation team to develop. Only then, faced with the electronic information industry LCM process of specialization, dominant, and ability to enhance the ability to resist risks, this is a serious warning to me the earthquake, but also a profound inspiration to me.

Impact on the global economy is, March 11 earthquake occurred in Japan. Among them, semiconductor chips, LCD panels and other advantages of the IT industry in Japan, including Toshiba, Sony, Fujitsu, Hitachi, Murata, Texas Instruments, ON Semiconductor, Seiko Epson, etc., many electronics manufacturers have been severely affected, with power supply, transportation affected the global electronics industry chain because the Japanese earthquake and the volatility and greatly shook the health of the global electronics industry chain development.

Directly to the Japanese earthquake of March 21, pulled up the overall price index of 4.43 points from the North Huaqiang electronics market index and the response situation. Crossed the 100 point mark to close at 102.40 points, or 4.52% is the biggest increase in three years.

Assess the incident to the Chinese electronics industry challenges and opportunities, Huaqiang North index from the electronics chain, industrial distribution and other point of view a comprehensive analysis of the Japanese electronics industry chain of China's earthquake has brought short-term and long-term impact. And make the appropriate judgments and predictions.

Japan is located in the upstream supply chain
For example, Japan currently has a number of areas in the electronics industry, an industry leader. Active components (capacitors, resistors, inductors, crystals, etc.) precision optical instruments, components, LCD modules 12864, 320,240 LCD modules, flat panel manufacturing equipment, supplies, chemicals, electronics and semiconductors, digital products, automotive electronics and other highest in the world, red appliances, semiconductors and other ranks second in the world. It is no exaggeration to say, all related to the electronics industry's key products and technologies, almost all Japanese companies figure, Sony, Toshiba, Panasonic, Fujitsu, Sanyo, Hitachi, Nikon, Canon, NEC Murata, TDK Epson, etc. business, and both are well-known industrial oligarchy.
Japan has always been founded based on industry, usually. To produce power. Japan is not willing to China, Southeast Asia and other countries and regions of high-tech companies, Japanese companies firmly in the hands of some other place most upstream products and technologies; followed by South Korea and Taiwan, mainly for the Japanese technology to do matching; finally China and other areas, "Japan" to do assembly, in the most downstream industry chain. Japan's economy has been taking 'denotative' development strategy, relying on its own to control of the cutting edge of technology, labor-intensive or resource-intensive goods manufacturing sectors to developing countries.

Earthquake's destructive power electronics companies in Japan
The earthquake, can clearly be seen. The destruction of Japanese companies is very strong because these companies cover almost the majority of damaged electronics chain. According to reports, the earthquake in the Tohoku region of wafer (Shin-Etsu) and Toshiba's CMOS memory, and a certain impact on the factory, the world's second-largest NA ND flash production Toshiba has said its plant in central Japan shipments NA ND March and April the amount may be reduced by 20% panel giant Sharp in a factory automation sector, the city stopped, Panasonic, Sanyo, said that operations had been some damage. Sony is likely to be damaged by the earthquake the largest Japanese electronics giant, factories mainly in northeastern Japan, close to epicenter. After the earthquake, the company closed six factories. Renesas semiconductor giant also announced that there were six plants have been seriously damaged.
Chain of earthquakes on the impact of the global electronics industry