Memory chip prices or boom
The earthquake of the impact of unavoidable. At present, Toshiba, SONY, panasonic, sharp Japanese businesses such as public their initial disaster.

Global memory market or will produce fluctuations. Toshiba 11 announced that affected by the quake, the company has closed triple county 4th city flash memory chip plant. The rock of a factory hands county also suffered a power outage, or cause equipment damage will likely cause delivery interrupts. Toshiba, officials said logistics system paralysis, also can affect the product delivery. Last December, the company NAND factory had because of power failures appear supply danger. When Toshiba, warned that the next two quantity or slide down by 20%.

Toshibas second samsung electronics global NAND flash giants, global market share about 1/3.

Yesterday morning, Toshiba, said that after examination, factory "is not too big effect", has currently recovering the operation, but pointed, transportation and logistics will have some influence.

However, Toshiba joint venture partner American SanDisk spokesman discloses, Toshiba not unharmed. This personage says, the company will lose a few chips, only production facilities has resumed operation.

IHS iSuppli said, by 2010, Japans chip company, with revenues of about $638 global semiconductor market, accounts for about a fifth of. They in NAND flash market has important influence, NAND flash is Apple (Apple Inc. IPhone iPad products such as core and. By Toshiba led by Japanese companies global flash revenue accounts for approximately 35%.

Qing wood China technology Co., LTD. General manager the hero of remaining in micro bo, said the Toshiba NAND factory and the CMOS sensor factory are located in earthquake affected the heaviest rock county, shook hands would lead to a memory chip prices.

Andrew Norwood by analysts also expresses, earthquake and tsunami wont have a long-term influence, but any state of uncertainty in the spot market, will have the virulent reaction.

Analysts didnt mean to render crisis effect. At present, the memory chip prices speech is rapidly spread. However, Shanghai Qiu jiang road electronics square on the first floor YouPan vendors with a memory of the first financial daily pointed, HangHuo channel may pay more attention to some, his side wont raise price.

SONYs biggest fear damaged

Nokia spokesman tommy cooper s. (Tomi Kuuppelomaki), said the company are assessing the quake on the influence of key parts supply. Memory is the main supplier of apple, Toshiba far without speech.

In addition to memory, global flat panel display industry may also be affected. After the earthquake, the panel giant sharp in the community, a factory automatically stop running. Panasonic, sanyo, says that operation already by certain damage. Sharp, panasonic respectively is global LCD, plasma two large areas of the strongest enterprises, this technology could affect their downstream market confidence.

However, due to the sharp core production base is located in the epicentre far Japan, south effects may limited.

SONY is likely to become the largest earthquake damaged in Japanese electronics giants. Its factory is mainly distributed in the northeastern Japan, close to the epicenter. After the earthquake, the company has closed six factories, the Japanese market most business activities in suspension, and are assessing loss situation. Reporter queries to, the six factory 2 seats in FuDaoXian, four seats in shook, mainly produces the blu-ray disc, players, head, battery and semiconductor products.

SONYs global digital electronics giant, also be television, notebook in the fields of the famous brands. Japan broadcast television reported yesterday said, association of earthquake that triggered the tsunami at least 12 million washed away the PS3, 5,600 Taiwan XBOX360.

Other indirect losses may be even greater. Same as an important global memory chip production base, the earthquake to Korea, China Taiwan region IT enterprise may be a positive effect. Among them, samsung, hynix has overall strength ranked the former south Korean two big, in Taiwan is powerful crystal with promos two big businesses. Toshiba announced shut down a factory, samsung express promptly, the company is not under any influence. Microsoft, nintendo might borrow SONY trapped ascension game shipments, South Korea and Taiwan panel industry is also expected to while sharp trapped when to get more chances.

To emerging markets transfer?

The us investment bank Group analysts Maxim marc Harding said the quake at the beginning will only make a little negative impact, but lasts longer, the greater the negative influence.

This may cause panic psychology, and spread to other areas. In 2008, when wenchuan after the earthquake struck, shenzhen and other places to memory prices briefly volatility. 1999 Taiwan "9 · 21" big after the earthquake, the Beijing zhongguancun electronic 64MB memory on the market price has gone up by 600 yuan 1400 yuan.

TechAmerica Foundation industry analyst, research vice President James said global technology supply chain will be seriously damage, even if no factories were destroyed or damaged, terminal product also large inflow of America, Singapore, China, or other can assemble place, affecting industrial layout.

Japan IT industry chain almost every few years would encounter earthquake test, an earthquake is likely to become Japan IT core manufacturing to China and other emerging markets rapid transfer of power. Before, sharp has announced that may set up a first in nanjing 8 generations, are going to panel factory established in chengdu solar factory.

However, Toyota presidents Toyota chapter male last December words may reveal the Japanese industrial personages psychology. He says that, although the market scale, Labour and exchange, and other relevant factors leading Japanese manufacturing theory has been profitable limits, but the company will still maintain made in Japan. He says, to have a "cannot let manufacturing from Japan disappear" sense of mission.