Digitimes has put together a concise look at the effect the quake in Japan and the following tsunamis have had on the various fabrication plants located near the epicentre. The plants affected are not necessarily producers of final products, they are more fabricators of parts, albeit very important parts such as RAM chips. Most companies have had their assets survive more or less intact, in many cases it is the damage to the ports and runways that will prevent new raw materials from arriving at the plants for processing.
SemiAccurate reports that Elpida’s two plants are unharmed and The Inquirer reports that Toshiba’s plants shut down briefly and lost some wafers to damage; they also mention shutdowns at Philips and Sony plants.
"Market research firm IHS iSuppli has given its commentary and analysis on how significant the Japan earthquake could impact the global electronics production.
Japan in 2010 accounted for 13.9% of all global electronic equipment factory revenues, according to a preliminary IHS iSuppli estimate. This includes manufacturing of all electronic equipment, including computers, consumer electronics devices and communications gear. Japan produced US$216.6 billion worth of electronic equipment in 2010, compared to US$1.6 billion worldwide.
Japan also accounted for 16.5% of global consumer electronics equipment factory revenues in 2010, IHS said. The country represented 10.2% of worldwide data processing revenue in 2010.
In 2010, Japanese suppliers accounted for more than one fifth of global semiconductor production, IHS noted. Companies headquartered in Japan generated US$63.3 billion in microchip revenues in 2010, representing 20.8% of the worldwide market. While not all of this actual production is located in Japan a large percentage is produced in manufacturing facilities in Japan.
The major impact on Japan’s semiconductor production is not likely to be direct damage to production facilities, but disruption to the supply chain, IHS indicated. Suppliers are likely to encounter difficulties in getting raw materials supplied and distributed and shipping products out. This is likely to cause some disruption in semiconductor supplies from Japan during the next two weeks, IHS believes.
DRAM manufacturing in Japan accounts for 10% of the worldwide supply based on wafer production, IHS said. The two major DRAM fabs in Japan, operated by US based-Micron and Japan’s Elpida, have not been directly affected. As for NAND flash, Japanese companies mainly Toshiba account for 35% of global chip production in terms of revenues, IHS added.
Japanese headquartered companies in 2010 ranked number three in semiconductor production among the world’s major chip manufacturing regions, according to IHS. The Asia-Pacific region outside of Japan was number one, the Americas ranked number two and Europe/Middle East/Africa was fourth. Of the 300 semiconductor suppliers tracked worldwide by IHS, 39 are based in Japan.
Japan in 2010 accounted for 6.2% of the world’s US$86.3 billion in global production of large-sized LCD panels in 2010, that is, panels 10-inches and larger in the diagonal dimension, IHS said. Japan also accounts for 14% of LCD TV panel production. The country is home to many higher-generation fabs, including the world’s only 10G LCD fab operated by Sharp. The Sharp fab has not been directly impacted by the quake, given the remote location of the fab. Only one large LCD fab may be in the zone of peripheral impact by the quake.
The more important impact may be on Japan’s production of components for LCD panels, IHS expressed concerns. Japan accounts for a very high share of components uses in LCD panels and LCD-based products, including glass, color filters, polarizers, cold cathode fluorescent lamps (CCFLs) and light-emitting diodes (LEDs)."
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