Beijing Zhongguancun electronic stores have begun to part of the digital camera prices, but prices are the major SLR and lenses, short-term price certainly does not fall down. The reason is simple, the global digital camera market is currently ranked in the forefront of almost "uniformly" is a Japanese company, Canon, Nikon is in the high-end SLR camera sales ranking on the championship. Japan's east coast a large concentration of iron and steel industry, petrochemical, manufacturing and other key industries and pillar industries of Japan, many factories severely damaged in the earthquake, forced to stop, is expected to resume operations take some time. Since many factories in Japan, Japanese companies located in the industrial chain in the upper, well-known part of the plant controls the production of the product's core components and technologies, therefore, the crisis of global product supply chain is on the "red light", which China's industry and what impact will it?
Automotive: high localization rate of dilution of supply chain risk
Affected by the earthquake, the Japanese Big Three auto makers announced that starting March 14, halted, and did not announce the resumption of production schedule. The industry is widely expected, the core of many auto parts manufacturers in the earthquake-stricken areas, the future supply of spare parts will be affected, so JVC Everio GZ-MS120 Battery Charger the Japanese vehicle production and supply will be greatly reduced, the Japanese car prices vehicle's factory will face shortage of spare parts dilemma, and this grim situation for a very long period of time will be difficult to eliminate. The earthquake's impact on the Japanese auto industry is not limited to this, Japanese car prices will be in the labor force, electricity supply, fuel supply, transportation, face enormous challenges.
Automotive industry that the rolling blackouts a great impact on Japanese auto industry, Japanese car companies to achieve zero inventory, the implementation of on-time production system, supply of spare parts due to power outages caused by the delay, will disrupt the production schedule.

However, the Japanese earthquake on China's domestic joint venture, the impact should not be too great. As the current joint-venture factory in China, Japan, the localization rate generally high, while a small amount of imported CKD parts inventory in the customs there, so production remains to be seen. However, the earthquake will result in the supply chain crisis, the specific impact of the joint venture will depend on the recovery of the Japanese factory.
Zeng Qinghong, general manager of Guangzhou Automobile Group, said, as produced by Guangzhou Automobile basically home-made auto parts, thus, the earthquake in Japan, Guangzhou Automobile production capacity will be much affected. According to him, the current models Guangzhou Automobile parts localization ratio has reached 90%, Accord and some other models is more than 95%, so the earthquake in Japan caused by the transport barrier does not cause too wide steam production a big impact. The number of non-domestic individual parts, not only in Japan but also to produce, you can adjust the global supply chain solution.
FAW Toyota, the relevant responsible person said, stop domestic production of cars has not been for the impact, but the powertrain to provide key parts of Japan, Toyota halted so there may be other models of Corolla production have an impact, the issue ultimately involved in the production of Toyota in Japan to re-evaluate such loss is recognized only after the state announced the supply chain.
As the largest Nissan's joint venture in China, Dongfeng Nissan, because its production Teana, Trail and other high-end models, some parts need to be imported, so the next day produced by this native plant shutdowns will inevitably impact.
The industry believes that, Toyota Lexus, Acura, Nissan, Infiniti and other models for all of the imported models, while the brand has a factory in Japan, the earthquake caused the shutdown of imports this year will undoubtedly impact China's vehicle sales impact. Japanese earthquake will cause tight supply domestic and imported cars, but will help speed up the localization process of Japan's high-end vehicles and parts production to re-layout.
Senior auto industry analyst Jia Xinguang said that in China, the United States, Japanese companies will not stop, even without the earthquake, because Toyota and other Japanese auto companies have adopted the principle is to produce.
But not all people are so optimistic, Merchants Securities analyst Wang Sheng analysis, although the localization rate of the Japanese joint venture companies has increased, but the engine, gearbox and other core components required to assemble imported from Japan, the earthquake in parts supply damage in the short term disruption to Nikon D2XS Battery Charger plant outages and shipping enterprises in China and Japan will produce an adverse market impact. Domestic brands, the basic automatic transmission wave from Japan, short-term damage to Japanese parts system will adversely affect the supply of transmission, affecting production of own brand development.
E: core components enterprises are facing out of stock
Number of market research firm said that the Japanese share of global chip market, 1 / 5, the earthquake on the global chip supply and prices have serious implications. This led the market for many widely used component supply shortages or price increases concerned, especially for smart phones and tablet PCs and other popular products of flash memory chips to store data. Specializes in electronics industry analyst at market research firm IHSiSuppli Jerry Nick said, the next two weeks will bea certain Japanese semiconductor supply interruption, which could have the next quarter, the entire supply chain, resulting in a considerable impact.
Japan is the world's LCD panel of the main gathering of raw materials and equipment, the world's top three manufacturers of the LCD panel glass substrate production line in Japan Asahi Glass Co., Ltd. mainly concentrated in Japan;
Another glass manufacturer Corning glass substrate is located in Shizuoka, Japan, the LCD panel capacity and short-term supply and demand, or will be affected adversely.
Asahi Glass Co., Ltd. in Shenzhen TCL is 8.5 generation LCD panel provider supporting the project, TCL's responsible person, Asahi Glass will not have any impact on the Shenzhen project, TCL Group's 8.5-generation line is still in accordance with the original plan accelerate the implementation. In addition, Sharp, Panasonic plasma 10-generation panel plant and plant away from the earthquake center in Osaka, Sharp and Panasonic are still responsible person confirmed that the normal operation of the factory, has little effect.
It is reported that China's mobile phones, LCD televisions, computers, monitors and other major electronics production volumes, many of the key raw materials and upstream of the main components imported from Japan.
Qu Xiaodong, general manager of CCW Research, said that if Japan-related manufacturers such as road transport badly damaged or difficult to restore short-term conditions, the tight supply situation will occur. Especially in digital cameras and camera industry, the impact will become more apparent. "But because they have inventories in distribution channels, so the impact of the earthquake in three months will only be apparent."
According to CCID Consulting Centre for the semiconductor industry analyst Wang Yong, the current domestic LCD panel used in liquid crystal materials, such as glass substrates, and polarizers are basically imported from Japan, so China is to start high-generation LCD panels are likely to be affected by the project earthquake impact.
In contrast, the semiconductor chips are more affected. According to CCID Consulting, semiconductor and consumer electronics business group director Li Ke introduction, although in recent years, Japan's share of the global semiconductor industry declining, but still is a major supplier of flash memory chips one; especially as the three major flash memory makers Toshiba, one of 40% of its total global output, enough to have an impact on global prices. Li Ke said, it takes time to resume production after the earthquake re-commissioning of the equipment, so for some time, the flash memory chip prices will remain firm even bullish.
Iron and steel: the overall positive on the domestic steel market
Japan Iron and Steel Federation data show that from 2009 to 2010, the affected area the basic quantities of steel in Japan accounted for 30% of the total ordering of steel about the short-term exports to Japan, some varieties of steel will be affected. The affected companies from the current main product structure, the main affected areas of the steel companies to produce the main plate and pipe, steel production in the region will inevitably lead to market resources to reduce supply, thus pushing up prices of related products. However, from the medium to long term, post-disaster reconstruction needs a lot of steel, and the gradual return to work with the manufacturing, steel demand will surge, increasing the volatility of steel prices. In addition, due to significant increase in scrap after the earthquake, the international scrap prices will have an impact.
Recently, Wuhan Iron and Steel shares issued in April 2011 steel products price adjustment policies, the oriented silicon steel prices in March, based on the sales price generally price a thousand dollars. The industry believes that the substantial price increase should be the Wuhan Iron and steel mills in Japan affected by the earthquake and tsunami on shutdown.
Well-known steel information organizations "My steel net," said analyst Zhang Tieshan, "the general feeling on the domestic steel market is good for China, excess capacity, but also an unexpected increase in a large demand." But he also pointed out that for the domestic market, the good should be mainly sheet products, as building materials, sourcing from China, Panasonic Lumix DMC-GF3 Battery Charger Japan, steel, wire, demanding, can achieve very little. The Japanese steel mills cut reduction in the global high-end steel exports, "more than half of the gap fill by Chinese steel mills," said Zhang Tieshan, terms of Japan's exports in 2010 to calculate the volume of China's steel exports should be able to add 20 million tons, "especially the excellent performance of silicon steel Wuhan Iron and Steel" and therefore pushed up the prices are expected.
Some analysts have estimated that steel prices in Japan to the Japanese earthquake caused direct losses or production reached 31 million tons, according to the reconstruction period of 12 months estimated production of 3,000 tons affecting about 2% of global crude steel production, and to the main board. Little impact on the global steel supply, but exacerbated the decline in iron ore prices early, resulting in fear of China's steel supply will continue to remain high. From the demand side, Japan will re-board the main room early, limited demand for steel.
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