The production capacity seriously undermines the industry outbreak of goods shortages

Japan's production capacity of electronic components was disrupted by super strong earthquakes. Plants including capacitors, connectors, LCD panels, aluminum substrates, and panel exposure equipment were forced to suspend operations. Continual power shortages made it difficult to evaluate the time for resumption of work and would endanger the overall electronics industry. Supply chain order. In addition, Toshiba and Hitachi both said that the small LCD panel plant will be closed for one month.

On Tuesday, Canon decided that the digital camera factory in Oita Prefecture had stopped production for three days since Wednesday, as parts such as capacitors and connectors were in stock. In addition, Canon’s optical lens factory in Utsunomiya City was immediately shut down after a strong earthquake, as its factory buildings and equipment were damaged.

Electronic components supplier Alps Electric also suffered. After the earthquake, the company immediately evaluated the situation of six factories in Miyagi Prefecture and Yeouido Prefecture. Although the building has not been severely damaged, due to the power shortage, it is difficult to assess whether the production line can operate normally, and it cannot be judged when to resume work. Alps Electric produces small converters and electronic packaging components for devices such as automobiles and smart phones.

Clarion, which manufactures automotive navigation systems, and the inventory of existing LCD panels and Other necessary components, feared that it would be used at the end of March. It is not yet clear when module availability will be available.

In addition, the production of hard disks has also been hampered by the shortage of aluminum substrates. Kobe Steel accounts for 60% of the world's market share for such substrates, and Furukawa Electric accounts for the remaining 40%. Both baseplate plants in Tochigi are currently unable to assess when they can resume work.

Nikon’s manufacturing facility in Miyagi has also been hit hard. It is also uncertain when it will be repaired, which will inevitably affect the panel plant's production capacity. The factory mainly supplies exposure equipment that is indispensable for panel makers, and has captured at least half of market share in such panel equipment.

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