The "butterfly effect" of the earthquake in the northeastern Japan has touched the nerves of the global electronics industry.
Although Asahi Glass, Electric Glass, and Corning's more than 10 liquid crystal glass substrate furnaces in Japan have not been damaged in this earthquake, but for the global, especially China's LCD panel industry, the strong earthquake may make some of the upstream The core components face the risk of "breaking."
“Huaxing Opto-electronics 8.5-generation line just entered the equipment stationing and installation stage in March. Since 80% of LCD panel manufacturing equipment needs to be purchased from Japan, it will be delayed because of the earthquake equipment in place.†Liang Qichun, General Manager of TCL Group Brand Center March 14 Japan told reporters.
The same problem also faces the 8th-generation line of BOE Beijing Yizhuang. In addition, Kunshan Longfei 7.5-generation line, Samsung Suzhou 7.5-generation line and Guangzhou LGD8.5-generation line have not yet started, but if the impact of the earthquake continues, the procurement of panel manufacturing equipment of these high-generation production lines may also face the possibility of delay.
More importantly, the upstream core components of LCD panels have been suspended due to the impact of earthquakes on Hitachi, JX, Canon, Nikon and other factories in Ibaraki, Miyagi, etc., and will form a ripple effect on the global LCD panel industry. Taiwan's panel industry has rapidly formed its own response to this, but the newly restored capacity of LCD panels may be affected by this reduction in production again.
Disasters in the electronic materials industry Although the Taiwanese panel industry has layouts in many upstream core components, many materials still need to be imported from Japan.
When all panel makers were fortunate that Asahi Glass, Corning, and other glass substrate factories were not affected by the strong earthquake in Japan, an assessment report on the impact of the Japanese earthquake on Taiwan's related industries was given by the Taiwan ITRI. pressure.
According to this report obtained by our reporter, Japan is a global leader in the electronic materials industry. About 70% of the global electronic materials, including semiconductors and LCD panels, come from Japan, although these production lines are mainly concentrated in Kansai, Kyushu and Shikoku. However, some manufacturers such as Hitachi Chemicals, JX Mines, ADEKA, and Kasei Chemicals are located in Ibaraki City and other areas near the earthquake area. Other factories may also be restricted by the supply of electrons and take measures to limit production. This is for LCD panels and other industries. The impact will be direct.
Some people in BOE believe that although many manufacturers in South Korea and Taiwan have also made breakthroughs in electronic materials, such as LG Chemicals, Shengyu Optoelectronics, etc., Japanese manufacturers such as Sumitomo Chemical and Hitachi Chemical are leaders in the global electronic materials industry.
The latest report from the Taiwan Industrial Technology Research Institute pointed out that in the field of anisotropic conductive adhesive (ACF) used for panel module driver ICs, Hitachi Chemical has a market share of over 50%, and its customers are mainly Samsung, LGD, and Friends. The five major manufacturers, such as Delta, Chi Mei, and Sharp, whose factories are mainly located in Ibaraki, Japan. The quake was equivalent to a magnitude 6 earthquake, and its factories were affected and stopped production.
Samsung Electronics sources pointed out that if Hitachi Chemical’s ACF plant is completely shut down, the major panel makers will have to rely on another manufacturer of ACF Japan’s SCID (Sony Chemical & Information Device) in the near future. Their production lines are all in Lunuma, and their impact is farther from the epicenter. small.
It is reported that although LG Micron and Samsung Cheil also have layouts in the ACF field, their global share is only 5%, and they are mainly self-supporting. Therefore, Taiwanese panel makers will have the greatest impact this time.
Peng Shuanglang, executive vice president of AUO, said that although the Taiwanese panel industry has layouts in many core components in the upstream, it is still weak in the field of electronic materials, and many materials still need to be imported from Japan. Once an earthquake occurs, Taiwan’s panel The industry is faced with the difficulties of limiting production.
It is reported that New Chi Mei and AUO have established all supporting industries except glass substrates, brightness enhancement films, and some electronic materials. For example, Chi Mei Corporation has Qi Ling and Wonderland producing backlight modules and driver ICs, respectively. Polarizers are self-made, and AUO’s supporting companies, Dahong, Thaksin, and Wei Limeng are all its subsidiaries.
In addition to the shortage of ACF, for the global panel industry, in the rolled-up copper foil of the upstream printed circuit board industry, Japan’s JX Nippon Mine is a major supplier of metal materials, and three factories are located in Ibaraki, with a global share of more than 75. %, and in the exposure equipment factory Nikon and Canon's factories are also in the earthquake zone, which will have an impact on the panel industry.
In China, senior generations may postpone the production of two high-end LCD panel production lines in addition to electronic materials. All LCD panel production equipment needs to be purchased from Japan and South Korea.
If the panel giants in South Korea and Taiwan have encountered difficulties this time, the LCD panel industry in mainland China will not be spared. According to BOE sources, “Hitachi Chemicals and JX Nippon Mining are also our upstream suppliers. It is still not clear that these factories are damaged, but it is inevitable that electronic materials will be affected in the short term.â€
Li Yuhang, chief engineer of Hefei Lekai, pointed out that if China's high-generation LCD panel production lines are all put into production, China has become a big country in the flat panel display industry, but the construction of basic materials is almost blank, which is extremely disproportionate to the image of China’s flat panel display power.
It is reported that using optical film materials as an example, Li Yuhang told reporters that the material is the basis of the flat panel display industry chain, including optical grade base film and optical grade functional film, while China only in TAC (triacetyl cellulose) and PVA (polyethylene) Alcohol) occupies a small part of the material, the other is almost blank.
China's panel industry has long argued that 80% of the upstream supporting companies are foreign companies. Even if the high-end LCD panel investment is completed, the cost will still be higher than that of competitors if the upstream is still under the control of people.
Among the more than 20 upstream and downstream companies supporting the Beijing 8.5-generation TFT-LCD line under construction by BOE, the names of foreign upstream companies such as LG Chem, Corning, Sumitomo Chemical, and Shengyu Optoelectronics are impressive. The TCL8.5 generation TFT-LCD line, which is the liquid crystal panel glass substrate needed for the high-generation LCD panel line project of Huaxing Optoelectronics, can only be negotiated with Asahi Glass to build a factory near the glass substrate. In addition, Huaxing Optoelectronics also needs to sign an agreement with Japan's DNP Corporation on color film technology cooperation.
Although the Development and Reform Commission issued a notice in August last year, we must first support the development and industrialization of key supporting materials for flat panel displays, such as color filters, polarizers, liquid crystal materials, driver ICs, and backlights for liquid crystal panels, and glass substrates for plasma panels. , Photosensitive electrode pastes, phosphors, etc., as well as glass substrates, high-purity organic materials, wet chemicals, etc. that are supported by OLED panels, and are willing to spend 2 billion yuan for support.
However, an executive in the color TV industry said that the research and development of Chinese universities and scientific research institutions in areas such as new materials is lagging behind. Therefore, there is not much new way to talk about industrialization except high price introduction.
In addition to the impact of electronic materials, China is currently building two high-generation LCD panel production lines, and all LCD panel production equipment needs to be purchased from Japan and South Korea. Take Huaxing Optoelectronics 8.5-generation line as an example, the amount of upstream equipment purchased by it exceeds 13 billion yuan, of which 80% is sourced from Japanese electronics companies such as Tokyo Electronics and Mitsui Electronics, although Tokyo Electron has signed a contract with Kunshan Development Zone to prepare for the LCD in 2010. Part of the panel manufacturing equipment production line was relocated to Kunshan, but the factory is still not completed.
According to BOE sources, “Although there is competition among upstream equipment manufacturers, these industries are really high-margin industries that are really protected by droughts and floods. For example, when panel makers concentrate on losses, Corning can still maintain a net profit margin of more than 30% for many consecutive years. This is even more true for equipment makers. If Japan's earthquake is affected by the purchase of equipment, then the investment of the domestic high generation line is likely to be affected."
In fact, Bai Yimin, a director of the Japanese Economics Association of the Chinese Academy of Social Sciences who has worked for many years in Mitsui & Co., has written "Mitsui Empire in Action" and pointed out that Japan's Mitsui & Sumitomo and other consortiums do not seem to have a layout in the LCD panel field on the surface. Many, but in the lucrative field of electronic materials such as liquid crystal panels upstream they are layout.
Luo Qingqi, a senior director of Pare Consultancy, told the reporter that “In the global LCD panel industry, Japan and the United States are the top occupants, while in the middle is the panel companies in South Korea and Taiwan in the entire industry chain layout. China has just been in the panel area. At the beginning, the upper reaches are still subject to people."
Although Asahi Glass, Electric Glass, and Corning's more than 10 liquid crystal glass substrate furnaces in Japan have not been damaged in this earthquake, but for the global, especially China's LCD panel industry, the strong earthquake may make some of the upstream The core components face the risk of "breaking."
“Huaxing Opto-electronics 8.5-generation line just entered the equipment stationing and installation stage in March. Since 80% of LCD panel manufacturing equipment needs to be purchased from Japan, it will be delayed because of the earthquake equipment in place.†Liang Qichun, General Manager of TCL Group Brand Center March 14 Japan told reporters.
The same problem also faces the 8th-generation line of BOE Beijing Yizhuang. In addition, Kunshan Longfei 7.5-generation line, Samsung Suzhou 7.5-generation line and Guangzhou LGD8.5-generation line have not yet started, but if the impact of the earthquake continues, the procurement of panel manufacturing equipment of these high-generation production lines may also face the possibility of delay.
More importantly, the upstream core components of LCD panels have been suspended due to the impact of earthquakes on Hitachi, JX, Canon, Nikon and other factories in Ibaraki, Miyagi, etc., and will form a ripple effect on the global LCD panel industry. Taiwan's panel industry has rapidly formed its own response to this, but the newly restored capacity of LCD panels may be affected by this reduction in production again.
Disasters in the electronic materials industry Although the Taiwanese panel industry has layouts in many upstream core components, many materials still need to be imported from Japan.
When all panel makers were fortunate that Asahi Glass, Corning, and other glass substrate factories were not affected by the strong earthquake in Japan, an assessment report on the impact of the Japanese earthquake on Taiwan's related industries was given by the Taiwan ITRI. pressure.
According to this report obtained by our reporter, Japan is a global leader in the electronic materials industry. About 70% of the global electronic materials, including semiconductors and LCD panels, come from Japan, although these production lines are mainly concentrated in Kansai, Kyushu and Shikoku. However, some manufacturers such as Hitachi Chemicals, JX Mines, ADEKA, and Kasei Chemicals are located in Ibaraki City and other areas near the earthquake area. Other factories may also be restricted by the supply of electrons and take measures to limit production. This is for LCD panels and other industries. The impact will be direct.
Some people in BOE believe that although many manufacturers in South Korea and Taiwan have also made breakthroughs in electronic materials, such as LG Chemicals, Shengyu Optoelectronics, etc., Japanese manufacturers such as Sumitomo Chemical and Hitachi Chemical are leaders in the global electronic materials industry.
The latest report from the Taiwan Industrial Technology Research Institute pointed out that in the field of anisotropic conductive adhesive (ACF) used for panel module driver ICs, Hitachi Chemical has a market share of over 50%, and its customers are mainly Samsung, LGD, and Friends. The five major manufacturers, such as Delta, Chi Mei, and Sharp, whose factories are mainly located in Ibaraki, Japan. The quake was equivalent to a magnitude 6 earthquake, and its factories were affected and stopped production.
Samsung Electronics sources pointed out that if Hitachi Chemical’s ACF plant is completely shut down, the major panel makers will have to rely on another manufacturer of ACF Japan’s SCID (Sony Chemical & Information Device) in the near future. Their production lines are all in Lunuma, and their impact is farther from the epicenter. small.
It is reported that although LG Micron and Samsung Cheil also have layouts in the ACF field, their global share is only 5%, and they are mainly self-supporting. Therefore, Taiwanese panel makers will have the greatest impact this time.
Peng Shuanglang, executive vice president of AUO, said that although the Taiwanese panel industry has layouts in many core components in the upstream, it is still weak in the field of electronic materials, and many materials still need to be imported from Japan. Once an earthquake occurs, Taiwan’s panel The industry is faced with the difficulties of limiting production.
It is reported that New Chi Mei and AUO have established all supporting industries except glass substrates, brightness enhancement films, and some electronic materials. For example, Chi Mei Corporation has Qi Ling and Wonderland producing backlight modules and driver ICs, respectively. Polarizers are self-made, and AUO’s supporting companies, Dahong, Thaksin, and Wei Limeng are all its subsidiaries.
In addition to the shortage of ACF, for the global panel industry, in the rolled-up copper foil of the upstream printed circuit board industry, Japan’s JX Nippon Mine is a major supplier of metal materials, and three factories are located in Ibaraki, with a global share of more than 75. %, and in the exposure equipment factory Nikon and Canon's factories are also in the earthquake zone, which will have an impact on the panel industry.
In China, senior generations may postpone the production of two high-end LCD panel production lines in addition to electronic materials. All LCD panel production equipment needs to be purchased from Japan and South Korea.
If the panel giants in South Korea and Taiwan have encountered difficulties this time, the LCD panel industry in mainland China will not be spared. According to BOE sources, “Hitachi Chemicals and JX Nippon Mining are also our upstream suppliers. It is still not clear that these factories are damaged, but it is inevitable that electronic materials will be affected in the short term.â€
Li Yuhang, chief engineer of Hefei Lekai, pointed out that if China's high-generation LCD panel production lines are all put into production, China has become a big country in the flat panel display industry, but the construction of basic materials is almost blank, which is extremely disproportionate to the image of China’s flat panel display power.
It is reported that using optical film materials as an example, Li Yuhang told reporters that the material is the basis of the flat panel display industry chain, including optical grade base film and optical grade functional film, while China only in TAC (triacetyl cellulose) and PVA (polyethylene) Alcohol) occupies a small part of the material, the other is almost blank.
China's panel industry has long argued that 80% of the upstream supporting companies are foreign companies. Even if the high-end LCD panel investment is completed, the cost will still be higher than that of competitors if the upstream is still under the control of people.
Among the more than 20 upstream and downstream companies supporting the Beijing 8.5-generation TFT-LCD line under construction by BOE, the names of foreign upstream companies such as LG Chem, Corning, Sumitomo Chemical, and Shengyu Optoelectronics are impressive. The TCL8.5 generation TFT-LCD line, which is the liquid crystal panel glass substrate needed for the high-generation LCD panel line project of Huaxing Optoelectronics, can only be negotiated with Asahi Glass to build a factory near the glass substrate. In addition, Huaxing Optoelectronics also needs to sign an agreement with Japan's DNP Corporation on color film technology cooperation.
Although the Development and Reform Commission issued a notice in August last year, we must first support the development and industrialization of key supporting materials for flat panel displays, such as color filters, polarizers, liquid crystal materials, driver ICs, and backlights for liquid crystal panels, and glass substrates for plasma panels. , Photosensitive electrode pastes, phosphors, etc., as well as glass substrates, high-purity organic materials, wet chemicals, etc. that are supported by OLED panels, and are willing to spend 2 billion yuan for support.
However, an executive in the color TV industry said that the research and development of Chinese universities and scientific research institutions in areas such as new materials is lagging behind. Therefore, there is not much new way to talk about industrialization except high price introduction.
In addition to the impact of electronic materials, China is currently building two high-generation LCD panel production lines, and all LCD panel production equipment needs to be purchased from Japan and South Korea. Take Huaxing Optoelectronics 8.5-generation line as an example, the amount of upstream equipment purchased by it exceeds 13 billion yuan, of which 80% is sourced from Japanese electronics companies such as Tokyo Electronics and Mitsui Electronics, although Tokyo Electron has signed a contract with Kunshan Development Zone to prepare for the LCD in 2010. Part of the panel manufacturing equipment production line was relocated to Kunshan, but the factory is still not completed.
According to BOE sources, “Although there is competition among upstream equipment manufacturers, these industries are really high-margin industries that are really protected by droughts and floods. For example, when panel makers concentrate on losses, Corning can still maintain a net profit margin of more than 30% for many consecutive years. This is even more true for equipment makers. If Japan's earthquake is affected by the purchase of equipment, then the investment of the domestic high generation line is likely to be affected."
In fact, Bai Yimin, a director of the Japanese Economics Association of the Chinese Academy of Social Sciences who has worked for many years in Mitsui & Co., has written "Mitsui Empire in Action" and pointed out that Japan's Mitsui & Sumitomo and other consortiums do not seem to have a layout in the LCD panel field on the surface. Many, but in the lucrative field of electronic materials such as liquid crystal panels upstream they are layout.
Luo Qingqi, a senior director of Pare Consultancy, told the reporter that “In the global LCD panel industry, Japan and the United States are the top occupants, while in the middle is the panel companies in South Korea and Taiwan in the entire industry chain layout. China has just been in the panel area. At the beginning, the upper reaches are still subject to people."
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