Stop, return to work, prices ... ... after the earthquake in Japan, the global electronics industry chain is undergoing a new round of tests, and all this is just the beginning. "First Financial Daily" interview most of the industry chain of the company is carefully considering the impact that a shock wave, they would not or do not want to say to determine the fastest, the only positive is that this disaster After the shock wave is fermentation.
"Japanese lithium Mini 1000 battery materials are better, and these raw materials production base is located in the earthquake affected areas of basic plant or near the disaster area, estimated by the greatest impact. We are also considering alternative raw materials." Yesterday, President of Shenzhen BAK Battery Assistant Lau Tak on the "First Financial Daily" said.
In fact, the affected may be more than notebook lithium batteries, as well as digital cameras, LCD panels, etc., and is selling Apple iPhone4 and iPad2 could face supply problems. Japan is the world leader in electronic materials countries, many electronic materials dominated by Japanese manufacturers, the global market share of over Qi Cheng. Although most electronic materials plant is not affected, but may also be due to power failure or lack of production, thereby affecting the downstream production of the electronics industry.
Laptop Battery: a greater impact
Taiwan's Digitimes research report, although the Sanyo, Panasonic and Sony notebook lithium batteries in the global market share, are being South Korea LG, Samsung, and extrusion manufacturers in China, and has been declining, Japan Furukawa Electric, Hitachi Chemical, JX Nippon Mining and Mitsubishi Materials Chemistry 4 four major manufacturers of lithium 4710s battery materials, accounts for the global market share of 55.9%. Four lithium battery materials are sub-divide, cathode material, anode material and electrolyte.
In this earthquake, in addition to the Sony plant closures, the Furukawa Electric, Hitachi Chemical, JX Nippon Mining and Mitsubishi Chemical have factory located in or near the disaster stricken areas.
Among them, the Furukawa Electric lithium electrolytic copper foil occupies 55% market share, while its factory in Tochigi Prefecture hit this city; Hitachi Chemical is the world's largest manufacturers of lithium DV3000 battery anode materials, up to 50% market share, and its factories in Ibaraki Prefecture; JX Nippon Mining is the world's major manufacturers of lithium battery cathode materials, the factories will Ibaraki; Mitsubishi Chemical holds 25% of lithium battery electrolyte raw material market share, there are some factories in Ibaraki Prefecture.
Taiwan's Industrial Technology Research Institute study reported that although no in Ibaraki Prefecture, the center of the quake, but five to six of the seismic intensity, or will production be affected, and damage to equipment and buildings.
"Now the more important standard is the laptop battery life, with materials made out of batteries in Japan, stable." Lau Hau pointed out that although BAK Battery is also considering alternatives, but the final product but also through customer testing.
Although the global notebook PC market is still too over-supply of lithium batteries, including 2710P Battery included are some stocks, but stocks are now estimated by the two digestion is completed within a March, Liu Hau said, adding that the next few months notebook lithium battery supply shortages may occur, lithium batteries are the main production equipment from Japan.
BAK Battery, HP, Dell, Lenovo and other notebook computer giant International lithium battery supply chain, the current market share in the notebook lithium Pavilion dm3 battery connected Jinliang Cheng.
BYD Battery Business Unit, said the person in charge, the Japanese earthquake will affect the supply of laptop batteries, but lithium had little effect on the mobile phone. Because the basic mobile phone has been made of lithium battery materials.