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全球液晶面板业面临断炊风险 中国高世代或延期(国外英语资料)
全球液晶面板业面临断炊风险 中国高世代或延期
Lang Lang
The earthquake in northeastern Japan, the butterfly effect, is touching the nerves of the global electronics industry.
Although Asahi, electric glass and Corelle in Japan more than 10 LCD glass substrate pot is not damaged in the earthquake, but for the world, especially the LCD panel industry Chinese, this earthquake may make some core parts of the upstream face risk for.
China Huaxing 8.5 generation line in March has just entered the equipment installation and installation stage, because 80% of the LCD panel manufacturing equipment needs to be purchased from Japan, and now because of the earthquake part of the equipment in place will be delayed. Liang Qichun, general manager of TCL group (4.46, -0.20, -4.29%) brand center, told reporters in March 14th.
Faced with the same problem, there are BOE, Beijing, Yizhuangs 8 generation line. In addition, Longfei Kunshan 7.5 generation line, Suzhou 7.5 line and Guangzhou Samsung LGD8.5 generation line although has not yet started, but if the impact of the earthquake continue, the high generation line panel manufacturing equipment procurement may also face possible delay.
More importantly, the upstream core components of liquid crystal panel for Hitachi, JX, Canon and Nikon in Ibaraki, Miyagi Prefecture and other places of the factory were affected by the earthquake and large production, the global LCD panel industry will form a chain reaction, and the panel industry in Taiwan has been rapidly to form their own measures, but the LCD the panel has just recovered production capacity may be affected by this production again.
The disaster in the electronic material industry
Although the Taiwan panel industry in the upper reaches of many core parts of the layout, but many materials still need to be imported from japan.
When all the panel manufacturers are lucky, Corelle Asahi Glass Substrate plant under the influence of strong earthquake in Japan as a Taiwan area are the ITRI impact of Japans ear
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