March 11, 2011 14:49: Eastern Pacific coast earthquakes occurred
Epicenter : 373km (NE) of Tokyo, underground 24.4Km point.
Magnitude : Earthquake close to 9 in the Richter scale occurred (The largest earthquake ever in Japan, the fifth earthquake on Earth.
Summary of Damage Regions
East coast of Tohoku regions-Aomori, Iwate, Miyagi, Fukushima prefecture- and east coast of Kanto region -Ibaraki and Chiba prefecture were damaged directly (by earthquake and tsunami).
So far over 7,000 lives were lost, over 12000 person unfound, and 300,000 homeless.
The loss of communication infrastructure (NTT Docomo, etc.), nuclear power plants, etc. in the regions and all industrial manufacturing plants shutdown (temporary or provisional), disruptions occurred.
It appears that some infrastructures of the east coast of Tohoku region -Yamagata and Niigata Prefecture- were affected.
Miyagi Prefecture
- Sendai Airport flooding
- Costal towns damage by 10m tsunami
- Large-scale loss of life
- Onagawa nuclear plant , partly fire, partly driving ban
- Sony's 6 factories shutdown (4 factories in Miyagi, 2 factories in Fukushima, Tagajo chemical components (Sony Chemicals) 1st floor flooded
- Murata Manufacturing shutdown (Miyagi and Tochigi Prefecture)
- JX Nippon Oil Factory damage
- Toyota Motor, factory shutdown
Fukushima Prefecture
- Fukushima 1,2,3,4 nuclear plants shutdown and unstable (radioactive spill concern continued)
- Nissan Motor, 6 factories shutdown
- Panasonic factory disruption (Fukuyama Prefecture factory, Sendai factory in Miyagi Prefecture included)
Aomori Prefecture
- Power supply to 4.4 million households stopped
- Pioneer, factory damage (Aomori, Yamagata Prefecture)
- Renesas, factory shutdown
Chiba Prefecture
- JFE Holdings, steel factory fire
- Cosmo Oil, factory fire
Ibaraki Prefecture
- JSR, factory production stop
- Tokyo Gas, gas supply stop
- Sumitomo Metal Industries, smelting furnace temporary stop
- Daikin Industries, production stop
- Murata factory was destroyed and his component short ship after the Ipad Production in Foxconn China
Sharp LCD Panel factory shout down and affecting 20% world LCD panel output.
Mitsubishi Gas Chemical Inc. (MGC), Monday that two of its facilities, one in Fukushima prefecture and one in Ibaraki prefecture, shut down due to partial damage to equipment and buildings, Its major product bismaleimide triazine resin, an epoxy resin used in chip making is almost entirely produced by MGC
This shortage of BT would most impact programmable logic vendors Xilinx Inc. and Altera Corp., as well as Qualcomm Inc.
Sanyo, Sharp and Panasonic have already suspended operations at several of their plants. The brand new multibillion dollar Sharp LED display plant in Sakai, which has been designed to handle earthquakes automatically shut down when the first earthquake, tremor was detected.
Sanyo, Sharp and Panasonic have already suspended operations at several of their plants. The brand new multibillion dollar Sharp LED display plant in Sakai, which has been designed to handle earthquakes automatically shut down when the first earthquake, tremor was detected.
The consequence is many sectors of the Japanese factories would be affected and it may take a few month 3-9 months to resume normal operation.
we foresee that this will force them to think a head seriously for overseas factory volume implementation. They will keep some of their high technology products manufacturing offshore whereas Japan used to keep them locally.
There will be more open opportunity for other offshore countries to gain more exposure for working with Japan to build more products.
HK Snob
Thursday, March 24, 2011
Friday, March 18, 2011
Electronics Market After Japan Quake
In spite of the 9.0-magnitiute Japan earthquake and the ensuing devastating tsunami striking Japan on March 11, The Component supply chain has been serious disturbed in Japan. This include the NAND Rams that price has been surged up more than 7% since last Friday. Many of the components of the certain electronics devices are still made in Japan. There is a immediately need for Japan to re-construct and well plan their suppliers for souring the right component for their products, beside, the rise of Japanese Yen exchange would force to speed up their oversea production scale up plan. Counties like Philippines, Thailand, Malaysia and China will be the ones to be beneficiated by these move.
However on the other side, Japanese and most of the major Asian Cities would have less demand on Electronics products, computer, iPad2, Note book in coming 2-3 quarters.
Some good news is Chairman Morris Chang of Taiwan Semiconductor Manufacturing Co. (TSMC) yesterday said his firm’s goal of achieving a 20% sales growth, denominated in the U.S. dollar, will remain unchanged. Overall, people tends to spend less on luxury goods, electronics hand held product as such handphone, GPS systems, and RAM, LED, LED, IC CPU, Capacitors, RAMs and Panel will be rising their price in the coming 6-9 months.
HK Snob
However on the other side, Japanese and most of the major Asian Cities would have less demand on Electronics products, computer, iPad2, Note book in coming 2-3 quarters.
Some good news is Chairman Morris Chang of Taiwan Semiconductor Manufacturing Co. (TSMC) yesterday said his firm’s goal of achieving a 20% sales growth, denominated in the U.S. dollar, will remain unchanged. Overall, people tends to spend less on luxury goods, electronics hand held product as such handphone, GPS systems, and RAM, LED, LED, IC CPU, Capacitors, RAMs and Panel will be rising their price in the coming 6-9 months.
HK Snob
Tuesday, March 15, 2011
Japan After Quake
Japan has the world No. 1 largest LED manufacturing Plant Nichia account for 18% of World LED production as the 2010 revenue data told us.
Japan accounts world’s 20% global Semiconductor Production.
Company Headquarters in Japan generated 63.3B in microchips revenues; representing 20.8% of the world wide market.
Japan Produced 10% of world’s DRAM in 2010.
Toshiba accounts 35% of global NAND flash products in terms of Revenues 2010.
Japan Headquarters companies are world No. 3 in Semiconductor production.
Japan is 14% of world total LCD TV panel Production.
More impact to Japan is that the component on the TV LCD Panel such as the Glass, Colour filter , polarizer , CCFL and LED are mostly made in Japan.
Sharp partly shut down their panel manufacturing for LCD TV... and Murata had shut down some of the component manufacturing which would affect the manufacturing at Foxconn for Ipad2!
There are a lot of electronics modules for Automobile is made in Japan and a lot are for export.
Many of the Automobile like Nissan, Toyota, Mazda and Honda has stopped some of their manufacturing due to shortage of Module supplied by their OEMs which were more or less damaged in the Tsunami.
Nissan Stopped Production and loss shipment of 2,300 cars, a loss of $24.5M a day,whereas Toyota for 40,000 cars with daliy loss of $72M, Honda for 16,600 cars a day, that is $14M loss a day just for Honda.
Japanese will not spend money on Luxury goods anymore, or at least less significantly comparing with last week and before.
For those Luxury Goods such as watches Rolex, Patek Philippe, IWC , Japan is one of the biggest market after Hong Kong. I think Japan is the world 2nd largest Export Country after Hong Kong.
Well, I find that these are Japan’s Market share on these big European luxury Brands.
Hermes 21%, Bvlgari 19%, Luis Vitton 8.8%, Coach 36%, Tiffany 19%, Gallaway 18%....
So we can see that these luxury good market will drop significantly for at least I year, they may switch to export more to other Countries like China and Hong Kong in Asia.
Gold may be the item that we can speculate that it can reach $1,700 an ounce soon.
This will trigger world threat in the stock market, especially the Libya situation is still tense and had no way to see when Col. Kaddafi would step down, Hong Kong Index Will drop in the coming weeks… down to 21,000 points…
More important point is more nuclear threat happens in Japan and Most of the people would flee to distant prefecture in Japan or to overseas countries such as Hong Kong, Singapore and Philippines.
I am thinking that it would be a great impact to Japan and World’s Economy and it may take at least 12 months to recover… Provided there is no more serious Earth Quake happens anymore
Further more, it triggers more safety measurement for plan of Nuclear Plant building.
It forces Japan Company to diversify their manufacturing facilities in overseas countries such as the Philippines, Thailand and Malaysia.
In Short the Stock In Tokyo, Singapore and Hong Kong will keep on falling. But this is only over-sensitiveness of the investors, in mid term starting August, the stock like iron ore, cement and steel in China will have tremendous momentum to gain as to support Japan on re-construction.
The foreign companies would not consider to put all egg in one bucket and to consider in future the headquarters not in Japan... may be better in Hong Kong or Singapore.
HK Snob
Japan accounts world’s 20% global Semiconductor Production.
Company Headquarters in Japan generated 63.3B in microchips revenues; representing 20.8% of the world wide market.
Japan Produced 10% of world’s DRAM in 2010.
Toshiba accounts 35% of global NAND flash products in terms of Revenues 2010.
Japan Headquarters companies are world No. 3 in Semiconductor production.
Japan is 14% of world total LCD TV panel Production.
More impact to Japan is that the component on the TV LCD Panel such as the Glass, Colour filter , polarizer , CCFL and LED are mostly made in Japan.
Sharp partly shut down their panel manufacturing for LCD TV... and Murata had shut down some of the component manufacturing which would affect the manufacturing at Foxconn for Ipad2!
There are a lot of electronics modules for Automobile is made in Japan and a lot are for export.
Many of the Automobile like Nissan, Toyota, Mazda and Honda has stopped some of their manufacturing due to shortage of Module supplied by their OEMs which were more or less damaged in the Tsunami.
Nissan Stopped Production and loss shipment of 2,300 cars, a loss of $24.5M a day,whereas Toyota for 40,000 cars with daliy loss of $72M, Honda for 16,600 cars a day, that is $14M loss a day just for Honda.
Japanese will not spend money on Luxury goods anymore, or at least less significantly comparing with last week and before.
For those Luxury Goods such as watches Rolex, Patek Philippe, IWC , Japan is one of the biggest market after Hong Kong. I think Japan is the world 2nd largest Export Country after Hong Kong.
Well, I find that these are Japan’s Market share on these big European luxury Brands.
Hermes 21%, Bvlgari 19%, Luis Vitton 8.8%, Coach 36%, Tiffany 19%, Gallaway 18%....
So we can see that these luxury good market will drop significantly for at least I year, they may switch to export more to other Countries like China and Hong Kong in Asia.
Gold may be the item that we can speculate that it can reach $1,700 an ounce soon.
This will trigger world threat in the stock market, especially the Libya situation is still tense and had no way to see when Col. Kaddafi would step down, Hong Kong Index Will drop in the coming weeks… down to 21,000 points…
More important point is more nuclear threat happens in Japan and Most of the people would flee to distant prefecture in Japan or to overseas countries such as Hong Kong, Singapore and Philippines.
I am thinking that it would be a great impact to Japan and World’s Economy and it may take at least 12 months to recover… Provided there is no more serious Earth Quake happens anymore
Further more, it triggers more safety measurement for plan of Nuclear Plant building.
It forces Japan Company to diversify their manufacturing facilities in overseas countries such as the Philippines, Thailand and Malaysia.
In Short the Stock In Tokyo, Singapore and Hong Kong will keep on falling. But this is only over-sensitiveness of the investors, in mid term starting August, the stock like iron ore, cement and steel in China will have tremendous momentum to gain as to support Japan on re-construction.
The foreign companies would not consider to put all egg in one bucket and to consider in future the headquarters not in Japan... may be better in Hong Kong or Singapore.
HK Snob
Sunday, March 13, 2011
MiLi Power Mini Projector is on Sale in Hong Kong Now
Wide range adjustable Projection angle up to 90 degrees or even project up to your ceiling.
It can be project to a screen size of 70 Inches up to 10 Meters. Of course the light intensity will be inversely proportional to the distance you project. Resolution is 640X480, slightly lower than the picture quality of HD!
Optimized projected picture is 20”.
You can play for 2.5 hours continuously after a charging of 4 hour on the built in battery module.Audio Power output is 1 W
Since this is a LED Light Head, the life time of the Lighting module is 20,000 Hours.
It is on sales at HKD$3,380, available in JC Shop HK (Tel. 31022783)
HK Snob
Toshiba CELL LED Regaza 3D 55X1000H launches a Superb Full LED Technology for LCD TV
I am a fan for Toshiba as they are used to be classified as second Tier technology on TV in the pas twenty year, but in fact Toshiba has a shocking Technology that they are trying to create 2nd wave for Japanese Invasion into this LED TV Market.
Regza LED Screen have amazing 3,072 LED Back light unit. It could reach a world class lighting intensity of 1,000cd/ms.
They panelize the screen into 512 sections with installation of 6 LEDs in each region.
Each Region can be individual adjust for the required intensity. The DCR (Dynamic Contrast Ratio) can reach a stunning level of 9,000,000.
3D Ultra Resolution technology and ClearScan 400 scanning method reducing flickers into un-observable level by human eyes for fast moving objects.
Powerful 40W Audio Output.. Metal Framing casing for the whole TV.
Whilst most of the people are trying to reduce the number of LED on each of the TV, Toshiba is moving against the stream with 3 thousands over LED for each of the screen.
High technology, slim, powerful Audio and Visual Performance from Toshiba TV. Seeing is believing; I think you had better consider this when you buy your next New technology TV…
HK Snob
Sunday, March 6, 2011
HK Government is Retarding the use of new LED technology!
Hey! Mr. Yau, we are falling behind with other Asian Countries...
This is a new Lantern display in Tsim Sha Tsui, they are beautiful but on the other hand, they are lighted up by Incandescent Light bulbs... Every minutes, they are emission CO2. Of course, they are only about ten thousand Watts I estimate. But this is a show case of the Government to lead us going into the new Green LED energy.
HK Snob
Saturday, March 5, 2011
Wafer Fab Capex will grow 20% in 2011 for IC and Discrete, but not LED
We can see that there may be a drive for demand of End Of Line manufacturing equipment in 2011 that may happen in Q2.
We can see Discrete is rising from 4% to 7% in 2011 vs 2010.
MPU and Logic rises from 16% to 23% in 2011 Vs 2010.
Memory reduces from 36% from 645 in 2011.
Slow Down for LED Fabs
The largest segment for new fabs is the LED industry, with wafer sizes of 2-inch and 4-inch. Significantly fewer new LED fabs will begin construction in 2011 and 2012. SEMI’s World Fab. report lists 24 new LED fabs beginning construction in 2010, but only five new LED fab. projects are likely in 2011.
This slowdown may be explained by recognition that in the near-term the industry has added too much capacity, coupled by changes to government subsidies in China. For example, historically local governments in China supported the domestic LED industry with hefty subsidies. Companies received up to 8-10M RMB for each MOCVD reactor. Some of these subsidies will expire this year, and others are expected to change.
On the other hand, LED per TV reduces dramatically with Disruptive Technology of LED. From Average 1000 LED in 2009 to 200 LED 2011. That was 5 times reduction rate.
We can see that IC will be experiencing a steady growth this year comparing with Last year with more significantly in Discrete Area. Were as LED will be slow down in the growth comparing with 2010.
PS
Data source Source: SEMI World Fab Database Reports (February 25, 2011)
HK Snob