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