Japan Will Affect the Global Mobile Equipment Earthquake Field
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As Japan earthquake death toll continues to climb, the analyst said Monday that the disaster may also cause people to the technology, and product demand interrupt to manufacturers supply over suppliers.
On Monday, Japan official death toll is more than 2,000 people. Meanwhile, analysts are assessing the disaster on the potential impact of global high-tech industries in the high-tech industry - Japan occupies an important place in the world.
American investment company Oppenheimer (Oppen heimer) analyst Karen kidd, Aaron (Iraqi Thai Ittai Kidron) in a letter to the customer said: "Japan is one of the world's largest economies, we think we have analyzed the business activities of enterprise in the short term interrupts. Possible" Kidd Aaron analysis covers the telecom and mobile equipment field of many companies.
Kidd Aaron think: "Japan is not only the two fields in an important link in the supply chain, and still many technical fields. The earthquake may spare parts suppliers will affect the global economic activity in this area. So, before restore normal, business interruption or at least a few weeks, but also may be months or longer."
Barclays investment bank (Barclays analyst Ben ray are), this (Ben Reitzes) says, most American technology hardware enterprise "to day trade is very small", and with IBM (IBM) as an example, this company 11% of sales revenue from Japan, this is the highest in the similar enterprises.
Ray especially this points out, the earthquake degree of impact on sales are unclear. "Take IBM speaking, the company has reiterated its 2015 earnings per share plan, we expect the company will actively and stock repurchases, investors should pay special attention to."
Oppenheimer kidd Aaron argues that, the Japanese market demand for mobile phone accounts for only global 2-3%, while nokia, blackberry maker RIM and MOTOROLA mobile phone manufacturers "are sold to big Japanese products trivial".
LG electronics and samsung electronics to Japanese GongHuoLiang also accounts for only its total shipments "single-digit", and apple and SONY Ericsson is "nearly double-digit". SONY Ericsson is SONY of Japan and Swedish telecoms equipment and services company Ericsson mobile joint venture enterprise established.
Analysts agree that the disaster may for hi-tech products (especially some type of chip and LCD) caused serious influence the supply chain.
Since Japanese LCD glass manufacturer production in quake-hit and mention Kant ROM plus Securities (Ticonderoga based) analyst Brian Wright (Brian white.on) points out LCD monitor supply chain could interrupt.
American Wells Fargo (Fargo) analyst David signatures David Wong) (also pointed out the disaster of the memory chip industry of influence. He mentioned in a report, the earthquake memory system made factory production "break" may "temporary drive up the price of NAND memory".
The analyst pointed out: "it seems, in many factories, Toshiba/SanDisk production may be interrupted."
On Monday, SanDisk company said in a statement, two Toshiba - SanDisk's joint venture chip manufacturers distance the earthquake's epicenter only 500 miles. Affected by the quake, the two factories production ", but "had to this Friday morning was expected to recover its operations. The company says, "wafer yield by earthquake influence is very small."
Meanwhile, barclays capital analyst Tim ยท Luke (Tim Luke) in a report says: "because the Japanese enterprise is chip manufacturing company's biggest customers, so as the core market of consumer demand drops, global demand for electronics level will go down."
Luke said: "our investigation found that Japanese demand typically accounts for major U.S. sales of semiconductor manufacturers 5-10 percent." |
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Author Resource:-
Amanda a writer from aircoolerchina.com, it provides quality products Portable Evaporative Air Cooler Manufacturer, China Industrial Air Coolers, Evaporative Cooler Ducting.
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By :
Jessie Stone
Submitted
2011-03-23 01:45:44 |
Article From Article Mayhem
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