Although Japan’s earthquake has not yet resulted in a substantial shortage of electronic product chip market, under the speculation of electronic chip merchants, the psychological panic that the chip is about to be out of stock has begun to spread in large areas.
"First Financial Daily" yesterday in Xuhui District of Shanghai, asked a number of stalls found that the current 4G mobile phone memory card generally ask price 65 to 75 yuan, 8G mobile phone memory card asking price of 100 yuan to 135 yuan. The vast majority of businesses have stated that recent electronic product prices have been very high, with daily gains ranging from 5 yuan to 10 yuan, and may continue to rise in the coming days.
"8G Kingston memory card was 99 yuan some time ago, and it has now risen to 135 yuan. Despite substantial price increases, but still a lot of people to buy." A salesman said that judging from the current sales situation, the next 10 days should not be Lower prices.
"Now there is basically no stock, and the supply is tight. We did not understand what the situation is, only that the earthquake in Japan will have an impact, leading to even mobile hard disk also followed." The salesman added.
"The current supply of electronic chips should be sufficient. However, electronic chip speculators are magnifying the impact of the Japanese earthquake, and even the price of mobile flash memory cards has risen by 40%, only in recent days have declined." Qixi Holdings (002027 Gao Bin, general manager of the Mobile Communications Business Unit, told the "First Financial Daily".
Gao Bin said that he and the supplier of electronic chips have passed, and these suppliers all stated that there is no problem in the market supply in the short term, but Japanese manufacturers occupy lithium battery raw materials, high-end LCD driver ICs, and flash memory chips. The rate is very high. Failure to resume production on schedule will have a greater impact on the supply of future markets.
Taiwan's DIGITIMES research report showed that Japan's Furukawa Electric, Hitachi Chemical, JX Japan Mine and Mitsubishi Chemical's four materials manufacturers accounted for 55.9% of the world's four major lithium battery materials market share. The four lithium battery materials are: separator film, cathode material, anode material, and electrolyte. In the earthquake, the above four materials manufacturers have factories located in the disaster area or near the disaster area.
"We have extended the reserve of mobile phone displays, flash memory chips and T cards, and the stocking cycle has been extended from the past 15 days to 45 days." Gao Bin said.
However, compared to Gao Bin's calm, the mobile phone accessories market is overshadowed by panic.
Shenzhen, a mobile phone manufacturer responsible for procurement sources, the current mobile phone chip market rose the most crazy is a kind of clock crystal used in mobile phones, the price rose from 0.13 US dollars to 0.25 US dollars, or nearly 100%; another component is skyrocketing flash Flash chips, the average increase of more than 20%.
In fact, electronic chip speculators are not without targets. The main suppliers of clock crystals for mobile phones used to be Japan Seiko and Epson, of which Japan Seiko, which was severely damaged during the earthquake, had a market share of 40%. In the area of ​​flash memory chips, Toshiba’s market share is as high as 30%.
"Actually, the above chips have replacement materials from Taiwan or US manufacturers. According to conservative estimates, there are still two or three months of inventory in the market for such chips," said the person in charge.
According to Huang Junjie, the general manager of memory brand ADATA Technologies, according to the production cycle of flash memory chips and memory, the impact of the Japanese earthquake will not really be “fermented†in the market until at least four or five months. If the price of flash memory chips is damaged by Toshiba's factory, then the memory price increase is completely following suit.
"Major memory factory" Elpida's main production base is in Taiwan, Japan's damaged factory has also resumed production. "Huang Junjie said.
"First Financial Daily" yesterday in Xuhui District of Shanghai, asked a number of stalls found that the current 4G mobile phone memory card generally ask price 65 to 75 yuan, 8G mobile phone memory card asking price of 100 yuan to 135 yuan. The vast majority of businesses have stated that recent electronic product prices have been very high, with daily gains ranging from 5 yuan to 10 yuan, and may continue to rise in the coming days.
"8G Kingston memory card was 99 yuan some time ago, and it has now risen to 135 yuan. Despite substantial price increases, but still a lot of people to buy." A salesman said that judging from the current sales situation, the next 10 days should not be Lower prices.
"Now there is basically no stock, and the supply is tight. We did not understand what the situation is, only that the earthquake in Japan will have an impact, leading to even mobile hard disk also followed." The salesman added.
"The current supply of electronic chips should be sufficient. However, electronic chip speculators are magnifying the impact of the Japanese earthquake, and even the price of mobile flash memory cards has risen by 40%, only in recent days have declined." Qixi Holdings (002027 Gao Bin, general manager of the Mobile Communications Business Unit, told the "First Financial Daily".
Gao Bin said that he and the supplier of electronic chips have passed, and these suppliers all stated that there is no problem in the market supply in the short term, but Japanese manufacturers occupy lithium battery raw materials, high-end LCD driver ICs, and flash memory chips. The rate is very high. Failure to resume production on schedule will have a greater impact on the supply of future markets.
Taiwan's DIGITIMES research report showed that Japan's Furukawa Electric, Hitachi Chemical, JX Japan Mine and Mitsubishi Chemical's four materials manufacturers accounted for 55.9% of the world's four major lithium battery materials market share. The four lithium battery materials are: separator film, cathode material, anode material, and electrolyte. In the earthquake, the above four materials manufacturers have factories located in the disaster area or near the disaster area.
"We have extended the reserve of mobile phone displays, flash memory chips and T cards, and the stocking cycle has been extended from the past 15 days to 45 days." Gao Bin said.
However, compared to Gao Bin's calm, the mobile phone accessories market is overshadowed by panic.
Shenzhen, a mobile phone manufacturer responsible for procurement sources, the current mobile phone chip market rose the most crazy is a kind of clock crystal used in mobile phones, the price rose from 0.13 US dollars to 0.25 US dollars, or nearly 100%; another component is skyrocketing flash Flash chips, the average increase of more than 20%.
In fact, electronic chip speculators are not without targets. The main suppliers of clock crystals for mobile phones used to be Japan Seiko and Epson, of which Japan Seiko, which was severely damaged during the earthquake, had a market share of 40%. In the area of ​​flash memory chips, Toshiba’s market share is as high as 30%.
"Actually, the above chips have replacement materials from Taiwan or US manufacturers. According to conservative estimates, there are still two or three months of inventory in the market for such chips," said the person in charge.
According to Huang Junjie, the general manager of memory brand ADATA Technologies, according to the production cycle of flash memory chips and memory, the impact of the Japanese earthquake will not really be “fermented†in the market until at least four or five months. If the price of flash memory chips is damaged by Toshiba's factory, then the memory price increase is completely following suit.
"Major memory factory" Elpida's main production base is in Taiwan, Japan's damaged factory has also resumed production. "Huang Junjie said.