Posted by admin | Posted in China | Posted on 15-03-2011
Effects of the earthquake crisis in Japan, began in the IT supply chain upstream release, although it is more like a psychological panic.
Yesterday morning, China Taiwan region famous flash memory chip research firm DRAMeXchange’s spot price of DRAM exchange shows that meteoric rise of all prices upward arrow all the dynamic memory storage chips, flash memory chips and memory card prices all rose.
In which two South Korean giants Samsung, Hynix spot a 16G granular products rose 22.09%, respectively, 13.81%, creating the biggest gain in months.
Shanghai Xujiahui Pacific Digital City, a stall, a computer assembly, said, “Yesterday, three generations of 2G Kingston memory has gone up by 10 yuan, Looking back, rose almost 7%.”
Storage Class changes in chip prices, directly due to earthquake, the Toshiba a plant shutdown. Because it is the world’s second-largest memory chip maker, nand flash memory (hard disk drive is a better than store programs, no more than 4GB of low-volume applications, particularly evident) account for the global market of 1 / 3, the industry worried manufacturers will suffer the impact of the downstream terminal.
The products cover mobile phone, MP3, digital cameras and many other mobile terminal. Such as Apple iPad2 Toshiba flash memory will be used. However, the day before yesterday, Toshiba and Sandisk have clarified the partnership will not affect shipments.
Closely associated with the local companies, such as Aigo, Netac, Meizu and other brands, the immediate reaction is like?
“The earthquake would certainly have an impact on the industry, but the points have a direct and indirect.” Patriot Qu Jingdong, president of the newspaper last night that the direct impact on the supply problem is of course, did not appear at present to see a real crisis.
He said that as a mature consumer electronics brand, the Patriot’s upstream supply system is very stable, only one Japanese company, South Korea, China Taiwan region is very close and cooperative relations, as of now, there was no supply. However, he frankly stated that the earthquake caused some panic, causing fluctuations in relationship between market supply, the price of flash memory is really up a lot, the company is now considering countermeasures.
Shenzhen Netac an insider’s position is almost exactly the same. She said the company limited storage class chip suppliers Toshiba, Samsung, LG, Taiwan companies have a supply, In addition, part of Kingston from the United States. Because they have multiple suppliers, so not only can get better prices, but can also spread the risk upstream.
The source said the financial crisis, price volatility is relatively large, the fire last year when selling Apple products, upstream has also appeared out of stock. She acknowledged that the company is now discussing whether to Netac increased stocking.
“It’s like stocks, flash memory prices go up and down.” Qu Jingdong said, should only affect the short-term, medium and long term fluctuations in flash memory prices will return to normal state.
DRAMeXchange stressed that even without the earthquake, due to the current season has come, the upstream price would have had room for improvement, but the earthquake-related enterprises to actively stimulate the stocking, thereby driving prices up.
In response to this trend, Electronics Zhongguancun electronic mall marketing manager, said Zhao Bin, according to his estimation, this round of price increases is expected to be the end of 1-2 weeks, will be much affected. As compared to a few years ago, a lot of memory supply, supply full and immediate advantage of the panic prices rose, there is speculation suspect.
