Strong earthquake, if the CMOS supply is tight, Taiwan DSC plant costs increase

On March 11th, a magnitude 9.0 earthquake occurred in Japan. Among them, Iwate Prefecture and Miyagi Prefecture suffered the most severe wave hits. As the Toshiba CMOS (Complementary Metal Oxide Semiconductor) plant is located in this area, the industry expects global CMOS supply. How much the volume of fear will be affected. CMOS applications, including mobile phones and other electronic products, are crucial materials for digital cameras. The market believes that if the CMOS supply is affected, digital camera manufacturers such as Canon (2374) and Huajingke (3059) are afraid of rising purchasing costs.

In addition, since the DSC assembly plant's new aircraft models will take about 4 to 6 months from receipt of orders to shipment, the spring model shipments of the industry should not be affected much in the short term (because the shipping schedule is already 4 to 6 months ago, but if the follow-up global market demand has cooled due to the 311 Japan earthquake, this will reduce the energy for subsequent orders. As for Taiwan companies who have further benefited from the daily factory transfer order due to the 311 earthquake, they will have to show their performance at least four to six months later.

The area near Miyagi Prefecture, where the disaster was severe, is a Japanese manufacturing and industrial center, including SONY, Canon, Casio, and other factories in the area. It is reported that DSC related brand factories have not yet transmitted major damages, mostly temporary power outages. , stop work.

In recent years, the strongest areas for DSC growth are emerging markets, with medium and low-cost models as the main demand items; and Japan’s mature markets have relatively limited market growth, and high-end models are the core demand in these areas. If Japan’s spending power falls under the influence of the 311 strong earthquake, it is expected that it will impact on market conditions such as high-priced DSC models including the DSLR.

At present, the most directly related manufacturers of Taiwan plants and DSLR models are the lens factory Mitsuhiro Kubo (6209). The industry believes that if the production status of the Canon Japan factory is affected, this country may have more orders for DSLR lenses. The overall demand for digital cameras has cooled, and it is still not profitable for related companies.