According to the “Earthquake Impact on China’s Electronic Information Industry†issued by CCID Consulting, a market consulting company, the Japanese earthquake will cause the decline in the supply capacity of lithium batteries, which will affect the shipment capacity of Chinese notebook OEMs. It is understood that the output value of lithium battery materials for notebook computers in Japan accounts for more than 50% of the world's total.
The report pointed out that although Korean companies have a high degree of coincidence with Japan in the industry chain, the global lithium battery capacity for notebook computers does not have a large margin, and the production capacity is still tight during the peak season. Therefore, shifting orders to Korean manufacturers cannot fully satisfy the demand. Demand, China's notebook OEMs are inevitably reduced in shipment capacity.
At present, the major Japanese laptop companies include Quanta, Inventec, Compal, Wistron, Foxconn, and Hewlett-Packard, which are located in Suzhou, Shenzhen, Shanghai and other traditional key laptop production bases. The westward migration of manufacturers also increased the proportion of western cities such as Chongqing in the notebook computer industry.
The report also revealed that Korean manufacturers only had the top two self-manufacturing rates of more than 50% in the four major battery cell electrolytes, cathode materials, separators, anode materials, etc., and they were highly dependent on Japan. Furukawa Electric's 100% capacity to produce electrolytic copper foil for batteries (global market accounts for over 50%) is located in Tochigi Prefecture; Mitsubishi Chemical, which manufactures electrolytic materials for battery EC, is located in Ibaraki Prefecture; 20% of production capacity is in Ibaraki Prefecture; negative electrode materials are produced (global market accounts for over 50% %) Hitachi Chemical's 100% capacity is located in Ibaraki Prefecture. These large raw material manufacturers were affected by the earthquake disaster, which caused the supply of lithium battery raw materials to be tight, affecting the shipment of downstream battery cells and battery packs.
According to the report, for notebook OEM companies in China, the supply of basic components such as screens, memory, and batteries will also be affected by the earthquake in Japan.
The report pointed out that although Korean companies have a high degree of coincidence with Japan in the industry chain, the global lithium battery capacity for notebook computers does not have a large margin, and the production capacity is still tight during the peak season. Therefore, shifting orders to Korean manufacturers cannot fully satisfy the demand. Demand, China's notebook OEMs are inevitably reduced in shipment capacity.
At present, the major Japanese laptop companies include Quanta, Inventec, Compal, Wistron, Foxconn, and Hewlett-Packard, which are located in Suzhou, Shenzhen, Shanghai and other traditional key laptop production bases. The westward migration of manufacturers also increased the proportion of western cities such as Chongqing in the notebook computer industry.
The report also revealed that Korean manufacturers only had the top two self-manufacturing rates of more than 50% in the four major battery cell electrolytes, cathode materials, separators, anode materials, etc., and they were highly dependent on Japan. Furukawa Electric's 100% capacity to produce electrolytic copper foil for batteries (global market accounts for over 50%) is located in Tochigi Prefecture; Mitsubishi Chemical, which manufactures electrolytic materials for battery EC, is located in Ibaraki Prefecture; 20% of production capacity is in Ibaraki Prefecture; negative electrode materials are produced (global market accounts for over 50% %) Hitachi Chemical's 100% capacity is located in Ibaraki Prefecture. These large raw material manufacturers were affected by the earthquake disaster, which caused the supply of lithium battery raw materials to be tight, affecting the shipment of downstream battery cells and battery packs.
According to the report, for notebook OEM companies in China, the supply of basic components such as screens, memory, and batteries will also be affected by the earthquake in Japan.