【编者按】在天灾面前,人类显得非常渺小。电子产业链牵一发而动全身,某个大厂稍微受挫,整个行业可能就要跟着抖三抖。唯有祈祷,上天对半导体温柔一点。
bukefouren,bandaoti、dianziyeshiyigefeichang“jiaoruo”dechanye。yifangmianshibenjiuduigaojingdudekeqiu,shaoyoupianchabianchazhiqianli。lingyifangmianzhengceyihuozhemoumourendeyijuhua,yenengdaozhichanyededongdang。neiruguoshitianzai,neisunshijiu……
tianzaimeimeilailin,zonghuidailaiyixiecubujifangdesunshi。birudi9haotaifeng“liqima”,jugongxinbuxiaoxi,jiezhi8yue11ri16shi,zhejiang、shanghai、jiangsu、anhui、shandongwushengshidangqiangongjituifujizhan11047ge,daogan4761gen,guanglanshousun3119gongli,wushengshijunweifashengxiangzhenjitongxinquanzuqingkuang。
zuori,shandongshouguangzaoshou“liqima”kaoyan,ershouguangyongyouzhongguozuidadeshucaishengchanyupifashichang,suihouyinfarenmenduishucaijiagebodongdecaixiang。
youjujingdiantaicijiao“nishifenger,woshisha”,zheixianranmeiyoukaolvfengjidaxiao。dangfengbianchengtaifengshi,neijiushiyipansansha。duiyubandaotilaishuo,taifengchuizaichanxianshang,tengzaiyeneirendexinli。
qunian9yue4ri,taifeng“feiyan“dengluribenxibudiqu,haochengriben25nianlaizaoyudeweilizuiqiangdetaifeng。9yue6ri,beihaidaodizhenjinsuiqihou。cicidetaifenghedizhenzaihaiyanzhongyingxiangledianzixiangguanqiyedeshengchanjichengpinyunshugongzuo。
包括村田制作所(Murata)、夏普、松下、京瓷等指标企业均暂时关闭工厂,牵动被动元件、面板等零组件,以及白色家电供货。
qizhongcuntianzhizuosuodangrisuijixiujiayitian。dierri,cuntianchujuxiangguanshuomingcheng:diyi,taifengbingweizaochengcuntianzonggongsi、gongchangchuxianrenyuansunshanghehuowupohuai,duicuntiandeshengchanjihuameiyouyingxiang;dier,cuntianzuizhuyaodefahuojudianguanxijichangguanbi,weijiangdiyingxiang,cuntianzhengtaolunliyongqitajichangyunshu。
cuntianduizhenduitaifengyingxiangsuochujudeshuoming
qiaojiuqiaozai,zheigejieguyanshang,zhongguotaiwandiqubeidongyuanqijiangongsiguojuxuanbu,youyumlccshichangxuqiuwangsheng,gongsimianlinzheyuancailiaogongyinghehuanjingdengfangmiandetiaozhan,suihouyibozhangjiatongzhi。
lingwai,shou“feiyan”taifengyingxiang,sanlingcailiaoshengchantongjiagongpindejieshigongchangheshengchanduojingguidesirishigongchangdi2changfangyebeipotinggong。xiapudemianbanshiyejiegongchangweiyuguanxidabandiqu,shoudaotaifengyingxiang,zaochengjiegongchangwaiguanjilushuqingdaodengbufenzaisun,erxiapuguanfangbiaoshi:“yingxiangyouxian。”
那场台风导致关西国际机场因局部淹水关闭,逾700航班遭取消,渡轮与电车停驶,大阪与周遭地区上百万户停电,逾100万民众接获撤离指令。除了当地电子大厂暂停生产外,丰田汽车暂停多数工厂作业,本田汽车也暂停位于三重县的铃鹿厂。
youshihoutaifenghuidailaihongshuizhizai,dan2011nianneichangchuncuidehongshuirangbizhejiyiyouxin。
dangnian7yuedi,taiguonanbudiquyinchixudebaoyuyinfalehongzai,76gefuzhongyou50gefushoudaohongshuiyingxiang,dangshiguanbilegongyu200jiangongchang,shusanyue2wangongren。
泰国拥有东盟地区最大的电子电气生产基地,其也是东南亚国家联盟市场的汽车制造中心。cicihongzaisuodajidebujinjinshitaiguo,gengshiquanqiudianzichanpingongyinglian。
洪灾影响了一些关键产品、电子元件和子系统的生产,尤其是汽车、汽车零部件、相机、模拟和分离式半导体、以及硬盘驱动器。erdianzichanpingongyingliandezhongduanjianjieyingxiangleqitashebeihexitongdeshengchan,baokuobijibendiannao、dongtaisuijicunqucunchuqi(dram)、xiangjihejidinghe。
hongshuidedaolaizhishi2011niandisijiduyingpanqudongqi(hdd)xingyejinglisannianlaizuiyanzhongdeshuaitui。ihsdangshiyujihongshuijiangdaozhidisijiduhddchanliangjianshao30%,zheijiangyinqihdddeyanzhonggongyingbuzu。
当时的影响可谓非常夸张,硬盘大厂威腾称,泰国水灾对该公司营运和本季供货予客户的能力造成“重大影响”,硬盘价格上涨了近一倍。希捷、东芝、西部数据在泰国的工厂都宣布进入暂停期。
judangshimeitibaodao,zaihuaqiangbeishichang,zuijudaibiaoxingde500gyingpandejiagezhengzhengshangzhangle100%。260yuande500gdeyingpan,zhijiebiaoshengdao500yuan。
hongzaichongjigongyinglian,duojiabandaotichangshangxuanbutingchan。
zaiqichexingye,taiguozhongbushengchanqichedebajiayuanshishebeizhizaoshang(oem)quanbutingchan,fenbieshi:fute、mazida、riye、bentian、wushiling、sanling、richanhefengtian。
dangshimogendatongguji,yitaiguoweidongnanyashengchanjidideribenchechangyesunshigujiyu5yimeiyuan,fengtianjibentianchechangshouchuangzuishen,yandiaobentian4.7%dequanqiuchanliang。
zuijindeyichangduichanyeyingxiangjiaodadehongshuizaihaizai2018nian7yue5ri,ribenxibuzhongxindelianribaoyuzaihai。jurimeibaodao,cicishizi1982nian7yuezhangqishuizaiyilairibenbentuchuxiandezuiyanzhongbaoyuzaihai。
shuizaizhongzaiqubaohan“guidao”zhichengdejiuzhoudao,jiuzhoujihuhangairibensuoyoudachang,baokuosony、fengtianhecheng、sanlingdianji、ruisa、dongjingdianzi、ribenshenggao(sumco)、meishangtairuida、luomuaboluo(rohm apollo)deng。
shoucicishuizaiyingxiang,ribenbandaotishengchanzhongdeyixiehuanjiechuxiangongyingliangjianshaoqingkuang。
songxiagongsishengchanshangyongshexiangjidegangshangongchangjinshui,xuanbutingchanshuri。
ribenqichechangshangsuiranzhijieshouzaijiaoshao,danyinlingbujiangongyingzhongduanyijiweilequebaoyuangonganquan,beipozantingzuoye。
mazida7ritinggongdezongbugongchangdeng2jiagongchangtinggongzhi10ri。dafagongyeyezaichitiangongchangdeng4jiagongchangfangqile9ribaitiandezuoye,10risuoyougongchangjiangjinxingzhengchangyunzhuan。lingyifangmian,sanlingqichegongsideshuidaozhizuosuozaitinggongjirihoukaishihuifuyunzhuan。
xiangjiaoyuhongshuiyutaifeng,dizhendeanlijiuxiandetebieduo,zaizheilibizhetiaoxuanjigeyingxianglifeichangdadeanli。
riben311dizhen——2011nian3yuetaipingyangdongbeibu,ribendongbufashengderibenshishangdiyi,shijiedisi,9jiqiangliedizhen。
genjuribenjingchatingdebaogaozhengshi,cicidizhenzaocheng15,897rensiwang,6,157renshoushang,he2,532renshizong。dangshichubuguji,jindizhenzaochengdebaoxiansunshijiuda145yizhi346yimeiyuan。ribenyinxingyu3yue14rixiangyinxingxitongtigongle15wanyiriyuan(1830yimeiyuan),shishichangzhuangkuangzhengchanghua。shijieyinxinggujijingjisunshiwei2350yimeiyuan,chengweilishishangsunshizuidadeziranzaihai。
而日本是全球最重要的电子制造业基地之一。日本大地震的同时给半导体行业也带来一波“产业地震”。日本发生强烈地震后,部分电子零件如动态记忆存储、shancunxinpianhecunzhukajiagechuxianshangyang。
3月14日,中国IC交易网显示,受地震影响,DRAM(动态随机存取存储器)现货价格当日大涨7%,NAND市面价涨10%,国际市场内存芯片价格上涨超过10%。有超过 15 座晶圆厂生产中断,硅晶圆缺货持续近2年,部分工厂因此而关闭(guanbiweiyuxiantaide 6 cunchang)。dezhouyiqizairibengongyou 3 jiagongchang,fenbieweiyumeihui、huijinruosonghehaijishi。shoudizhenyingxiang,dezhouyiqibeipojiangshengchanrenwuzhuanyidaoqitadiqudegongchang,daludechengdouchangyincierjiangchannengtisheng 30%。dizhenyihou,ribenjiakuailezaiquanqiudechanyebuju,bingjiakuaijiangjingyuanshengchanwaibaojihaiwaijingyuanchang。
311 dizhenjiasuribendianzichanyejingzhenglixiahua,ribendianzixingyejitixianrukunjing,ribenchengwei 2009-2014 nianquanqiuguanbijingyuanchangzuiduodediqu。
riben ic chanzhizaiquanqiudeyingxianglichixuxiajiang,2015 nianjinzhandaoquanqiuchanzhide 7%。
2016xiongbendizhen——2016nian4yue16rishangwu1shi25fen10miao(dangdishijian)fashengzairibenjiuzhoudaode7.0jidizhen,zhenyangweiyujiuzhouzhongbudexiongbenxianshangyichengjunyichengdingfujin,zhenyuanshendutuiceyue12gongli。liangcidizhenzaochengzhishao50rensiwang,gongzaochengyue3,000renshoushang。xiongbenxianheōitaxianfashengyanzhongpohuai,xuduojianzhuwudaotabingzhehuo。youyuzainan,chaoguo44,000renliuli,
jiuzhoudaobeichengweiribende “guidao”, shiribenbandaotizhongyaojidi,yingxiangbandaotichanyelian。suoni、sanling、ruisadengchangfangdouchuxianbutongchengdusunhuai,gongchangtinggong,chanxiantingbai,dizhenduibandaotishengchanxiandepohuaijida,bingdaozhiqingjieshui yuan、dianlinengyuan、jiaotongyunshudengwaibuhuanjingyeshoudaojidapohuai。yangyingxianglejichengdianlu xinpian、guipianheshangyouguanjiancailiaodezhengchanggongji,bingyanshendaoxiayouzhengjihuanjie,duiquanqiugeleiicchanyezaochenggongyingduanque。
2018beihaidaodizhen——2018nian9yue6rifashengyuribenbeihaidaodanzhenzonghezhenxingjuyongfujunhouzhendingfujindeyichangdizhen,cicidizhenzhong,beihaidaoquanjing、dongbeidifangdabuyoumingxianzhengan。ribenqixiangtingzaidanzhendifangzhongdongbuguancedaozuidazhendu7ji,zheishibeihaidaoyouguancejiluyilaishoucichuxianzhendu7jidedizhen。dizhenzaochengzhishao41rensiwang, 692renshoushang。
shouzaiqingyingxiang,cuntian、shenggaoqiansuisanlingcailiaoduojingguichangdengmlccjiguijingyuandachangxianhoutingchan,duiquanqiubandaoticailiaoshichangzaochengleyanzhongchongji。ribenyongyoushijieqianliangdaguijingyuanshengchanshang,shoutaifengjidizhenyingxianggengda。ciqian,guijingyuanchannengyijingjiaoweijinzhang。shizhanlvyu95%deqianwudachangshangchannengjibian2019dao2020nianyedouyijingbeiyuding。guijingyuanzuoweibandaotishengchanzuizhongyaodecailiao,suizheaixinpian、5gxinpian、wulianwangdengxingyedejueqi,duiqidexuqiujiangchixubaofa。muqianxiayoukehuxuqiuqiangjing,qiecongqiang12yingcunchanneng,manyandao8yingcun,xianzailian6yingcunyekaishiqiang,yuanchaohuyuqi。shichangpubianyuqi,channengzengjiasuduhuanmanjiangjinyibukuodaguijingyuangongxuquekou。
zaitianzaimianqian,renleixiandefeichangmiaoxiao。dianzichanyelianqianyifaerdongquanshen,mougedachangshaoweishoucuo,zhenggexingyekenengjiuyaogenzhedousandou。weiyouqidao,shangtianduibandaotiwenrouyidian。
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