Japan earthquake caused a turmoil in the global PCB assembly manufacturer
The industry estimates, although the adequate pcb assembly inventory and other reasons, the current Japanese supplier of soft board is still a problem, but 2 to 3 months after the stock sold out, the impact on the overall industry began to emerge, and the impact will last long time.
In addition, soft board material PI suppliers UBE, pcba manuacturer DuPont, and Kaneka, etc. while not in the earthquake hit, but their supply of PI 2 / 9, 4 / 9 and 2 / 9 in the vicinity of the earthquake, said manufacturers felt by the earthquake, after Japan and other measures taken by the power rationing will affect them, should also be concerned about downstream.
Carrier board: "broken chain" crisis increasingly urgent
Japan's two major carrier and the manufacturer were IBIDEN SHINKO,pcb assembly china the former factory is located in Gifu and Aichi, which is the main factory is located in Niigata and Nagano, all some distance from the epicenter, solid little effect, therefore, helioseismology for the limited impact on the carrier board itself, but the earthquake has affected the semiconductor supply of upstream materials, which will reduce the IC carrier-related needs of IC substrate is not conducive to short-term operating performance; FC substrate, the main needs are as a result of Intel, its suppliers, including Japan and took over the original SHINKO IBIDEN orders of Taiwan South Asia, the risk can be spread, estimated to affect little impact on the industry. pcb assembly