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Quake to cause prices hikes, shortages

3/15/2011 08:40 PM EDT
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eewiz
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re: Quake to cause prices hikes, shortages
eewiz   3/16/2011 3:45:05 AM
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Except Apple,which made upfront fab investments, every other phone/tablet vendor will suffer from high DRAM/LCD/Display pricing due to the situation in Japan! BTW didnt know the Japanese makes so much of the passives. Aint it a very low margin business? They should manufacture it in china.

davejor
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re: Quake to cause prices hikes, shortages
davejor   3/16/2011 5:09:10 PM
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Passives are manufactured in China, but any manufacturer interested in producing a quality product buys their passives from Japan. That includes most Taiwan manufacturers.

docdivakar
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re: Quake to cause prices hikes, shortages
docdivakar   3/17/2011 1:15:29 AM
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@Mark LaPedus: thanks for the update. It seems like every few years the industry learns the hard way the impact of allowing a majority of components sourced from one or two locations. Years ago there was the DRAM crisis with fires in S. Korea; and now we have the impact of earthquake and Tsunami damages on the industry. The NAND flash prices are already increasing, albeit modestly, due to the crisis in Japan: http://au.news.yahoo.com/tech-news/a/-/technology/9018379/chip-prices-jump-as-japan-quake-threatens-supply/ It is still unfolding so it is hard to judge at this point what the impact is going to be on the supply chain and on the component- & system-prices; minimal overall impact or significant increase in prices and stoppage/delays. Dr. MP Divakar

agk
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re: Quake to cause prices hikes, shortages
agk   3/17/2011 5:46:57 AM
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Natures destruction at one place gets negatively effected rest of the world most of the time. Similarly the natures boon at one place rewards the world also.Some how every thing is linked together.

chanj0
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re: Quake to cause prices hikes, shortages
chanj0   3/21/2011 6:36:14 PM
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Nokia has just announced concerns in supply chain. What's the impact to Apple and Motorola? Will Samsung be affected?

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