Japanese electronics giant SONY 22 announced that part of consumer electronics, to cut or shutdown until the end of this month to see the power supply, components availability resumption in succession.
Affected by this, the future SONY certainly will expand outsourcing in foundry, proportion will see eight into, foxconn, sui-hua weft gen will nearly 3,000 million cent eats SONY LCD TV OEM orders.
SONY says part of the factory shutdown cut or blu-ray parts, including CD, optical components, semiconductor laser read components, the lithium battery and so on, because of the earthquake and tsunami affected and shutdown factory is inspection, repair. As for blu-ray drive device, digital cameras, mobile phones and LCD televisions consumer electronic product, while not directly affected by the earthquake shocks, but by power supply shortage, and components insufficient supply of influence, not within five factory area, will be in short reduction of, or by the end of this month, and is expected to cease to succession after return to work
SONY says, will with the existing stock maintain market in Taiwan, and supply stable market for supply to the season 2, no influence. SONY also emphasize the key, once needed original factory w components are still ongoing shortages, the company will actively consider alternatives, including temporary will part moved to the overseas manufacturing.
Actually, SONY nearly 2 years, its product line based on profit considerations, including enlarging foreign single release more than 75% of liquid crystal TV by foxconn and weft gen OEM, only about less than 2 into LCD TV by SONY homemade; Now by gen, market supply chain prediction, SONY this year is likely to further improve the proportion of foreign release sheet.
This year about 3,500 sets by SONY shipments of the goals, SONY homemade less than 600 million this year, estimates that total foreign release order nearly 3,000 million, main foxconn, sui-hua weft gen will cent eats this part of large business opportunities, foxconn is not only eat SONY more than half of the LCD TV assembling orders, but also one of SONY’s main digital camera foundry, became the biggest beneficiaries.
Because SONY is also one of the main buyers Taiwan panel, supply chain estimate of Taiwan this year, SONY’s TV panel purchase quantity of some 1,500 tablets, to SONY’s strange beauty electricity supply about 27%, friendly proportion of about 14% of supply proportion. Panel factory pointed out that recent SONY headquarters continued availability, to confirm this year will supply all season 2.