What will happen if you lose the "Made in Japan" world?

Before the earthquake disaster, Japan was already in a state of crisis, and after the earthquake disaster, it gave the global experience a true version of "Made in Japan." From 13:46 on March 11th, 2011, the operations of many Japanese companies have been suspended, and various industries around the world have felt the pain of losing Japanese manufacturing to varying degrees.

The industry chain elaborated by the Japanese has spread all over the world and is connected with the economics of the world. Suddenly due to the earthquake, the global sighs that the world has relied too much on Japanese manufacturing. Whether it is Canon’s camera foundry in Malaysia, or Toyota’s US plant, and Compal’s Taiwan and Quanta, or Foxconn’s factory in Shenzhen, the production line may stop at any time. Everyone is concerned about the earthquake disaster in Japan. Its business impact.

In recent years, many companies in Japan have become gloomy. At one time, people thought that Japan's manufacturing industry was already in decline. However, the Economic Observer Online pointed out that the earthquake, the moment of Japanese manufacturing paused, but people feel it is powerful. They have infiltrated into all corners of the world to make leaves like mercury, and there are Japanese-made figures everywhere, and they can feel their power everywhere.

Several large wafer manufacturers in Taiwan stated that their stocks of raw materials can support up to 1 month of production at the most. If the suspension of production at that time is not over yet, mobile phone chip companies can only face production suspension, thus directly threatening the downstream. mobile phone manufacturer. Followed by will be the global smart phone production, out! The shipments of goods, upcoming mobile phones, etc. will all be postponed because mainstream mobile phone makers such as Apple, Samsung, Nokia, and HTC will face no threat.

Apple on the other side of the Pacific Ocean also experienced the impact of the great earthquake. This stock, which has risen 70% in the past year, started on March 15 and fell from 350 USD to 330 USD in two days. The market value has evaporated more than 20 billion USD. This time Apple is really out of stock. Since March 11th, Apple has continued to postpone the iPad2's online booking delivery time from the initial 3 to 5 days of delivery to 4 to 5 weeks.

There are five major suppliers in Japan that provide core components for the iPad2, Toshiba (Toshiba) is a major supplier of NAND flash memory, Elpida is responsible for the production of DRAM memory cards, AKM Semiconductor is producing a compass for the iPad2, and Asahi Glass (Asahi Glass). ) Production of touch-screen outer glass, Apple's Japan branch produces system batteries.

In addition to these 5= companies, Apple has a long list of Japanese suppliers. As long as any one of them is affected by the earthquake, it may affect the shipment of Apple's hot products. Even if this long list of companies survived the earthquake, the disruption of logistics after the earthquake and the suspension of production due to power shortage will disrupt Apple's supply plan.

With several major Apple suppliers shutting down production, the rumors that the iPhone5 will delay listing in the future seem to be becoming a reality. An earthquake caused the iPhone 5's listing date to be confusing. Parts purchased from Japan in one iPhone account for 34% of the total cost of mobile phones. Japan’s electronics industry is still ahead of Taiwan and South Korea in general. Even if Japanese suppliers’ production capacity is interrupted, these parts production cannot be transferred elsewhere.

If production and supply of the core components of the headquarters cannot keep up, after the inventory is consumed, the factory production in the mainland, the United States, and India will certainly be unsustainable. In desperation, they also had to give workers vacations to cut capacity. In Mexico, Japanese car manufacturers import about 2.5 billion U.S. dollars worth of auto parts every year, accounting for 8% of the country’s total amount of imported products. They have the highest degree of dependence on Japanese imported parts, and local factories are more tolerant of risks. low.

Judging from the evolution of the global industrial chain, many of the developed countries headed by the United States have shown that they are manufacturing, serving the country, and establishing themselves financially, while Japan is almost stubbornly insisting on building the country. There is even a point of view that it is precisely because of the fear of the hollowness of the industrial structure that Japan lost the golden opportunity for industrial restructuring in the 1990s, resulting in lagging behind the United States in the information industry.

When the industrial chain is transplanted, Japan must be the one who masters the most high-end segment, and will grasp the core technology and profits tightly in their hands. In many of the host countries, the joint venture looks like a production plant, but in fact it is a distribution network sold in Japan. In this process, many of the host country’s brands were also incorporated into the Japanese economy community. Many brands are actually justified and their core parts are all Japanese. Made in the United States was hit by industrial chain operations. The United States has created many industries, such as radios, washing machines, televisions, and automobiles, but all of them have been defeated by the Japanese.

With the development of the world economy, Japanese manufacturing has encountered new challenges. The U.S. capital- and market-oriented economic model has gradually gained its advantages, and the large-scale production model of rapid R&D, rapid production, and rapid consumption has become the dominant mode of globalization, and Japan’s proud pride in combat operations has been challenged. High-quality, high-quality Japanese goods have been hit by prices and high-quality American goods, and they have also been affected by cheap goods from the mainland.

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