Witsview, a state-of-the-art panel industry research division of the state, pointed out that the major panel makers in Japan are all located in the Kansai region of Japan, far away from the epicenter of the earthquake in Japan and are less affected. Japan's panel-related supply chain, including panel makers, glass substrates, color filters, and polarizers. The major new generations of production capacity are all located in Western Japan, including Hanshin, Kyushu, Hiroshima, Shikoku, and Other regions. Disaster situation. Sharp's TFT-LCD production line in Kansai is normal.
In the Kanto section, the impact of the 6th generation line including PLD (formerly IPS) Chiba, should be unavoidable. The plant mainly supplies Panasonic LCD TV panels, which have limited external sales and belong to a more closed type of supply chain. This IPS-a (produced by Panasonic's TFT-LCD production line) is a 6th-generation line in Mobara. The personnel are flawless, the mobile phone can communicate, and only some of the plants are affected. The follow-up to the production line remains to be seen.
In addition, Asahi Glass Co., Ltd., a glass substrate factory, had an older generation melting pot in Yokohama, Kanagawa Prefecture, and internal personnel responded that it would wait until March 14 for further evaluation reports. The original worry of the industry was Shizuoka Kakegawa. This is Corning Japan's most important production base, accounting for 70% of its share. However, on March 11th, Corning has officially released the news, and there is no damage to any personnel or mechanism. Judging from past experience, it may take up to half a day to one day for inspection to resume production.
The color filters Toppan and DNP have 3.5 to 4 generations of production capacity in Xinyi County and Saitama County. The current situation is not clear, but even if it is affected, it is of an old generation and has little impact on industry supply and demand. Witsview believes that overall, although the earthquake is serious, TFT-LCD does not directly impact the core settlement of the TFT industry. Therefore, the impact on the development of the next panel market is limited.
In the Kanto section, the impact of the 6th generation line including PLD (formerly IPS) Chiba, should be unavoidable. The plant mainly supplies Panasonic LCD TV panels, which have limited external sales and belong to a more closed type of supply chain. This IPS-a (produced by Panasonic's TFT-LCD production line) is a 6th-generation line in Mobara. The personnel are flawless, the mobile phone can communicate, and only some of the plants are affected. The follow-up to the production line remains to be seen.
In addition, Asahi Glass Co., Ltd., a glass substrate factory, had an older generation melting pot in Yokohama, Kanagawa Prefecture, and internal personnel responded that it would wait until March 14 for further evaluation reports. The original worry of the industry was Shizuoka Kakegawa. This is Corning Japan's most important production base, accounting for 70% of its share. However, on March 11th, Corning has officially released the news, and there is no damage to any personnel or mechanism. Judging from past experience, it may take up to half a day to one day for inspection to resume production.
The color filters Toppan and DNP have 3.5 to 4 generations of production capacity in Xinyi County and Saitama County. The current situation is not clear, but even if it is affected, it is of an old generation and has little impact on industry supply and demand. Witsview believes that overall, although the earthquake is serious, TFT-LCD does not directly impact the core settlement of the TFT industry. Therefore, the impact on the development of the next panel market is limited.
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