Update on events in Japan
We have compiled a list of information issued by companies that were directly or indirectly affected by last week's earthquake and subsequent tidal wave in Japan. We will be updating this section as soon as we have further information. (most recent listed at the top).
April 11:
- Earth keeps Japan on its toes
- Japan: No immediate impact on GaAs supply chain
- TDK: Kitaibaraki Plant with production at 50%
- Rohm hit by power outage
- Viasystems: (as of April 8, 2011) “Our company has been working with many other companies in the electronics industry to determine the near-term and longer-term impacts of the interruption of the supply of electronic components from Japan,” stated David Sindelar, Viasystems’ CEO. “While we expect only minor impacts on the flow of supplies directly into our operations, the possible impacts on our customers’ future order patterns have been more difficult to assess. Reports of temporary cessation of production in automobile and other factories suggest that component sourcing matters unrelated to our business may result in customers deferring orders of printed circuit boards and assemblies produced by Viasystems.”
April 8:
April 5:
- Hirose: (as of March 31): Tohoku Hirose Electric Co., Ltd (Miyako, Iwate Prefecture, Japan) Manufactured Products: Multi-polar Connectors Damage Status: No major damage to buildings or manufacturing equipment. Manufacturing Status: Manufacturing and shipping have started. The majority of employees have also returned to work. / Koriyama Hirose Electric Co., Ltd (Koriyama, Fukushima Prefecture, Japan) Manufactured Products: Multi-polar Connectors Damage Status: Some damage to buildings and manufacturing equipment, although these have now been repaired. Manufacturing Status: Manufacturing and shipping have started, and production is almost back to normal. / Ichinoseki Hirose Electric Co., Ltd. (Ichinoseki, Iwate Prefecture, Japan) Manufactured Products: Multi-polar Connectors, Coaxial Connectors, other products Damage Status: Some light damage to buildings and manufacturing equipment, although the majority of these have now been repaired. Manufacturing Status: Manufacturing and shipping have started, and production is almost back to normal.
- OKI Semiconductor Miyagi Co., Ltd.: Operations are scheduled to recommence on April 10.
- ROHM Tsukuba Co., Ltd.: Operations recommenced (March 31, 2011).
- Epson Toyokom's Fukushima facility closed indefinitely
April 4:
April 1:
- Renesas updates on Japanese manufacturing
- Panasonic Corporation: (as of April 1, 2011) - Panasonic has confirmed the safety of all employees. Some minor injuries to the employees are reported./ AVC Networks Company Fukushima Factory (manufacturing digital cameras) and AVC Networks Company Sendai Factory (manufacturing optical pickups) restarted partial production operations today.
Plants that have restarted production operations are:
* SANYO Electric Co., Ltd. Tokyo Plant located in Gunma (manufacturing commercial air conditioners, showcases etc): Production operations restarted from March 14.
* AVC Networks Company Yamagata Factory (manufacturing Digital camera lens unit, SD memory cards): Partial production operations restarted from March 22.
* AVC Networks Company Utsunomiya Factory (assembling LCD TVs): Partial production operations restarted from March 22.
* Panasonic Electric Works Koriyama Co., Ltd. (manufacturing electronic materials): Production operations restarted from March 23.
While placing priority on the safety of Panasonic's employees and in cooperation with the planned power outages scheduled by Tokyo Electric Power Co. and Tohoku Electric Power Co., Panasonic is preparing to resume production at factories in the affected region.
March 31:
- Exception Group: (as of March 30) The current situation in Japan is still unclear and the full extent on the wider Asian economy is still uncertain at this present time. We are committed to the continual monitoring of the extended supply chain and are liaising with our manufacturing partners in Asia to ensure continuity of supply. Last week, we contacted all of our manufacturing partners to assess the possible impacts on supply of raw materials used in the manufacture of Printed Circuit products and during this process no significant change, or associated risk, to onward supply was reported. However, in the last few days there have been reports that glass fibre yarn producers in Japan have suspended all production for the next couple of weeks due to interrupted power supply problems. There are sufficient inventories in the supply chain, including finished copper clad laminates and pre-preg materials, available to our suppliers and there should be no short term affect. We are monitoring the situation and are communicating with our suppliers on a daily basis. We are again asking them to review their base material stocks, lead-times from their suppliers and at present they see no shortage of supply. Additional glass fibre production may come back online in Taiwan and this will help mitigate any onward risk.
- HMS Networks AB: (as of March 31) has been able to conclude that in spite of the catastrophic effects from the Japanese earthquake the direct effects on the supply of electrical components are limited and that these will probably not have an impact on the Company’s ability to deliver on time. HMS has eight people working at the Tokyo office in Japan. None of the employees suffered any injuries during the catastrophe. Since a week ago operations in the office continues on a normal levels as local infrastructure now is back in order. For 2010 sales on the Japanese market made up approximately 15 % of the HMS Groups total sales. The major part of HMS customers in Japan are large export oriented companies mainly located in the southern and in the western parts of Japan and consequently did not experience any direct effects from the earthquake. In the short term sales to Japanese customers is estimated to be somewhat lower than normal. Long term the Company still expects to reach a good sales growth on the Japanese market. HMS has concluded that the direct effects on the sourcing of electronic components are limited and the Company has secured relevant inventory levels through its supply chain. It is still difficult to estimate the impact from the indirect effects the catastrophe is expected to have on the raw material supply to manufacturers of electronic equipment supplying the world market and on the customers operations.
"We are relieved and very grateful that none of our employees suffered any injuries from the catastrophe. Our Japanese customers are really trying hard to get back to normal routines and our discussions’ regarding new development projects continues. For the time being we have postponed visits to Japan for employees stationed outside the country. We will continue to follow the development on a daily basis both regarding the short- and long term supply of electronic components and our customers operations", says Staffan Dahlström, CEO HMS Networks AB
- Isola Group: (as of March 24) - Based on information provided to us from our supply chain partners, we expect to have only a few minor near-term disruptions, and we believe that we have adequate inventories of critical materials to get us through the near-term turbulence. All of our products are currently available, and we anticipate no shortages. The following is a brief update on the situation for each of our key raw materials: Glass Fabric: While inventories of glass fabric and the availability of yarn are stable at this time, we continue to closely monitor the situation. Isola has long-standing supply arrangements with vertically integrated suppliers, as well as our own internal weaving capabilities, which should mitigate any problems of supply for glass fabric. Epoxy Resin: Although we source some BT resin from a supplier in Japan, this is not a major component for us, and we have sufficient inventory on hand to meet historical levels of demand through mid-May. Our other epoxy resin suppliers have not been impacted. We have adequate inventories, as well as strategic supply arrangements with our key resin suppliers. Copper Foil: Our suppliers produce copper foil in a number of countries. We are working closely with them to insure continuity of supply. Between the promised supplier support and our inventory position, we do not anticipate production disruptions due to shortages of copper foil.
March 30:
- Micronics Japan Co., Ltd.: (as of March 28) - "Both Aomori Plant and Aomori Matsuzaki Plant swiftly resumed the operations after the recovery of electricity and are currently under normal operation. The dispatch of the products and the distribution related to procurements of materials and fuels which once were the area of concerns have already become almost normal. Also we have prepared power generators and so forth in order to cope with planned power outage by The Tohoku Electric Power Co. and we have made stable operation of Plants possible. Ibaraki TL is currently running in the normal operation too."
- Nissho Corporation: (as of March 24) a wholly-owned subsidiary of Nitto Denko Corporation, has resumed operation of its two production plants in northeasten Japan affected by the quake and tsunami on March 11. /At Nissho Tohoku Plant (Osaki City, Miyagi Prefecture), buildings and facilities have been checked to prepare for starting-over of the plant operation as power supply in the region had been recovered in part. Now with essential utilities including power supply almost fully recovered, the plant resumed production of certain lineup of its specialties, centered on high-precision-processed adhesive tapes. / The other one of two Nisho plants, Iwaki Plant (Iwaki City, Fukushima Prefecture), has also restarted producing some of its processed-material offerings after having been shut down from March 16 until March 21 due to the Fukushima nuclear plant accident.
- OKI Semiconductor Miyagi Co., Ltd.: (as of March 28) - Supply of water for industrial use has been restored. Operations are scheduled to recommence in early April. (Product: LSI)
- ROHM Tsukuba Co., Ltd.: (as of March 28) - Partial operation has been underway since March 19, and full operation will recommence on April 1. (Products: Transistors, diodes)
- Tanaka Precious Metals Group: (as of March 18): Due to this disaster, our company had to temporarily stop the operation on March 14 and 15 because there were damages to facilities and failures of equipments in our factories and offices. As the result of inspections and repairs of facilities by full supports from the entire Group, some factories were able to resume partial operation while rests of the factories were able to resume full operation from March 16. However, various infrastructures such as highways and railroads are still cut off; resulting part of material procurements and shipments may not proceed as scheduled.
- SUMCO Corporation: The safety of all employees has been confirmed. With the exception of the Yonezawa Plant, SUMCO Corporation’s silicon wafer manufacturing facilities sustained no damages in the earthquake. Status of the Yonezawa Plant: Operations of the Yonezawa Plant have been suspended since the earthquake of March 11. Investigation and inspection of the plant revealed some damages to buildings and equipment, and repair and restoration work is currently being undertaken. Preparations are now underway for restarting the operation of equipment confirmed to be undamaged. SUMCO Corporation intends to restart operations at the Yonezawa Plant as soon as possible. However, the situation remains unpredictable due to the continuation of strong aftershocks, and the timing and scale of the restart of operations may be affected by the availability of electric power and materials. Backup production is scheduled to start for products that can be manufactured in other plants.
- ON Semiconductor and SANYO Semiconductor operations in Japan:
Company sites in Japan sustained only minimal physical damage and remain structurally sound as a result of the earthquake and tsunami.
* Aizu: Infrastructure services have been restored to this wafer fab. Production has begun ramping toward full recovery.
* Gifu: This wafer fab is currently in operation.
* Gunma: Infrastructure services have been restored to this wafer fab. Production has begun ramping toward full recovery.
* Kasukawa and Hanyu: These back-end factories are currently in operation.
* Niigata: This wafer fab is currently in operation.
- Microchip: 'We ramp up capacity as we speak'
- Fujitsu restarts production at 2 more facilities
March 29:
- Sumitomo Chemical: (as of March 15, 2011) The Company has confirmed that none its employees are injured or missing. / Chiba Works (Ichihara and Sodegaura cities, Chiba Prefecture) At the ethylene plant, the main facility at the Chiba Works, operations continue while adjusting the load on the plant as necessary. At most of the derivatives facilities, automatic shutdown systems were activated at the time of the earthquake and emergency shutdown procedures were undertaken. The production facilities sustained no major damage. The shut-down production facilities are being brought back into operation sequentially as their safety is confirmed, and at this stage most of the production facilities have recommenced operations. / Misawa Works (Misawa city, Aomori Prefecture) At the time of the earthquake, emergency shutdown procedures were undertaken for all facilities. The production facilities sustained no major damage. Operations at the facilities were subsequently suspended because of interruption in the electrical power supply, but with resumption of electrical power, preparations are underway to recommence operations once the safety of the facilities has been confirmed. / Tsukuba Research Laboratory (Tsukuba city, Ibaraki Prefecture) The research facility sustained some minor damage but no major damage. / All workplaces other than those mentioned above continue to operate as usual.
- Elcoteq: "The natural disaster in Japan affects on the Company's component supplies and therefore causes volume and profitability risk in short and medium term."
March 28:
- Murata updates on Japan's production units
- Renesas: New Update - as of March 28: After a preliminary evaluation shortly after the earthquake, the company reported on its website that five front-end factories and three back-end factories shut production temporarily. Now, two weeks later, only one front-end factory, Naka, is shut down due to earthquake damage. The affected regions where these eight factories are located are still experiencing shortages of electricity and fuel supply and unstable logistics networking among other effects caused by the earthquake. Although seven of these factories are restarting production, their output levels are not yet at pre-earthquake levels due to these continued unstable, but improving conditions.
For Naka, we dispatched an expert team of engineers, machinists and structural designers to quickly and accurately assess the damage and develop a recovery plan. Naka's situation is also unique in that it has very limited power supply due to a nearby electrical substation being severely damaged in the earthquake. Despite these challenges, Renesas' President Yasushi Akao proclaimed that Naka will resume production in July. The major factor in setting this direction was Mr. Akao's personal inspection of the facility and agreement with the assessment team that we now know for sure that the production facilities and clean room can be used.
In Japan, we have 10 front-end wafer fabrication sites and 12 back-end assembly and test sites. Five front-end and nine back-end factories were not impacted by the earthquake and subsequent power issues, and they are continuing full production.
In addition to Japan, we have one front-end and two back-end sites in China, and four front-end and back-end sites in Singapore and Malaysia operating without interruption. And we are still operating our entire R&D, design and support activity, temporarily relocating some operations to a non-affected region of the country, if necessary.
- Elpida: sufficient production supplies until July
- Earthquake's impact on Automotive Infotainment Industry
- National Semiconductor: Tokyo office reopened for business yesterday (March 22, 2011). /During the first week after the earthquake and tsunami, National has experienced only isolated minor delays in deliveries from its suppliers. Existing inventories have buffered the minor delays, resulting in no impact to production. / Our internal manufacturing sites, which support more than 95% of the product portfolio, are located outside of Japan, as is the majority of our total supply chain.
There have been a number of recent news reports on possible shortages of bismaleimide-triazine (BT) resin. BT resin has limited to no impact on National. It is one of the raw materials used by our suppliers in specific substrate packaging, such as our CSP/BGA products. These products account for less than 1% of National’s total portfolio volume. We continue to receive CSP/BGA supply on a weekly basis, and our suppliers say they anticipate no problems supporting National’s manufacturing requirements.
National is continuing to monitor its supply chain closely and will provide further updates as needed.
Our sincere concern and sympathy goes out to the country of Japan and those impacted by the disasters. We are profoundly grateful that all National employees based in Japan are accounted for and are safe. Our office is open for business, although we are allowing employees to decide if they are able to come in or wish to continue to work from home due to transportation issues or the need to assist their families.
March 25:
- Fastron Group: "We would like to inform our customers that Fastron does not have any manufacturing plants in Japan. In addition, we have checked with our raw material suppliers from Japan and fortunately their production has not been affected by the recent earthquake and tsumani. However, we are not certain if any suppliers further down the supply chain have been hit. We have made the necessary arrangements to keep sufficient stock of raw materials. Currently, we do not expect any delays for our confirmed deliveries."
- Diotec: Production not located in Japan
March 24:
- On-Semi starts production again at 4 sites
- TTi: The distributor provides information about Japan - www.ttieurope.com/object/Japan_Supplier_Updates.html
- Holy Stone started production again
- Bosch: Bosch has scaled back production at its locations in Japan for the time being. The decision was based on a number of factors. The situation is uncertain and infrastructure seriously limited in some areas. Some Bosch factories do not have an uninterrupted power and water supply. Finally, access to fuel remains very restricted in many parts of Japan. The situation at some suppliers also remains uncertain. In these cases, Bosch is working hard with suppliers and manufacturers to find a solution. As far as is known at present, no one was killed or injured at any of the Bosch locations in Japan. The precise extent of damage to buildings is still being assessed. What is certain is that no buildings collapsed, and there were no fires, at any of the Bosch locations.
- Japan’s digital compass makers work to maintain supply
- Fujitsu restarts production at 2 facilities
- Richtek Technology: "While expressing our deepest sympathy to the victims of the catastrophic earthquake which struck Japan on Mar 11, 2011, Richtek would like to inform all our partners that: Richtek’s major foundry partner- TSMC, assembly suppliers and testing houses are all located outside of Japan and have not been affected by the earthquake. Productions remain on schedule without interruption. Given some of the raw materials used for semiconductors are from Japan, we are in close contact with our suppliers to ensure the continuity of supply. Richtek will continue to monitor the situation and will provide updates as appropriate." (as of March 21)
March 23:
- Kemet: All of our manufacturing locations are outside of Japan and are fully operational. The preliminary assessment of our extended supply chain indicates that we will maintain sufficient key componentry, both in inventory and in transit, to ensure supply to our operations through June 2011. Additionally, our Research and Development, Operations and Quality teams are aggressively developing technical solutions for alternative supply strategies in the event that any Japanese supply issues should arise.
- Ventec Europe: "All of our key Japanese suppliers have thankfully reported no casualties, and have suffered little or no damage to their manufacturing facilities. They are, however, all facing major shortages of energy, leaving them unable to run their continuous manufacturing processes, such as copper foil, glass yarn and resin production. Several are also facing the risk of evacuation due to the radiation risk from the damaged nuclear facilities. Nittobo, a manufacturer of glass fibre yarns and weaver of e‐glass fabric has two facilities located in the Fukushima Prefecture, both of which have ceased production indefinitely due to a lack of power."
"Our assessment of raw materials in transit to our production facilities, raw material inventories and stocks of finished goods in all geographic regions, suggests that there will be little disruption to downstream supplies from this situation for approximately 2‐3 months. However, the immediate short falls caused by the disruption in Japan have put additional pressure on raw material prices from other geographic locations as companies attempt to secure continuity of supply from alternative suppliers. Ventec currently sources less than 10% of its key raw materials from Japan and has strong links with suppliers in other geographic locations, particularly Taiwan, who will assist us in maintaining continuity of supply to our Global customer base."
- National Instruments: "Has accounted for all employees working in and traveling to Japan, and its offices in Japan were undamaged. The NI offices in Nagoya and Osaka are fully functional, and the NI Tokyo office is largely operational, with some employees working remotely. We are all saddened by the destruction and loss of life as a result of the earthquake and the Pacific tsunami that struck Japan on March 11,” said Dr. James Truchard, co-founder, president and CEO. “I would like to thank all of our employees in Japan for their strength and resilience and their continued support to our customers in the face of this crisis." / NI and its employees are committed to assisting in the recovery efforts, and NI is making a contribution of USD 100'000 to the American Red Cross: Japan Earthquake and Pacific Tsunami Fund.
- Würth Elektronik sees no direct effect on supply
- Renesas gets back online
- Nichia: "There have been no damages to our equipment and buildings. / Meanwhile, in the affected areas, the unprecedented earthquake had a great impact on essential services and industries. (We have been struggling to make contact with some of the companies doing business with us in the aftermath of the earthquake.) / One of our critical issues is to understand the current situation (i.e. availability of major raw materials, components and parts) of our suppliers in the affected areas. We will continue to provide updates as new information becomes available." (as of March 18)
- Nikon mourns death of employee
- Jabil: "Our employees and site in Gotemba, Japan were not directly impacted by the natural disaster. However, many of our employees as well as suppliers were impacted. We extend our heartfelt condolences to those who have suffered losses as a result of this tragedy," said Mr Main. Revenue from Jabil's Gotemba site is not material to overall results. The natural disaster in Japan may have an impact on the supply of components to Jabil's global manufacturing operations. However, the extent of this impact is not known at this time. Therefore, Jabil is expressing expectations regarding its third quarter results excluding the impact of potential supply disruptions on these results.
March 22:
- Celestica: located in Miyagi (Sendai Prefecture). Analysts believe that the production was likely disrupted by the earthquake. No statement from Celestica is available.
- Dainippon Screen Group: "We have confirmed that our group, Quartz Lead Co.,(in Fukushima Prefecture. Northeastern Japan), semiconductor manufacturing parts related, reported minor building and equipment damage but not an impact to manufacturing work. Therefore, as soon as recovery works for social and business infrastructure such as electricity and water supplies we will be starting product operation. Regarding the company's facilities, the majority of the company’s manufacturing facilities for semiconductor/flat panel display/printing equipment, located in Kyoto and Shiga prefectures in southwest Japan have no damage." (as of March 16)
- Agilent Technologies: "While we are, of course, greatly concerned by the events of last night, I want to let Agilent's business partners know we expect no major impact to our operations," said Bill Sullivan, Agilent president and CEO.
- Advantest Laboratories Ltd. (Sendai): damage sustained to buildings appears to be limited to plumbing and electrical wiring for air conditioning. Repairs may take some time, but office work at the facility resumed on March 22, 2011. Laboratory and production equipment had been earthquake-proofed, hence is virtually undamaged. Final checks and repairs are being carried out in the clean room, which is expected to be operational on a trial basis by the end of the month.
- Advantest / Gunma factory; Gunma factory2: There was no damage to plumbing and electrical wiring utilised in production. Walls and ceiling sustained slight damage, but repairs are not expected to cause any disruptions in production. (as of March 22)
- Advantest / Gunma R&D Center; Saitama R&D Center: Walls, ceilings and ventilation ducts sustained some damage, but repairs are not expected to cause any interruption in operations. (as of March 22)
- MEMC: employees at the Utsunomiya facility, which is approximately 130 miles from Sendai, were safely evacuated following the earthquake, and no injuries were reported. Operations at the facility remain suspended pending the conclusion of building and equipment safety inspections and an analysis of potential damage. As a result, MEMC expects that shipments from this facility will be delayed over the near term. MEMC has a network of 12 manufacturing facilities around the world. The Utsunomiya facility is one of eight that manufacture semiconductor wafers, and one of three that engages in the slicing and polishing ("wafering") of 300 millimeter (mm) wafers for the semiconductor industry. The facility also engages in wafering a small volume of 200mm wafers. The facility does not grow the semiconductor crystals for which it provides wafering. (as of March 15)
- Shin-Etsu: "There has been little change in our situation since our 4th report dated March 17th. All of operations at both Shin-Etsu Chemical Kashima Plant (Kamisu, Ibaraki Pref.) and Shin-Etsu Handotai Shirakawa Plant (Nishigo Village, Fukushima Pref.) are being wholly halted. Although the aftershocks have been frequently occurring, we are to carry out necessary inspections at our plants putting the utmost priority on safety. / Regarding the situation of Shin-Etsu Handotai Shirakawa Plant, although we have not yet fully undertaken inspection work of all facilities and equipments, damages of the production facilities and equipments has been partially observed until now. At present, it is still unclear how long it takes to restore such damages. Therefore, we will set up production systems at other plants of Shin-Etsu Handotai Group except for Shin-Etsu Handotai Shirakawa Plant, so that we may respond to the current situation. / As for Shin-Etsu Chemical Kashima Plant, some damages of the production facilities and equipments have been observed until now. In addition, the Kashima industrial complex where the Kashima Plant is located in, received wholly heavy damages in its infrastructure such as the utilities as electric power and water supply and it may take time to re-start the supply of the raw materials. Thus, at present, it is still unclear how long it takes to re-start the operations at the Kashima Plant. (as of March 22)
- Rudolph Technologies: “As the world watches the disaster recovery in Japan unfold, I am pleased to report that the Rudolph facility, located in Takatsu in the southeastern section of Tokyo, was not directly affected by the recent earthquake or the tsunami. We at Rudolph are thankful that our employees and their immediate families are all safe." (as of March 16)
- OKI Semiconductor Miyagi Co., Ltd. (Ohira Village, Kurokawa County, Miyagi): "Although the electric power supply has been resumed, the industrial water supply has not yet to be fully restored as of today. The restart of the operation is underway; as soon as the infrastructure is reestablished, we will resume our operation. In addition, a substitute production system is being formulated at the ROHM Kyoto main factory and ROHM Hamamatsu Co., Ltd. Efforts are being made to maintain a supply system that will fulfill customers orders." (as of March 22)
- ROHM Tsukuba Co., Ltd. (): "As the industrial water supply has restored, the purified water facility has been initiated to restart. We continue to make efforts toward restration scheduled of April 1. Further more, thanks to the formulation of a substitute production system at ROHM Wako Devices Co., Ltd. and ROHM Apollo Devices Co., Ltd., a supply system is maintained to fulfill customer orders." (as of March 22)
- ROHM Group: THe following locations are subject to scheduled electric power outages in the East Japan region as of today.(as of March 22)
* Production OKI Semiconductor Co., Ltd. (Hachioji City, Tokyo)
* Development ROHM Yokohama Technology Center (Kohoku-ku, Yokohama)
* Sales West Tokyo Business Center (Hachioji City, Tokyo)....among other locations...Takasaki Sales Branch (Takasaki City, Gunma)
Service problems in the transportation network have hampered the commuting schedules of some employees, however, operations are continuing at all locations as much as possible with necessary adjustments.
- Yokogawa: "Our manufacturing facilities were not directly impacted by the earthquake or the tsunami as they are distant from the quake epicenter, and sales and service offices and facilities located nearer the epicenter suffered only slight damage. (Please note that our mainstay IA products such as DCS and industrial instruments are primarily manufactured by Yokogawa Electric Asia Pte. Ltd. in Singapore and Yokogawa Electric China Co., Ltd. in Suzhou, China.)" (as of March 16)
- Toyota Motor Corporation (TMC): has decided to continue the vehicle-production halt started on March 14 at all plants in Japan (including subsidiary vehicle manufacturers) through March 26. A decision on when vehicle production will resume in Japan has yet to be made. Meanwhile, TMC parts plants in Japan resumed production of replacement parts for vehicles already on the market on March 17 and resumed the production of parts for overseas production on March 21. Regarding Toyota's North American operations, so far the impact remains limited. All 13 North American vehicle and engine plants are running normally, although overtime has been curtailed to conserve parts that come from suppliers in Japan. Regarding dealerships in the U.S., inventories remain generally good. (as of March 22)
- TE Connectivity: "Our heartfelt condolences go out to those in and around Japan. Thankfully all of our employees have been accounted for and are safe. Our facilities in Japan had only minor damage that caused little or no delay in production."
- Sumco: Following the earthquake, the operations of the Yonezawa Plant (Yonezawa, Yamagata) have been suspended. None of the workers at the plant suffered injury.
Currently, inspection and confirmation of the equipment, materials, and infrastructure of the Yonezawa Plant are being conducted in preparation for restarting the operations. SUMCO Corporation intends to restart the operations upon completion of inspection and confirmation, while assigning top priority to safety.
It should be noted that SUMCO Corporation operates several plants in the Kyushu region that manufacture the same products as the Yonezawa Plant, and a system of backup supply is presently being considered. (as of March 14)
- Toshiba: 100 engineers for Fukushima Daiichi & Daini power plants
- Brownouts affect Sony production
- Note still analyses impact on component supply
- 25% of global production of silicon wafers suspended
- Nokia sees some disruption in component supply
- Renesas: Blackouts troublesome for restart of production
March 21:
- Abracon Corporation: "Our production facilities for select Crystal and Oscillator products in Japan are not located in the areas at or near the epicenter of the earthquakes nor are they located near the coastal regions that have been devastated by the recurrent tsunamis following the quakes and subsequent aftershocks. All of our manufacturing facilities located in Japan have confirmed that all personnel are accounted for and no injuries have been reported. Additionally, they have suffered no structural damage to the respective facilities and that manufacturing operations will continue. Abracon has only one facility that is located in an area that will be affected by the “rolling blackouts” that will occur as specific regions will have electrical power during certain blocks of time during the day/night." (as of March 14)
- Toshiba Semiconductor Company: IWATE TOSHIBA ELECTRONICS - The ceiling, walls and air conditioners were damaged. We expect to complete repairs by the end of March. / Operation stopped, some equipments moved from fixed position. Working with equipment suppliers to restore by the end of March. We will then start continuous test operation, following recovery of power supply. / Some of the factory's inventory will start shipping from next week (week of March 21).
TOSHIBA COMPONENTS - The exhaust air duct in the roof was damaged; expect to repair around March 21./ Production will restart gradually from March 21, but may be delayed by the planned power outages.
YOKKAICHI OPERATIONS - Yokkaichi factory is operating as usual now, but concerns in respect of the overall supply chain, including parts procurement exist. (as of March 18)
- AT&S moves Tokyo office South
- Holy Stone to resume production on March 22
- SAT: "We would like to express our deep sympathy for the people in Japan suffering from the current earthquake, tsunami and the critical nuclear incident. We are in contact with our partners in Japan and were greatly relieved to hear from them that their facilities and supply chains are not harmed by the disaster." (as of March 14)
- Bourns: "At this time, we can advise that all Bourns employees in the region are safe and there have been no known damage to the manufacturing facilities for Bourns products. However, Bourns has been advised by its logistic partners that delays in shipments could be realized since travel in the area has been disrupted. At this time, Bourns believes that delays, if any, of shipments of Bourns products to its customers will be minimal." (as of March 11)
- Taiyo Yuden: "It has been found that the building and the equipment of That's Fukushima Co., Ltd, which is one of our subsidiary companies, has been partially damaged. Also the operation has been stopped since the earthquake because of the continuous outage of electricity and gas supply. This may cause some effects on the shipments from That’s Fukushima Co., Ltd. Power Outages will most likely influence the restoration and performance of our production." (as of March 14)
- Toko: TOKO Coiltec Co., Ltd.(Ninohe-shi, Iwate-ken) - Personnel and building unaffected. Normal operation has been started.
- Hikari Electronics Co., Ltd. (Osaki-shi, Miyagi-ken) - No personnel injury, a portion of the factory and equipment was damaged. The normal operation for TOKO products will start from 22nd March. (business partner to Toko)
- Elec-kitakami Co., Ltd. (Kitakami-shi, Iwate-ken) - No personnel injury, a portion of the factory and equipment was damaged. Restoration is currently underway. (business parter to Toko)
- DMC: temporary suspension of sales of RFID (IC card reader/writer) series (as of March 17). “Some of our suppliers in Tohoku (Northeast) region had their facilities affected by the disastrous earthquake, and they are currently suspending their operations. We are having difficulty in sourcing some of materials for this reason. Given this situation, we have decided to suspend the sales of our RFID series on a temporary basis. Period of the suspension is not confirmed at the moment, but our suppliers are making their best efforts to restart their operations.”
- Diodes: Don't have any owned or outsourced manufacturing sites in the impacted area in Japan. All critical suppliers have been contacted. The company does not anticipate any supply issues in the next 60 days. (as of March 15)
- Omron: Omron Healthcare Co., Ltd. will be donating the following medical devices to communities affected by the earthquakes and tsunamis: 125'000 home-use thermometers / 40'000 institutional-use thermometers / 5'000 home-use blood pressure monitors / 1'000 mesh nebulizers / 20 vital signs monitoring systems / 50 mobile electrocardiograms
- NIC Components: None of its Japan-based component production sites, nor raw material suppliers, have been adversely impacted by the earthquake or tsunami. Any impact on component production due to power blackouts has yet to be determined.
- NEC LCD Technologies: The company “is making the best effort to recover Akita Plant operation, but production has not started yet. Damage to Buildings - No critical damage is reported. / Influence to Production Equipment - Under investigation (Investigation for each equipment is planned to start after recovery of electricity from the power company.) / Operational Status: Temporally stopped due to limited electricity from the power company and gas, etc. / Status of Delivery - Temporally stopped. (as of March 18)
- Allegro: Does not operate any manufacturing facilities in Japan. No reliance on Japanese subcontractors to satisfy high volume production needs. Manufacturing facilities are located in the US and Philippines. “The majority of our direct-primary suppliers are located outside of Japan. We do not anticipate any supply disruption from these sources.” (as of March 17)
- Samtec: (as of March 11) “Samtec is currently not experiencing shipping delays outside of Japan. Samtec does not manufacture products in Japan and at this time our shipping channels to and from Asia are not affected.”
- Rubicon: (as of March 19) The facility of Rubycon Carlit co. Ltd., who produces Conductive Polymer Aluminum Solid Electrolytic Capacitors, is located in Nagano prefecture (Ina-city). “There is no casualties and no damage to the building and production facilities. There is also no problem with logistics and material supply and the production is in normal operation. Our recovery activities for Aluminum electrolytic capacitors is in progress.”.
- Everlight Electronics: “According to its own estimation, the devastating earthquake in Japan on March 11 so far does not have noticeable impact on Everlight Electronics' supply chain.“ (as of March 15)
- Powerex/ Mitsubishi Electric: “Mitsubishi Electric facilities, including subsidiary companies, did not incur any damage. We continue to receive regular shipments from Mitsubishi Electric that align with our expectations. Our factories have confirmed a positive status from most vendors. However, the status of a small subset of suppliers and shipping logistics within Japan remains a concern. We are working with our vendors and other suppliers to mitigate these concerns. Also, rolling black outs and fuel shortages could affect vendor production levels.” (as of March 18)
- Meiko: (as of March 15) Due to disruptions in electricity supply, production in the plants in Fukushima and Yamagata were stopped. The Miyagi plant has been hit by the Tsunami. (Source: Schweizer Electronic)
March 19:
- Infineon: employs a little more than 100 people in Japan; 95 of whom are Tokyo-based. The semiconductor manufacturer has offered assistance for these employees to leave the region. It has rented accommodations and offices for employees and their families at further south situated locations in Osaka and Nagoya. “We are all dismayed at the extent of this incredible suffering and destruction in Japan. Although our colleagues and friends are safe and doing well, this disaster has changed their lives and the lives of all people living in Japan. We, at Infineon, are all personally committed to supporting the people during the country’s reconstruction,” says Peter Bauer, CEO of Infineon Technologies AG.
March 18:
- Alps: Operation of the plants in the affected region is stopped, and "we the best effort for its restoration. There is no collapse of buildings, no fire, and no damage of the Tsunami. We are now investigating the details of the struck situation". (as of March 15) (Source: Farnell)
- JAE: "Our factories in Japan were not damaged by the recent earthquake and Tsunami and they have started some production. We are also happy to report that all our employees are safe." Electricity supply is substantially reduced both in Tohoku (Affected Area) and also in Tokyo area with daily power cuts which reduces the production capacity of the factories and train availability, which in turn restricts people and material movement. Logistics is also suffering as the trunk road on the Pacific Ocean side is unusable, so many manufacturers, including JAE, are using the roads on the Japan Sea side which are minor network compared to the Pacific side. On top, there is fuel shortage as well in Japan. Therefore the products movement within Japan is restricted. (Source: Farnell)
- Littelfuse: Does not have manufacturing in Japan. None of the facilities was directly impacted by the earthquake. Supply chain assessment still ongoing.
- Silicon Sensing: The manufacturing facility in Amagasaki (Hyogo prefecture, south of Japan) is unaffected and production continues as normal.
- Cree: No production facility in Japan. Monitoring situation.
- FCI: Japan KK Headquarters (Tokyo) - fully staffed and operational. // Japan KK Ishioka Site - limited structural damage, electricity was restored (as of March 15). the site focusses on FFC/FPC, BTFM/BTFW/BTEM, mobile phone connectors and PHEC/PHEN
- Partnertech sees problems in component supply ahead
- Ramtron: No impact to the manufacturing of its products as a result of the earthquake. Wafer production for Ramtron products is based in the United States with back-end assembly and test support in the Asia Pacific region. Status checks to date (as of March 17) indicate that there are no primary or secondary impacts to the manufacturing of any of Ramtron’s products as a result of the earthquake. (source: Farnell)
- Alpine Electronics: Global Headquarters are located in the Fukushima Prefecture, facilities there suffered some damage due to the earthquake. Administrative offices and manufacturing plants are now being evaluated regarding the extent of the damage. Once the safety of the facilities is confirmed, operations will resume. In the meantime, Alpine’s Iwaki Headquarters and its local Iwaki affiliate companies will be closed from Monday, March 14 through Monday, March 21.
- Hirose: Facilities of 2 subcontractors are destroyed beyond repair with implication on the supply of a number of products for the foreseeable future. Even with new subcontractors "we will be unable to resume production within the next 3 months on these products. // Update on Hirose facilities: Miyako-total electricity failure and some damage. No indication when production can be resumed. Koriyama-normal production and operation will commence from the beginning of next week (W12). Ichinoseki-limited production will commence in approx. 2 weeks.
- Würth Elektronik eiSos: Has no production sites in Japan and currently predicts no direct influence on the availability of components or raw materials as a result of this natural disaster."We do not expect any implications for delivery times or availability of our products, but can nevertheless not guarantee this in future."
- Sony Ericsson: "We have approximately 1'100 employees (including consultants) at two offices in Tokyo, and we can confirm that no employees have been injured, and that there is no major damage to our offices."
- Amkor with minor damage in Kitakami
- Japanese earthquake poses potential supply problems for iPad2
- UMC: owns one 8-inch fab in Japan, UMC Japan (UMCJ). The subsidiary company is located at Tateyama City, Chiba, where the magnitude of the overall 9.0 earthquake was measured as a 5.0 for that area. All employees were successfully evacuated and there was no one injured at UMCJ. UMCJ's capacity represents 3~5% of UMC's total capacity and there was no damage to production equipment. The facility is currently undergoing equipment calibration. As such, there is no material financial or business impact to UMC.
- No impact on Schweizer Electronic’s ability to supply
- TT electronics: The Components Division has no direct manufacturing facilities in Japan. The company is assessing the impact on the basis of 1) raw material supply 2) component manufacturing partners and 3) logistic disruption and delays.
- Fairchild Semiconductor (as of March 15): The company has no manufacturing operations in Japan. Impact on supply chain is being assessed.
- ISSI (as of March 14): The company has no manufacturing operations in Japan. Impact on supply chain is being assessed.
- Atmel: Has no manufacturing operations in Japan. Suppliers indicate no short-term disruption to supply chain.
- NXP: Has sales offices in three locations in Japan: Tokyo, Nagoya and Osaka. They are outside of the affected region; “We do not have any production facilities nor do we have any sub-contractors in Japan.”
- Micron: (as of March 14) The company's Japan fabrication facility is located in Nishiwaki, near Osaka in the more southern part of Japan. Early results reveal that there was no damage to the facility from the earthquake, and there is expected to be limited disruption to the manufacturing process. At this point, the company does not expect any impact to its operations in Japan.
- Osram OS: The company does not have manufacturing in Japan.
- Sensata Technologies: The company has conducted an inspection of each site to determine the extent of any damage. Based on this inspection, it was determined that it was safe to restart operations as of Tuesday, March 15 and our employees have returned to work.
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