A strong earthquake on two consecutive days, kyushu, Japan kumamoto prefecture, including Japan's SONY, renesas, mitsubishi electric IDM companies located in the disaster areas have announced the shutdown fabs. Among them, the SONY is located in kumamoto kikuchi county of CMOS image sensor (CIS) production line to shut down, not only affect the smartphone factory ready for the second quarter, if shutdown date stretched to may, I'm afraid to CIS market shortage crisis.

Kyushu, Japan kumamoto prefecture following 14 evening after the 6.2 magnitude earthquake, 16 morning again specification 7.3 magnitude earthquake, not only increase the local disaster, subsequent several scale above magnitude 5 aftershocks also, as for level 3 or level 4 aftershocks Constantly. Such as SONY, renesas, mitsubishi Japan IDM factory, located in kumamoto fabs or testing within the disaster area factory have been shut down, and in the short term may not be able to return to work.

The semiconductor industry, said earlier this year South a magnitude 6.4 earthquake, have wafer capacity of TSMC and umc, TSMC spent two weeks to reply before the earthquake capacity, including 90000 12-inch wafer so delay the shipment until the second quarter. The Japanese kumamoto occurring within 3 days of strong earthquakes, and subsequent aftershocks, in front of the number of aftershocks did not significantly reduce, Japan IDM factory is hard to begin rehabilitation.

It is understood that the Japanese mitsubishi electric in kumamoto of ambition, to produce power semiconductor fabs has shut down, 8 inch around the plant reduced the quantity of 100000 pieces when the wafer. Japan in kumamoto renesas districts of 8 inch wafer factory, located in the county of kikuchi sealing test factory is in a shutdown state. Moreover, Japan's Fujitsu in the test plant TeraProbe located in the northern county kumamoto reed test factory also have announced the shutdown.

Kumamoto earthquake to SONY/renesas/mitsubishi electric supply alarm and shutdown global CIS

Japan's kyushu area affected by kumamoto earthquake in semiconductor factory

SONY is the most affected. SONY is located in the bear This 12 inch fabs kikuchi county, is mainly used to produce CCD/CMOS image sensor, the quantity of 24000 pieces, now in a state of shutdown. At the same time, because of strong aftershocks kyushu area, located in the SONY Battery county about morning market and large county big points in the city of fabs to produce production line is also part of the CIS element to cease, and fortunately, yesterday evening have announced the first attempt to return to work. Industry to estimate the kumamoto earthquake has caused SONY 2 ~ 30000 CIS element quantity in the shutdown state.

SONY CIS element has high city share in the global smartphone, the iPhone is by SONY and samsung Galaxy smartphones CIS sensor. They said, although there are still inventory production chain, but deal with the problem of the semiconductor factory experience, SONY just to clean up the scrap and damage of wafer, adjust equipment parameters back to before the earthquake, the fastest also want to 3 weeks.

So, now if the downtime is too long, to the end of the month to return to work, will be the impact of CIS element market supply, factory not only smartphones in the second quarter of the goods will be affected, more than 8 million pixels high CIS element'm afraid I have to face a serious shortage of crisis.