중국에서 진행 중인 봉쇄는 전자부품에 대한 글로벌 공급망을 위협

2022.04.18

Ongoing lockdowns in China threaten disruptions in global electronics supply chain (digitimes.com)

 

Lockdowns underway in China to control the spread of COVID-19 are raising the specter of significant disruptions in the global supply chain for electronic components and consumer electronics, according to Omdia.

 

옴디아에 따르면 코로나19 확산을 통제하기 위해 중국에서 진행 중인 봉쇄는 전자부품과 가전제품에 대한

글로벌 공급망 붕괴의 우려를 증가시키고 있다.

 

Major cities in China are implementing restrictive measures to halt the spread of COVID-19 under the country's "zero COVID-19" policy. In the lockdown areas, city residents are under orders to stay in their homes.

Many major manufacturers of essential electric components and car parts are located in the lockdown regions,

and several factories in the regions have shut down because they are unable to recruit workers from outside the cities to keep the plants operating.

 

중국의 주요 도시들은 "코로나19 제로" 정책에 따라 코로나19 확산을 막기 위해 제한적인 조치를 시행하고 있다.

봉쇄 지역에서, 도시 주민들은 그들의 집에 머무르라는 명령을 받는다.

필수 전기 부품과 자동차 부품의 많은 주요 제조업체들이 봉쇄 지역에 위치해 있고, 그 지역의 몇몇 공장들은 공장 운영을 유지하기 위해 도시 밖에서 노동자들을 모집할 수 없기 때문에 문을 닫았다.

 

In some factories, employees have stayed and continued production. But with lockdowns continuing for extended periods, and even expanding into neighboring cities, the procurement of components to feed factory lines has been disrupted, Omdia indicated.

 

일부 공장에서는 직원들이 상주하며 생산을 계속하고 있다. 그러나 폐쇄가 장기간 계속되고 심지어 인근 도시까지

확대되면서 공장 라인에 공급할 부품 조달이 차질을 빚고 있다고 옴디아는 지적했다.

 

The lockdowns are also causing logistics issues. Truck drivers transporting products from factory to factory, or from factory to port, across city boundaries have been ordered to take daily COVID-19 tests. Drivers at risk of infection must be quarantined. Delays in customs clearance in Shanghai and nearby ports are also causing disruptions, as are transport restrictions in Kunshan.

 

봉쇄는 또한 물류 문제를 일으키고 있다. 도시 경계를 넘어 공장에서 공장으로, 또는 공장에서 항구로 제품을 운송하는 트럭 운전자들은 매일 COVID-19 테스트를 받도록 명령 받았다. 감염 위험이 있는 운전자는 격리되어야 한다.

상하이와 인근 항구의 통관 지연도 차질을 빚고 있고, 쿤산 지역의 운송 제한도 차질을 빚고 있다.

 

 

Despite the transportation issues caused by a shortage of truck drivers, companies can operate their factories for the time being using their inventories. But safety stocks will only be able to support plant operations for a finite period, and the impact on production will increase if the lockdowns continue for an extended period, Omdia warned.

 

트럭 운전사 부족으로 인한 운송 문제에도 불구하고, 기업들은 당분간 그들의 재고를 사용할 수 있다.

그러나 안전재고는 한정된 기간 동안만 공장 가동을 지원할 수 있을 것이며 폐쇄가 장기간 지속될 경우

생산에 미치는 영향은 증가할 것이라고 옴디아는 경고했다.

Polarizer supply disruption affecting iPads and MacBooks

Nitto Denko's polarizer backend process factory is located in Shanghai.

Polarizers for game consoles, smartphones, and Apple MacBooks and iPads are processed in Nitto Denko's Shanghai backend process line, and they are shipped to the panel module line.

If the Shanghai lockdown continues until the end of April, the disruption of supply could impact the production of MacBooks and iPads for April, according to Omdia.

 

닛토덴코의 폴라라이저  후공정 공장은 상하이에 위치해 있다.

게임기, 스마트폰, 애플 맥북, 아이패드용 폴라라이저는 닛토덴코의 상하이 후공정 라인으로 가공되어

패널 모듈 라인으로 배송된다.

상하이 봉쇄가 4월 말까지 계속될 경우 공급 차질은 4월 맥북과 아이패드 생산에 영향을 미칠 수 있다고

옴디아는 전했다.

 

 

Nitto Denko does have other backend process factories in Shenzhen and Vietnam, but it would be challenging to immediately provide backup for the Shanghai facility because of limited available capacity, Omdia said.

 

Notably, Shenzhen was already in lockdown for seven days in early March, and it currently is working to make up for production lost during that period.

There are plans for production in areas that are not in lockdown, but the backend process factory is located close to the panel module line to reduce logistics and other costs. For this reason, it is not easy to use other polarizer manufacturers' factories or supplies sourced from other regions, Omdia continued.

Beyond Shanghai

Outside of Shanghai, Heungmei Optoelectronics (HMO, formerly Kunshan Chimei), the second polarizer supplier in China, has two lines located in Kunshan, mainly producing TV polarizers. However, because of the rapid spread of the COVID-19 in nearby Shanghai, the entire city of Kunshan went into lockdown from April 6.

The original plan was to lock down the city until April 12, but as the situation in its neighboring city Shanghai is getting worse, the lockdown will likely be extended to April 19, raising concerns about the production disruption of TV panels, Omdia indicated.

HMO mainly supplies polarizers for large TV panels and provides polarizers to most Chinese panel makers, including CEC-Panda, CHOT, China Star, HKC, and SIO, Omdia said. Since most panel makers have about two weeks of polarizer inventory, the lockdown in the Kunshan area has not immediately impeded panel production. However, if the lockdown is longer than the original schedule, the HMO inventory held by panel makers could run out by mid-April, Omdia noted.

Moreover, HMO's inventory of subfilms is short as ports are closed, Omdia continued. Assuming that the polarizer supply is stopped for April, the TV panel production area may decrease by over 5% in the second quarter of 2022.

Guangzhou area and Shanjin Optoelectronics

The Guangzhou area is also likely to be in lockdown, with school classes having already moved online. Shanjin Optoelectronics has a production site in Guangzhou, with two lines in operation. In addition, two lines have been relocated from South Korea to China and are preparing for mass production in 2022. If the plant shuts down because of lockdown, polarizer production from two existing lines will decrease, and the stabilization of the new line will also be more delayed than expected, according to Omdia.

Panel makers are already turning to other polarizer makers to ensure supplies of polarizers, and they are trying to order more quantities to ensure safety inventory, Omdia said. Currently, panel makers are requesting Taiwan-based CMMT, Sunnypol, BQM, and Samsung SDI to increase polarizer production to compensate for the decrease in HMO production.

However, transportation restrictions are increasing supply chain risks as well as transportation costs, which could lead to a rise in the polarizer price, Omdia said. For a similar example, in February 2020, when the supply of polarizers was insufficient due to the lockdown policy in Wuhan, the polarizer price stopped falling, and the price of some polarizer products increased.