South Korean earthquake causes semiconductor industry, memory/panel industry is damaged
According to reports, some of the production lines of the LG Display under the LKK Group were shut down after the earthquake, and Samsung Display (SamsungDisplay) said there was no obvious damage.
As for Samsung Electronics, the largest company in South Korea, it is currently inspecting semiconductor production facilities in different parts of South Korea, whether it will be affected. If the Samsung line is also affected, it will undoubtedly worsen the global memory supply.
At 2:00 pm local time on November 15th, a 5.5-magnitude earthquake occurred on the eastern coast of South Korea. The earthquake was located about 9 kilometers north of Pohang City, Gyeongsangbuk-do Province. The depth was about 39 kilometers, and a few minutes after the main shock occurred. Another aftershock of magnitude 5.4 occurred.
The quake was felt throughout Korea. In addition to the earthquake zone, Seoul, Gyeonggi-do, Gangwon-do, and Jeolla-do were shocking.
Since South Korea is an important producer of global semiconductor products, display devices, and intelligent terminal products, the impact of the industry on the earthquake after the earthquake has also attracted considerable attention.
The industry’s biggest concern may be the production of DRAM and NAND Flash wafer production lines by South Korea’s largest company, Samsung Electronics.
According to the first-time survey of DRAMeXchange, a semiconductor research center of TrendForce, a global market research institute, manufacturers such as Samsung and SK Hynix are at least 300 kilometers away from the center of the earthquake. The earthquakes are only 0-1 levels. In normal operation, no Need to stop checking.
Source:DRAMeXchange
As for the spot market, at present, the impact of the memory suppliers and module factories on the earthquake is still being verified. The spot price will stop quotation, but neither the DRAM nor the NAND Flash output can be received. The basis for determining the factual impact is expected to have limited impact on the large fluctuations in spot prices.
In addition, on the panel side, WitsView also believes that the impact of the earthquake on the overall panel industry is very small.
As for the Samsung Display (SDC), following the shutdown of the L6 in September this year, there are currently only three L7-2, L8-1, and L8-2 production lines in South Korea's LCD line. The station will automatically stop the line when it senses an earthquake. According to WitsView, this earthquake caused a temporary shutdown of some SDC machines, plus the time for the machine to return to operation, the overall impact was only within 1-2 hours, so for the production capacity, Part of the impact is not great.
The 7th Generation Line and 8.5th Generation Line of the LGD Display (LGD) are not affected because they are located in Paju City, which is far from the center of the earthquake. The P5 and P6-2 production lines in Gumi City are closer to the epicenter. Among them, P5 mainly produces laptop panels, while P6-2 mainly produces 65-inch TV panels. Although these two production lines were temporarily shut down due to the earthquake, they have passed the traditional branding peak in November, plus panel makers’ hands There are still safety stocks to deal with, so this incident has no flaws in panel supply.
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