Photo source: Kunshan Release
Learned, kunshan is PCB, electronic contract, panels, laptop components production center, south electricity, xin xing, auo Taiwan enterprises, and to recognize and wistron in local factory, now the epidemic prevention measures, the strict control, TV, iPhone, laptop computers, cars and other products shipped or affected, so as to impact the global electronics industry chain.
Some practitioners in Taiwan even said that Kunshan is an important gathering place for the electronics industry, and that "kunshan's epidemic prevention and control upgrade has a greater impact on the global electronics industry than Shanghai". Although this view is debatable, Kunshan does occupy an important position in the global electronic industry chain.
PCB manufacturers bear the brunt of multiple plant shutdown or closed - loop management
As Kunshan is an important PCB production town, PCB industry bears the brunt of epidemic prevention upgrade. According to the data, the production capacity of Taiwanese PCB plants in Kunshan is about 30% to 40% for Taiopeng, 20% to 25% for Xinxing, 40% for Taijun and Nandian respectively, and 60% to 65% for Dingying.
Photo source: Photo net
As of April 6, according to statistics, many Taiwanese companies, such as Xinxing, Nandian, Taiwan Photoelectric, Jingguo, Dingying, Nanzi electric, have announced the temporary shutdown of their kunshan plants in accordance with local policies, or adopted closed-loop personnel scheduling management.
Xin xing
IC board manufacturer Xinxing announced on the afternoon of April 6 that 71.23% kunshan Dingxin Electronics Co., Ltd. and 100% Kunshan Xinxing Tongtai Technology (Kunshan) Co., LTD., the shutdown time of the two subsidiaries was originally to April 6, but temporarily extended to April 8, to be notified by the local government to resume normal operation.
A photoelectric
Taiopeng, a copper foil substrate maker, said it suspended operations at its Kunshan plant from April 2 to April 6 in line with local authorities' policy to ensure the safety and health of employees, with no immediate impact on its financial operations.
South electricity
PCB and IC board manufacturer Nandian pointed out that the Kunshan factory has dormitories, strict access control, and closed loop scheduling of existing staff in the factory, so there is no major impact on the operation.
The competing countries
Auto PCB manufacturer Jinglu Said its subsidiary Jinglu Electronics (Kunshan) co is cooperating with the local government's epidemic prevention efforts by strictly enforcing access control to ensure the safety and health of its employees.
Be clever
Automotive PCB manufacturer Dingying said its subsidiary dingying Electronics (Kunshan) Co., Ltd. is coordinating with the local government's epidemic prevention efforts to ensure the safety and health of its employees.
Nan catalpa electricity
Nanzi Electric, an established PCB manufacturer, announced on April 6th that Kunshan First Create Electronics Co., Ltd. and Huzhao Energy (Kunshan) Technology Co., Ltd. would temporarily suspend operations until April 8th in accordance with the local government's epidemic prevention policy, and informed customers to adjust the shipment time. Nanzi electric pointed out that the epidemic prevention work in accordance with the local government regulations, and continue to pay close attention to the local epidemic situation.
The electricity
Asian Electric Power Co., LTD., the manufacturer of FCCL, also pointed out that its subsidiary Kunshan Yason Electronic Materials Technology Co., Ltd. was temporarily suspended from April 6 to April 8 in cooperation with the local government's COVID-19 prevention work.
auo
Au Kunshan panel factory is mainly engaged in low temperature polycrystalline silicon high order panel front section production and rear section module manufacturing. Au said it continues to pay close attention to the local authorities' lockdown and traffic control measures and is not affected at present.
The electronic to recognize
Pegatron Kunshan factory is Shishuo Electronics. Compared with Shanghai Shishuo Factory, which focuses on the mass production of new iPhone models, The business types of Kunshan Shishuo are more complicated. In addition to assisting the production of iPhone, it also OEM other consumer electronic products.
wistron
Wistron said the kunshan plant mainly produces the Internet of Things and small and medium size modules, which account for a very small percentage of overall revenue and are expected to have little impact.
compal
At present, Compal's Kunshan factory is mainly engaged in OEM production of notebook computers. The shipment may be affected by logistics and transportation, so we will deploy capacity support from Chongqing factory.
In addition to the above electronic factory, in fact, Kunshan is also located in many semiconductor companies, such as high energy semiconductor, LAN Qi technology, Hua Tian technology, sunrise moonlight are in the local company operation, at present these semiconductor factories temporarily without shutdown information.
Under traffic control, logistics problems need to be solved urgently
After nearly three years of normal epidemic experience, some industry insiders said that although major electronic industry chain factories are faced with closed production or shutdown, they can solve production problems by closed management of production parks or dispatching factories in other places to dispatch capacity. However, the biggest concern is that the escalation of epidemic prevention measures in Shanghai and Kunshan may hinder supply chain logistics, the flow of raw materials and goods, and affect the delivery time of electronic products.
Shanghai has manufacturer to express, at present some factories in Shanghai area can adopt closed type production, have a plenty of whole factory shutdown; For the operators, they can basically adopt macro-control by dispatching other factories. However, the problem lies in the logistics transportation, which means that the goods are stopped in Shanghai, and the normal logistics can only be resumed after the traffic control is lifted.
Manufacturers in The Kunshan area also said that despite strict quarantine measures, they can temporarily cope with the situation as long as they distribute sleeping bags to employees and support production in shifts. The problem lies in logistics. At present, it is certain that logistics costs will grow correspondingly. Whether shipment is delayed should be further observed.
According to feedbacks from major manufacturers in the Yangtze River Delta region, different factories are affected by different logistics conditions due to different regions and epidemic situations. Ase, a major manufacturer of chip sealing and testing, said at the end of March when Shanghai was facing the epidemic prevention upgrade that under the guarantee of logistics measures, production would not be affected, and the factory and living area would continue to implement closed management, and provide all the necessities and supporting facilities for employees in the factory in daily life.
But not all enterprises can enjoy logistics security. Due to the consideration of epidemic prevention and control, many cities in the Yangtze River Delta have adopted more and more strict control on the circulation of land transport trucks, and the control policies have been changing with the latest epidemic situation, and the phenomenon of related logistics has been affected more and more.
According to the economic observer reported on April 1, kunshan Chen yuan, the truck driver from kunshan entrance, on March 30th day, he had planned a shipment of consumables for electronics factory in kunshan, destination is 50 km outside of suzhou city, but because of the way of highway closed, country, provincial highway has not opened, he have tried four high-speed entrance, Also did not have access to the Beijing-Shanghai expressway, can only inform customers temporarily unable to deliver goods.
"There are epidemic prevention personnel at every highway, and only vehicles carrying epidemic prevention materials can pass," Chen said.
A Shanghai official of a large freight platform said that before April 1, 40 percent of cargo flows from Shanghai had been affected, mainly in Jiaxing, Huzhou, Wuxi and Kunshan and Taicang of Suzhou. Ningbo, Wenzhou and Xiaoshan were less affected. Transportation and epidemic prevention policies restrict the transport of drivers. In addition, some freight drivers have to stay in local isolation for several days after entering other places and may not be able to return on time, which reduces the company's capacity.
According to the latest situation on April 6, the epidemic prevention measures in Kunshan are being tightened, and the epidemic situation in Shanghai is still at a high level. The circulation of materials and goods in electronic factories in the two places is facing a more severe test.
