Japanese currency devaluation, the Asian economies are joy and sorrow mixed, weakness in the Japanese yen and drive the Japanese stocks of insuring the at the same time, Asian stock markets were motivated, have gone up sharply, however, the yen weakness but also influence economic growth, Asia's exporters for what is the impact of the Asian technology industry? Credit suisse securities said today, Japan's high-tech companies will be because the exchange earnings increase overall profitability, and actively promote the restructuring plan, and in the 12 to 18 months, the global technology industry share will also change, the first hit is passive components and PCB, semiconductor wafer.
Japan spared no effort on research and development of science and technology industry, from the upper reaches of the semiconductor, component, electronic machinery and equipment, to the downstream of consumer electronics, Japan in the global market place, if you want to more carefully, Japan's high-tech industry in components, optical components and equipment and semiconductor wafer, etc in the three areas, occupies a leading position.
Credit suisse statistics a products in the global market share of Japanese science and technology, among them, the component market accounted for about 30%, 95% optical lens module, semiconductor equipment and wafer accounted for 60%.
Credit suisse, said in the value of the yen immediately, although most companies earnings have not direct reaction, but then, there will be more and more Japanese technology companies by exchange earnings, profit greatly improve performance, and further to restart the organization transformation, and because foreign investors will also exchange effect, change and adopt components made in Japan.
However, according to credit suisse, still want to continue to pay close attention to the yen. Credit suisse also lists a winner and loser forecast table, credit suisse forecasts, in under the yen, murata, TDK batteries by making, SONY and other four companies will benefit from, and even the Taiwan factory au (2409), South Korea factory LGD panel shows the industry will be synchronized benefit; But South Korea's other technology companies such as samsung electronics, LG, samsung, motor, and even Taiwan hin hing (3037) will be adversely affected, it is worth noting.
