Earthquake and battery

Because of the earthquake-tsunami-nuclear crisis still unfolding in Japan, it's now becoming increasingly clear that the global supply chain for electronics such as laptop battery is going to be far more affected than previous thought.

Take the ithium ion laptop battery for example. Demand right now is not terribly high--it's a time of the year when consumers are buying fewer PCs--but consider what happens if the crisis persists. As Taiwan's Digitimes observes, a good bit of the world's production ecosystem for lithium ion batteries used in notebooks are not only located in Japan, but many are in areas affected by the quake or within the evacuation radius of the troubled nuclear power plant there.

Then there's the LCD display market. LCD manufacturing is an extremely precise process, one that doesn't take kindly to the power shortages and rolling blackouts caused by the loss of generating capacity at the crippled Fukushima Daiichi power plant. Typically, Japan derives about a third of its power capacity from nuclear power, and this plant constituted a big portion of that. Again, it's Sony also include other laptop battery and Hitachi plants located in areas affected by the disaster. Between them, the two companies produce 90 percent of the world's supply of Anisotropic Conductive Film, an interconnect material that's widely used in LCD panels.

All of us hope the effect of the earthquake can be decreased gradually.