In the wake of the recent massive earthquake and tsunami in Japan, major Japanese consumer electronics manufacturers are assessing the damage and what their prospects are going forward, at least in the short term.
So far, it appears that there will be electrical grid gaps due to the continuing nuclear power plant problems in Fukushima. Short term power rationing and periodic blackouts will reduce manufacturing output for many electronics products, ranging from memory and processing chips, to LCD TVs, and related home theater products. In addition, damaged road and rail infrastructure may also prevent products from reaching seaports for export.
As a result of all these factors, product shortages and increased prices are in the forecast. For more detailed analysis, check out the the reports from TWICE, C114 and Supply and Demand Chain
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