Operating profit, or sales minus the cost of goods sold and administrative expenses, at seven Japanese consumer electronics makers may decline by 31 percent in the six months to Sept. 30, Barclays analyst Yuji Fujimori wrote in a report today.
Weakening domestic demand and component shortages will likely have a broader impact on the manufacturers, according to the report. Concerns about a shortage of semiconductor cleaning material may arise after May, while the impact of scheduled power outages may become more serious starting June, when electricity demand increases, it said.
Ultra-pure grade aqueous hydrogen peroxide may become scarce due to disruption of production at Mitsubishi Gas Chemical Co., which dominates the global market with a 60 percent share, the report said. There may be a shortage of display glass starting in May because of damages at Asahi Glass Co.’s plants, it said.
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