2011
DOI: 10.1007/s00168-011-0484-y
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Japan and economic integration in East Asia: post-disaster scenario

Abstract: As regional integration proceeds in East Asia, intermediate goods production of advanced technology has been locked in Japan despite the dispersion forces of high factor costs. However, the disastrous earthquake in 2011 may have revealed supply chain disruption risk as another dispersion force. We analyze how these dispersion forces affect the specialization in intermediate goods production of Japan and discuss future competitive challenges for the Japanese economy under deindustrialization from the spatial ec… Show more

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Cited by 28 publications
(27 citation statements)
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References 17 publications
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“…In contrast to the discussion in sub-section 3.2 above, suppliers can be viewed as having not only a moderating influence, but also a mediating one. As outlined in section 2, as a result of the NDs electronic components, such as HDD and semiconductors, were affected and, in turn, the effect trickled down to end assemblers, as reported in the year-end annual reports of major firms such as Dell and Fujitsu (Haraguchi and Lall, 2015;Fujita and Hamaguchi, 2012;Manners-Bell, 2014). Such mediating link, disaster → suppliers' sales → end assemblers' corporate performance, is corroborated in studies documenting other disasters (see Sheffi and Rice, 2005).…”
Section: Supplies Disruptionmentioning
confidence: 98%
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“…In contrast to the discussion in sub-section 3.2 above, suppliers can be viewed as having not only a moderating influence, but also a mediating one. As outlined in section 2, as a result of the NDs electronic components, such as HDD and semiconductors, were affected and, in turn, the effect trickled down to end assemblers, as reported in the year-end annual reports of major firms such as Dell and Fujitsu (Haraguchi and Lall, 2015;Fujita and Hamaguchi, 2012;Manners-Bell, 2014). Such mediating link, disaster → suppliers' sales → end assemblers' corporate performance, is corroborated in studies documenting other disasters (see Sheffi and Rice, 2005).…”
Section: Supplies Disruptionmentioning
confidence: 98%
“…They also estimate the number of days it took electronics firms to recover and report how Western Digital, the world's largest HDD maker at that time, suffered a 35% reduction in earnings. In the case of JET, Fujita and Hamaguchi (2012) report how, within a year, industrial production fell by 21.5%, 29.6%, and 30.5% respectively for integrated circuits, communications equipment, and information & electronics equipment. However, the issue with these 'estimates' is they do not provide for 'controlled' effects.…”
Section: Natural Disasters and End Assemblers' Performancementioning
confidence: 99%
“…Japan's automotive exports industry, in particular, experienced a decline of 24.1% in the December following the floods because Thailand is a major customer of vehicle parts and components. Fujita and Hamaguchi (2012) found similar impacts on the production networks of the automotive industry after the tsunami and catastrophic floods in Japan in March 2011, which recorded an export capacity drop of 39% in China. Such negative impacts in any of the Asian megacity regions would undoubtedly have implications for economies across the globe, particularly when they are already in a fragile state.…”
mentioning
confidence: 72%
“…Chopra [11] proposes an extensive risky driver list which threatens the supply chain. On the other hand, Grossi and Kunreuther [13] and Banks [14] studied the impact of catastrophic events where geographically supply chains are dispersed, causing that their supply chains cannot be restored swiftly and reactively: For instance, the strongest earthquake recorded in Japan 9.0 M, on 11 March 2011, not only had a major impact on the global automotive industry, but also many electronic components made in Japan which are used by different companies around the world, had shortages and stoppages in assembly lines, such as mobile phones, refrigeration equipment, control devices (steel and chemical industries) and so forth [15][16][17].…”
Section: Introductionmentioning
confidence: 99%