The above-linked article cites the four US industries most likely to be affected by the disaster in Japan: autos; nuclear reactors, boilers and parts; audio and televisions; and cameras and medical equipment. Here are highlights from the Washington Post’s analysis on each industry…
Autos: Automakers are expecting minimal disruption in the US. Honda’s popular models are supported by North American suppliers and Nissan has a 50-day inventory on-hand or in-transit.
Nuclear Reactors, Boilers and Parts: It is still too early to tell.
Audio and Televisions: The potential for disruption in this industry is probably going to depend on the contingency plans of the manufacturers, namely shifting production elsewhere. Sony had to suspend operations at seven plants and SanDisk admitted to “minimal” impact, which is still impact. Analysts are expecting chip prices to increase.
Cameras and Medical Equipment: Canon and Nikon had employees injured in the disaster. The degree of devastation is apparently giving Canon no choice but to shift production with some plants (note the plural) estimated to be down for more than a month.
Why might the true impact end up being worse than currently predicted? I’m planning a follow up to lend some insight.