The first problem is that it is very difficult to say with any certainty when the production capacity lost as a result of the disaster will be restored. Firms are making strenuous efforts to, for example, resume operations at affected production facilities and ensure substitute production by factories in non-affected areas.
However, progress in these efforts has been slow due to various supply-side constraints including unstable power supply. Another factor that makes it difficult to remove such constraints is that some of the electronic components and high-end materials produced in the affected factories are hard to replace because of quality requirements and high levels of customization.