Day shock affects LED global supply chain Taiwan orders or will increase

Among the global LED industry, Asia LED industry production center, according to LEDinside statistics, in 2010 the global LED regional rankings, Japan's output ranked first in the world, the market share as high as 29%, ranked the world's leading throne.

Japan has a long history of the development of the LED industry, since the development of Blu ray LED Nakamura Shuji, the LED industry in Japan to flourish. In particular, the Japanese LED industry supply chain integrity, in addition to several large producers of LED, the upstream and downstream of the material in the global supply chain which also plays a pivotal role. Such as phosphor, silicon, sapphire crystal rod packaging industry. In the settlement of the LED industry, the settlement of LED is mainly located in the Kansai area, while some of the material factory is located in the Kanto region.

Impact of Japan's Miyagi earthquake on LED industry

The earthquake in Japan, the impact of the LED industry, according to LEDinside, the impact on the overall industry is not great. And part of the Kanto region of the manufacturers, their plant and equipment are mostly safe and sound. However, due to the Fukushima nuclear power plant to stop operating, coupled with Shanghai caused traffic disruption in some areas, resulting in the supply chain, some of the components and materials supply tight phenomenon.

LED manufacturer

Japan's main LED manufacturers, Nichia (Tokushima Anan city), TOYOTA (Nagoya), are located in the Kansai area, the earthquake for the two companies did not have too much influence. As for Showa electrician, because the company is located in Chiba County, part of the production line, in the case of tight power, how much will affect its output. As for another package, Citizen, as part of the company's production line is located in Fukushima Prefecture, so the disaster situation still needs to be further understood.

LED material manufacturers

Sapphire substrate, the main manufacturers for KYOCERA and wood, the two companies accounted for about 25% of the global market share. However, Japan's sapphire substrate manufacturers supply the main supplier of domestic LED manufacturers in Japan, the proportion of exports is not high. Although the production line and the wood part is located in Aomori Prefecture, according to another understanding of plant was not damaged, but because of other factors which affect output power. Under the constraints of supply, whether it will affect the Japanese LED manufacturers out of Japan to seek sapphire substrate is still of concern. As for the supply of four yuan to use GaAs substrate, the main supplier provided by the Sumitomo electrician, there is no shortage of supply came out of the situation.

MO source (MOSource), Japan MOSource suppliers, mainly provided by Sumitomo chemical and ShinEtsu chemical. The two companies are available in the Japanese domestic market, and no external sales, it is estimated that will not affect other regions of LED manufacturers. However, due to the two companies are part of the production line is located in the Kanto region, in the case of lack of electricity and transportation inconvenience, the subsequent output situation is worth observing.

Bearing disc with MOCVD (WaferCarrier), using the MOCVD machine collocation of graphite bearing plate is also very important parts of supplies, at the present stage MOCVD machine large expansion, plus the product of high technical threshold, the supplier is not much, the graphite bearing plate already appeared for the tight state. At present, Japan's main supplier for Dongyang carbon (ToyoTanso), the factory is located in Kagawa Prefecture, but away from the disaster area was not affected, so much.

Encapsulated silica gel (SiliconeLens), the global packaging silica gel is mainly composed of shin Etsu chemical and Dao Kangning (DowCorning) provided, while Japan Shin Etsu chemical factory is located in Gunma Prefecture, in the transportation inconvenience and power shortage situation, there have been shown to supply tight situation table many packaging manufacturers.

The fluorescent powder (Phosphors), Japan phosphor provides manufacturers include Nichia and MITSUBISHI chemical, yellow phosphor Nichia has been provided in (YAG), and emphasizes the LED TV application of high color rendering in the field, MITSUBISHI chemical green fluorescent powder is occupy large market share. MITSUBISHI chemical is located in the city of Tian Yuan, although there is a distance away from the disaster area, but due to the impact of traffic factors and power constraints, some manufacturers also reflect a slight supply of packaging. Influence So in view of this, the global supply of Sapphire will be temporarily affected by power failure.

After the earthquake on the Taiwan LED industry or orders will increase

According to media reports, the Japanese earthquake LED less affected by a lot of benefits, and the Japanese plant is a competitive cooperative relationship, is expected to benefit from a single benefit; the key components of the panel if out of stock, will become LED backlight shipments worries. Last week LED group fell after the first rise, the average decline of about 2.6%, but the crisis in Japan's nuclear power plant to promote energy conservation awareness, long-term business opportunities, some stocks have rallied, EPISTAR, Huaxing lead, weekly income rose.

Japan LED industry was not at the disaster area, the earthquake has little direct influence, but may be due to power and inconvenient transportation, shipment, LED industry in Taiwan and Japan is a competitive cooperative relationship, Taiwan epitaxial crystal power plant, Guang Lei, Taigu respectively for TOYOTA synthesis, Nichia, Ishida OEM, OEM orders have the opportunity to benefit from increased benefit. In addition, Japan's Fukushima nuclear power plant accident, so that the world to face the danger of nuclear power generation, enhance the awareness of energy conservation and environmental protection, Japan's reconstruction process, will increase the purchase of energy-saving products such as LED.

According to the analysis, the Fukushima nuclear power plant accident caused by power shortages, an estimated shortfall of about 20%, the new generation of the fastest to spend