LED lighting industry forecast: Japan's reconstruction after the earthquake will increase the demand for energy-saving products

From the economic point of view, LED lighting industry speculation, after Japan's earthquake, the financial and economic growth momentum will hit, but the post disaster reconstruction will lead to the return of funds, the yen is expected to go strong, and is expected to lead the Japanese government social reconstruction measures in large scale, with the concept of environmental protection and energy saving and new energy products will be more attention. Japan in the use of LED lighting products, such as earlier footsteps, with the urgent need to rebuild after the earthquake in Japan, the industry is expected, the future demand for energy saving and environmental protection products will be greatly increased.

Benefit from the Japanese government launched ECO-POINT system, driven by the rapid growth in 2010 LED bulb lamp market demand, and boost the market penetration rate increased to about 16%, higher than the global average of the penetration of LED lighting industry for 3%, Japan LED bulb market potential, expected market penetration will reach 20% in 2011, including delta etc. a number of operators to get into the Japanese manufacturers orders with Japan will enter the reconstruction phase, expected in the limited power supply, demand will drive the promotion of energy-saving products has become a trend. Because the Japanese panel of the supply chain, including panels, glass substrate, color filter and new generation capacity are mainly polarizing plate configuration in the western region of Japan, including the Hanshin District, Hiroshima, Kyushu, Shikoku and other areas, far from the epicenter, recent news, the supply capacity of the core panel industry has not been a serious impact. Including SHARP LCD panel production line in Kansai still maintain the normal operation, in addition, Corelle had been interrupted the earthquake affected production line operation, the main production base of Corelle is located in Shizuoka, accounting for the proportion of up to 70%, however, Corelle has officially released the news that there is no damage to any person or parts. In this view, estimated at the time of day day ~ inspection is expected to resume production. Due to the communication factors, it is pointed out that the Toppan and DNP color filter 3.5~4 generation capacity in Niigata Prefecture and Saitama Prefecture, the current status is unknown, but due to the old generation production line, has little effect on the industry supply and demand forecast, the Asahi Glass Substrate plant also has a older generation furnace in Kanagawa County of Yokohama. The detailed assessment report has not yet released. Japan is the world's LED production center, the earthquake did not affect the LED industry, as Japan's leading LED Nichia's headquarters and main production centres are located in four Tokushima County, epicenter distance distance, and LED process as the semiconductor manufacturing process precision, shockproof requirements are low, even the short line shut down, LIMITED impact in the subsequent production. Although the panel photovoltaic industry impact is limited, but the Japanese earthquake, the impact of the global industrial chain, especially in Japan has many upstream patents, has an important position in the core raw materials and supplies of components, including chemical materials, LED manufacturing cutting mirror, microscope and other equipment panel, the supply chain must be smooth and LED panel industrial continuous observation. In addition, it is also the first time to contact with the Japanese and Japanese companies TOYOTA synthetic crystal electric LED grain mill has a close partnership by TOYOTA OEM, synthetic LED factory located in Nagoya, it has already been confirmed that TOYOTA synthesis plant normal operation. But Showa electrician SDK Japan LED production line is located in Chiba County, still need to confirm whether the electricity, power outages.