LED traffic and power industry by the subsequent output variables in

LED disaster index:

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Impact on china:

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Japan LED industry, because in the process of chemical reaction, unlike the semiconductor manufacturers must through multi-channel process, and most manufacturers from distant earthquake and shock requires high degree of impact of the earthquake on the lower.

Japan's LED two giants packaging manufacturers tight supply constraints

Earthquake in Japan for the LED industry influence, a small part in the Kanto region of the manufacturers, the plant and equipment are safe and sound, but by the Fukushima nuclear power plant to stop operation, with Shanghai roar in some areas caused by traffic disruption, some components and materials supply shortage phenomenon.

Manufacturers, Japan's two leading LED, Nichia and TOYOTA synthesis, factory location in Kansai area, the earthquake did not cause too much impact on them. The two companies in the LED grain production capacity accounted for about 80% of japan. Another manufacturer Showa electrician, as part of the company's production line is located in Chiba County, in the case of tight power, or will affect its production capacity.

Japan LED industry needed for the production of raw materials provided by Japan, because manufacturers of raw materials are more or less affected by the earthquake, to a certain extent will also impact on the LED industry.

Sapphire substrate, MO source and fluorescent powder manufacturers although not in the earthquake suffered many losses, but due to the traffic factors and influence power, subsequent output status cannot be determined.

The sapphire substrate is the raw material used by most LED products, Japan's major manufacturers as KYOCERA and KYOCERA and wood, as far away from the disaster area, so little effect; and wood production line is located in Aomori Prefecture, but the plant was not damaged.

MO source is an indispensable raw material for the production of LED products, mainly for Japanese manufacturers Sumitomo chemical and chemical ShinEtsu to Japan domestic market, but its use, no big impact on the manufacturers of LED in other areas.

Phosphor is the color of the raw materials of LED products, the Japanese manufacturers including fluorescent powder mainly provides Nichia and MITSUBISHI chemical, according to insiders said that Japan is currently the largest supplier of fluorescent powder material. However, now the domestic and Taiwan related industries have also been established, it will not have much impact.

But LED silicone manufacturers will cause some problems for the LED industry. It is reported that the silica gel is mainly used for LED packaging, packaging silicone is mainly provided by the global Shin-Etsu chemical and Dow Corning, Shin Etsu chemical factory is located in Gunma Prefecture, in the transportation inconvenience and power shortage situation, there have been many firms said supply tight situation.

Transport and electricity for the post earthquake industry fetters

Although LED industry as a whole in the earthquake has not been too big blow, but transportation and traffic caused by earthquake become two major problems.

Goldman said, Japan's energy supply chain for fracture, short term, Japan's transport capacity is limited.

Road at present, northeastern Japan severely damaged the infrastructure of high-speed railway was damaged; certain destruction of the northeast of the airport facilities, traffic will be greatly reduced in the follow-up will add on the damaged part of the port, the short term will affect the transport of Japan LED industry.

Power, in order to cope with the shortage of electricity, in Tokyo electric power company and the Northeast Power Grid coverage "to prevent the occurrence of sudden blackout, may be planned for implementation in each region (turns) blackout. Is likely to face a lack of power supply abnormal situation". It is reported that the planned outage may start from 14 may last several weeks or more".

China's LED industry ushered in the opportunity to seize the market

Since before the country has issued the "opinions" of the development of semiconductor lighting industry, the development trend of domestic LED manufacturers, especially in Guangdong province. 2009, the province's LED lighting and related industry output value reached 31 billion yuan, accounting for half of the country's total output value of LED. Guangdong Province, which accounted for 70% of the country's LED packaging production, accounting for about 50%. of the world's current, Guangdong Province, with as the leading LED lighting companies have a total of more than 2 thousand and 600.

The earthquake in Japan, affected by the transport and logistics in the short term, Japan's LED supply will be reduced, which is to seize the market opportunity for domestic manufacturers.

And LED lighting demand in Japan is gradually rising, especially in the time after the earthquake, with the post disaster reconstruction work started, the world is facing the danger of nuclear power, enhance the awareness of energy saving and environmental protection, the LED lighting demand will increase, help to improve the domestic export enterprises LED chip sales.

From the industrial point of view, almost in the whole industry chain, China has a relatively good projects and enterprises. Especially based on encapsulation, lamp manufacturing and other aspects are very good, obvious advantages; production in the upper reaches of the chip, substrate materials, the growth of domestic enterprises is also very fast, if you seize the time, is likely to get a larger income.

In LED industry in Taiwan and Japan is a competitive cooperative relationship, Taiwan epitaxial crystal power plant, optitek, Taigu respectively for TOYOTA synthesis, Nichia, Ishida OEM, OEM orders increase benefit benefit. In Taigu as an example, the responsible person, in March the amount of orders has been higher than the February revenue, due to a sharp increase in demand for LED, the first half of this year will be Taigu per month from 60 thousand to 100 thousand in one fell swoop, the expansion rate of about 6; crystal electric for TOYOTA OEM synthesis