The impact of the earthquake on the day LED industry limited supply shortage caused by power shortage

March 16th news, according to foreign media reports, according to the survey, in 2010 the Japanese LED output ranked first in the world, the market share as high as 29%, ranked the world's top spot, market research firm LEDinside said the Japanese super earthquake in LED Industrial Co., part in the Kanto region of the plant and equipment manufacturers, mostly safe and sound, but by the Fukushima nuclear power plant to stop operation, with Shanghai roar in some areas caused by traffic disruption, resulting in supply chain, some components and materials supply tight phenomenon. LED industry supply chain in Japan, in addition to several manufacturers for the production of LED downstream materials accounted for the global supply chain has played an important 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. Japan's main LED manufacturers, Nichia, TOYOTA synthesis, 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 the other packaging plant Citizen, as part of the company's production line is located in Fukushima Prefecture, so the disaster situation still needs to be further understood. In the LED part of the material manufacturers, sapphire substrate 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, but the building is not damaged, but because brownouts and other factors affecting the output, and the supply is limited, it will affect the Japanese LED manufacturers out of Japan to seek external sapphire substrate is still worthy of attention. As for the supply of four yuan to use GaAs substrate, the main supplier provided by Sumitomo electronics, there is no shortage of supply situation has come out. MO source (MO Source), Japan's MO Source suppliers, mainly provided by Sumitomo chemical and shin Etsu chemical, used in the Japanese domestic market, no foreign sales, manufacturers will not affect the estimation of LED in other areas. 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 (Wafer Carrier), using the MOCVD machine collocation of graphite bearing plate is also very important parts of supplies, at this stage due to the MOCVD machine a lot of expansion, not the product technology threshold, suppliers plus, make the graphite bearing plate already appeared tight supply state. At present, Japan's main supplier for Dongyang carbon (Toyo Tanso), the factory is located in Kagawa Prefecture, but away from the disaster area was not affected, so much. Encapsulated silica gel (Silicone Lens), the global packaging silica gel is mainly composed of shin Etsu chemical and Dao Kangning (Dow Corning) 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.