Japan's LED industry packaging supply is tight to usher in China's development opportunities

It is reported that the Japanese 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

It is understood that the 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 material supply shortage phenomenon.

Japan's two major manufacturers, 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's LED industry production of raw materials are provided by Japan, due to the raw material manufacturers more or less affected by the earthquake, to some extent, will also have an impact on the LED industry.

Although the sapphire substrate, MO source and fluorescent powder manufacturers did not suffer too much damage in the earthquake, but due to the impact of traffic factors and power constraints, the subsequent output status is still not determined.

Among them, the sapphire substrate is raw materials currently used in 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 is an indispensable source of LED production of raw materials, mainly for chemical manufacturers in Japan Sumitomo and shin Etsu Chemical Institute, but the Japanese domestic market mainly used, no big impact on the manufacturers of LED in other areas.

The fluorescent powder of LED products is the color of the raw materials, mainly including Japan phosphor manufacturers 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.

However, the Japanese LED silicone manufacturers will cause some distress to 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 the LED industry in the earthquake has not been a big blow, but after the earthquake brought about by the transport and transportation has become the two major problem.

Goldman Sachs said that Japan's domestic energy supply chain temporarily broken, the short term, Japan's transport capacity is limited.

At present, the road in 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.

In order to avoid the shortage of power supply, in order to prevent the occurrence of a sudden large-scale power failure, it is possible to implement a planned (alternate) power outage in various regions in Tokyo. 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 introduction of the domestic semiconductor lighting industry development views, 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. Which Guangdong province LED packaging production accounts for about 70% of the country, accounting for about 50% of the world. At present, Guangdong province with Shenzhen as the leading LED lighting enterprises have more than 2 thousand and 600.

This time the earthquake in Japan, affected by transport, logistics, etc., in the short term will reduce the supply of Japanese LED, which also gives domestic manufacturers seize the opportunity of the market.

And the demand of LED lighting 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, there are relatively good domestic 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 addition, the 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 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; for the synthesis of crystal electric TOYOTA OEM, in Japan and the yen as the power supply shortage, also have the opportunity to benefit from single benefit.