Japan's LED supply reduced after the earthquake, the domestic LED lighting market ushered in the opportunity

This time the Japanese earthquake, affected by transportation, logistics, etc., Japan's LED supply will be reduced in the short term, which also gives domestic manufacturers the opportunity to seize the market. Moreover, the demand for LED lighting in Japan is gradually increasing. Especially after the earthquake, with the start of post-disaster reconstruction work, the world is facing the danger of nuclear power generation and raising awareness of energy conservation and environmental protection. The demand for LED lighting will also increase. It will help to increase sales of domestic LED chip companies.

As China has previously issued the "Semiconductor Lighting Energy-saving Industry Development Opinions", the domestic LED manufacturers have a good development trend, especially in Guangdong Province. In 2009, the province's LED lighting and related industries output value reached 31 billion yuan, accounting for half of the country's total LED output value. The LED packaging output of Guangdong Province accounts for about 70% of the country's total, accounting for about 50% of the world's total. At present, there are more than 2,600 LED lighting companies in Shenzhen, Guangdong Province.

In addition, Taiwan's LED industry and Japan are in a competitive relationship. Taiwan's Epistar's Jingdian, Guanglei and Taigu are Toyota Synergy, Nissan, and Showa Denko, respectively, and they have the opportunity to benefit from the increase in OEM orders. In Taigu, for example, the person in charge said that the amount of orders received in March was higher than February's revenue. In response to the dramatic increase in LED demand, Taegu increased its monthly production capacity from 60,000 to 100,000 in the first half of this year. With a margin of approximately 60%, Jingdian is Toyota's synthetic foundry. It also has the opportunity to benefit from the transfer of orders when Japan lacks power supply and the appreciation of the yen.

From the perspective of industry, there are relatively good domestic projects and companies in the entire industry chain. Especially in terms of packaging, lighting and other aspects of the base is very good, the advantages are obvious; in the upstream chip production, substrate materials, etc., domestic companies are also growing quickly, if you seize the time, it is likely to obtain greater benefits.