Benefiting from the ECO-POINT system which is launched by Japan goverment,the demand for LED bulb light market is increasing rapidly in2010,and market penetration increased to about 16%,permeability of LED lighting 3% higher than the global average.The potential market for Japanese LED bulb light is very big,originally expect the market penetration can reach at 20% in 2011, including Delta,a number of other operators rob into Japan,along with large orders.For Japanese post-disaster reconstruction phase, the power supply is limited,the promotion of the demand of energy-saving product becomes a trend. Because of Japanese panel related supply chain, including panel factory, glass substrates, color filters and polarizer which are new generation of capacity mostly configurated in western Japan,including the hanshin area, Kyushu, Hiroshima, Shikoku and other regions where are far from the epicenter, recently news show that the core capacity of panel industry is not serious shocked, including Sharp LCD panel in Kansai,the production is still maintain normal operation.In addition,GLW once affected by earthquake,the production was interrupted, because GLW in Shizuoka is the production base, accounts for about 70%,GLW also officially release news, points out that currently there do not have any damage for both staff and machine,it seems that after check in half a day to one day,the production can be recovered.
Limited by communication factors,it is said,color filters Toppan and DNP in Xinxie and QiYu county with a 3.5 to 4 generation capacity,present situation is unknown, but due to belong to the old generation production line and estimate it will not effect the supply and demand.For glass substrates,there is a factory in Kanagawa Yokohama operates a melting pot of older generation,detail assessment report not published yet. Japan is LED production center of the world,this earthquake did not have a big influence for LED industry,and LED headquarters and main production centres are located in four German island county, far from the epicenter position, and LED process manufacturing not as precision as semiconductor,less shockproof,so after a short-time stop production,the operation of production can be OK again.
Although the panel photodiode industry is limited shocked,Japanese impact on global industrial chain,especially Japan master many patent of upstream industry,including chemical materials of panel, LED cutting mirror, microscope and other equipment,observation of the smooth for panel and LED relevant industries supply chain will stand for a long time.In addition,LED crystal electricity factory who has OEM relationship with Japanese Toyota contact with Japan in the first time.The factory is in Nagoya, has assured Toyota synthesis plant operating normally. But zhao and electrician SDK in Chiba Prefecture,still need to confirm whether influenced by limiting power and power failure.