Taipei, Tuesday, September 23, 2014 06:21 (GMT+8)
mostly cloudy
Taipei
27°C
Digitimes Insight: Japan quake unlikely to hit global LED supply chain
Jessie Lin, DIGITIMES Research, Taipei [Tuesday 15 March 2011]

LED players in Japan have been spared major impacts from the March 11 massive earthquake and tsunami that hit the country, as their plants are mostly far away from the stricken areas. With Japan not having a high market share in the LED industry, the global LED supply chain is not expected to be much affected, according to Digitimes Research.

Japan-based players whose plants did feel some impact from the quake include Taiyo Nippon Sanso, Namiki Precision Jewel, Showa Denko and Citizen Electronics.

Taiyo Nippon Sanso, which produces MOCVD machinery, only had a 2.5% share of the global market in 2010, and therefore any possible impact on its production would have little effect on the global MOCVD supply, Digitimes Research said.

Sapphire suppliers Kyocera and Namiki are expected to have a combined global market share of 15.4% in 2011. Kyocera's plants were only rocked mildly by the quake, while Namiki was only affected by power outages with its facilities all remaining intact.

Global sapphire supply is unlikely to see major impacts, but prices may stop falling, Digitimes Research said.

Japan LED supply chain

Sector

Company

Quake impact

MOCVD

Taiyo Nippon Sanso

Only had 2.5% of global market in 2010

Sapphire

Kyocera

Sapphire facilities not affected; ranked 5th globally

Namiki

Affected by power outage; facilities intact; ranked 6th globally

LED chip

Nichia

Facilities far from quake areas; supply unlikely to be affected

Toyoda Gosei

Facilities far from quake areas; supply unlikely to be affected

Showa Denko

Facilities near quake areas, but not hit with power outage; it only supplies to specific clients

Citizen Electronics

Facilities near quake areas; affected by power outage

Source: Digitimes Research, March 11

MOCVD

Source: Digitimes Research, March 2011

kyocera and namiki

Source: Digitimes Research, March 2011

sapphire market share

Source: Digitimes Research, March 2011

Realtime news
  • Sony Mobile to focus on high-end smartphones, will decrease ODM orders, say Taiwan makers

    Mobile + telecom | 7h 38min ago

  • Taiwan market: Meizu likely to launch smartphone MX4

    Mobile + telecom | 7h 41min ago

  • Tablet panel pricing for 7-inch units remains flat in mid-September

    Displays | 7h 42min ago

  • Digitimes Research: Japan TV vendors see their proportion of 50-inch and above size Ultra HD TV sales drop

    Displays | 7h 46min ago

  • Great Wall plans to start fund raising for solar investments, says report

    Before Going to Press | 7h 55min ago

  • Argument between China vendors shows weakening of China smartphone industry, says report

    Before Going to Press | 8h 50min ago

  • Tablet panel pricing for 7-inch units remains flat in mid-September

    Before Going to Press | 9h 14min ago

  • Digitimes Research: TV vendors see their proportion of 50-inch and above size Ultra HD TV sales drop

    Before Going to Press | 9h 15min ago

  • Digitimes Research: Taiwan makers continue to focus on production of a-Si panels for use in the high-end smartphone panel segment

    Before Going to Press | 9h 15min ago

  • Xian SinoChip reportedly uses Powerchip foundry services

    Before Going to Press | 9h 15min ago

  • LCD monitor pricing increases in September

    Before Going to Press | 9h 19min ago

  • Notebook demand weakening in 2H14 partly due to Apple new devices

    Before Going to Press | 9h 20min ago

  • TSMC Solar president reportedly to resign

    Before Going to Press | 9h 20min ago

  • Taiwan market: Microsoft to launch Xbox One

    Before Going to Press | 9h 22min ago

  • Digitimes Research: Alibaba faced with operational difficulties

    Before Going to Press | 9h 23min ago

  • Digitimes Research: Apple uses iPad, iPhone models extend music business model started by iPod

    Before Going to Press | 9h 27min ago

  • LG to announce new smartphone with in-house AP, says report

    Before Going to Press | 9h 29min ago

Pause
 | 
View more
DIGITIMES Research Tracker Services
DIGITIMES Marketing Services
DIGITIMES Translation Services
  • 2014 global high brightness LED market, trends and shipment forecast

    For the global LED lighting market, the market size will reach US$25.82 billion in 2014 or a market penetration rate of 23.4%. This is attributable to exponential shipment growth for light bulbs, tubes, and directional lamps.

  • Greater China touch panel shipment forecast through 2015

    This Special Report provides forecasts through 2015 for Greater China touch panel shipments with breakdowns based on technology (glass, film, resistive), application (smartphone, NB and tablet) and by firm.

  • 2014 global tablet demand forecast

    This report analyzes the main players, their strategies and shipments forecasts for 2014, as well as other factors contributing to either growth or decline in various segments within the tablet market, with a particular focus on Apple, Google, Samsung, and Microsoft, along with whitebox vendors.