The LED industry
1, in the position of the global industry
Japan is the world’s largest LED producer, has from the raw materials and equipment, substrate, denotation, chips, encapsulation, application of complete industrial chain. In 2010, the Japanese LED enterprise sales accounted for more than 25% of the global market. Among them, the scale and technology advantage in equipment and raw materials upstream link is obvious; LED substrate link sales accounted for about 16% of the world, the global top 10 manufacturers of Japanese companies have three, the kyocera is the world’s largest sapphire substrate supplier, wood and second; In LED epitaxial chips/link, has the chemical (the extension of the world’s largest chip manufacturer, Toyota synthesis such as leading enterprises.
2, capacity distribution in Japan
Currently has a wide distribution Japan’s leading LED manufacturers. Which directly affect the earthquake area, there are three material/equipment maker (sumitomo chemical, shin-etsu chemical, mitsubishi chemical), two sapphire substrate makers (kyocera, and wood), and the two chip encapsulation factory (showa denko, Citizen electronics) part of the factory. Japan LED two giants, and synthetic chemistry and Toyota’s main production base, mainly in Japan’s kansai region, far from the northeast region, is affected by the earthquake is relatively small.
3, in the capacity distribution of China
At present, Japan’s leading LED enterprises have the production base in China, mainly concentrated in the eastern coastal areas. Overall speaking, the companies products of China’s factory production levels are lower than Japan factory, most of the high-end products, the core equipment and the production of raw materials has not been layout in mainland China.
Table 10 major Japanese LED domestic enterprises
4, the effects of the earthquake
Japan is currently the largest source of imports, domestic LED product domestic since Japan imported LED chip $2010 in 1.1 billion, accounting for 31.5% of the total imports. But the earthquake directly influence of showa denko, Citizen electronics, kyocera, and wood, and the sun, acid, and other enterprises mainly concentrated in the chip encapsulation, sapphire substrate and MOCVD three links, and accounts for these enterprises in the global industry is low, so the impact on the domestic industry is very limited.