LED plant is expected to benefit from the implementation of the Tokyo electric power 19 million home users to implement a new incentive system

With Japan for LED lighting demand increase, coupled with the Japanese currency appreciation pressure, will accelerate the LED factory procurement needs to taiwan. Delta and Campbell foundries will directly benefit, but, in the East Bay, Huaxing Electric, also have the opportunity to grab a lite order, and downstream Taiwan factory including EPISTAR, new century and billion light will also benefit.

Following the well-known Japanese convenience store channel 7-ELeven and Lawson company recently announced plans to invest 17 billion yen, will replace the lighting facilities all store the power company of Tokyo area within the scope of LED light, due to the 2011 Tohoku earthquake disaster, to deal with the problem of power shortage in summer, from the beginning of July 2011, the Japanese economy the industry has proposed 15% energy-saving goals, to achieve this goal, the Japanese government in addition to promoting policies, for the Tokyo electric power company under the jurisdiction of about 19 million families in the region, the implementation of the new energy saving system of issuing Gift Award gifts, including LED bulb coupons and other related such gifts. Based on the observations of LEDinside, Japan LED bulb market penetration gradually increasing trend in the wake of the disaster, but the industry is still worried that this is just the short-term demand and take a wait-and-see attitude for long-term demand. However, the implementation of LED lighting exchange voucher policy, government policy support for energy saving, will give the industry a booster. LEDinside estimated in 2011 the Japanese ball type LED lamp sales will reach 24 million, an increase of 71% over last year, the permeability is also estimated to be mentioned to the estimated market size of up to $480 million. As for the LED PKG part of the forecast will have more than 120 million. METI is actively seeking to join the Japanese Keidanren corporate sponsorship, while Japan's Keidanren industry wide distribution, Japan's Panasonic, MITSUBISHI Keidanren, Hitachi and Toshiba and other commercial production are involved in the LED lighting industry, estimated under this policy in July will provide LED lighting coupon chugu 2 million it will be worth more than $40 million. It is expected that there will be more Japanese people to recognize LED lighting, accelerate the popularity of LED lighting in the market, improve sales of LED lighting. Japan's main lighting manufacturers such as Toshiba Toshiba, SHARP electric, Panasonic, MITSUBISHI Mitsubishi (Sharp) are important suppliers, although Japan LED manufacturers mostly not located in major disaster areas, for the whole LED stable supply has little effect, but with Japan for the LED lighting demand increase, plus the Japanese currency appreciation pressure it will accelerate the LED factory procurement needs to taiwan. The direct beneficiaries of the Japanese customers already have delta power, Jin Renbao group's Thai treasure should be the most obvious. The Delta has Osram GE in America, Germany and Hitachi OEM orders; and Thailand Bao grabbed the United States GE, Westinghouse and Japan Toshiba OEM orders, is expected to become the biggest beneficiaries of the subsidy policy. In addition to the current Delta and taijinbao, related products manufacturers including Taiwan LED Huaxing, CLP, East Bay, and Lite has to enter the Japanese market, the future will have the opportunity to grab this order. In addition, the upstream and downstream of the crystal, light, the new century and other supply chain also have the opportunity to benefit from the adoption of the foundry. Huaxing LED lights also successfully introduced into the chain of convenience stores in the supply chain. The new century and the JFE engineering company alliance with Japanese companies and local government agencies as the object of the sale of new century lighting products. And the East Bay, and Lite billion light, Lunda LED parts also have the opportunity to be cut in the Japanese market group. It is worth noting that the Japanese government estimates will also affect the state of the LED power saving policies on energy subsidy policy to Chinese, for example, "re planning policy street ten city lights", will once again push the policy, "12th Five-Year" policy and promotion "replace incandescent roadmap" policy, Germany also announced in 2022 will be a comprehensive nuclear waste, is bound to increase solar energy and other renewable energy development, but also have the opportunity to encourage more users to use energy-saving lighting including LED, LED lighting market is expected to boom. Japan government to implement the policy of energy saving premium subsidies, will have a short-term positive impact from the Taiwan plant, but in the long term, the government plans to cultivate Chinese the domestic LED industry, Taiwan factory will be worth careful attention, in addition, the South Korean manufacturers also aggressively cut on the lighting market, to expand the global market have a certain factory the influence of. In other words, how to allow Taiwan to maintain a leading position in the LED industry or a certain position, in addition to improve their competitiveness, but also need to give strong support to the government of Taiwan.

Japan LED bulb Market Forecast