In Japan this summer power shortage, drive LED lighting business, also accelerated the Taiwan factory received Japan LED lighting orders, Delta (2308), AUO's Ronda (3698), the East Bay has a new single income, optitek began to attack the Japanese commercial lighting market. 2012 Summer in Japan, may be the first since the first nuclear power plant in the summer without power supply, in the summer of 2012 will be more than 13% of the electricity gap; if the temperature is high, the most likely to be a power shortage of 20%. It is reported that, due to the tight supply and demand of electricity in Japan, boost the public awareness of energy conservation, the Japanese market is expected in 2012 LED lighting will increase by 69% compared to 2011 to 373 billion 800 million yen. From 2011 311 onwards, the rapid increase in the use of LED in Japan, the recent LED factory orders have a rapid warming phenomenon.
Delta executive Nagami Youngjun said the price rise, power shortage, energy saving issue seriously, 2012 delta power first quarter LED revenue increased 200% year, Delta in early 2012 have fairly good gains in Japan next generation lighting technology exhibition in Tokyo, there are two Japanese companies to examine Taiwan delta recently, is expected under the orders of the ODM.
Lextar chairman Su Fengzheng said, the Japanese electricity, long time lighting change LED is obvious trend in Japan, Lunda growth momentum is very strong, in addition to the 311 earthquake in Japan after the demand boom last year, the highest single month for lextar lamp shipments reached 400 thousand, again in the near future with the group advantage, made Japanese customers ODM orders, Su Fengzheng estimates, Japan's orders, is several times the growth ".
Because the LED backlight market demand continues to heat up, plus the LED lighting season, Lunda order visibility has until the end of June, and Ronda executives said second quarter can be so busy, do not have to worry about the third season.
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