Taipei, Friday, October 9, 2015 17:58 (GMT+8)
light rain
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



Quake impact


Taiyo Nippon Sanso

Only had 2.5% of global market in 2010



Sapphire facilities not affected; ranked 5th globally


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

LED chip


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


Source: Digitimes Research, March 2011

kyocera and namiki

Source: Digitimes Research, March 2011

sapphire market share

Source: Digitimes Research, March 2011

Topics: Page 2

The Big Fund - China's next step to becoming a global semiconductor leader

RESEARCH EXTRAS | Sep 16, 17:49

China has been solidifying its semiconductor industry policy objectives through the release of the "National IC Industry Development Guidelines" in June 2014 and "Made in China 2025" in June 2015, with one key financial support program being the National IC Industry...

Display panels for wearable devices: Market overview and forecast through 2017

RESEARCH EXTRAS | Jul 23, 12:15

The wearables market is a growing focal point for many vendors and players in the display panel supply chain. This Digitimes Research Special Report looks at developments in panel applications in the wearable industry, with a specific focus on panel makers in...

Taiwan LCD TVs – 2Q 2015


Taiwan-based LCD TV makers are seeing improving shipments. Among them, Foxconn Electronics (Hon Hai Precision Industry) will have the strongest shipment growth in the second half due to procurement orders from Mexico.

Global tablet market – 2Q 2015

GLOBAL TABLET | Aug 21, 12:11

Digitimes Research saw global tablet shipments fall to 45.76 million units in second-quarter 2015, showing a 10% decrease on quarter and representing more than a 15% decrease on year.

China smartphone market and industry – 2Q 2015

CHINA SMARTPHONE | Aug 18, 15:33

Smartphone sales in China no longer show any significant momentum for growth as the fast maturing market now increasingly relies on replacement demand from existing users.

The Big Fund
Wireless broadband developments in Southeast Asia markets
The transition to 4k TV - UHD TV market forecast, 2014-2017
  • Wireless broadband developments in Southeast Asia markets

    As of 2013, the 10 ASEAN nations had a total of over 700 million mobile subscriptions, with the CAGR from 2003-2013 reaching 24%. This Digitimes Research Special Report analyzes the various mobile broadband markets in ASEAN and looks at the respective trends in 4G LTE development for those markets.

  • 2015 global tablet demand forecast

    This Digitimes Research Special Report provides a 2015 forecast for the global tablet market and analyzes the strategies of key market players such as Google, Apple, Intel, and Microsoft.

  • 2015 China smartphone panel trend forecast

    This Digitimes Research Special Report analyzes the strategies of key China-based major panel makers BOE, Tianma and IVO for attacking the different market segments through technology and pricing, and their relationship to local vendors Huawei, Lenovo, ZTE, Xiaomi and Coolpad.