According to foreign media reports, a large number of factories in Japan have been shut down due to strong earthquakes in recent days, and most of the electronic raw materials produced in Japan may be in a tight supply situation.
Currently, there are three suppliers of sapphire substrates for LED upstream materials in Japan. Among them, Kyocera has three sapphire substrate factories including Shiga, Hokkaido and Okaya. Namik has two production bases, Akita and Aomori, and each of the two plants has only one production base. Located in the earthquake-stricken area. .
. Last year, Japan accounted for only 15% of the global sapphire, and it mainly supplied Japanese local manufacturers. Therefore, the sapphire manufacturer's shutdown has only had an impact on the Japanese LED industry, and has little impact on the LED supply chain in Taiwan and other Asian regions.
Due to the earthquake, many nuclear power plants in Japan will be shut down, which will affect the overall power supply in Japan. Due to the high energy consumption, the sapphire Changjing plant may produce unsmooth conditions in the future.
As of the fourth quarter of 2010, Namik's monthly capacity (calculated on a 2-inch sapphire substrate) reached 200,000, and Kyocera (Kyocera) was also 200,000, accounting for 15% of the world's 2.6 million monthly production capacity.
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