Due to increasing demand for LED lighting in Japan along with appreciation of Japanese yen, Taiwanese LED manufacturers are expected to receive purchase orders from Japan. For instance, OEM manufacturers, such as Delta and Cal-Comp Electronics can immediately benefit from these Japanese orders. Ledtech, China Electric, Unity Opto, and Lite-On Technology are also potential beneficiaries to receive orders. Additionally, the upstream LED manufacturers, including Epistar, Genesis Photonics, and Everlight can also benefit from current market development.

Asia is the production core of the global LED industry. Based on LEDinside’s survey, Japan ranked No. 1 in LED package revenue by region, accounting for 29% in market share.