2012-09-24
Taiwan’s LED industry has benefited from simmering anti-Japan sentiment in China, due to nationalization of the Diaoyutai islet. Formosa Epitaxy Incorporation (FOREPI) and Epistar to see booming revenues in September, because many LED-related orders diverted from Japan to Taiwan. According to insiders, rising sales of color TVs in China drive demand for LED-backlit chips; while anti-Japan there has moved many Chinese LED TV factories and system providers to transfer chip orders from Nichia to Taiwan’s Epistar, FOREPI, Unity Opto ...
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