According to institutional investors, based on the Japanese government will focus more on use of renewable energy and LEDs after the destructive catastrophe, Taiwanese LED industry may benefit from Japan`s post-earthquake reconstruction .
Due to the massive earthquake and the recent nuclear power crisis in Japan, it’s likely to concentrate on the use of renewable energy and green products. It’s estimated that the post-earthquake reconstruction will cost the country several trillion Japanese yen and LEDs will be increasingly needed in Japan.
As a result, Taiwanese firms of LED lightings may acquire tremendous business opportunities.
In addition, because of earthquake damages or power supply shortage, Japanese factories already shut down. Sony and Sharp will be forced to step up outsourcing end-user products to overseas subcontractors, especially ones in Taiwan.
In institutional investors’ opinion, Taiwanese LED firms such as Epistar, Formosa Epitaxy and Unity Opto Technology and Delta Electronics will have the chance to take the opportunity.
|