The anti-Japanese sentiment in the mainland, has heated up the electronics industry in Taiwan made the switch to a single benefit. Epistar, Formosa Epitaxy LED industry, benefit from the significant increase in the mainland local TV Factory Road robust LED pull goods, revenue is expected to better-than-expected in September.
According to statistics, Toshiba, Sanyo, Panasonic, Sharp and other Japanese TV in August than in July in Beijing, Shanghai, Guangzhou and sales recession in at least two percent, Toshiba, Sanyo fell more than four percent. Since August the top three the Guangzhou TV brand sales from previous Samsung, Sony and Sharp, converted to Samsung, Skyworth, TCL, two mainland local brands.
Mainland TV plant sales greatly increased, pushing up the LED backlight demand, but because of the anti-Japanese sentiment warming, local LED packaging plant and system factory originally prepared orders to Japanese Nichia chip orders, has now shifted to the Taiwan factory, including Epistar, Formosa Epitaxy, East Bay, Lunda, Chiun.
Japanese semiconductor IDM companies accelerated release single on Taiwan IC packaging and testing industry. ASE director, said Japan the IDM plant previously suffering from the pain of the appreciation of the yen, the continent is now fierce anti-Japanese sentiment, greater pressure to accelerate the release of outsourcing orders is an inevitable trend, ASE has won Toshiba dispersion component orders future through Shandong the Weihai plant and Taiwan factory, took the package shipments.
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