The anti-Japanese trend in the mainland has caused the Taiwan LED industry to harvest the transfer effect

The mainland’s anti-Japanese sentiment continued to heat up, and the Taiwanese electronics industry achieved the benefits of transferring orders. LED companies such as Jingdian and Yuyuan have benefited from the surge in sales of mainland color power plants, and the strength of LED pull is strong. The revenue in September is expected to be better than expected.

According to statistics, Japanese color TVs such as Toshiba, Sanyo, Panasonic and Sharp have lost at least 20% in August, Beijing, Shanghai and Guangzhou, and Toshiba and Sanyo have dropped more than 40%. Since August, the top three brands of Guangzhou color TV brands have sold from Samsung, Sony and Sharp to Samsung, as well as Skyworth and TCL.

The sales of mainland color power plants increased sharply, pushing up the demand for LED backlights. However, due to the anti-Japanese sentiment, local LED packaging factories and system factories were originally preparing to place orders for Japanese companies, and they have now turned to Taiwanese factories, including crystals. Electricity, Yuyuan, Dongbei, Ronda, Yiquan, etc.

Japanese semiconductor IDM manufacturers accelerated the release of orders to Taiwan's packaging and testing companies. The director of ASE has said that the Japanese IDM factory has suffered from the appreciation of the Japanese yen. Now the mainland has experienced a fierce anti-Japanese tide, and the pressure is even greater. It is an inevitable trend to accelerate the release of outsourcing orders. ASE has won orders for Toshiba's decentralized components. Shandong Weihai Factory and Taiwan Factory are packaged for shipment.

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