Introduction

The flexibility of responses to modified light environments in windfall areas plays a key role in the competitiveness of understory plants (Pearcy and Sims 1994; Bazzaz 1996; Krause et al. 2001; Beaudet et al. 2007). Canopy gaps intensify growth competition between regenerating understory plants. To succeed in newly formed gaps, shade-adapted and/or shade-acclimated understory plants must avoid photoinhibition, which is defined as a prolonged decline in photosynthetic light-use efficiency of photosystem (PS) II (Demmig-Adams and Adams 1992; Long et al. 1994), and adapt their photosynthetic apparatus to the increased irradiance.

As typhoons usually hit Japan late in the vegetation period, mature leaves that have developed under shade conditions will be exposed to strong light following windfall events. Such shade-adapted leaves generally have less photoinhibition tolerance and lower photosynthetic acclimation ability to increased light intensities (Osmond 1994; Naidu and DeLucia 1997; Lovelock et al. 1998; Kitao et al. 2000; Yamashita et al. 2000; Oguchi et al. 2005; Wyka et al. 2007) than expanding leaves (Sims and Pearcy 1992) and leaves developed after windfall gap formation (Kamaluddin and Grace 1992; Pearcy 1994; Yamashita et al. 2000). Hence, susceptibility to photoinhibition and the ability of mature leaves to adapt to increased irradiation will play a major role in windfall-induced photosynthetic productivity, growth, and competition among understory plants.

Dwarf bamboos (Sasa) are common understory plants in temperate and boreal forests of central and northern Asia. In some areas, they severely inhibit regeneration of tree species because of the extreme shading of the forest floor by their 1–3 m high culms that grow clonally at high densities (Nakashizuka 1988; Hiura et al. 1996; Umeki and Kikuzawa 1999; Narukawa and Yamamoto 2002; Takahashi et al. 2003; Noguchi and Yoshida 2004; Abe et al. 2005). Moreover, Sasa bamboos indirectly increase seed loss by encouraging development of particularly high rodent densities (Iida 2004).

In our experimental forest, Sasa senanensis is one of the dominant components of the understory, which also includes two deciduous woody plants with different regeneration strategies, viz. Quercus mongolica, a mid-successional gap-dependent species, and Acer mono, a late-successional shade-tolerant species (Koike 1988). S. senanensis is capable of significant carbon uptake in late fall and early spring under the leafless canopy in deciduous forests (Lei and Koike 1998). However, it is as yet unclear how the evergreen S. senanensis copes with excess light energy following unpredictable windfall events. Species with long-lived leaves are more tolerant of sudden increases in light that occur when tree-fall gap are formed than shade-acclimated specimens of species with short-lived leaves (Lovelock et al. 1998). S. senanensis has evergreen leaves that remain functional for several years (Lei and Koike 1998). Field observations show that large canopy gaps formed by typhoons often later develop into open stands with dense Sasa undergrowth (Tatewaki 1958). We hypothesized that, in this situation, S. senanensis has advantages over broadleaf tree species because of its higher tolerance of sudden increases in light intensity that is attributable to highly efficient energy dissipation mechanisms and a superior ability to acclimatize to increased light. In addition, shade-grown potted seedlings of Q. mongolica have higher tolerance to photoinhibition than those of A. mono (Kitao et al. 2000, 2006a); this difference, however, has not yet been verified under field conditions.

An opportunity to test our hypothesis arose on 8 September 2004, when the 18th typhoon of the season struck northern Japan. Large canopy gaps were formed in vegetation across Hokkaido, including our experimental deciduous broadleaf forest (Takao et al. 2005). Over several weeks following the event, we studied vulnerabilities to photoinhibition and photosynthetic acclimation ability in S. senanensis, Q. mongolica, and A. mono. To identify factors responsible for different susceptibilities to photoinhibition, we measured pre-dawn photochemical efficiency of photosystem II (F v/F m), photosynthetic properties (CO2 assimilation and chlorophyll fluorescence) and physiological leaf characters.

Materials and methods

Study site

This study was conducted in a mature secondary deciduous broadleaf forest regenerated after a forest fire in 1912. The site is located in the experimental forest of the Forestry and Forest Products Research Institute, Hokkaido Research Center in Sapporo, Japan (42°59′N, 141°23′E, 180 m above sea level). The topography is rather flat, and the soil type is Andosol (Ishizuka et al. 2006). The mean annual temperature is 7.1°C (1981–2000) and the mean annual precipitation is 957 mm. Snow accumulation is about 1 m from mid-November to mid-April. The dominant canopy tree species is Betula platyphylla Sukatch. var. japonica (Miq.) Hara. Mean tree height of this birch is 18.3 m and mean stem diameter at 1.3 m above ground is 0.23 m (Utsugi et al. 2005). In the study site, a 0.25 ha study plot (50 m × 50 m) had been established in previous work for measurement of tree growth, and 100 quadrats (2 m × 2 m) had been deployed within the plot to monitor survival and growth rates of tree seedlings (Abe et al. 2003). At the site, S. senanensis underwent a mass flowering before numerous patches died off in 1995. Thereafter, the S. senanensis population regained size through vegetative spreading, but has not yet recovered its original density (Abe et al. 2003). When understory bamboo density was low, seedlings of broadleaf tree species sprouted up, but most were still shorter (average height ± SE; 0.24 ± 0.01 and 0.14 ± 0.03 m, for Q. mongolica and A. mono, respectively) in September 2004 than regenerated S. senanensis (0.49 ± 0.01 m).

Plant materials

We examined understory plants of S. senanensis (Fr. & Sav.) Rehd, and two broadleaf tree species, Q. mongolica var. grosseserrata Blume and A. mono Maxim. var. glabrum (Lév. & Van’t.) Hara. The broadleaf tree individuals studied were not directly beneath neighboring culms of S. senanensis. S. senanensis is monocarpic, with a regeneration interval of >60 years, but usually forms dense stands by clonal growth and often reaches 100% cover in the understory (Hiura et al. 1996). The average height reaches about 1 m in the forest understory. Q. mongolica is a major canopy constituent of mature mixed forests in the cool temperate region of northern Japan (Koike 1988; Takahashi et al. 2003). A. mono is capable of persisting in the forest understory for most of its life (Koike 1988).

On 8 September 2004, more than 50% of the crown area at the site was destroyed by a typhoon (Takao et al. 2005); the canopy was closed before the typhoon. Three 2 × 2 m plots located under newly formed gaps were selected for study (“gap plots”). Each included all three experimental species, viz. S. senanensis (total number of plants analyzed in the three squares: n = 13), Q. mongolica (n = 13), and A. mono (n = 16) (“gap plants”; one leaf per plant). One 2 × 2 m plot that had not been affected by the typhoon (“shade plot”) was selected as a control. It included six plants of all three experimental species (“shade plants”; one leaf per plant). In these “gap plots” and “shade plots”, we selected for physiological measurements saplings of Q. mongolica and A. mono that were not suppressed by S. senanensis or other understory species. We examined mature leaves of Q. mongolica and A. mono that had started to unfold in mid-May of the same year, whereas in S. senanensis, we studied the third leaves (counted from the shoot apex) that had started to develop in early July.

We measured photosynthetic photon flux density (PPFD) above the crown layer of understory S. senanensis in the three experimental “gap plots” using PPFD sensors (LI-190SA, Li-Cor, NE, USA) at Day 6 after the typhoon. These measurements were made under overcast skies. At the same time, we also measured PPFD above the canopy of dominant trees in this area. Relative PPFD (rPPFD), i.e. understory PPFD divided by above-canopy PPFD, was calculated for each plot as the mean of 120 measurements taken at 1 s intervals. In the present study, rPPFD was used as a measure of the growth light environment in the forest understory.

Photoinhibition following canopy gap formation

To evaluate the extent of photoinhibition caused by increased irradiance following the disturbance, we determined initial (F 0) and maximum fluorescence (F m) after an overnight dark-adaptation for all “gap plants” in three “gap plots” (one leaf per plant), using a portable fluorometer (PAM-2000, Walz, Effeltrich, Germany) at a saturating PPFD of 7,000 μmol m−2 s−1 for 1 s to obtain F m. The ratio of variable to maximum fluorescence (F v/F m where F v = F m − F 0) represents maximum PS II photochemical efficiency (Schreiber et al. 1994). Measurements were conducted from Day 4 to Day 31 after the typhoon. F v/F m was also measured in “shade plants” as controls from Day 16 to Day 31.

Photosynthetic properties of “shade plants” on Days 19–21 after the typhoon

CO2 assimilation rate and chlorophyll fluorescence were measured simultaneously in situ in four “shade plant” mature leaves of each species (one leaf per plant) using a leaf chamber fluorometer (LI-6400-40, Li-Cor) connected to a portable photosynthesis system (LI-6400, Li-Cor) on Days 19–21 after the typhoon. Light-dependent net CO2 assimilation rate per leaf area (A area), quantum yield of PS II electron transport (ΦPSII), photochemical quenching (q P), and photochemical efficiency of open PS II \((F^{\prime}_{{\text{v}}} /F^{\prime}_{{\text{m}}} ) \) were determined at photosynthetic steady state under actual CO2 concentration of 360 μmol mol−1 and 11 levels of PPFD (2,000, 1,600, 1,200, 800, 600, 400, 250, 160, 80, 40, and 0 μmol m−2 s−1). Using fluorescence yield under photosynthetic steady state, F s, and maximum fluorescence, \(F^{\prime}_{{\text{m}}}\) determined at saturating light for 1 s, we calculated ΦPSII \((=(F^{\prime}_{{\text{m}}} - F_{{\text{s}}} )/F^{\prime}_{{\text{m}}} ) \) (Genty et al. 1989). To determine minimum fluorescence, \(F^{\prime}_{{\text{0}}}\), far-red light was applied after turning off the actinic light. \(F^{\prime}_{{\text{0}}}\) was used to derive q P \( (=(F^{\prime}_{\text{m}} - F_{\text{s}} )/(F^{\prime}_{\text{m}} - F^{\prime}_{\text{0}} )) \) and \( F^{\prime}_{{\text{v}}} /F^{\prime}_{{\text{m}}} ( = (F^{\prime}_{{\text{m}}} - F^{\prime}_{{\text{0}}} )/F^{\prime}_{{\text{m}}} ) \), calculated according to Schreiber et al. (1994). Leaf temperature was maintained at 22–23°C, and leaf to air vapor pressure difference was kept at <1.2 kPa. Electron transport rate (ETR) was calculated as ETR = 0.5 × ΦPSII × leaf absorptance × incident PPFD. Absorptances at 400–700 nm of the leaves used for measurements of photosynthetic properties were determined with a spectroradiometer (LI-1800C, Li-Cor) and an external-integrating sphere (LI-1800-12S, Li-Cor). Partitioning of absorbed light energy among various pathways was estimated using the model proposed by Demmig-Adams et al. (1996). This method is based on a “puddle” model assuming limited connectivity between the PS II complexes. In this model, the light energy sink comprises three parts: photosynthetic electron transport defined by ΦPSII, heat dissipation, and excess energy. Heat dissipation reduces \(F^{\prime}_{{\text{v}}} /F^{\prime}_{{\text{m}}}\) (Demmig-Adams et al. 1995; Gilmore and Björkman 1995) and is defined as \(1 - F^{\prime}_{{\text{v}}} /F^{\prime}_{{\text{m}}} \). Energy that is neither consumed for electron transport nor dissipated as heat is defined as excess energy (E), \( E = F^{\prime}_{{\text{v}}} /F^{\prime}_{{\text{m}}} \times (1 - q_{{\text{p}}} ) \) (Demmig-Adams et al. 1996). The absolute value of excess energy was calculated as E × leaf absorptance × incident PPFD × 0.5 (Kato et al. 2003).

Before measuring light-dependency of photosynthesis in the same leaves, we measured A area and chlorophyll fluorescence at 600 μmol m−2 s−1 PPFD simultaneously in situ at four levels of CO2 concentration (360, 200, 100, and 1,500 μmol mol−1). We assumed that 600 μmol m−2 s−1 PPFD established light-saturated conditions for “shade plants”. Apparent carboxylation efficiency (CE) was derived from the initial slope of the relationship between intercellular CO2 concentration (C i) and A area below C i of 300 μmol mol−1 using linear regression on the basis of A area measured at actual CO2 of 360, 200, 100 μmol mol−1. The A area measured at actual CO2 of 1,500 μmol mol−1 was used as maximum photosynthetic rate (A max). Leaf area-based CO2 assimilation rate (A area-600) and leaf mass-based CO2 assimilation rate (A mass-600), transpiration rate (T r-600), instantaneous water-use efficiency (WUE; A area-600 per T r-600), photosynthetic nitrogen-use efficiency [PNUE; A area-600 per area-based leaf nitrogen content (N area)], and chlorophyll fluorescence parameters (ETR600, q P-600, and \(F^{\prime}_{{\text{v}}} /F^{\prime}_{{\rm m}{\text{-}600}}\)) were determined for 600 μmol m−2 s−1 PPFD at 360 μmol mol−1 CO2 for each leaf.

Photosynthetic properties of “shade plants” and “gap plants” about 1 month after the disturbance

About 1 month after the typhoon, A area and chlorophyll fluorescence at 600 μmol m−2 s−1 PPFD were measured at 360 μmol mol−1 CO2 in four mature leaves of “shade plants” (one leaf per plant, Day 34) and in five mature leaves of “gap plants” (one leaf per plant, Day 31) of the three species. The five “gap plants” were selected from two plots within the three “gap plots”. In addition, for this measurement, leaf absorptance was derived using a calibration curve plot of SPAD readings (measured using a SPAD chlorophyll meter, SPAD 502, Minolta, Osaka, Japan) and leaf absorptance for the three species measured on Days 19–21. Because there was little difference among species in the relationships between SPAD readings and leaf absorptance, we used the same equation for all species. The equation was:

$$ {\text{Leaf absorptance }} = \, 0. 200 \, \times { \ln }\left[ {\text{SPAD reading}} \right] \, + \, 0. 1 2 9\left( {n \, = 12, \, R^{2 \, } = \, 0. 9 7 2, \, P < \, 0.0 5} \right). $$

Leaf characters

All the leaves used for measurements of photosynthetic properties (Days 19–21 and Day 34 in “shade plants” and Day 31 in “gap plants”) were dried to constant weight at 80°C and were then used for the determination of leaf mass per area (LMA) and N area. Mass-based leaf N content (N mass) was determined with a combustion method using an NC-analyzer (SUMIGRAPH NC-800, Sumika, Osaka, Japan). SPAD readings were obtained using a SPAD chlorophyll meter, which has a close correlation with chlorophyll content (Markwell et al. 1995; Uddling et al. 2007). Leaf thickness was measured using a digimatic micrometer (MDC-25M, Mitutoyo, Kanagawa, Japan).

Statistical analysis

Split-plot analysis of variance was used to compare F v/F m between species in all three gap plots (“gap plants”). Analysis of variance was used to compare light-dependent photosynthetic properties and leaf characters of “shade plants” (Days 19–21) between species. Statistical significance of differences between pairs of species was tested with the Tukey–Kramer post hoc test at a probability level P < 0.05 using JMP (SAS Institute 2003). Statistical significance of differences between F v/F m values determined at different times, and between “shade plants” and “gap plants” were tested using Student’s t test (P < 0.05). Statistical significance of differences about 1 month after the typhoon between “shade plants” (Day 34) and “gap plants” (Day 31) in photosynthetic properties under saturating light (PPFD = 600 μmol m−2 s−1) and leaf characters were tested using Student’s t test (P < 0.05).

Results

“Shade plant” chlorophyll fluorescence light response curves on Days 19–21 after the typhoon

Above 160 μmol m−2 s−1 PPFD, light-dependent ETR in “shade plants” on Days 19–21 was highest in S. senanensis and lowest in A. mono (P < 0.05; Fig. 1a). ETR values reached maxima at PPFDs of around 400, 250, and 80 μmol m−2 s−1 in S. senanensis, Q. mongolica, and A. mono, respectively. q P, which represents the openness of PS II centers (Krause and Weis 1991; Schreiber et al. 1994), decreased in all species as light intensity increased, most markedly in A. mono and least in S. senanensis (Fig. 1b). As a result, A. mono had the lowest q P above 80 μmol m−2 s−1 PPFD, whereas S. senanensis had the highest above 400 μmol m−2 s−1 PPFD (P < 0.05). \(F^{\prime}_{{\text{v}}} /F^{\prime}_{{\text{m}}}\), which represents the efficiency of open PS II energy conversion (Schreiber et al. 1994), also declined with increasing incident PPFD, and this decrease occurred at a lower PPFD in A. mono than in Q. mongolica and S. senanensis (Fig. 1c). \(F^{\prime}_{{\text{v}}} /F^{\prime}_{{\text{m}}}\) reached minimum levels at PPFDs of around 1,200, 600, and 160 μmol m−2 s−1 in S. senanensis, Q. mongolica, and A. mono, respectively. In contrast to q P, \(F^{\prime}_{{\text{v}}} /F^{\prime}_{{\text{m}}}\) above 1,200 μmol m−2 s−1 PPFD was lowest in S. senanensis (P < 0.05). The absolute value of the excess energy, which was estimated with the model of Demmig-Adams et al. (1996), increased in all species as the absorbed light intensity increased (Fig. 2). At a given absorbed PPFD, A. mono had the largest excess energy followed by Q. mongolica and S. senanensis (P < 0.05).

Fig. 1
figure 1

Responses of electron transport rate (ETR) (a), photochemical quenching (q P) (b), the efficiency of energy conversion of open PS II (F v ’/F m ) (c) to incident photon flux density (PPFD) in “shade plants” of S. senanensis (squares), Q. mongolica (circles), A. mono (triangles). Data for light–response curves shown were obtained on Days 19−21 after the typhoon; values are means ± SE (n = 4). Different letters at 600 and 1,200 μmol m−2 s−1 PPFD indicate statistically significant differences between species at P < 0.05 (Tukey–Kramer test)

Fig. 2
figure 2

Relationships between the rate of excess light energy estimated from: [excess energy (E) × leaf absorptance × incident PPFD × 0.5] and absorbed PPFD for “shade plants” on Days 19−21 of S. senanensis (squares, solid line), Q. mongolica (circles, dotted line), A. mono (triangles, dashed line). Values are means ± SE (n = 4)

Gas exchange of “shade plants” on Days 19–21 after the typhoon

The light-dependent A area of “shade plants” on Days 19–21 tracked trends similar to ETR: above 80 μmol m−2 s−1 PPFD, S. senanensis had the highest A area followed by Q. mongolica and A. mono (P < 0.05; Fig. 3). S. senanensis had the highest A area-600, A max, and CE among the three species (P < 0.05; Table 1). S. senanensis also had the highest WUE, followed by A. mono and Q. mongolica (P < 0.05). A mass-600 and PNUE were highest in leaves of Q. mongolica (P < 0.05). R d was not significantly different among species.

Fig. 3
figure 3

Response of leaf area-based net CO2 assimilation rate (A area) to incident photon flux density (PPFD) in “shade plants” of S. senanensis (squares), Q. mongolica (circles), A. mono (triangles). Light–response curves shown were measured on Days 19−21 after the typhoon; values are means ± SE (n = 4). Different letters at 600 and 1,200 μmol m−2 s−1 PPFD indicate statistically significant differences between species at P < 0.05 (Tukey–Kramer test)

Table 1 Photosynthetic parameters at 600 μmol m−2 s−1 PPFD and 360 μmol mol−1 CO2 and dark respiration (R d) on Days 19–21 after the typhoon in “shade plants” of S. senanensis, Q. mongolica, and A. mono

“Shade plant” leaf characters on Days 19–21 after the typhoon

On Days 19–21 after the typhoon, “shade plants” of S. senanensis had the largest LMA and leaf thickness, the highest N area and chlorophyll content (SPAD reading), and the greatest leaf absorptance among the three species examined (P < 0.05; Table 2). On the other hand, N mass was not different among species. “Shade plants” of Q. mongolica had larger LMA and higher N area than those of A. mono (P < 0.05).

Table 2 Leaf characters of “shade plants” of S. senanensis, Q. mongolica, and A. mono on Days 19–21 after the typhoon

“Gap plant” F v/F m after the typhoon

Before the typhoon of September 8, relative PPFD (rPPFD) above the crown layer of S. senanensis was 5–6% of full sunlight (Utsugi, personal communications). After the typhoon, the corresponding rPPFD in the “gap plots” was 63 ± 5% (mean ± SE of the 3 experimental plots). This value of rPPFD corresponds approximately to the light condition before the bud burst in this deciduous forest with closed canopy until the disturbance (Tobita et al. 2002). “Shade plants” had an F v/F m ≥ 0.8 on Day 16 after the typhoon (S. senanensis 0.819 ± 0.001, Q. mongolica 0.815 ± 0.003, A. mono 0.802 ± 0.002; mean ± SE) (Fig. 4). F v/F m of “shade plants” did not change from Days 16 to 31 after the typhoon. We had not measured F v/F m of “gap plants” and “shade plants” before the typhoon. However, F v/F m of “shade plants” may be used to represent typical pre-windfall values. On Day 4 after the creation of canopy gaps by the typhoon, “gap plant” F v/F m decreased significantly compared to the pre-windfall values in all three species. S. senanensis had the highest F v/F m, followed by Q. mongolica and A. mono (P < 0.05; Fig. 4). Though predawn F v/F m values of “gap plants” of all species did recover slowly from Days 4 to 31, they had not reached “shade plant” levels by Day 31 (P < 0.05; Fig. 4). “Gap plants” of S. senanensis and Q. mongolica had 91 ± 1% and 88 ± 1% recoveries of initial values (mean ± SE), respectively. The recovery ratio was lowest in “gap plants” of A. mono (77 ± 2%), and a fraction of the leaves in this species turned yellow and died off within a month of gap formation.

Fig. 4
figure 4

Pre-dawn maximum photochemical efficiency of PS II (F v /F m) in “shade plants” (closed symbols) and “gap plants” (open symbols) of S. senanensis (squares), Q. mongolica (circles), and A. mono (triangles) following canopy gap formation by a typhoon. Values are means ± SE of “shade plants” (n = 6) and “gap plants” (S. senanensis: n = 13, Q. mongolica: n = 13, A. mono: n = 16). Different letters indicate statistically significant differences between species in “gap plants” at P < 0.05 (Tukey–Kramer test). The “gap plant” value on Day 31 for A. mono is the average value except for two fallen leaves after Day 24. For this reason, points are joined by a dashed line

“Shade plant” and “gap plant” chlorophyll fluorescence about 1 month after the typhoon

“Shade plant” ETR600, q P-600, and \(F^{\prime}_{{\text{v}}} /F^{\prime}_{{\rm m}{\text{-}600}}\) values of all species did not change significantly from Days 19–21 to Day 34, except for an increase in S. senanensis q P-600 (0.52 ± 0.04 on Days 19–21) and a decrease in Q. mongolica \(F^{\prime}_{{\text{v}}} /F^{\prime}_{{\rm m}{\text{-}600}}\) (0.46 ± 0.01 on Days 19–21) (P < 0.05; Fig. 5). “Gap plants” and “shade plants” of S. senanensis were not significantly different in ETR600, q P-600, or \(F^{\prime}_{{\text{v}}} /F^{\prime}_{{\rm m}{\text{-}600}}\) at about 1 month after the typhoon (Fig. 5), whereas “gap plants” of Q. mongolica and A. mono had significantly higher q P-600 values than “shade plants” at that time (P < 0.05; Fig. 5b). In addition, \(F^{\prime}_{{\text{v}}} /F^{\prime}_{{\rm m}{\text{-}600}}\) values of A. mono “gap plants” were significantly lower than those of “shade plants” (Fig. 5c). Though ETR600 and q P-600 were highest in “gap plants” of S. senanensis among three species, \(F^{\prime}_{{\text{v}}} /F^{\prime}_{{\rm m}{\text{-}600}}\) values of “gap plants” were not significantly different among species. The absolute excess energy values at incident 600 μmol m−2 s−1 PPFD was lower in “gap plants” than in “shade plants” of A. mono and Q. mongolica, but not in S. senanensis, although the absorbed light intensity was not the same between “shade plants” and “gap plants” (Fig. 6). As a result, “gap plants” of A. mono and Q. mongolica had relationships between absorbed light and excess energy similar to that of S. senanensis “shade plants”.

Fig. 5
figure 5

Electron transport rate (ETR600) (a), photochemical quenching (q P-600) (b), and the efficiency of energy conversion of open PS II (\(F^{\prime}_{{\text{v}}} /F^{\prime}_{{\rm m}{\text{-}600}}\)) (c) at 600 μmol m−2 s−1 PPFD and 360 μmol mol−1 CO2 concentration in “shade plants” on Day 34 (closed bars) and “gap plants” on Day 31 (open bars) of S. senanensis, Q. mongolica, and A. mono. Values are means ± SE (n = 4 on Day 34, n = 5 on Day 31). Different letters indicate statistically significant differences between species at P < 0.05 (Tukey–Kramer test). “Asterisk” indicates statistically significant differences between “shade plants” (Day 34) and “gap plants” (Day 31) in a given species at P < 0.05 (Student’s t test)

Fig. 6
figure 6

Relationship between the rate of excess light energy estimated from: [excess energy (E) × leaf absorptance × incident PPFD × 0.5] and absorbed PPFD in “shade plants” on Day 34 (closed symbols) and “gap plants” on Day 31 (open symbols) of S. senanensis (squares), Q. mongolica (circles), and A. mono (triangles). Three curves shown present data from Fig. 2 for “shade plants” of S. senanensis (solid line), Q. mongolica (dotted line), A. mono (dashed line)

Gas exchange in “shade plants” and “gap plants” about 1 month after the typhoon

For all species, there were no significant changes in “shade plant” gas exchange parameters from Days 19–21 to Day 34 after the typhoon, except for a decrease in T r-600 and an increase in WUE in Q. mongolica (Table 1; Fig. 7). “Gap plant” A area-600 and A mass-600 values were not different from those of “shade plants” in any species at about 1 month after the typhoon (Fig. 7a, c). “Gap plants” of S. senanensis, however, had significantly lower WUE values than those of “shade plants” (P < 0.05; Fig. 7d). “Gap plants” of A. mono had significantly higher T r-600 values and lower WUE values than shade plants of the same species (P < 0.05; Fig. 7b, d). PNUE was significantly higher in “gap plants” than in “shade plants” of S. senanensis (P < 0.05), but the difference was not significant in the other two species (Fig. 7e).

Fig. 7
figure 7

Area-based net CO2 assimilation rate (A area-600) (a), transpiration rate (T r-600) (b), mass-based net CO2 assimilation rate (A mass-600) (c), instantaneous water-use efficiency (WUE) (d), and photosynthetic nitrogen-use efficiency (PNUE) (e) at 600 μmol m−2 s−1 PPFD and 360 µmol mol−1 CO2 concentration in “shade plants” on Day 34 (closed bars), and “gap plants” on Day 31 (open bars) of S. senanensis, Q. mongolica, and A. mono. Values are means ± SE (n = 4 on Day 34, n = 5 on Day 31). Different letters indicate statistically significant differences between species at P < 0.05 (Tukey–Kramer test). “Asterisk” indicates statistically significant differences between “shade plants” (Day 34) and “gap plants” (Day 31) in a given species at P < 0.05 (Student’s t test)

Leaf characters of “shade plants” and “gap plants” about 1 month after the typhoon

Leaf characters of “shade plants” of all three species did not change over the time period from Days 19–21 to Day 34 after the typhoon (Table 2; Fig. 8). At about 1 month after the typhoon, LMA of “gap plants” increased significantly above that of “shade plants” in only Q. mongolica (P < 0.05; Fig. 8a). Though N area did not differ significantly between “shade plants” and “gap plants” of Q. mongolica and A. mono (Fig. 8b), the “gap plant” value for S. senanensis was significantly lower than that of “shade plants” (P < 0.05). In S. senanensis, leaf light absorptance of “gap plants” was significantly lower than that of “shade plants” (Fig. 8c).

Fig. 8
figure 8

Leaf mass per unit leaf area (LMA) (a), area-based leaf nitrogen content (N area) (b), and light absorptance of leaves (c) in “shade plants” on Day 34 (closed bars) and “gap plants” on Day 31 (open bars) of S. senanensis, Q. mongolica, and A. mono. Values shown are means ± SE (n = 4 on Day 34, n = 5 on Day 31). Different letters indicate statistically significant differences between species at P < 0.05 (Tukey–Kramer test). “Asterisk” indicates statistically significant differences between “shade plants” (Day 34) and “gap plants” (Day 31) in a given species at P < 0.05 (Student’s t test)

Discussion

Initial decline and subsequent recovery of F v/F m in S. senanensis following exposure to increased irradiance in forest gaps (newly created by a typhoon) showed that this species had the lowest degree of photoinhibition among those tested (Fig. 4) (Krause 1994; Krause et al. 1995; Kitao et al. 2000). A decrease in overnight dark-adapted F v/F m is generally used as a measure of photoinhibition (Ögren 1994; Krause et al. 1995). Severity of photoinhibition is determined by both damage and protective processes in PS II indicated by the recovery of F v/F m (Yamashita et al. 2000; Shimizu et al. 2006). We suggest that the rapid decrease in F v/F m of “gap plants” compared to “shade plants” on Day 16 following gap formation indicates the onset of photodamage to PS II (i.e. number of closed PS II centers increases). F 0 is thought to reflect the size of the antenna chlorophyll and the magnitude of inhibited PS II centers (Krause and Weis 1991). The pattern of change in F 0 represents the different processes of photoinactivation and restoration of PS II (Krause and Weis 1991). In our study, although there were no F 0 data for the first 4 days after gap formation, F 0 of “gap plants” tended to increase gradually from Day 4 to Day 31 in all species (data not shown). In the period from Day 4 to Day 31, F v/F m (and F 0) increased in all species (Fig. 4), suggesting an increase in the number of open PS II centers and probably a replacement through synthesis of the damaged D1 proteins (Leitsch et al. 1994; Thiele et al. 1996). In this phase, there may be a gradual recovery from photodamage as the process of photoprotection becomes established in the leaves (Thiele et al. 1996). However, full recovery was not achieved in all species, notably in A. mono (Fig. 4).

Leaf-level avoidance of high light stress can be attributed to a variety of physiological processes (Lovelock et al. 1998). Energy consumption via photosynthetic electron transport connected to PS II is an important factor in photoinhibition avoidance (Öquist et al. 1993; Baroli and Melis 1998; Kitao et al. 2003, 2006b). In the present study, species with higher ETR capacity (Fig. 1a) had lower levels of photoinhibition, as indicated by a reduced transient decline in predawn F v/F m following gap formation (Fig. 4). Thus, a higher ETR in shade-grown plants (Fig. 1a; S. senanensis > Q. mongolica > A. mono) might explain the different levels of photoinhibition detected (Fig. 4). In addition to higher rates of electron transport, heat dissipation acts as a photoprotective mechanism (Demmig-Adams and Adams 1992; Kato et al. 2003; Kitao et al. 2003, 2006b). Heat dissipation reduces the quantum yield of open PS II (\(F^{\prime}_{{\text{v}}} /F^{\prime}_{{{\text{m}}}}\)), and is defined as \(1 - F^{\prime}_{{\text{v}}} /F^{\prime}_{{\text{m}}}\) (Demmig-Adams et al. 1995; Gilmore and Björkman 1995). S. senanensis likely has the highest heat dissipation ability under high incident light among the three species tested, as indicated by its relatively low \(F^{\prime}_{{\text{v}}} /F^{\prime}_{{{\text{m}}}}\) values at high PPFD (Fig. 1c). Reflecting these differences in ETR and in heat dissipation, the magnitude of the excess energy (E) that was neither utilized nor dissipated in “shade plants” was smallest in S. senanensis (Fig. 2). Photoinactivation of PS II is considered to result from the excess energy (Demmig-Adams and Adams 1992; Osmond 1994; Niyogi 1999); this inactivation is linearly correlated with the magnitude of the excess energy, with a single proportion constant for plants that have varying capacities of photosynthesis and heat dissipation (Kato et al. 2003). In our study, the difference in the rate of excess light energy also reflected the difference in susceptibility to photoinhibition, as indicated by the decrease and recovery in predawn F v/F m values for the three species (Figs. 2, 4). In addition, avoidance of light-absorption through lower chlorophyll contents has been considered as one of photoprotective mechanisms (Hauvaux and Tardy 1999). However, the lower susceptibility to photoinhibition of S. senanensis compared with two broadleaved tree species cannot be the result of lower leaf absorptance of light, because absorptance of S. senanensis leaves was actually higher than those of two broadleaved tree species (Table 2). Though altering leaf angles is also a photoinhibition avoidance mechanism (Lovelock et al. 1994; Ishida et al. 2001), no visible leaf inclination differences were seen among the three species following gap formation.

Electron transport rate capacity is expected to be associated with area-based leaf N content (Evans 1996). S. senanensis had the highest N area despite having similar N mass, because its LMA, a leaf morphological trait, was particularly high (Table 2; Fig. 8). Similar findings have been reported for determinants of N area in deciduous trees (Niinemets et al. 2004; Jones and Thomas 2007). The maintenance of high LMA under shade conditions (Table 2; Fig. 8a; S. senanensis > Q. mongolica > A. mono) apparently confers higher tolerance to sudden irradiance increases by avoiding photoinhibition (through maintaining a higher ETR capacity). This large LMA associated with higher A area and ETR may be attributed to the life style of S. senanensis, which is an evergreen understory species in deciduous forests; this bamboo is capable of significant carbon uptake during periods when the upper forest canopy is leafless (Lei and Koike 1998). Our results suggest that the same properties also function in avoidance of photoinhibition following abrupt increase in light intensity after a windfall event.

In S. senanensis, which experienced the lowest photoinhibition in response to suddenly increased light intensity (Fig. 4), shade-grown leaves exposed to increased irradiation (“gap plants”) did not change photosynthetic capacity (ETR and A area; Figs. 5a, 7a), though N area values were reduced (Fig. 8b) in comparison to “shade plants”. In many broadleaf tree species, fully expanded shade-grown leaves are not able to acclimate to increasing light intensities (Naidu and DeLucia 1997; Yamashita et al. 2000; Oguchi et al. 2003). Our results suggest that this is true for shade-grown leaves of S. senanensis. Though N area remained unchanged over the period of observation in “shade plants” of Q. mongolica and A. mono, N area of S. senanensis “shade plants” increased significantly from Day 13 (data not shown) to Day 34 (t test; P < 0.05). The longer maturation period of S. senanensis perennial leaves cause this increase in N area. The change in light conditions during S. senanensis leaf maturation might cause the N reallocation and affect the decrease in N area of “gap plants” in comparison to “shade plants” (Fig. 8b).

Shade-grown seedlings of Q. mongolica had lower levels of photoinhibition than A. mono (Fig. 4). This field experiment result agrees with conclusions drawn from work on potted seedlings (Kitao et al. 2000, 2006a), which led to the characterization of Q. mongolica as a gap-dependent species and A. mono as a shade-tolerant one (Koike 1988). Photoinhibition is closely related to a decrease in q P, i.e. an excess of excitation energy in PS II (Ögren 1994). The susceptibility to photoinhibition is considered to depend on the redox state of PS II measured as 1 − q P (Ögren 1991; Öquist et al. 1993; Grey et al. 1996). A. mono, which had the largest decline in predawn F v/F m following gap formation (Fig. 4), had the lowest q P at high irradiance (Fig. 1b). The lower ETR and q P, and larger magnitude of excess energy at high irradiance (Figs. 1, 2) explain the higher susceptibility to photoinhibition in A. mono. One month following gap formation, q P increased in Q. mongolica and A. mono, and \(F^{\prime}_{{\text{v}}} /F^{\prime}_{{{\text{m}}}}\) decreased in A. mono (Fig. 5); the relationships between magnitude of excess energy and absorbed PPFD changed to S. senanensis, and the rate of excess energy decreased (Fig. 6). These results were obtained at 600 μmol m−2 s−1 PPFD and we have no data under higher light conditions. Although A. mono had the lowest recovery rate in predawn F v/F m, we suggest that, at 1 month after gap formation, the two broadleaved tree species may have partial acclimation of photosynthetic activity to higher light conditions under newly formed canopy gaps.

Leaves developed after gap formation often have full physiological and morphological acclimation to the high light environment (Kamaluddin and Grace 1992; Pearcy 1994; Uemura et al. 2000; Yamashita et al. 2000). S. senanensis (which had the highest tolerance to photoinhibition), while Q. mongolica and A. mono were able to produce new leaves that may be expected to acclimate to high irradiance in the following year. In addition, Q. mongolica and A. mono increase shoot elongation rates when the environment is favorable for growth (Seiwa and Kikuzawa 1996; Koike et al. 1997). Since S. senanensis does not grow taller than about 1 m, “gap plants” of Q. mongolica and A. mono might break through the S. senanensis crown layer before the density of the bamboo culms increases in the year following gap formation. In addition, species with long-lived leaves have a much narrower range of photosynthetic plasticity than species with short-lived leaves (Lovelock et al. 1998). In our study site, the S. senanensis population regained size vegetatively, but has not yet recovered its original density after numerous patches died off in 1995 (Abe et al. 2003). In addition, when understory bamboo density was low, seedlings of broadleaf tree species sprouted up. When this happens, broadleaved tree species might be able to regenerate if they elongate through the canopy layer of S. senanensis. Density of Sasa and seedling sizes of broadleaved tree species when a disturbance occurs may influence subsequent regeneration success.

In conclusion, when large canopy gaps are created by typhoons in the late growing season, S. senanensis is less susceptible to photoinhibition (caused by increased light intensities) than two of the main broadleaf tree species, Q. mongolica and A. mono, in Japanese deciduous forests. Higher area-based net CO2 assimilation rates and electron transport capacity, together with high LMA and N area may contribute to the superior performance of S. senanensis. Previous studies showed that dwarf Sasa bamboos often became dominant in sun-exposed locations after large disturbances to the forest ecosystem (Ishizuka et al. 1998; Noguchi and Yoshida 2004). The reduced degree of photoinhibition in S. senanensis, which we demonstrated under field conditions, may be considered as one of the factors accounting for the success of this species in gap dynamics. However, other competitive abilities among species, like capacity for vegetative propagation, are likely more important than photoinhibition in determining persistence after disturbance (Lovelock et al. 1994).