2014

Global and China LED Industry Report, 2011-2012

NEW YORK, July 16, 2012 /PRNewswire/ -- Reportlinker.com announces that a new market research report is available in its catalogue:

Global and China LED Industry Report, 2011-2012

http://www.reportlinker.com/p0236992/Global-and-China-LED-Industry-Report-2011-2012.html#utm_source=prnewswire&utm_medium=pr&utm_campaign=Lighting_

It is in the report that covers the followings:

The recent development and future trend of LED market

LED industry ranking

LED industry in Chinese Mainland and Taiwan

Status quo and trend of LED upstream MOCVD and sapphire substrate industry

The world's 37 major LED manufacturers

 

The year 2010 was the springtime for LED industry, but 2011 was the wintertime. For most manufacturers, the cold winter may last until 2013 or 2014. Since 2009, the notebook computer, monitor and TV have started to adopt LED backlight unit (BLU) to replace old CCFL BLU. In 2010, the market grew by leaps and bounds and many enterprises saw their annual revenue soar more than 100%, which staged a tidal wave of capacity expansions among LED manufacturers and attracted a large number of Chinese enterprises to tap into LED area. All this resulted in the falling price of LED. In particular, the front-end Epitaxy suffered a steep drop in price. And the back-end packaging companies also showed a mild downturn in revenue, but a larger decline in profit.

The global LED industry is concentrated in four regions. The first region is Europe-America which takes general lighting as the main development direction and attaches great importance to high reliability and high brightness of the products. The major players include Cree, Philips Lumileds and OSRAM Opto Semiconductor, of which Cree occupies the leading position in the general lighting market by virtue of its SiC substrate technology with superior performance.

The second is Japan which boasts the most comprehensive technologies both in general light and backlit display. The representative companies are Nichia Corporation and Toyoda Gosei and they engage in the development of LED in such sectors as general lighting, automobiles, mobile phones and televisions.

The third includes South Korea and Taiwan which specialize in notebook display BLU, LED-Monitor BLU, LED-TV BLU and mobile phone BLU, featuring large shipment, low unit price and low gross profit.

The last one is Chinese Mainland which focuses on outdoor display, advertising screen and signal light market. The applications pose low requirements on the product technologies and appear in the form of project, with the customers scattered.

The reasons why the manufacturers in Chinese Mainland can only produce the red, yellow and green LED with the minimum technical content are as follows. Firstly, there is a shortage of LED talents. Nearly all the manufacturers in Chinese mainland grab talents from Taiwanese companies with higher salaries. Secondly, the patents for blue LED and WLED are mostly controlled by Japanese, European and American manufacturers. Particularly, Nichia secures the most patents and often pursues patent lawsuits. The third is the authority for procurement. Although the Chinese Mainland is the world's largest producer of laptop computer, monitor and LED-TV, the procurement authority for 99% of these LED backlight products belongs to the manufacturers from Taiwan and South Korea. The manufacturers in Taiwan and South Korea will select LED suppliers in Taiwan and South Korea with respect to the management of supply chain.

The LED price declined substantially in 2011. On the one hand, the capacity expansion of manufacturers led to the market oversupply. On the other hand, the shrinking shipment of LED-TV in Q2 2011 and the adoption of LED chip with higher brightness reduced LED consumption. The enterprises in Taiwan and South Korea were hardest hit by the declining price.

Since 2009, the LED industry in Chinese Mainland has witnessed a wave of investments which continued to the end of 2011. The number of LED chip projects initiated between 2009 and 2010 amounted to 46, 16 of which have not gone into operation, 10 of which have been cancelled or seen no progress, and only 20 projects have been put into production. The original 46 projects plan to buy 1,220 MOCVDs, now only 436 MOCVDs are purchased.

Though there are a number of LED enterprises in Chinese Mainland, they do not pose any pressure on foreign companies for the time being. China's largest LED enterprise, Sanan Optoelectronics derived USD180 million from LED chips in 2011, ranking No. 19 worldwide.

However, the LED lighting which the LED manufacturers are optimistic about is by no means promising as expected. There is large disparity between the price of LED and CFL. Except in Japan, even the price of lowest-priced LED bulb is about 5 times higher than that of CFL. In most regions, the sales of INCAN will be halted from 2012 to the end of 2015, but the CFL will be applied until 2020 at least. CFL, other than INCAN, is the rival of LED. LED is expected to be widely applied as early as in 2015 when the price difference between CFL and LED narrows within twice.

Japan has the largest LED lighting market. Taking LED bulbs for example, the global sales volume reached 41 million units in 2011, of which the sales volume in Japan accounted for 62%, and Europe made up 16%. Fueled by the boom of Japanese market, Nichia continues to widen the gap with its rivals and its revenue from LED chips is estimated to surpass USD3 billion. Dragged by the European economy, Lumileds and OSRAM Opto Semiconductor present weak performance. Moreover, they still lag far behind Cree, Nichia and Toyoda Gosei in technology level.

 

Table of Contents

Pharmaceutical

 

Selected Charts

Global LED Market Size, 2008-2013E

LED Market Size by Application, 2008-2012

LED Price List, Q2 2012

LED Price Trend, Q22010-Q2 2012

Market Share of Global Small and Medium-sized Panel Manufacturers by Revenue, 2010

Market Share of Global Small and Medium-sized Panel Manufacturers by Shipment, 2010

LED-TV Industry Chain of Samsung and LG

Penetration Rate of Global LED-TV, 2009-2015E

Proportion of LED-TV, Q1 2010-Q4 2011

Market Share of Major LED-backlit LCD-TV Panel Manufacturers, 2010

Market Share of Global Flat-panel TV Manufacturers, 2010

Market Share of Manufacturers of LED Packaging for LED TVs, 2010

Distribution of Manufacturers by Quantity of LED Display Models Launched, 2010

Distribution of LED Displays by Size, 2010

LCD Market Size and % of LED, 2008-2012

Cost and Illumination Trend of Five Automotive Light Sources, 2007-2014E

Market Size of LED Automotive Lighting, 2008-2015E

Market Share of Major Passenger Car Lighting Manufacturers in China, 2008-2010

Top 15 Automotive Light Manufacturers in China by Sales, 2009

Penetration Rate of Global Notebook LED Backlight, 2007-2013E

Market Share of Global Laptop Computer Panel Manufacturers by Shipment, 2010

Market Share of Global Laptop Computer Backlight Module Manufacturers by Shipment, 2010

Supply Relationship between Laptop Computer Panel Manufacturers and Backlight Module Manufacturers

Outdoor LED Billboard Market Worldwide, 2007-2012

Market Share of Outdoor Electronic Screen Ads Manufacturers, 2009

Outdoor LED Billboard Market in China

Market Size of LED General Lighting, 2008-2014

Demand for CFL, 2006-2011

LED Bulb Shipment Forecast in the World, 2009-2014E

Shipment of Global LED Bulb by Region, 2010-2011

LED Lighting by Application, 2011

LED Lighting by Application, 2013

LED Industry Output Value by Region, 2010-2012

Ranking of Global Top 27 LED Companies by Revenue, 2010-2012

Shipment of LED Epitaxy in Taiwan by Color, 2009-2011

LED Packaging Shipment in Taiwan by Technology, 2009

LED Packaging Shipment in Taiwan by Technology, 2011

Relation Diagram of LED Enterprises in Taiwan

LED Industry Scale in Taiwan, 2009-2014E

Revenue and Growth Rate of Epitaxy Industry in Taiwan, 2009-2014E

Quarterly Revenue and Growth Rate of Epitaxy Industry in Taiwan, Q4 2010-Q2 2012

Revenue and Growth Rate of LED Packaging and Module Industry in Taiwan, 2009-2014

Revenue and Growth Rate of LED Packaging and Module Industry in Taiwan, Q4 2010-Q2 2012

Ranking of LED Epitaxy Manufacturers in Taiwan by Revenue, 2009-2011

Ranking of LED Epitaxy Manufacturers in Taiwan by Operating Margin, 2009-2011

Ranking of LED Packaging Manufacturers in Taiwan by Revenue, 2009-2011

Revenue of Major LED Manufacturers in China, 2010-2012

Cost Structure of Typical LED

Market Size of LED Front-end Equipment, 2009-2017E

Market Share of Key MOCVD Manufacturers, 2008-2011

Price of 2-inch Sapphire Substrate, Q2 2008-Q2 2012

LED Sapphire Substrate Market by Diameter, 2008-2015

Capacity of Major Global LED Sapphire Substrate Manufacturers, 2010-2011

Revenue and Operating Margin of Rubicon, 2005-2012

Fabrication Process of Rubicon Technology

Capacity of Rubicon Technology

Roadmap of Rubicon Technology

Revenue of Rubicon by Region, 2009-2011

Revenue of Rubicon by Product, 2009-2011

Revenue of Rubicon by Product Diameter, 2008-2011

Revenue and Operating Margin of Acme Electronics, 2005-2012

Global Presence of AIXTRON

Revenue and EBIT Margin of AIXTRON, 2003-2011

Revenue of AIXTRON by Application and Region, 2010

Revenue of AIXTRON by Region, 2011

Revenue of AIXTRON by Application, 1999-2011

Revenue and Operating Margin of VEECO, 2004-2012

Application of VEECO MOCVD, 2010-2011

Revenue and Operating Margin of Everlight, 2002-2012

Revenue of Everlight by Product, 2008-2011

Revenue of Everlight by Application, 2005-2012

Monthly Revenue and Growth Rate of Everlight, May, 2010-May, 2012

Everlight Capacity, 2004-2011

Revenue and Operating Margin of Epistar, 2000-2012

Monthly Revenue and Growth Rate of Epistar, May 2010-May 2012

Revenue of Epistar by Product, 2010-2012

Revenue and Gross Margin of Genesis Photonics, 2003-2012

Revenue and Gross Margin of Arima Optoelectronics, 2002-2012

Monthly Revenue and Growth Rate of Arima Optoelectronics, May 2010-May 2012

Revenue and Operating Margin of Formosa Epitaxy, 2002-2012

Monthly Revenue and Growth Rate of Formosa Epitaxy, May 2010-May 2012

Revenue of Formosa Epitaxy by Product, 2009-2012

Revenue and Operating Margin of Bright LED, 2002-2011

Monthly Revenue and Growth Rate of Bright LED, May, 2010-May, 2012

Revenue and Gross Margin of Optotech, 2004-2012

Monthly Revenue of Optotech, May, 2010-May, 2012

Revenue of Optotech by Product, 2008-2011

Revenue of LED Chips & Sensor Products by Region, 2011

Revenue of Optotech System Products by Region, 2011

Revenue and Operating Margin of Harvatek, 2000-2012

Revenue and Gross Margin of Tekcore, 2005-2012E

Monthly Revenue and Growth Rate of Tekcore, May 2010-May 2012

Revenue and Operating Margin of Unity Opto, 2004-2012

Monthly Revenue and Growth Rate of Unity Opto, May 2010-May 2012

Revenue and Operating Income of Huga Optotech, 2004-2012

Monthly Revenue and Growth Rate of Huga Optotech, May 2010-May 2012

Revenue and Operating Margin of Lextar Electronics, 2009-2013

Monthly Revenue and Growth Rate of Lextar Electronics, May 2010-May 2012

Revenue and Operating Margin of TYNTEK, 2004-2012

Monthly Revenue and Growth Rate of TYNTEK, May 2010-May 2012

Revenue and Operating Margin of Edison Opto, 2006-2011

Monthly Revenue and Growth Rate of Edison Opto, May 2010-May 2012

Revenue and Net Income of Epilight Technology, 2008-2012

Revenue and Operating Margin of Hangzhou Silan Microelectronics, 2003-2012

Revenue and Net Income of Hangzhou Silan Azure, 2007-2011

Revenue and Gross Margin of Sanan Optoelectronics, 2005-2010

Revenue of Sanan Optoelectronics by Business, 2009-2012

Revenue and Net Income of Sanan Optoelectronics' Subsidiaries, 2010

Revenue and Net Income of Sanan Optoelectronics' Subsidiaries, 2011

Revenue and Gross Margin of LED Business of Lianchuang Optoelectronics, 2008-2012

Revenue and Operating Margin of Nationstar, 2007-2012

Revenue of Nationstar by Product, 2007-2011

Revenue and Gross Margin of Nationstar by Product, 2010

Revenue and Gross Margin of Nationstar by Product, 2011

Revenue and Operating Margin of AXT, 2004-2012

Revenue of AXT by Product, 2006-2011

Revenue of AXT by Region, 2006-2010

Revenue and Operating Income of Xiamen Changelight, 2007-2012

Revenue and Gross Margin of Neo-Neon, FY2006-FY2012

Revenue of Neo-Neon by Product, FY2009-FY2012

Revenue and Operating Income of HC SemiTek, 2009-2013

Capacity, Output and Sales Volume of HC SemiTek, 2009-2011

Top 5 Customers of HC SemiTek, 2009-2011

Revenue and Operating Margin of CREE, FY2004-FY2012

Global Presence of CREE

Revenue of CREE by Region, FY2009-FY2011

Revenue and Operating Margin of Toyoda Gosei, FY2008-FY2013

Revenue and Operating Margin of LED Business of Toyoda Gosei, FY2008-FY2013

Revenue and Operating Margin of Nichia, 2003-2012

Revenue and Operating Margin of LED Division of Nichia, 2004-2012

Revenue of OSRAM Opto Semiconductor by Product, FY2008

Revenue and EBITDA of Philips Lumileds, Q1 2010-Q1 2012

Revenue of Philips Lumileds by Business, 2010

Revenue of Philips Lumileds by Business in Recent One Year, by the End of Mar. 2012

Revenue of Philips Lumileds by Region, 2010

Revenue of Philips Lumileds by Region in Recent One Year, by the End of Mar. 2012

Revenue of Philips Lumileds by Application, 2011

Financial Data of Philips Automotive Lighting Hubei Co., Ltd., 2004-2010

Sales of Philips Lumileds' Businesses Including LED Packaging and LED Lump Hit EUR1 billion in 2010.

Products of Seoul Semiconductor

Revenue and Operating Margin of Seoul Semiconductor, 2003-2012

Revenue of Seoul Semiconductor by Application, Q1 2011-Q4 2012

Revenue and Operating Margin of Seoul Semiconductor, Q1 2011-Q4 2012

TV BLU Shipment of Seoul Semiconductor, Q1-Q4 2012

Revenue and Operating Margin of LG INNOTEK, 2006-2011

Revenue of LG INNOTEK by Division, 2011-2012

Revenue and Operating Margin of LED Business of LG INNOTEK, Q1 2011-Q4 2012

Revenue of LED Business of LG INNOTEK by Application, Q1 2012

Revenue of Samsung LED, 2005-2012

Revenue and Operating Margin of Samsung LED, Q1 2010-Q4 2011

Revenue of Samsung LED by Application, 2010

Revenue and EBITDA Margin of LUMENS, 2007-2012

Revenue of LUMENS by Application, Q1 2010-Q4 2012

 

To order this report:

Lighting Equipment Manufacturing Industry: Global and China LED Industry Report, 2011-2012

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Nicolas Bombourg
Reportlinker
Email: nicolasbombourg@reportlinker.com
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