LED Fab Trend & Forecast
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LED Fab Trend & Forecast

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The presentation contains Information and data on the LED frontend fabs. The data is based on SEMI's new Opto/LED Fab Forecast database (February 2011) ...

The presentation contains Information and data on the LED frontend fabs. The data is based on SEMI's new Opto/LED Fab Forecast database (February 2011)

The charts and tables are from an article published on Apri 5, 2011. The article can be viewed at http://www.semi.org/node/21441

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  • 1. Industry Research and StatisticsLED Fab Trends & Forecast April 2011
  • 2. About UsThe SEMI Industry Research and Statistics group provides market data andmarket research reports covering semiconductor capital equipment,photovoltaic equipment, semiconductor materials, packaging materials,semiconductor, optoelectronics, and high brightness LED fabs.For our major reports, we collect actual data from suppliers around theworld following strict professional standards of confidentiality. Our reportsprovide trends, forecast, and outlook to help the industry make importantinvestment, strategic, and business planning decisions.For additional information regarding our products and our data collectionprogram, please visit us at www.semi.org/marketinfo or contact us atmktstats@semi.org.
  • 3. LED Fab Update/Trends
  • 4. Highlights• LED equipment spending spree will continue this year to reach about $2.5 billion, a 40 percent increase year-over-year. However, if some of the projects do not ramp up as quickly as planned, there might be some spending “delay” to 2012. Still, we remain optimistic about the investment level in 2012 exceeding $2.3 billion worldwide.• The Opto/LED Fab Forecast database recorded 19 new fabs that started operation in 2010 and another 27 new operational fabs expected this year. For 2012, with current information on hand, report list 15 new fabs coming online next year, mostly in China.• Worldwide LED fab capacity reached 4,350 thousand wafers per month (wpm, 2” wafer equivalent). We expect strong demand from LCD backlight to continue to drive the capacity growth in 2011 with a 50 percent increase to reach 6,509 thousand wpm (2” equiv.)• Taiwan and China are the two leading regions with largest LED epi/chip capacity in 2011, followed by Japan and Korea. However, in view of the upcoming fabs from China, China’s LED capacity is expected to grow from 1.4 million wpm in 2011 to 2.3 million wpm in 2012 (2” equiv.) becoming the capacity leader. Source: SEMI Opto/LED Fab Forecast (March 2011) / Based on April 5, 2011 article (http://www.semi.org/node/36821 )
  • 5. LED Equipment Spending by Region Source: SEMI Opto/LED Fab Forecast (March 2011)
  • 6. LED Fabs Starting Operation Source: SEMI Opto/LED Fab Forecast (March 2011)
  • 7. LED Fab Capacity by Region, 2011 Source: SEMI World Fab Database Reports (February 25, 2011) Source: SEMI Opto/LED Fab Forecast (March 2011)
  • 8. AppendixProduct Information
  • 9. Market Research Reports Semiconductor Semiconductor Fabs / Semiconductor Equipment Materials Foundries Packaging• Equipment Market • Material Market Data • World Fab Forecast • Global Data Subscription Subscription (MMDS) Semiconductor (EMDS) • FabFutures Packaging Materials • Photomask Report * New Outlook 2011 Q4 ‘11• Book-to-Bill Report • World Fab Watch • Silicon Reclaim Wafer• WWSEMS Report * New • Opto/LED Fab Watch • China (1991-2009) • Opto/LED Fab Forecast New Semiconductor• Book-to-Bill Packaging (1991-2009) Outlook * Notes: These reports are included FREE with the purchase of the MMDS report, but also available as separate reports.
  • 10. Opto/LED Fab Databases• Global coverage of the optoelectronics and high brightness LED and Opto fabs• General fab information/location• Data on capacity and fab spending• Two Opto/LED databases available – Opto/LED Fab Watch New – Opto/LED Fab Forecast
  • 11. Opto/LED Fab Databases Comparison Opto/LED Fab Opto/LED Fab Watch Forecast NewCategories ~37 ~65Pages with analysis, graphs and table 5 10Graphs & tables page(most common charts by quarter and by region +18 valuable tables by region and by product type showing spending, capacities and count of fab. All table include yearly sum, change YoY and yearly shareGeneral fab information(Products, technology, tech node, wafer size, installed capacity,  total construction cost, total equipment cost)Status and probability  Milestone dates (begin construction, begin equipping, begin 1st Silicon, beginvolume production) Facility and cleanroom information (size, class, AE, CM) Quarterly data for 3 years (including 1 ½ forecast):Installed capacity (and capacity in 2-inch EQs), wafer size, technology node, construction and equipping costs
  • 12. Opto/LED Fab DatabasesFields included in the Opto/LED Fab Watch: • Company • Products • Ownership • Current Geometry • Joint Venture • Theoretical Full • Address Capacity • Main Phone/Fax • Current wafer size • Region • Construction Cost (M$) • Website • Equipment Cost (M$) • Fab Name • Product Type • Fab Type • Fab Comments • Status • Changes made • Project Type • Date Last Updated • Start Year • Change Comments • Close Year/Date • Fab Comments
  • 13. Opto/LED Fab Databases NewFields included in the Opto/LED Fab Forecast :• All fields in Opto/LED Fab Watch, PLUS • Quarterly Installed • Cleanroom Class capacity • Cleanroom Sq Ft • Quarterly Installed • Facility Size capacity Equiv. 2” • Begin_Work Date • Quarterly wafer size • Construct_State Date • Quarterly geometry • Install_Equip Date • Quarterly geometry • First Silicon Date group • Production Date • Quarterly • Construction Year Construction • Project comments spending • Quarterly equipment spending
  • 14. Opto/LED Fab DatabasesOpto/LED Fab databases are published at the end of thefollowing months: February May August November Availability may be 2 to 3 days after publication date if for example the date falls on a weekend Data updated on a daily basis – Published 4x per year
  • 15. Contact Us For a Sample! Contact Ed Hall: ehall@semi.org Website www.semi.org/marketinfo www.semi.org/fabs Follow us on www.twitter.com/SEMI_mktstats Data on the Semiconductor Equipment, Materials, and Fab Market
  • 16. www.semi.org/marketinfo