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Global and china led industry report, 2009 2010

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Global and china led industry report, 2009 2010 Global and china led industry report, 2009 2010 Presentation Transcript

    • LED is currently the most popular investment topic in the
    • electronic field. Take the MOCVD equipment of LED upstream as
    • an example, the estimated shipment of MOCVD equipment in
    • 2010 will reach 662, equivalent to the sum total of the previous
    • three years, and promisingly, Year 2011 will maintain or even
    • exceed this high shipment. The unit selling price of MOCVD
    • equipment is about US$1-2 million, and Chinese government
    • offers a maximum subsidy of 50%, consequently, there occurs an
    • upsurge of LED investment and a boom in MOCVD purchase in
    • China. In 2010, the quantity of MOCVD equipment registered with
    • National Development and Reform Commission (NDRC) alone is
    • nearly 700, and some manufacturers even purchase directly
    • instead of waiting for the subsidy of NDRC. MOCVD equipment is
    • almost monopolized by German AIXTRON and American
    • VEECO, but the output capacities of both companies are limited,
    • so, the orders have been arranged till 2012.
    Global and China LED Industry Report, 2009-2010
    • LED market made a great leap in the second half of 2009. On the one hand, the application of LED backlight by
    • notebooks surged from 15% at the end of 2008 to approximately 60%, and is expected to hit 88%, or 98% according
    • to the prediction of some institutions, by the end of 2010. On the other hand, the application of LED backlight by LCD
    • TV increased from 0.01% at the end of 2008 to 10%, and is expected to reach 27% at the end of 2010, while
    • the application of LED backlight by LCD display grew from 0.01% at the end of 2008 to 5%. The LED market has
    • expanded dramatically, from US$7 billion in 2009 to US$10.7 billion in 2010, which is a growth rate unreachable by
    • any other electronic products. Along with growing LED brightness and falling prices, the share of LED in general
    • lighting field is expected to be increased greatly; general lighting market is of huge potential with the market size
    • reaching US$100 billion. Promisingly, the LED market can reach US$20.4 billion in 2012.
    • The global LED market falls into three camps.
    • The 1st camp takes Japan, Europe & America as the representatives. The global Top 5 LED giants all belong to this
    • camp, namely NICHIA, TOYODA GOSEI, LUMILEDS, CREE and OSRAM; this camp also covers TOSHIBA,
    • PANASONIC and SHARP. It possesses high-class technologies, abundant patents and has been dedicated to the
    • UHB-LED field for many years, aiming at both general lighting and automotive lighting markets. Japanese
    • enterprises give a little attention to the LED in the backlight of consumer electronics, while European and American
    • enterprises show no interest at all. 
    • Manufacturers in South Korea and Taiwan form the 2nd camp. With integrated consumer electronics industry chain
    • and interest in the LED for the backlight of consumer electronics, they are experiencing high-speed growth despite
    • the gap with European and American enterprises in technology.
    • The manufacturers in Chinese Mainland belong to the 3rd camp. They are of small scale, scattered, and of low
    • technology. Take packaging as an example, there are not more than 5 packaging plants in South Korea, while in
    • Chinese Mainland, there are nearly 1,000, many of which are dealing with resin package of minimum technical
    • content and few of which are engaged in SMD packaging. The annual revenue of all these manufacturers fails to
    • reach that of EVERLIGHT, the leading enterprise in Taiwan, and there are also large discrepancies between
    • EVERLIGHT and South Korean manufacturers. The technologies possessed by manufacturers in Chinese
    • Mainland are low-level and many of the manufacturers produce quaternionic green/yellow LED which is mainly
    • applied in outdoor landscape, decoration or advertisement. Mainland China is the world’s largest production base
    • of consumer electronics, but the purchasing right is centralized in the hands of Taiwanese and South Korean
    • manufacturers. As a result, the mainland manufacturers can only see the rapid development of LED market in
    • consumer electronics field but cannot benefit from it. As for the general lighting field, it is more beyond their reach
    • due to their backward technology. 
    • The mainland manufacturers cannot share the high-growth LED market, but they have the highest investment
    • enthusiasm and LED projects start everywhere. Large quantities of MOCVD equipment have been bought in and
    • the LED project in Wuhu alone needs more than 200 sets of MOCVD equipment. A single set of MOCVD
    • equipment possesses over 2,000 parameters, so, it is not so easy to produce qualified products. In addition, there
    • are numerous thresholds for LED patent, and incaution will cause troubles. Some enterprises, especially NICHIA,
    • are never bored with patent lawsuits. 
    • Revenue of Global 21 LED Epitaxy Manufacturers, 2008-2010
  • Table of Contents
    • 1. LED Profile
    • 1.1 Brief Introduction
    • 1.2 Glossary
    • 1.3 Patent
    • 1.4 Technique Process
    • 2. LED Market
    • 2.1 Overview of LED Market
    • 2.2 Medium- and Small-sized LED Backlight Market
    • 2.2.1 Cell Phone
    • 2.2.2 Digital Camera
    • 2.3 LED for Notebook Backlight
    • 2.3.1 Notebook Market
    • 2.3.2 Notebook Industry
    • 2.3.3 Intro to Notebook Backlight LED
    • 2.3.3 Notebook LED Backlight Market
    • 2.4 LED for LCD TV and LCD Backlight
    • 2.4.1 LED TV Industry Chain
    • 2.4.2 LED TV Classification
    • 2.4.3 LED TV Market
    • 2.4.4 LED Display
    • 2.5 LED Automotive Illumination
    • 2.5.1 Brief Introduction
    • 2.5.2 Developments
    • 2.5.3 Market
    • 2.6 Outdoor Display Panel Market
    • 2.6.1 Outdoor LED Display Panel Market Worldwide
    • 2.6.2 Outdoor LED Display Panel Market in China
    • 2.6.3 Tulip Mega Media
    • 2.6.4 Analysis of Olympic LED Projects
    • 2.6.5 Analysis of LED for Shanghai Expo
    • 2.6.6 Beijing Leyard
    • 2.6.7 Shanghai Sansi Technology
    • 2.7 LED Street Lamp
    • 2.7.1 Cost Comparison between LED Street Lamp and Traditional Street Lamp
    • 2.7.2 Policies for LED Street Lamp Worldwide
    • 2.7.3 LED Street Lamp Market Worldwide
    • 2.7.4 LED Street Lamp Market in China
    • 2.7.5 “Ten Thousand LED Lights in Ten Cities” Project
    • 2.7.6 Progress of the “Ten Thousand LED Lights in Ten Cities” Project
    • 2.7.7 LED CITY Project
    • 2.7.8 Solar LED Street Lamp
    • 2.8 General (Universal) Illumination
    • 2.9 LED Traffic Lights
    • 3. LED Industry
    • 3.1 Profile of LED Industry Chain
    • 3.2 LED Substrate
    • 3.2.1 Sapphire Glass Substrate
    • 3.2.2 Sapphire Glass Substrate Market
    • 3.2.3 Sapphire Substrate Industry
    • 3.2.4 Rubicon
    • 3.3 MOCVD Industry
    • 3.4 LED Industry Midstream - Epitaxy
    • 3.5 LED Industry Downstream - Packaging
    • 3.6 Regional Layout of LED Industry
    • 3.7 LED Industry in Taiwan (China)
    • 3.8 LED Industry in China
    • 4. LED Vendors
    • 4.1 EVERLIGHT
    • 4.2 EPISTAR
    • 4.3 GENESIS
    • 4.4 ARIMA
    • 4.5 FOREPI
    • 4.6 BRTLED
    • 4.7 OPTOTECH
    • 4.8 HARVATEK
    • 4.9 TEKCORE
    • 4.10 UNITYOPTO
    • 4.11 HUGA
    • 4.12 CREE
    • 4.13 TOYOTA GOSEI
    • 4.14 NICHIA
    • 4.15 OSRAM
    • 4.16 PHILIPS LUMILEDS
    • 4.17 STANLEY
    • 4.18 SEOUL SEMICON
    • 4.19 SILAN AZURE
    • 4.20 SANAN OPTO
    • 4.21 LIANCHUANG OPTO
    • 4.22 FANGDA
    • 4.23 SAMSUNG LED
    • 4.24 LITEON
    • 4.25 CITIZEN
    • 4.26 DALIAN LUMEI OPTO
    • 4.27 SHANGHAI EPILIGHT TECHNOLOGY
    • 4.28 SHANGHAI RAINBOW
    • 4.29 HUALEI OPTO
    • 4.30 NATIONSTAR
    • 4.31 LEXTAR
    • 4.32 TYNTEK
    • 4.33 EDISON
    • 4.34 LG INNOTEK
    • 4.35 INSPUR HUAGUANG
    • 4.36 CHANGELIGHT
    • 4.37 NEO-NEON
    • 4.38 ELEC-TECH
    • 5. MOCVD Vendors
    • 5.1 AIXTRON
    • 5.2 VEECO
  • Selected Charts
    • LED Categories
    • LED Patent Distribution
    • Price of Notebook SMD LED, 2008-2011
    • Price of LED for TV, 2008-2011
    • Price of LED for General Lighting, 2008-2011
    • Market Shares of Global Cell Phone Display Manufacturers by Shipment, 2009
    • Market Shares of Global Cell Phone Display Manufacturers by Sales, 2009
    • Global Cell Phone, Digital Camera, Handheld GPS Navigator and PMP Shipment, 2008-2011E
    • Global Cell Phone Shipment, 2007-2012E
    • Global Cell Phone Shipment, Q1 2007 - Q1 2010
    • Market Shares of Major Cell Phone Manufacturers, Q1 2010
    • LED Demand of Cell Phone, 2006-2010
    • Digital Camera Shipment, 2004-2011E
    • Market Shares of Major Digital Camera Manufacturers by Sales Volume, 2009
    • Market Shares of Major Digital Camera Display Suppliers by Sales Value, 2008
    • Netbook Shipment, 2007-2013E
    • Market Shares of Global Major Notebook OEMs, 2006
    • Shipment of Global Major Notebook OEMs by Brand, 2007
    • Market Shares of Global Major Notebook OEMs, 2008
    • Global Notebook LED Backlight Penetration Rate, 2007-2013E
    • Market Shares of Global Notebook Backlight Module Manufacturers, 2010
    • Market Shares of Global LED-TV Epitaxy Manufacturers, 2010-2011E
    • LED TV Penetration Rate, 2008-2012E
    • Proportion of LED Backlight of Major FPTV Manufacturers
    • Market Shares of Global Major FPTV Manufacturers, 2009
    • Market Shares of LCD-TV Manufacturers in China by Sales Volume, Jan. 2009 & Jan. 2010
    • Market Shares of LCD-TV Manufacturers in China by Sales Value, Jan. 2009 & Jan. 2010
    • Distribution of Manufacturers by Quantity of LED Display Models Launched, H1 2010
    • Distribution of LED Displays by Size, H1 2010
    • Share of LED Display, 2008-2012E
    • PRIUS LED Auto Lamp
    • LED Auto Lamp Roadmap of SKOITO
    • Cost and Illumination of Five Auto Light Sources, 2007-2014F
    • LED Auto Lighting Market Scale, 2008-2015E
    • Global Outdoor LED Display Board Market, 2007-2012E
    • Market Shares of Outdoor LED Advertising Agencies, 2009
    • China Outdoor LED Display Board Market
    • China Outdoor LED Display Industry Chain
    • Major Partners of TULIP MEGA MEDIA
    • Distribution of TULIP MEGA MEDIA in China
    • Global LED Street Lamp Market Scale, 2008-2013E
    • Global LED General Lighting Market Scale, 2008-2013E
    • LED Bulb Sales Volume of Japan, 2009-2015E
    • LED Sapphire Substrate Market Distribution by Size, 2005-2012
    • Geographical Distribution of GaN LED Sapphire Substrate Downstream Market, 2008
    • Market Shares of Major LED Sapphire Substrate Manufacturers, 2010
    • Global MOCVD Equipment Market and Market Shares of Major Manufacturers, 1998-2009
    • Distribution of LED Output Value by Region, 20008-2013
    • LED Output Value of Taiwan, 2006-2013
    • LED Epitaxy Shipment of Taiwan by Color, 2009
    • LED Packaging Shipment of Taiwan by Technology, 2009
    • Relationship among LED Enterprises in Taiwan
    • Market Shares of Major LED Epitaxy Manufacturers, 2009
    • Market Shares of Major LED Packaging Manufacturers in Taiwan, 2009
    • China LED Industry Output Value Distribution, 2009
    • Organization of EVERLIGHT
    • Revenue and Operating Margin of EVERLIGHT, 2002-2010
    • Product Structure of EVERLIGHT by Revenue, 2008-2010
    • Product Structure of EVERLIGHT by Downstream Application, 2005-2010
    • Revenue and Operating Margin of EPISTAR, 2000-2010E
    • Revenue and Gross Margin of EPISTAR, Q2 2009 – Q1 2011
    • Revenue of EPISTAR by Product, Q1 2008 – Q4 2009
    • Product Distribution of EPISTAR by Downstream Application, 2010
    • Operating Income and Gross Margin of GENESIS, 2003-2010
    • Roadmap of GENESIS
    • Revenue and Gross Margin of ARIMA, 2002-2009
    • Revenue of ARIMA by Product, 2006-2009
    • Revenue and Operating Margin of FOREPI, 2002-2010E
    • Revenue of FOREPI by Product, Q1 2008 – Q4 2009
    • Revenue and Operating Margin of BRTLED, 2002-2010E
    • Revenue of BRTLED by Product, 2008-Q1 2010
    • Revenue and Gross Margin of OPTOTECH, 2004-2010E
    • Revenue of OPTOTECH by Product, 2008-2010
    • Revenue and Operating Margin of HARVATEK, 2000-2010
    • Product Distribution of HARVATEK by Downstream Application, Q1 2010-Q4 2011
    • Revenue and Gross Margin of TEKCORE, 2005-2010E
    • High Illumination LED Capacity of TEKCORE, Q1 2009 – Q4 2010E
    • Revenue and Operating Margin of UNITYOPTO, 2004-2010E
    • Revenue and Operating Profit of HUGA, 2004-2010
    • Revenue and Monthly Growth Margin of HUGA, Jan. 2008 – May 2010
    • Revenue and Operating Margin of CREE, FY2004-FY2010
    • Global Presence of CREE
    • Revenue of TOYOTA GOSEI by Product, FY2009
    • Revenue and Operating Margin of TOYOTA GOSEI, FY2005-FY2010
    • Revenue of TOYOTA GOSEI LED by Product, FY2005-FY2011
    • Revenue and Operating Profit of NICHIA's LED Division, FY2004-FY2010
    • Revenue and Operating Margin of OSRAM, FY2004-FY2008
    • Revenue of OSRAM by Region, FY2008
    • Revenue of OSRAM by Product, FY2008
    • Geographical Distribution of OSRAM Employment, FY2008
    • Revenue of PHILIPS (LUMILEDS) by Region, 2004-2008
    • EBIT of PHILIPS (LUMILEDS), FY2004-FY2008
    • Revenue of PHILIPS (LUMILEDS) by Product, FY2009
    • Revenue and Operating Margin of Stanley, FY2004-FY2010
    • Revenue and Operating Margin of Stanley’s Auto Lighting Division, FY2005-FY2010
    • Revenue and Operating Margin of Stanley’s Electric Lighting Division, FY2005-FY2010
    • Core Competitiveness of SEOUL SEMICON
    • Code of Conduct of SEOUL SEMICON
    • Products of SEOUL SEMICON
    • Revenue and Operating Margin of SEOUL SEMICON, 2003-2011
    • Product Structure of SEOUL SEMICON by Downstream Application, Q1 2009 – Q4 2010
    • Global Presence of SEOUL SEMICON
    • Vertical Integration of SEOUL SEMICON
    • Downstream Application Distribution of SEOUL SEMICON in1999, 2002, 2005, 2008 & 2009
    • Revenue and Operating Margin of SILAN, 2003-2010
    • Revenue and Gross Margin of SANAN OPTO, 2005-2010
    • GaN Epitaxy Cost Structure of SANAN OPTO
    • GaAs Epitaxy Cost Structure of SANAN OPTO
    • Downstream Application of SANAN OPTO Products
    • LED Operating Income of Samsung Electro-Mechanics by Application, 2005-2009
    • Revenue and Operating Margin of CITIZEN, 2005-2010
    • Revenue Structure of CITIZEN by Product, FY2005-FY2010
    • Revenue and Operating Profit Margin of AXT, 2004-2010
    • Revenue Structure of AXT by Product, 2006-2009
    • Revenue Structure of AXT by Region, 2006-2009
    • Revenue and Operating Profit Margin of TYNTEK, 2004-2010
    • Revenue and Operating Profit Margin of EDISON, 2006-2010
    • Output Capacity of LG INNOTEK, 2010Q1-2011Q4
    • Turnover and Gross Margin of NEO-NEON, 2005-2009
    • Revenue of NEO-NEON by Product, 2005-2009
    • Revenue of NEO-NEON by Region, 2008 vs. 2009
    • Order Size of AIXTRON, Q2 2008- Q1 2010
    • Revenue of AIXTRON, 2003-2010
    • Revenue of AIXTRON by Application, 1998-2010Q1
    • Global Presence of AIXTRON
    • Employees of AXITRON, 2003-2008
    • Revenue of AIXTRON by Region, 2007-2010Q1
    • Revenue and Operating Profit of VEECO, 2004-2008
    • Revenue of VEECO by Product, 2006-2010Q1
    • Selling Price of Typical LEDs, 2010
    • Digital Camera OEM Relationship and Shipment of Main Manufacturers, 2008-2010
    • LED-TV Industry Chain of Samsung and LG
    • Specifications of LED Street Lamp
    • Cost Structure of 30-150 Watt Street Lamp
    • Key Players in the Links of LED Industry Chain
    • MOCVD Equipment Shipment, 2007-2012
    • Equipment Quantity of Major LED Epitaxy Manufacturers, 2010
    • Equipment Quantity and Capacity of Epitary Manufacturers in Taiwan, 2008-2009
    • Revenue of 21 LED Upstream Enterprises Worldwide, 2008-2009
    • Operating Margin of Nine LED Epitary Manufacturers Worldwide, 2008-2010E
    • Revenue of Seven LED Downstream Manufacturers Worldwide, 2008-2010E
    • Ranking of Taiwan’s Epitary Manufacturers by Revenue, Jan.-May 2010
    • Ranking of China’s LED Epitary Manufacturers by Revenue, 2009
    • Auto Products of LED LENSER
    • Financial Data of OSRAM China, 2004-2007
    • Revenue of Lumileds, 2005-2010
    • Financial Data of Philips Automotive Lighting Hubei Company, 2004-2007
    • Revenue of Stanley by Region, FY2008-FY2009
    • Operating Profit of Stanley by Region, FY2008-FY2009
    • Financial Data of Tianjin Stanley, 2004-2007
    • Financial Data of Guangzhou Stanley, 2004-2007
    • Financial Data of Shenzhen Stanley, 2004-2007
    • Financial Data of Suzhou Stanley, 2004-2007
    • MOCVD Equipment Quantity of SANAN OPTO
    • Output Capacity Arrangements of SANAN OPTO, 2008-2011
    • Photoelectric Product Revenue of CITIZEN, FY2004-FY2008
    • Income Statement of NATIONSTAR, 2007-2009
    • Financial Situation of NEO-NEON, 2005-2009
  • How to Buy Product details How to Order USD File Single user 2,800 PDF Enterprisewide 4,200 PDF Publication date: July 2010 By email: report@researchinchina.com By fax: 86-10-82601570 By online: www.researchinchina.com For more information, call our office in Beijing, China: Tel: 86-10-82600828 Website: www.researchinchina.com