Taipei, Monday, February 20, 2017 00:38 (GMT+8)
partly cloudy
Taipei
26°C
Survey of upstream LED component industry
Jessie Lin, DIGITIMES Research, Taipei [Friday 25 February 2011]
Registration required (free) to purchase. Please sign in if you wish to continue.
As demand has increased for downstream LED application products such as LED TVs and LED lighting, the upstream LED industry has become more proactive in expanding production capacity, leading to large-scale growth for MOCVD, sapphire and LED chip manufacturers. However, in 2010, sapphire manufacturers were more conservative about expanding capacity than MOCVD machinery makers, resulting in tight supply. For 2011, sapphire manufacturers are maintaining a favorable outlook for demand growth for substrates and consequently the world's seven largest manufacturers will increase capacity by close to 100%.
Abstract
Sapphire capacity expansion by company, 2009-2011

Asia-based LED chip manufacturers from South Korea, Taiwan and China are adding new equipment, with the result being that the world's two largest MOCVD machinery manufacturers - Aixtron and Veeco, who together combine for a global market share of 95% - are seeing the Asia region become the biggest contributor to their revenues. But with demand for MOCVD machinery increasing, South Korea plans to move toward independently developing MOCVD equipment.

In addition, upstream sapphire manufacturers were more conservative about expanding capacity in 2010 than MOCVD machinery makers, resulting in shortfalls in supply. Sapphire manufacturers maintain a favorable demand growth outlook for sapphire substrates in 2011, and consequently the world's seven largest manufacturers will increase capacity by close to 100% this year.

Asia will especially drive demand, with emerging LED manufacturers such as Samsung LED, LG Innotek and Lextar, and established manufacturers such as Nichia and Toyoda, contributing to helping the Asia region become the world's major manufacturing s region. In addition, China's subsidy policies for MOCVD machinery mean that the development of China-based firms like Sanan and Elec-Tech (ETi) will be even more worthy of attention.   

Questions answered in this report:
What will MOCVD capacity be in 2011?
What are the plans of sapphire players?
Who are the main players in the upstream LED Industry?

Table of contents
Price: NT$48,000 (approx. US$1,685)

Global notebook shipment forecast, 2017 and beyond

RESEARCH EXTRAS | Jan 25, 14:34

Digitimes Research estimates that 2016 was another down year for the global notebook market, with shipments dipping below 150 million. While the market will continue shrinking in 2017, the drop will be much less dramatic, as Windows 10 adoption in the enterprise...

Global AP demand forecast, 2017-2020

RESEARCH EXTRAS | Jan 16, 12:01

Digitimes Research expects global application processor (AP) shipments to increase more than 8% in 2017 and surpass the 1.9 billion mark, with smartphones remaining the main application. After slumping in 2015, Qualcomm returned to form in 2016 and will continue...

Taiwan small- to mid-size LCD panels – 4Q 2016

TAIWAN LCD PANEL | Feb 17, 15:02

The fourth quarter is usually the low season for the small- to medium-size LCD panel industry, but significant demand for feature phone applications boosted Taiwan's shipments in fourth-quarter 2016.

Taiwan notebooks – 4Q 2016

TAIWAN MOBILE DEVICE | Feb 14, 15:13

The notebook market has been showing signs of recovery, with Taiwan makers seeing their first on-year shipment growth since first-quarter 2012 in fourth-quarter 2016.

Taiwan large-size LCD panels - 4Q 2016

TAIWAN LCD PANEL | Feb 8, 15:58

Taiwan-based makers' large-size LCD panel shipments dropped 2.3% in 2016, worse than the average global decline of 1.1%, due to competition from China makers. Challenges from China competitors have been growing.

Global notebook shipment forecast, 2017 and beyond
EYF Enterprises
Analysis of China revised domestic semiconductor industry goals
  • Wireless broadband developments in Southeast Asia markets

    As of 2013, the 10 ASEAN nations had a total of over 700 million mobile subscriptions, with the CAGR from 2003-2013 reaching 24%. This Digitimes Research Special Report analyzes the various mobile broadband markets in ASEAN and looks at the respective trends in 4G LTE development for those markets.

  • 2015 global tablet demand forecast

    This Digitimes Research Special Report provides a 2015 forecast for the global tablet market and analyzes the strategies of key market players such as Google, Apple, Intel, and Microsoft.

  • 2015 China smartphone panel trend forecast

    This Digitimes Research Special Report analyzes the strategies of key China-based major panel makers BOE, Tianma and IVO for attacking the different market segments through technology and pricing, and their relationship to local vendors Huawei, Lenovo, ZTE, Xiaomi and Coolpad.