Taipei, Monday, April 20, 2015 02:37 (GMT+8)
partly cloudy
Taipei
23°C
Digitimes Research: Samsung consolidating LED business
Jessie Lin, DIGITIMES Research, Taipei [Tuesday 27 December 2011]

In 2010, Samsung LED became the first LED firm in South Korea to have revenues exceeding KRW1 trillion (US$863 million) and ranked as number one among LED firms in South Korea. Its third-quarter 2011 revenues reached KRW358.2 billion, much higher than KRW248.9 billion by LG Innotek's LED business unit and KRW166.1 billion by Seoul Semiconductor. Samsung LED continues to rank as number one among its Korean peers.

However, the third-quarter 2011 revenues only show a slight 3% growth on year while operation profit margin turned negative. The total revenues for the first three quarters in 2011 showed slight decrease on year and Digitimes Research expects its fourth-quarter capacity utilization rate at around 50-60%. Therefore Samsung LED's total revenues in 2011 should show slight on-year drop.

In order to enhance Samsung LED's competitiveness, Samsung Electronics plans to merge it into the "Component Solution Business Unit" to hook the LED business with other business units within the group.

Although the LED industry in 2011 has not been developing as expected, Samsung LED continues to expand operations. Samsung has been introducing lighting products with very competitive prices and promoting these products through the existing distribution channels in the US and Europe.

In addition, the Samsung Group plans to extend LED lighting applications to green buildings. In the first half of 2012, Samsung C&T Corporation, Samsung LED and Samsung Electronics will jointly develop green building solutions that will not only cover South Korea region, but also Europe, China and Southeast Asia.

Topics: Page 2

Taiwan server shipment forecast and industry analysis, 2015

RESEARCH EXTRAS | Apr 10, 15:57

The server market did not perform well in 2014 though rising demand from Internet data centers (IDCs) and China brands helped global shipments (measured by motherboards) grow 7.1% to 10.4 million. Using this as the base for growth, in 2015 the market is expected...

How China is shaping the LTE/TD-LTE market in 2015

CHINA SMARTPHONE | Apr 9, 15:42

Digitimes Research estimates that the global LTE market doubled in size to 445 million users in 2014 and we further forecast that annual growth in the number of LTE users will remain above 70% between 2015-2016, with the overall market reaching 1.466 billion...

Taiwan large-size LCD panels – 4Q 2014

TAIWAN LCD PANEL | Feb 17, 11:23

Taiwan-based makers saw their large-size TFT LCD panel shipments increase on year in fourth-quarter 2014, driven largely by demand for TV applications. But they are facing growing competition from China-based and Korea-based makers who are ramping up new production...

Taiwan LCD TVs – 4Q 2014

TAIWAN DISPLAY SYSTEM | Feb 17, 11:07

Taiwan's LCD TV makers saw significant increases in shipments in the fourth quarter of 2014 thanks to strong seasonal demand, as well as Foxconn's shipments to Mexico to fulfill government procurement orders.

Taiwan small- to mid-size LCD panels – 4Q 2014

TAIWAN LCD PANEL | Feb 16, 15:11

Major Taiwan-based suppliers of small- to medium-size LCD panels changed their production strategies in fourth-quarter 2014 as the industry entered the slow season amid sluggish demand for smartphone applications and rising competition from China-based rivals...

2015 China IC design market forecast
2015 China smartphone panel trend forecast
2015 global notebook demand forecast
  • 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.