Global and China MO Source Industry Report, 2012-2015
-
Aug./2013
- Hard Copy
- USD
$1,900
-
- Pages:75
- Single User License
(PDF Unprintable)
- USD
$1,800
-
- Code:
ZL006
- Enterprise-wide License
(PDF Printable & Editable)
- USD
$2,800
-
- Hard Copy + Single User License
- USD
$2,100
-
High-purity metal organic compounds (MO source) function as the supporting source materials of the modern compound semiconductor industry and the source materials of the semiconductor lighting (LED) industry chain. After 2009, the explosive growth of the global LED industry has promoted the demand for MO source, which reached 53.5 tons in 2012, up 19.4% year on year. In the same period, due to the high technical threshold of the MO source industry, the speed of capacity expansion has been limited, as a result, the global MO source market witnessed an ever widening demand-supply gap for consecutive three years in 2009-2012. In particular, due to the wider demand-supply gap than other MO source products, trimethyl gallium (TMG) has become an investment highlight in the industry.
Global MO Source Demand, 2006-2015E(Unit: ton)

In 2012, Taiwan and South Korea gradually became new MO source production bases following the United States, Europe, Japan and Mainland China. Taiwan and South Korea are the most important production bases of the global LED industry and occupy a large proportion of upstream epitaxial wafer and chip manufacturing in the industrial chain, therefore, both of them act as the largest MO source consumer market. Meanwhile, Taiwan and South Korea have to import MO source products from Europe and America because of the absence of local manufacturers, resulting in the deteriorated contradiction between the regional supply and demand. Currently, Kaohsiung and Taoyuan of Taiwan as well as Cheonan and Yeosu of South Korea have become MO source investment hotspots.
China LED epitaxial chip industry performed sluggishly in 2012. The phasic overcapacity of low- and medium-end chips and falling prices led to the declined profitability of the majority of enterprises which suffered losses. Thus, Chinese MO source market saw slowdown in 2012 and dropping prices. However, with the improved Chinese LED industrial chain and the growing quantity of MOCVD equipment, the domestic MO source demand will surge in 2013, but the tight supply situation will still exist.
Jiangsu Nata Opto-electronic Material is the only MO source manufacturer in China and raised RMB780 million for capacity expansion by IPO in August, 2012. By 2015, the new capacity will be 22.5 tons, so that the total MO source capacity in Mainland China will amount to 26 tons.
Dow Chemical is the world's largest MO source supplier, serving international giants including Taiwan Epistar. In June 2010, the company announced a capacity expansion plan to build a new factory in South Korea which went operation in 2012 while expanding the capacity in the U.S.. The MO source capacity of Dow Chemical will reach 60 tons/a in the future.
The Netherlands-based AKZO Nobel set up its production base in the United States. In June 2010, the company raised the capacity of the production base in Tennessee by 100%. In November, 2010, the company announced to further double the TMG capacity. Currently, the expansion project is under construction. In addition, the company plans to establish a MO source production base in Ningbo city, China. The planned long-term capacity of the company is 100 t/a.
Global and China MO Source Industry Report, 2012-2015 consisting of five chapters makes in-depth analysis on development background and market patterns of global and China MO source industry with detailed data, studies the operation of eight Chinese and foreign large-sized MO source companies (DOW, AKZO Nobel, Jiangsu Nata Opto-electronic Material, etc. ), and predicts the development trends of the MO source industry.
1 Overview of MO Source
1.1 Profile of MO Source
1.2 Classification and Application
1.3 Industrial Chain
1.4 Industry Features
1.4.1 High Concentration
1.4.2 High Growth Potential
2 Development of Global MO Source Industry
2.1 Development Course
2.2 Supply
2.3 Demand
2.3.1 Influencing Factors
2.3.2 Demand Volume
2.3.3 Demand Structure
2.4 Market Competition Pattern
2.5 USA
2.6 Europe
2.7 Japan
2.8 South Korea
2.9 Taiwan
Summary
3 Development of MO Source Industry in China
3.1 Development Environment
3.1.1 Policy Environment
3.1.2 Trade Environment
3.1.3 Technology Environment
3.2 Supply
3.2.1 Production Capacity
3.2.2 Capacity Structure
3.3 Demand
3.4 Price Trend
Summary
4 Upstream and Downstream Industries of MO Source in China
4.1 Upstream Sectors
4.1.1 Gallium
4.1.2 Indium
4.1.3 Related Policies and Influence
4.2 LED Industry
4.2.1 Market Scale
4.2.2 Competition Pattern
4.2.3 Development Prospects
4.3 Other Downstream Sectors
4.3.1 New Solar Cell
4.3.2 Phase Change Memory
4.3.3 Semiconductor Laser
4.3.4 Radio Frequency Integrated Circuit Chip
Summary
5 Key Enterprises Worldwide
5.1 DOW
5.1.1 Profile
5.1.2 Operation
5.1.3 Sales Structure
5.1.4 R&D
5.1.5 MO Source Business
5.1.6 Business in China
5.2 SAFC Hitech
5.2.1 Profile
5.2.2 Operation
5.2.3 MO Source Business
5.3 AKZO Nobel
5.3.1 Profile
5.3.2 Operation
5.3.3 MO Source Business
5.3.4 Business in China
5.4 Sumitomo Chemical
5.4.1 Profile
5.4.2 Operation
5.4.3 MO Source Business
5.4.4 Business in China
5.5 Albemarle
5.5.1 Profile
5.5.2 Operation
5.5.3 MO Source Business
5.5.4 Business in China
5.6 Chemtura
5.6.1 Profile
5.6.2 Operation
5.6.3 MO Source Business
5.6.4 Business in China
5.7 Lake LED Materials
5.7.1 Profile
5.7.2 MO Source Business
5.8 Nata
5.8.1 Profile
5.8.2 Operation
5.8.3 Revenue Structure
5.8.4 Gross Margin
5.8.5 Production and Marketing
5.8.6 Key Projects
Summary
Application of MO Source
Industrial Chain of MO Source
Output of MO Source Worldwide, 2006-2015
Demand of MO Source Worldwide, 2006-2015
Demand of MO Source Worldwide by Industry, 2006-2015
Number of Newly Added MOCVD Machines in South Korea, 2009-2012
Production Capacity of MO Source in China, 2008-2015
Number of Newly Added MOCVD Machines in Local Governments’ Plans in China, 2010-2015
Demand for MO Source in China, 2008-2015
Prices of Gallium in China, 2006-2012
Prices of Indium (≥99.99%) In China, 2006-2012
Industrial Chain of LED
Output Value of LED Industry in China, 2006-2015
Output Value Distribution of LED Industry by Applications in China, 2012
Market Scale of LED in China, 2010-2015
Output Value of LED Chip in China, 2010-2015
Sales and Net Income of Dow, 2007-2013
R&D Costs and % of Sales of Dow, 2007-2012
Sales Structure of Electronic and Functional Materials Business of Dow by Products, 2012
Sales Structure of Electronic Materials Business of Dow by Regions, 2011
Sales Structure of Electronic Materials Business of Dow by Businesses, 2011
Sales of SAFC, 2008-2013
Revenue and Net Income of AKZO Nobel, 2008-2015
Revenue of Functional Chemical Products (Include MO Source) of AKZO Nobel, 2009-2012
Revenue Structure of Functional Chemical Products of AKZO Nobel, 2012
Sales and Operating Income of Sumitomo Chemical, FY2007-FY2012
Revenue and Net Income of Albemarle, 2008-2015
Revenue and Net Income of Chemtura, 2008-2015
Revenue and Net Income of Nata, 2009-2015
Revenue Structure of Nata by Regions, 2009-2012
Number of Newly Added MOCVD Machines and Ownership Worldwide, 2008-2013
Application of MO Sources in LED manufacturing Worldwide, 2012
Capacity Expansion and Production Sites of Major MO Source Manufacturers Worldwide, 2010-2011
Production Sites and Products of MO Source in Europe, 2012
Production Sites and Customers of MO Source in Japan, 2012
Number of Newly Added MOCVD Machines and Ownership in Taiwan, 2007-2012
Output and Demand of MO Sources Worldwide, 2006-2015
Related Policies of MO Source Industry in China, 2006-2013
Production Capacity of MO Source in China by Product, 2008-2013
Number of Newly Added MOCVD Machines and Ownership in China, 2008-2013
Capacity Expansion Plan of LED Epitaxial Wafer Manufacturers in China, 2010-2012
Average Prices of MO Source Products in China, 2009-2013
Production Capacity and Demand of China, 2008-2013
Output and Consumption of Indium in China, 2006-2012
Output Value Structure of LED Industry by Products in China, 2006-2012
Key LED Manufacturers and Business in China, 2012
Output Value Structure of LED Industry by Products in China, 2010-2015
Performance Comparison of Different Solar Cells
Sales of Dow by Businesses, 2009-2011
Sales of Dow by Businesses, 2012
Sales by Region, 2012
Production Sites of Electronic Material Business of Dow Worldwide, 2011
Sales and EBITDA of Electronic and Functional Materials Business of Dow, 2009-2012
MO Source Production Sites of SAFC Hitech, 2012
Revenue of AKZO Nobel by Products, 2009-2013
Production Sites of Functional Chemical Products of AKZO Nobel in China, 2012
Sales of Sumitomo Chemical by Businesses, FY2007-FY2012
Subsidiary Companies and Main Business of Sumitomo Chemical, 2012
Revenue of Albemarle by Businesses, 2008-2013
Revenue of Chemtura by Products, 2010-2013
Main Products of Lake LED Materials, 2012
Revenue of Nata by Product, 2009-2012
Gross Margin of Nata by Product, 2009-2012
MO Source Production Capacity, Output and Capacity Utilization Rate of Nata, 2009-2011
MO Sales, Sales Volume and Unit Price of Nata, 2009-2011
Key Projects of Nata, 2010-2015
Production Capacity and Global Market Share of MO Source of Nata, 2010-2015
Long Term Planning Capacity of MO Source Manufacturers Worldwide, 2012
Global and China Optical Fiber Preform Industry Report, 2021-2026
Optical fiber preforms play a key role in the optical fiber communication industry chain. The global construction of 4G and FTTH requires less optical fiber and cable, which has dragged down the deman...
Global and China Photoresist Industry Report, 2021-2026
Since its invention in 1959, photoresist has been the most crucial process material for the semiconductor industry. Photoresist was improved as a key material used in the manufacturing process of prin...
Global and China Needle Coke Industry Report, 2021-2026
Needle coke is an important carbon material, featuring a low thermal expansion coefficient, a low electrical resistivity, and strong thermal shock resistance and oxidation resistance. It is suitable f...
Global and China 3D Glass Industry Report, 2021-2026
3D curved glass is light and thin, transparent and clean, anti-fingerprint, anti-glare, hard and scratch-resistant, and performs well in weather resistance. It is applicable to terminals such as high-...
Global and China Graphene Industry Report, 2020-2026
Graphene, a kind of 2D carbon nanomaterial, features excellent properties such as mechanical property and super electrical conductivity and thermal conductivity. Its downstream application ranges from...
Global and China Optical Fiber Preform Industry Report, 2020-2026
Optical fiber preform as a hi-tech product and a crucial link in the optical fiber industry chain contributes to 70% or so of profit margin. Global 4G and FTTH construction at dusk leads to the shrink...
Global and China 3D Glass Industry Report, 2020-2026
Global 3D glass market has been enlarging over the recent years amid demetallization of smartphone back covers and popularity of smart wearables, to approximately $2.86 billion in 2019 and to an estim...
Global and China Photoresist Industry Report, 2020-2026
In 2019, global photoresist market was valued at $8.3 billion, growing at a compound annual rate of 5.1% or so since 2010, and it will outnumber $12.7 billion in 2026 with advances in electronic techn...
Global and China Synthetic Diamond Industry Report, 2020-2026
While its mechanical property is given full play in fields like grinding and cutting, diamond with acoustic, optical, magnetic, thermal and other special properties, as superconducting material, intel...
Global and China Needle Coke Industry Report, 2020-2026
With the merits like small resistivity, excellent resistance to impact and good anti-oxidation property, needle coke has been widely used in ultra-high power graphite electrodes, nuclear reactor decel...
Global and China Optical Fiber Preform Industry Report, 2019-2025
Optical fiber preform, playing an important role in the optical fiber and cable industry chain, seizes about 70% profits of optical fiber. Global demand for optical fiber preform stood at 16.2kt in 20...
China Silicon Carbide Industry Report, 2019-2025
Silicon carbide (SiC) is the most mature and the most widely used among third-generation wide band gap semiconductor materials. Over the past two years, global SiC market capacity, however, hovered ar...
Global and China Photoresist Industry Report, 2019-2025
Photoresist, a sort of material indispensable to PCB, flat panel display, optoelectronic devices, among others, keeps expanding in market size amid the robust demand from downstream sectors. In 2018, ...
Global and China Graphene Industry Report, 2019-2025
Graphene is featured with excellent performance and enjoys a rosy prospect. The global graphene market was worth more than $100 million in 2018, with an anticipated CAGR of virtually 45% between 2019 ...
Global and China 3D Glass Industry Chain Report, 2019-2025
The evolution of AMOLED conduces to the steady development of 3D curved glass market. In 2018, the global 3D glass market expanded 37.7% on an annualized basis and reached $1.9 billion, a figure proje...
China Wood Flooring Industry Report, 2019-2025
With the better standard of living and the people’s desire for an elegant life, wood flooring sees a rising share in the flooring industry of China, up from 33.9% in 2009 to 38.9% in 2018, just behind...
Global and China Photovoltaic Glass Industry Report, 2019-2025
In China, PV installed capacity has ramped up since the issuance of photovoltaic (PV) subsidy policies, reaching 53GW in 2017, or over 50% of global total. However, the domestic PV demand was hit by t...
Global and China ITO Targets Industry Chain Report, 2019-2025
Featured by good electrical conductivity and transparency, ITO targets are widely applied to fields of LCD, flat-panel display, plasma display, touch screen, electronic paper, OLED, solar cell, antist...