Global and China LED Industry Report, 2014-2015
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Feb.2015
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Global and China LED Industry Report, 2014-2015 is primarily concerned with the following:
1. LED development trend
2. LED industry analysis
3. 38 LED companies
After experiencing fall to the bottom and price slump in LED during 2012-2013, quite a few LED enterprises have been forced to go bankrupt or retreat from the industry. However, those that still struggled on the manufacturing front have reduced their capacity. Even worse, so many companies have aborted their capacity expansion plans, which is particularly true of the upstream sectors. Price reduction stimulates the market and capacity cuts stabilizes the price. Therefore, the LED industry improved greatly in the first half of 2014, which soon came to an end. The market rise propelled enterprises to operate in full capacity, and even the enterprises that had been closed down resumed their capacity. But in the second half of 2014, the LED market plummeted and will very likely continue to worsen in 2015.
The LED lighting market seems to have broad prospects, but the industry’s threshold is extremely low, especially in downstream sectors of LED lighting, which virtually have no financial and technical thresholds. Price competition prevails in this market. On the other hand, there are a great number of enterprises in the downstream sectors of LED lighting industry that they, to open the market, have to invest capital into marketing. Although LED lighting market looks good, the profit, particularly operating income, shows declining trend. Take example for Cree, a large US company, whose operating margin in Q4 2014 was only 2.5% in sharp contrast to 8.5% in Q4 2013.
In October 2014, Samsung announced that it would retreat from overseas LED lighting market and shift its focus to the market in South Korea. In addition, GE repositioned its lighting business and is very likely to spin off the lighting business. Toshiba also largely withdrew from the overseas LED lighting market.
In July 2014, Philips merged LED Chip business and automotive lighting business into a new company, while other businesses were integrated to form Philips Lighting. In future, Philips will sell the equities of Philips Lighting, and the highly profitable LED Chip and automotive lighting businesses will still be Philips’ wholly-owned subsidiary.
NICHIA’s YAG is generally recognized as white-light LED patent with the best performance. The patent fee is very high and NICHIA has a stringent patent authorization, but this patent will expire in 2017. The white-light LED patents from other companies -- such as Toyota Gosei’s orthosilicate fluorescent powder containing Sr, Ba, and Ca, will devalue after 2017. Recently, Toyota Gosei’s LED revenue declined and its profit slumped, which made the company be willing to transfer its patents at a low price. In 2014, Toyota Gosei transferred the patent to Harvatek and JuFei Optoelectronics. This was the first time that the mainland Chinese enterprise had gained the white-light LED patent. However, JuFei Optoelectronics is a downstream packaging enterprise, and Toyota Gosei’s patent transfer is to get profit and to entrust JuFei Optoelectronics to produce for it.
In 2014, as the companies in LED industry were aggressively expanding industry chain and packaging companies were entering retailing fields of lighting industry. This was particularly true of companies in Mainland China. The MLS Lighting -- the largest packaging enterprise in Chinese Mainland, for instance, was building a huge marketing network, with a network of 300 distributors brought into being in 2014. Its target is to create a network of 3,000 distributors. In August 2014, Tsinghua Tongfang acquired Neo-Neon LED Lighting International, a company listed in Hong Kong. In FY 2014, Neo-Neon reported revenue of HKD841 million and a loss of HKD731 million in net income. But the company had a complete marketing network, which was Tsinghua Tongfang’s top concern.
In 2014, Epistar’s buyout of Formosa Epitaxy was the largest acquisition in LED industry. When the acquisition was completed, Epistar would have over 400 MOCVDs , more than doubling that of its rivals. In Q4 2014, Epistar’s capacity was estimated to hold 11% of the market’s total. After the merger, its capacity would increase an additional 4%, far exceeding the 7% for Sanan Optoelectronics and Samsung, which would make it the largest GaN wafer supplier around the world.
1 LED Market
1.1 LED Market Size
1.2 LED Lighting Market Size
1.3 LED Lighting Market Trend
1.4 Japan’s LED Lighting Market
1.5 North America’s LED Lighting Market
1.6 LED for Large-size BLU Market
1.7 Mobile Phone BLU Market
1.8 LED Automotive Lighting
1.8.1 LED Automotive Lighting Market
1.8.2 Automotive Interior LED Lighting
1.8.3 Automotive Exterior LED Lighting
1.9 Digital Billboard Market
2 LED Packaging
2.1 Overview of LED Packaging
2.2 COB Packaging
2.3 Flip Chip Packaging
2.3.1 Introduction
2.4 Medium Power LED
2.5 Trend of LED Packaging Size
3 LED Industry Chain
3.1 LED Industry Chain
3.2 Sapphire Ingot Market
3.3 Sapphire Ingot Industry
3.4 Sapphire Substrate
3.5 Rubicon
3.6 MOCVD Industry
3.7 AIXTRON
3.8 VEECO
3.9 Geographical Distribution of LED Industry
3.10 Global Top 30 LED Vendors by Revenue, 2012-2014
3.11 Summary of LED Industry in Mainland China
3.12 White Light LED Patents
4 Taiwanese LED Companies
4.1 Everlight Electronics
4.2 Epistar Corporation
4.3 Genesis Photonics
4.4 Formosa Epitaxy
4.5 Lite-On Technology
4.6 Advanced Optoelectronic Technology
4.7 Bright LED Electronics Corp.
4.8 Opto Tech
4.9 Harvatek
4.10 Tekcore
4.11 Unity Opto Technology
4.12 Huga Optotech
4.13 Lextar Electronics
4.14 TYNTEK
4.15 Edison Opto
5 LED Companies in Mainland China
5.1 Epiligh Technology Co., Ltd.
5.2 Hunan HuaLei Optoelectronic Corporation
5.3 Hangzhou Silan Azure Co., Ltd.
5.4 Sanan Optoelectronics Co., Ltd.
5.5 Nantong Tongfang Semiconductor Co., Ltd.
5.6 Shandong Inspur Huaguang Optoelectonics Co., Ltd.
5.7 Foshan Nationstar Optoelectronics Co. Ltd.
5.8 Shanghai Rainbow Optoelectronics Material Co. Ltd.
5.9 Dalian Lumei Optoelectronics Corporation
5.10 Xiamen Changelight Co., Ltd.
5.11 Elec-tech International Co., Ltd.
5.12 HC SemiTek Corporation
5.13 MLS Lighting Co., Ltd.
6 Foreign LED Companies
6.1 Cree Inc.
6.2 Toyoda Gosei
6.3 Nichia Corporation
6.4 Osram Opto Semiconductor
6.5 Philips Lumileds Lighting Company
6.6 Seoul Semiconductor.
6.7 LG Innotek
6.8 Samsung LED
6.9 Lumens Digital Optics Inc.
Global LED Market Size, 2008-2016E
Distribution of LED Market Size by Downstream Sector, 2013-2018E
Distribution of Global Lighting Market by Technology, 2009-2017E
LED Chips Volume of Lighting by Application, 2011-2016E
Policies on Lighting Energy Saving by Country
Price Trend of 40W and 60W LED Light Bulbs, May, 2012-Jan. 2014
ASP of LED Bulb in Japan, 2012-2014
Bulbs Sales Growth Rate in Japan, 2012-2014
Market Share of Major LED Lighting Manufacturers in Japan, 2013
Proportion of Large-sized BLU Applied, 2009-2015E
Global Mobile Phone Shipments, 2007-2014
Geographical Distribution of Global 3G/4G Mobile Phone Shipments, 2011-2014
Global Smartphone Sales to End Users by Vendor, 2013
Global Smartphone Sales to End Users by Operating System, 2013
Global Mobile Phone Sales to End Users by Vendor, 2013
Market Size of Global LED Automotive Lighting, 2010-2016E
Costs and Illuminance Trend of Five Automotive Light Sources, 2007-2014
LED Structure
LED Costs
COB Packaging
Sapphire Ingot Demand, 2012-2016E
Sapphire Ingot Demand Value, 2012-2016E
Capacity Trend of Major Global Sapphire Ingot Companies, 2012-2016E
Sapphire Ingot Price by Size, 2012-2016E
Sapphire Substrate Demand by Country, 2012-2016E
Sapphire Substrate Demand by Size, 2012-2016E
Revenue and Operating Margin of Rubicon Technology, 2005-2014
Production Flow of Rubicon Technology
Revenue Breakdown of Rubicon Technology by Region, 2009-2013
Revenue Breakdown of Rubicon Technology by Product, 2009-2013
Market Size of LED Front-end Equipment, 2009-2017E
Market Share of Major MOCVD Manufacturers,1999-2013
Global Presence of Aixtron
Revenue and EBIT Margin of Aixtron, 2003-2014
Aixtron’s Revenue\New Order\Backlog for Eight Successive Quarters
Aixtron’s Revenue by Application and Region, 2010
Aixtron’s Revenue by Application and Region in Q1-Q3, 2014
Aixtron’s Revenue by Application,1999-2013
VEECO’s Revenue and Operating Margin, 2004-2014
VEECO’s Revenue by Business, 2011-2013
VEECO’s Key Customers
VEECO’s Quarterly Orders by Application, 2013Q3-2014Q3
Distribution of Global LED Output Value by Region, 2013 & 2014
Operating Margin of Taiwanese LED Companies, 2012-2014
Organizational Structure of Everlight Electronics
Revenue and Operating Margin of Everlight Electronics, 2003-2014
Revenue Breakdown of Everlight Electronics by Product, 2008-2011
Revenue Breakdown of Everlight Electronics by Product, 2012-2015E
Revenue Breakdown of Everlight Electronics by Application, 2005-2015E
Capacity and Capacity Utilization of Everlight Electronics, 2013-2014
Monthly Revenue and Growth Rate of Everlight Electronics, Dec. 2012-Dec. 2014
Quarterly Revenue and Inventory of Everlight Electronics, 2011Q4-2014Q3
Quarterly Debt Ratio of Everlight Electronics, 2011Q4-2013Q4
Organizational Structure of Epistar
Revenue and Operating Margin of Epistar, 2004-2014
Monthly Revenue and Growth Rate of Epistar, Dec. 2012-Dec. 2014
Revenue Breakdown of Epistar by Application, 2012-2015E
Revenue Breakdown of Epistar by Product, 2012-2015E
R&D Capabilities of Epistar
Revenue Breakdown of Epistar by Customer, 2012
Revenue and Gross Margin of Genesis Photonics, 2003-2014
Revenue and Operating Margin of Genesis Photonics, 2003-2014
Monthly Revenue of Genesis Photonics, Dec. 2012-Dec. 2014
Revenue and Operating Margin of Formosa Epitaxy, 2002-2014
Monthly Revenue and Growth Rate of Formosa Epitaxy, Dec. 2012-Dec. 2014
Revenue Breakdown of Formosa Epitaxy by Product, 2009-2013
Capacity of Formosa Epitaxy, 2012-2013
Revenue and Operating Margin of Bright LED Electronics, 2002-2014
Monthly Revenue and Growth Rate of Bright LED Electronics, Dec. 2012-Dec. 2014
Revenue and Gross Margin of Opto Tech, 2004-2014
Revenue and Operating Margin of Opto Tech, 2008-2014
Monthly Revenue of Opto Tech, Dec. 2012-Dec. 2014
Revenue Breakdown of Opto Tech by Product, 2008-2013
Revenue Breakdown of Opto Tech (Except System Products) by Region, 2013-Q1/2014
Opto Tech’s Revenue from System Products by Region, 2013-Q1/2014
Revenue and Operating Margin of Harvatek, 2000-2014
Monthly Revenue of Harvatek, Dec. 2012-Dec. 2014
Revenue and Gross Margin of Tekcore, 2005-2014
Revenue and Operating Margin of Tekcore, 2008-2014
Monthly Revenue and Growth Rate of Tekcore, Dec. 2012-Dec. 2014
Revenue and Operating Margin of Unity Opto, 2004-2014
Monthly Revenue and Growth Rate of Unity Opto, Dec. 2012-Dec. 2014
Revenue and Operating Income of Huga Optotech, 2004-2012
Monthly Revenue and Growth Rate of Huga Optotech, May, 2010-May, 2012
Revenue and Operating Margin of Lextar Electronics, 2009-2014
Monthly Revenue and Growth Rate of Lextar Electronics, Dec. 2012-Dec. 2014
Organizational Structure of Tyntek
Revenue and Operating Margin of Tyntek, 2004-2014
Monthly Revenue and Growth Rate of Tyntek, Dec. 2012-Dec. 2014
Revenue and Operating Margin of Edison Opto, 2006-2014
Monthly Revenue and Growth Rate of Edison Opto, Dec. 2012-Dec. 2014
Revenue and Gross Margin of AOT, 2010-2014
AOT’s Monthly Revenue, Dec. 2012-Dec. 2014
AOT’s Key Customers
AOT’s Revenue Breakdown by Application, 2013Q1-2014Q3
AOT’s Technology Roadmap
Revenue and Net Income of Epiligh Technology, 2008-2012
Revenue and Operating Margin of Silan Microelectronics, 2006-2014
Revenue and Net Income of Silan Azure, 2007-2011
Revenue and Gross Margin of Sanan Optoelectronics, 2005-2014
Revenue Breakdown of Sanan Optoelectronics by Business, 2009-2012
Revenue and Net Income of Sanan Optoelectronics’ Subsidiaries, 2013
Revenue and Operating Margin of Nationstar Optoelectronics, 2007-2014
Revenue Breakdown of Nationstar Optoelectronics by Product, 2007-2013
Top 5 Customers of Nationstar Optoelectronics, 2013
Top 5 Suppliers of Nationstar Optoelectronics, 2013
Revenue and Operating Margin of AXT, 2004-2014
AXT’s Revenue by Product, 2006-2013
AXT’s Revenue by Region, 2006-2014
Revenue and Operating Income of Xiamen Changelight, 2007-2014
Epitaxy Revenue and Gross Margin of Xiamen Changelight, 2010-2013
Financial Data of Xiamen Changelight’s Key Subsidiaries, 2013
Financial Data of Elec-tech International’s Key Subsidiaries, 2013
Financial Data of Elec-tech International’s Key Subsidiaries, 2014H1
Revenue and Operating Income of HC SemiTek, 2009-2014
MLS’ Revenue and Operating Margin, 2008-2014
MLS’ Shipments, 2008-2014
Revenue and Operating Margin of Cree, FY2004-FY2015
Cree’s Revenue Breakdown by Product, FY2011-FY2014
Gross Margin of Cree by Product, FY2011-FY2014
Cree’s Presence Worldwide
Cree’s Revenue Breakdown by Region, FY2009-FY2014
Revenue and Operating Margin of Toyoda Gosei, FY2008-FY2015
LED Revenue and Operating Margin of Toyoda Gosei, FY2008-FY2015
Revenue and Operating Margin of Nichia, 2003-2014
LED Revenue and Operating Margin of Nichia, 2004-2013
Quarterly Revenue and EBITA Margin of OSRAM, 2012Q1-2014Q2
OSRAM’s Revenue Breakdown by Segment, 2012-2014
OSRAM’s Revenue Breakdown by Business, FY2014
OSRAM’s Revenue Breakdown by Region, FY2014
OSRAM’s Revenue Breakdown by Channel, FY2014
EBITA of OSRAM by Segment, 2012-2014
OSRAM’s Revenue Breakdown by Region, 2012-2014
Revenue and EBITDA of Philips Lumileds Lighting, 2011Q4-2013Q4
Revenue Breakdown of Philips Lumileds Lighting by Business, 2014
Revenue Breakdown of Philips Lumileds Lighting by Application, 2014H1
Revenue Breakdown of Philips Lumileds Lighting by Region, 2014H1
Product Distribution of Seoul Semiconductor
Revenue and Operating Margin of Seoul Semiconductor, 2003-2014
Quarterly Revenue of Seoul Semiconductor, 2011Q1-2014Q3
Gross Margin of Seoul Semiconductor, 2011Q1-2014Q3
Operating Margin of Seoul Semiconductor, 2011Q1-2014Q3
Net Profit Margin of Seoul Semiconductor, 2011Q1-2014Q3
Revenue Breakdown of Seoul Semiconductor by Application, 2011Q1-2014Q3
Revenue and Operating Margin of LG Innotek, 2006-2015
Revenue and Operating Margin of LG Innotek, 2012Q1-2014Q4
Revenue Breakdown of LG Innotek by Business, 2011-2015
Operating Income of LG Innotek by Business, 2011-2015
Quarterly LED Revenue of LG Innotek, 2011Q4-2014Q3
Samsung’s LED Revenue, 2005-2012
Samsung’s LED Revenue by Application, 2010
Revenue and EBITDA Margin of Lumens Digital Optics, 2007-2014
Lumens’ Revenue Breakdown by Application, 2012-2014
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