2010 report on global and china led industry

168Report-China Market Research Reports
2010 Report on Global and China LED Industry
Hard copy :2700 USD
Electronic copy (PDF) :2800 USD
Hard and Electronic copy : 4200 USD
Pages: 207
Tables and figures :
Published date :Jul, 2010
Publisher: 168Report
Contact: Mr. Peter Lee +86-10-82965190 +86-13161572746 sales@168report.com
Summary:
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.
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;
168Report Mr.Peter Lee sales@168report.com 13161572746 8610-82965190 Page 1

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
Tables and Figures

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
FinRevenue 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

2010 report on global and china led industry

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