表紙:世界のLED業界のデータベースとLED企業の動き(四半期アップデート):Gold+ Member
年間契約型情報サービス
商品コード
1254124

世界のLED業界のデータベースとLED企業の動き(四半期アップデート):Gold+ Member

Gold+ Member: Global LED Industry Data Base and LED Player Movement Quarterly Update

出版日: 年間契約型情報サービス | 発行: TrendForce | ページ情報: 英文

価格
価格表記: USDを日本円(税抜)に換算
本日の銀行送金レート: 1USD=152.54円
世界のLED業界のデータベースとLED企業の動き(四半期アップデート):Gold+ Member
出版日: 年間契約型情報サービス
発行: TrendForce
ページ情報: 英文
  • 全表示
  • 概要
  • 目次
概要

世界のLEDの市場規模は、2022年142億1,400万米ドルから2027年に210億1,300万米ドルに達し、2022年~2027年にCAGRで8%の成長が予測されています。

当レポートでは、世界のLED業界について調査分析し、需要と供給、メーカーの収益と生産能力、価格などのデータを提供しています。

Gold+ Memberレポート

レポートタイトル コンテンツ 形式 発行

LED業界の需給データベース

需要市場の予測(2023年~2027年)

  • (バックライト・フラッシュLED/一般照明/建築化照明/自動車 - 乗用車・トラック・スクーター/ビデオウォール/園芸照明/紫外線LED/赤外線LED/マイクロLED/ミニLED)

供給市場の分析:

  • 1. LEDチップの市場金額(外部の売上、総売上)
  • 2. WW新規GaN LED・As/P LED MOCVDチャンバー設置/WW累積GaN LED・As/P LED MOCVDチャンバー設置
  • 3. GaN LED・As/P LEDウエハーの市場需要:地域別/ウエハーサイズ別
  • 4. GaN LED・As/P LEDウエハー市場の需要と供給の分析

PDF/Excel

1Q(3月中旬)
3Q(9月上旬)

LED企業の収益と生産能力

LEDチップの市場の分析:

  • LEDチップメーカー上位10社:収益、ウエハー生産能力別

LEDパッケージの市場の分析:

  • LEDパッケージのメーカー:総収益、LED収益、生産能力の分析
  • バックライト・フラッシュLED、照明、自動車、ビデオウォール、UV LEDにおけるLEDパッケージプロバイダー上位10社:売上別

PDF/Excel

2Q(6月上旬)
4Q(12月上旬)

LED業界の価格調査

  • 価格調査 - サファイア/チップ/パッケージ(バックライト、一般照明、農業用照明、車載、ビデオウォール、UV LED、IR LED、VCSEL)

Excel

1Q(3月中旬)
2Q(6月上旬)
3Q(9月上旬)
3Q(9月上旬)

LED産業の四半期アップデート

主要企業の四半期アップデート:

  • EU/U.S- Lumileds, ams OSRAM, Cree LED (Smart Global Holdings)
  • JP- Nichia, Citizen, Stanley, ROHM
  • KR- Samsung, Seoul Semiconductor, Seoul Viosys
  • ML- Dominant
  • TW- Ennostar, Everlight, LITEON, AOT, Harvatek, PlayNitride
  • CN- San'an, Changelight, HC SemiTek, Aucksun, Focus Lightings, Nationstar, Hongli, Refond, Jufei, MTC, MLS

PDF

1Q(3月中旬)
2Q(6月上旬)
3Q(9月上旬)
4Q(12月上旬)

マイクロ/ミニLED展示会のレポート

  • CES 2023/Touch Taiwan 2023/Display Week 2023

PDF

不定期;<20ページ

目次

TrendForce: LED Market Value Likely to Hit USD 21.013 Billion in 2027.

According to TrendForce's latest report "Gold+ Member: Global LED Industry Data Base and LED Player Movement Quarterly Update", soaring raw material costs and high inflation caused by the Russia-Ukraine war and pandemic woes in China have slashed consumer market demand and increased end product inventories. Therefore, TrendForce analyzes that the LED market value shrunk to USD 14.214 billion in 2022 (-19% YoY). Except for the 40% growth rate of the Mini LED backlight market, general lighting, architectural lighting, agricultural lighting, and UV LED sectors all suffered noticeable declines throughout the year. Despite the continuing gloomy macroeconomic outlook and a great deal of uncertainty in 2023, end product inventories are expected to go back to the normal level in late 2Q23, which will also benefit order placements. Therefore, TrendForce forecasts that the LED market value will achieve single-digit growth in 2023.

Looking into the future, Micro LED will be installed in wearables, automotive displays and large-sized displays; Mini LED video walls will continue thriving, along with increased automotive LED penetration, stable growth in HDR / Mini LED automotive displays, rising energy-saving demand for agricultural lighting, and expanded LED video wall applications. TrendForce predicts that the LED market value will jump to USD 21.013 billion in 2027 with a 2022-2027 CAGR of 8%. To satisfy the technical requirements of Micro/Mini LED in the coming years, however, LED manufacturers will gradually shift to produce 6-/8-inch epi-wafers, with Nichia, ams OSRAM, Epistar, PlayNitride, Samsung LED, San'an and HC Semitek being major manufacturers. TrendForce discovered that ≥6-inch GaN LED epi-wafers accounted for 5% of total production in 2022 and expects the share to reach 15% in 2027.

TrendForce has summarized applications with high growth potential in various markets as follows:

1. Micro LED Application: Wearables are likely to become the most suitable application of Micro LED second to large-sized displays as the products per se do not need a high PPI level and that they require high brightness for outdoor use. As TrendForce reported, what makes the market attractive is that combining Micro LED with Apple Watches signifies a giant leap for display-sensor integration. To Apple, using the display technology will redefine its smart watch products and lay the foundation for market development in the future.

2. Automotive LED Market:Weak macroeconomic conditions, end of the 50-percent purchase tax reduction scheme in late 2022, and policy uncertainty will lead to low single-digit growth in global vehicle shipments throughout 2023. Nevertheless, advances in technologies related to intelligent headlights (ADB), logo lamps, intelligent ambient lights, Mini LED taillights, and automotive Mini LED/HDR displays as well as the products' increasing penetration rates will jointly raise the automotive LED market value.

3. LED Video Wall:The inventory of final display products worldwide is expected to be digested in 2Q23, plus demand recoveries in China, which will improve the visibility of display LED orders. However, gloomy economic conditions in Europe and North America will curb the display LED market value at single-digital growth. From a long-term perspective, the demand for displays in the virtual production, corporation and education, control room, and sports event sectors will boost the display LED market value.

Benefiting from rising demand for high-end products and special projects in China, Mini LED video wall (COB) companies-including Samsung Electronics, LG Electronics, Leyard, Unilumin, Absen, BOE, Ledman, MTC, Cedar, CREATELED and HCP-have established their own production capacities, thereby stimulating development of relevant technologies and yield rates. However, this trend has also affected the long-term market value of indoor fine-pitch display LED packages.

4. Agricultural Lighting: Considering the growing demand for energy-efficient and high-efficacy agricultural lighting LEDs among greenhouses and vertical farms as well as diversification of relevant crops thanks technological advances, TrendForce forecasts the CAGR of agricultural lighting LED market to reach 11% during 2022-2027.

5. Invisible LED Market: Entering 2023, plans to introduce UV-C LEDs are likely to be relaunched after China lifted strict COVID restrictions. In addition, Sony, Apple, and other brands unveiled AR/VR products engineered with eye tracking, while the European New Car Assessment Programme (Euro NCAP) plans to introduce active driver monitoring systems in 2023 and mandate their installation in 2025. Last but not least, the next-gen PPG (Photoplethysmography) will be introduced to smart watch applications, providing new bio-sensing features including monitoring of body hydration, blood glucose, blood lipids, and blood alcohol concentration (BAC). Combined with the existing heart rate and blood oxygen sensors, smart watches are expected to have more LEDs and photodiodes, to drive the IR LED market value.

Gold+ Member Report:

Report TitleContentFormatPublication

LED Industry Demand and Supply Database

Demand Market Analysis:

  • 2023-2027 Demand Market Forecast
  • (Backlight and Flash LED / General Lighting / Architectural Lighting / Automotive- Passenger Car & Box Truck & Scooter / Video Wall / Horticultural Lighting / UV LED / IR LED / Micro LED / Mini LED)

Supply Market Analysis:

  • 1. LED Chip Market Value (External Sales, Total Sales)
  • 2. WW New GaN LED and As/P LED MOCVD Chamber Installations / WW Accumulated GaN LED and As/P LED MOCVD Chamber Installations
  • 3. GaN LED and As/P LED Wafer Market Demand (By Region / By Wafer Size)
  • 4. GaN LED and As/P LED Wafer Market Demand and Supply Analysis

PDF / Excel

1Q (Mid Mar)
3Q (Early Sep)

LED Player Revenue and Capacity

LED Chip Market Analysis:

  • Top 10 LED Chip Manufacturers by Revenue and Wafer Capacity

LED Package Market Analysis:

  • LED Package Manufacturers: Total Revenue, LED Revenue, and Capacity Analysis
  • Top 10 LED Package Providers by Revenues in Backlight and Flash LED, Lighting, Automotive, Video Wall, UV LED

PDF / Excel

2Q (Early Jun)
4Q (Early Dec)

LED Industry Price Survey

  • Price Survey- Sapphire / Chip / Package (Backlight, General Lighting, Agricultural Lighting, Automotive, Video Wall, UV LED, IR LED, VCSEL)

Excel

1Q (Mid Mar)
2Q (Early Jun)
3Q (Early Sep)
3Q (Early Sep)

LED Industry Quarterly Update

Major Players Quarterly Update:

  • EU/U.S - Lumileds, ams OSRAM, Cree LED (Smart Global Holdings)
  • JP - Nichia, Citizen, Stanley, ROHM
  • KR - Samsung, Seoul Semiconductor, Seoul Viosys
  • ML - Dominant
  • TW - Ennostar, Everlight, LITEON, AOT, Harvatek, PlayNitride
  • CN - San'an, Changelight, HC SemiTek, Aucksun, Focus Lightings, Nationstar, Hongli, Refond, Jufei, MTC, MLS

PDF

1Q (Mid Mar)
2Q (Early Jun)
3Q (Early Sep)
4Q (Early Dec)

Micro/Mini LED Exhibit Report

  • CES 2023 / Touch Taiwan 2023 / Display Week 2023

PDF

Aperiodically; <20 Pages