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市場調査レポート

世界と中国のLED産業レポート

Global and China LED Industry Report, 2014-2015

発行 ResearchInChina 商品コード 180313
出版日 ページ情報 英文 127 Pages
納期: 即日から翌営業日
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世界と中国のLED産業レポート Global and China LED Industry Report, 2014-2015
出版日: 2015年02月01日 ページ情報: 英文 127 Pages
概要

世界のLED産業は、4つの集団に分けることができます。まず、欧州とアメリカは高い信頼性と高輝度を重視した一般照明に重点を置いています。第2に、日本は総合的な技術を具体化し、一般照明とバックライトディスプレイの両方で顕著な実績を示しています。第3に、韓国と台湾はノートPCディスプレイのバックライト、LEDテレビのバックライト、携帯電話のバックライトをターゲットにしています。最後に、中国本土はAllnGap、屋外ディスプレイ、広告スクリーン、信号灯に焦点を当てています。

当レポートでは、世界と中国のLED産業について調査分析し、LEDの下流市場、LEDパッケージの動向、サファイアインゴット産業と市場、LED産業、LEDベンダー(39社)について、体系的な情報を提供しています。

第1章 LED市場

  • LED市場規模
  • LED照明市場規模
  • LED照明市場動向
  • 日本のLED照明市場
  • 北米のLED照明市場
  • 大型BLU用LED市場
  • 携帯電話BLU市場
  • LED自動車照明
  • デジタルビルボード市場

第2章 LEDパッケージ

  • LEDパッケージの概要
  • COBパッケージ
  • フリップチップパッケージ
  • 中電力LED
  • LEDパッケージ規模の動向

第3章 LED産業チェーン

  • LED産業チェーン
  • サファイアインゴット市場
  • サファイアインゴット産業
  • サファイア基板
  • ルビコン
  • MOCVD産業
  • AIXTRON
  • VEECO
  • LED産業の地域分布
  • 世界のLEDベンダー上位30:収益別
  • 台湾のLED産業
  • 中国本土のLED産業の概要
  • 中国のLED産業の予測
  • 白色LEDの特許

第4章 台湾のLED企業

  • Everlight Electronics Co., Ltd.
  • Epistar Corporation
  • Genesis Photonics Inc.
  • Arima Optoelectronics Corp
  • Formosa Epitaxy Inc
  • Lite-On Technology Corporation
  • Bright LED Electronics Corp.
  • Opto Tech Corporation
  • Harvatek Corporation
  • Tekcore
  • Unity Opto Technology LTD.
  • Huga Optotech Inc.
  • Lextar Electronics Corporation
  • TYNTEK Corporation
  • Edison Opto Corp.

第5章 中国本土のLED企業

  • Epiligh Technology Co., Ltd.
  • Hunan HuaLei Optoelectronic Corporation
  • Hangzhou Silan Azure Co., Ltd.
  • Sanan Optoelectronics Co., Ltd.
  • Nantong Tongfang Semiconductor Co., Ltd.
  • Shandong Inspur Huaguang Optoelectonics Co., Ltd.
  • Foshan Nationstar Optoelectronics Co. Ltd.
  • Shanghai Rainbow Optoelectronics Material Co. Ltd.
  • Dalian Lumei Optoelectronics Corporation
  • Xiamen Changelight Co., Ltd.
  • Elec-tech International Co., Ltd.
  • HC SemiTek Corporation
  • MLS Lighting Co., Ltd.

第6章 世界のLED企業

  • Cree Inc.
  • 豊田合成
  • 日亜化学工業
  • OSRAM Opto Semiconductor
  • Philips Lumileds Lighting Company
  • Seoul Semiconductor Co., Ltd.
  • LG Innotek Ltd.
  • Samsung LED
  • Lumens Digital Optics Inc.

図表

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目次
Product Code: ZYW197

‘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.

Ranking of Major Global LED Companies
(USD mln)

Table of Contents

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.

Selected Charts:

  • 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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