Fierce competition caused major shifts in the global LED package revenue ranking for 2015, according to LEDinside, a division of TrendForce. Nichia remained the leader, followed closely by OSRAM Opto and Lumileds. Samsung LED and other South Korean manufacturers suffered revenue declines due to the price war and the contraction of LED backlight market.
Seasonality and the end of installation rush in China have weakened prices of multi-Si products, from wafers to cells and modules, said Corrine Lin, assistant research manager for EnergyTrend, a division of TrendForce. Polysilicon prices in China, on the other hand, have risen significantly as wafer manufacturers have been operating at full capacity and expanding capacities at the same time.