Search Results

Search Results

keyword


Sort by


Date Range

Resource Types


Research Fields


Filter by Keyword(s)




keyword:Allen Yu44 result(s)

Press Releases
International LED Package Manufacturers Contend for Market Share in China, says TrendForce

2014/05/14

LED

China’s LED package industry market scale reached US $72 billion in 2013, up 20 percent from the year before, according to the recent “2014 China Package Industry Market Report” from LEDinside, a green energy research division of TrendForce China has become the largest manufacturer of LED products Rapidly increasing LED lighting penetration rate is driving up LED component demand volume, making China the most contended market among LED package manufacturers Prior to 2013, the top five companies with the largest market share in China ranked in order were Nichia, Everlight, Cree, MLS Lighting, and Philips, combined they controlled around one third of the market  Graph 1: China LED package market share Source: LEDinside Chinese LED manufacturers rising among the ranks Chinese LED package manufacturers began to rapidly develop in 2010 on the back of expanding upstream production capacity and downstream application market MLS Lighting successfully ranked among the top five manufacturers with the biggest market share in the Chinese packaging market This made MLS Lighting a leader among Chinese package manufacturers The company developed fastest among other Chinese manufacturers, with their revenue in the LED component sector growing at a Compound Annual Growth Rate (CAGR) of 53 percent from 2010-2013 Other Chinese manufacturers including Refond Optoelectronics, Jufei Optoelectronics, and Changfang Semiconductor Light revenue increased at CAGR of 30 percent Booming  downstream application demand volumes became the development foundation for Chinese package manufacturers LEDinside anticipates the current fast growth trend will continue over the next several years  International LED manufacturers see most growth in China revenue International package manufacturers revenue totaled US $2 billion in the Chinese market in 2013, an increase of 40 percent YoY due to patent advantages and benefit from the rising lighting market Japanese manufacturer Nichia saw substantial revenue growth of over 70 percent The company’s revenue share in China increased to 29 percent Korean manufacturer Seoul Semiconductor also saw considerable growth, with revenue up 80 percent and revenue share increased 19 percent in China Other manufacturers including Cree, Sharp, Philips, and Osram recorded good revenue performance in the Chinese market Taiwanese manufacturers, however, did not share in the success Aside from Everlight and Harvatek, Taiwanese manufacturers’ Chinese market revenue share dropped “Chinese package manufacturers rapid rise has first impacted and threatened Taiwanese manufacturers, but has very little impact on international manufactures in the short term,” said LEDinside Analyst Allen Yu   

Press Releases
Taiwanese LED Packaging Manufacturers Market Share in China Eroded by East Asia Competitors, says TrendForce

2014/05/07

LED

China LED packaging market scale reached US $72 billion in 2013, according to the latest China LED package market report from LEDinside, a division of research organization TrendForce China becomes a prime market for global LED package manufacturers, who are speeding up efforts to acquire bigger market share Leading Chinese manufacturers are also maintaining fast growth rates, increasing restructure pace is also scaling up industry concentration in the country Chinese manufacturers actions have impacted Taiwanese manufacturers Chinese market share, which slid to 9% as a result Raising product strength has become an urgent matter for manufacturers China’s LED packaging market mainly consists of three camps: Chinese, Taiwanese, and international manufacturers, said LEDinside Domestic Chinese packaging manufacturers make up the largest group with around 63 percent market share, followed by Taiwanese companies, while large international manufacturers with patent advantages have clinched 28% market share International manufactures have obtained a large amount of orders from lighting manufacturers and have been the largest beneficiaries Taiwanese manufacturers are gradually being replaced by Chinese manufacturers, who have been rapidly developing over the past few years Chinese manufacturers’ total revenue in 2013 grew 15 percent YoY to US $45 billion, but market share dipped slightly by 2 percent Steep product price plunges have resulted in underperforming revenue growth rates However, Chinese manufacturers including MLS Lighting, Nationstar, Hongli Opto-Electronic, Refond Optoelectronics and others revenue growth still outperformed industry average, reflecting rapid industry restructuring, and increasing market concentration Caving under pressure from Chinese manufacturer developments, Taiwanese LED package manufacturers revenue performances have fallen Taiwanese manufacturers’ revenues from the China region declined 1% in 2013 to US $638 million, while market share downed to 9 percent in 2013 from 11 percent in 2012 In stark contrast, European, US, Japanese, and Korean LED package manufacturers’ revenue in the Chinese market was up 40% to US $2 billion in 2013 compared to the year before Among them, Korean manufacturer Seoul Semiconductor and Japanese manufacturer Nichia showed the best performance China is currently the largest LED lighting end product exporter, but does not have much advantage overseas because of patent issues, and higher lighting-level LED performance requirements in developed country markets including Japan, Europe, and US Therefore, international lighting manufacturers continue to dominate high-end lighting-level LED market In addition, China is also the largest LED end product OEM, with many international lighting manufacturers seeking for OEMs in China Hence, international LED package manufacturers are further expanding in the Chinese market, which in turn will drive up revenue share in China  Figure1: Three Camps Share Change in China Source: LEDinside

Press Releases
TrendForce: In 2013 the LED Chips Production Value of Mainland Chinese Companies Reached 992 M USD, with a Year-on-Year Growth of 17%

2014/01/14

LED

Global market research firm TrendForce's Green Energy Division LEDinside said that, in 2013 the LED chips total revenues of mainland Chinese companies(which mainly based on mainland investment, similarly hereinafter) reached 992 M USD, with a year-on-year growth of 17%, and is expected to reach 1182 M USD in 2014 According to LEDinside analyst Allen Yu, in 2013, being influenced by the rapidly enhanced penetration of LED commercial lighting, chip capacity utilization has largely improved, however due to continuous decline in chip price, the growth rate of production value was less than that of production volume Figure 1: Mainland Chinese Companies' LED Chips Production Value and Forecast Source: LEDinside The Demand of Lighting-use LED Chips is Strong, with the Proportion of Chinese Domestic Production Reached 80% In the first half of 2013, the LED commercial lighting market demand was strong Traditional lighting manufacturers accelerated the LED lighting business, and midstream packaging manufacturers have turned to downstream integration in succession During this period, mid power LED chips appeared shortage at one time The lighting-use chip-based manufacturers' capacity utilization improved rapidly Elec-Tech's LED chip revenue in 2012 only reached 355M USD, which is expected to reach 565M USD in 2013, with a growth over 50% EpiTop's revenue will achieve double growth in 2013 For Sanan Optoelectronics, Tongfang Optoelectronics and HuaLei Optoelectronics, capacity utilization all remained at a high level The display-use chip-based manufacturers have increased lighting-use chip business in succession HC SemiTek gradually increased LED lighting-use chip business, which is expected to reach 50% by the end of 2013 Silan Azure's new production machines were mainly used to produce lighting-use chips as well In the case of the rise of Chinese chip companies, Taiwan manufacturers’ and international manufacturers' Chinese chip market shares were gradually shrinking According to LEDinside, in 2013 the Chinese chip makers’ share in the Chinese LED chip markets reached 80% In the field of display-use chips, the market was still showing a rapid price decline in 2013, therefore, although companies have greatly increased their revenues, the profit can not follow up the trend Display-use chips prices decline is one of reasons that chip manufacturers increased lighting-use chip business Market Further to be Concentrated, with Industry Integration still in Process Figure 2: Proportions and Forecast of Top Five Chinese Chip Manufacturers’ Production Value Source: LEDinside In 2013, China LED chip industry has been further concentrated, the market share of top five manufacturers increased from 619% in 2012 to 644% With the continuous industry development, concentration will get ceaseless promotion, and industry reshuffle and integration are inevitable Allen Yu said that judging from the current situation of the chip industry, although the chip price decline slowed down, corporate profitability is still difficult to be improved, small and medium sized chip makers lacking of funds and technology will become the next batch of candidates to go into liquidation or to be acquired Lighting still to be the Growth Point in 2014, with 4-inch Wafer Technique gradually being Applied Looking forwards to 2014, in the case of slowdown in growth of backlight and display areas, LED lighting is still the main area that chip manufacturers will compete for LEDinside expects that global LED lighting market value in 2014 will reach 178 billion USD, the total shipment of LED lighting products will be 132 billion sets, with a growth of 68% over 2013 For technology, 4-inch wafer production applied by Chinese companies is quickly increased Besides ETi which adopts it for 100%, the adoption rate in San’an Optoelectronics, HC SemiTek and Nationstar will reach more than 30%; in addition, flip chip will also be popular, and is expected to be widely used in high-power lighting and flashlight fields with its own advantages

Press Releases
TrendForce: Chinese LED Package Companies are fully Rising while Technical Progress still being the Greatest Challenge

2013/12/13

LED

TrendForce Shenzhen office--- Global market research firm TrendForce's Green Energy Division LEDinside said that, in 2013 Chinese LED packaging market value increased far quicker than the global average LED lighting is still the largest application field of 2013 Chinese LED packaging market, accounting for 42% Due to the rapid growth of Chinese LED commercial lighting market demand, Chinese lighting-use LED manufacturers such as MLS Lighting, Honglitronic, CF Lighting got continuously outstanding performance High-quality indigenous chips greatly improved the competitive position for Chinese LED lighting-use LED packaging industry According to LEDinside, indigenous chips has accounted for almost 80% in the 2013 Chinese chip market For backlight field, LEDinside analyst Allen Yu said that with the support of Chinese TV and mobile phone manufacturers, Mainland package manufacturers gradually replacing that in Taiwan, Japan and Korea in the market has become an irreversible trend In TV backlight field, Refond, DSBJ, AMTC, Shineon and other manufacturers all got fast-growing performance, and entered into China’s top six TV manufacturers' supply chain Supplying products for brand manufacturers can not only significantly improve quality control and management capability of Chinese LED package industry, but also help Chinese package manufacturers to accumulate strength for participating in global competition For emerging fields such as automotive lighting and Flash LED, the situation of international manufacturers monopolizing the market is expected to be changed, and Chinese package manufacturers are actively penetrating these emerging markets In the case of lighting, backlight and display markets being almost fully competitive, these emerging fields are expected to become the new battle ground for Chinese packaging manufacturers to compete In view of global market, the main challenge for Chinese LED package manufacturers to improve market share in the future still comes from technology In 2013, EMC lead frame materials, flip chip, CSP and other emerging technologies appeared ETi and Sanan Optoelectronics have successfully developed flip chip technology, and EMC lead frame also has attracted much attention, Lightning optoelectronic, Smalite Optoelectronics, Honglitronic, Refond, APT and other manufacturers have adopted EMC packaging production line Although it is not able to reshape the competitive landscape, the impact on existing industry development is still worth noting It will take some time to verify how the new materials and new technologies will affect the existing industry development in next few years Allen Yu points out that LED packaging technology evolution always focuses on the continuing drop in end-use costs Use of new packaging materials, formation of new packaging specification and emergence of new packaging technology are to reduce the cost per lumen on the premise that the quality is guaranteed LEDinside expects that the global LED lighting product shipment will grow by 68% in 2014, with the production value reaching 178 billion US dollars Under the situation that the backlight market penetration becomes saturated and other applications are still in emerging progress, how Chinese LED packaging industry seizes the opportunity of rapid development of the global lighting market will become an important factor to the outcome of manufacturers ### LEDinside research team will be hosting “LEDinside Chief Analyst Market Seminar” at Hawaii Room located on seventh floor of Marco Polo Shenzhen, China on December 19, 2013 The forum will be covering global LED industry and China’s LED industry trends in 2014, and analyzing lighting, backlight and packaging industry Latest data will also be provided We welcome those in the media to attend and conduct interviews For more information: http://seminarledinsidecom/Campaign/2013Analysis/GB/index/ 14:30 -14:45 Global LED package industry trends  Roger Chu, Research Director, LEDinside 14:45 -15:00 China’s package industry development trends  Allen Yu, Analyst, LEDinside 15:00 -15:15 Sapphire Substrate Development Trends  Joanne Wu, Assistant Manager, LEDinside 15:15 -15:35  Break 15:35 -15:50 LED for backlight application development trends  Jack Kuo, Assistant Manager, LEDinside 15:50 -16:05 China’s LED lighting market  Figo Wang, Senior Analyst, LEDinside 16:05 -16:15 Global LED lighting market  Terri Wang, Analyst, LEDinside

  • Page 9
  • 9 page(s)
  • 44 result(s)