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keyword:Roger Chu27 result(s)

Press Releases
TrendForce Announced the Top Ten LED Package Suppliers Worldwide, MLS Climbed to the Fourth



The LED packaging market has witnessed steady growth over the past year, says LEDinside, a division of TrendForce According to LEDinside’s latest industry report, the annual revenue of global LED package market was US$15975 billion in 2016, and reached US$18035 billion in 2017 Based on the revenue of 2017, the top three LED package suppliers worldwide were Nichia, OSRAM Opto Semiconductors, and Lumileds, while MLS from China climbed to fourth place thanks to its significant capacity expansion efforts According to Roger Chu, the research director of LEDinside, MLS has carried out continuous capacity expansion due to the increasing demand in the market of lighting and display In the revenue ranking of global LED package market, MLS was the seventh in 2016 and climbed to the fourth in 2017 Seoul Semiconductor has benefited from significant growth in sales of backlight CSP, flash LEDs, lighting, automotive products and UV products, and ranked fifth Nichia remained the revenue leader in global LED package market for 2017, but has been challenged by its competitors in the field of blue LED Therefore, Nichia has actively involved in fields like WCG (Wide Color Gamut) backlight LED, UV LED, blue and green laser, and automotive lighting, while maintaining its market share by holding patent Among manufacturers based in Europe and the US, OSRAM has the best revenue performance thanks to its long-term and solid foundation in automotive lighting and recent remarkable achievements in infrared sensing In the general lighting sector, OSRAM now actively launches new products, and outsources the manufacturing of small and medium-power products to OEMs in Taiwan and China, hoping to increase the share in LED lighting market Lumileds and CREE begin to focus on niche applications such as automotive lighting, niche lighting, and architectural lighting to ensure profitability Influenced by Chinese LED manufacturers who offer lower prices, most Taiwanese LED manufacturers have reduced the proportion of low-profit lighting products in their product mixes, and transited to applications with high gross profit For example, Everlight has been actively developing automotive lighting, UV/IR lighting, and Mini LED backlight applications, hoping to get rid of the Red Ocean On the other hand, Chinese LED manufacturers have developed rapidly thanks to the rise of domestic market and the increasing demand for general lighting products and displays As a result, companies such as MLS and Nationstar continue to expand their production capacity, resulting in their higher revenue ranking In addition, in recent years, the financial subsidies offered by local governments in China have motivated a large number of Chinese LED manufacturers to increase production capacity With the cost advantages, these manufacturers have also received many orders from overseas companies As the result, Chinese LED manufacturers keep moving forward in the entire ranking of revenue In 2017, the market share of Chinese manufacturers in the global LED packaging market also reached 35%, a five percent increase from 2016

Press Releases
Wafers for Applications Using Micro LED & Mini LED Technology Will Account for 11.4% of Worldwide LED Wafer Volume by 2022, Says TrendForce



While conventional LED components are used for backlight, Micro LED and Mini LED technology have been used for self-emitting in displays of consumer electronics Every LED will then stand for a pixel, increasing the number of LED wafers used by companies It is estimated that wafers for applications using Micro LED and Mini LED will account for 114% of the total LED wafers used worldwide by 2022, according to LEDinside, a division of TrendForce These applications will become a key driver of the market demand According to Roger Chu, the research director of LEDinside, the worldwide volume of 4-inch equiv LED wafers was approximately 37 million pieces in 2017, a YoY increase of 30% Although the rise of OLED will affect the number of LED used in backlighting of mobile phones and large-size panels, the number of LED wafers used for general lighting and automotive lighting continues to grow Coupled with the rapid growth of fine-pitch display applications, the number of LED wafers used has increased dramatically However, as Chinese LED manufacturers continue to expand their capacities significantly, the overall industry capacity may grow much faster than the demand in the future Therefore, vendors need to rely on new applications to boost the demand, in this case, the technical progress of Micro LED and Mini LED will play an important role In terms of the revenue of LED market, LED prices will decline further due to the substantial capacity expansion of Chinese manufacturers, but LED’s penetration continues to increase driven by general lighting and automotive lighting applications Coupled with the new applications of Micro LED and Mini LED, it is estimated that global LED market revenue will grow from US$ 1716 billion in 2017 to US$ 255 billion in 2022, with a CAGR of 7% between 2017 and 2022 Deployment of Micro LED & Mini LED technology worldwide Micro LED is considered as a new generation display technology due to its properties of high resolution, high brightness, power-saving, and fast response time, etc Companies worldwide have been actively involved in the development of Micro LED products, and key players include Apple, Samsung, LG, Sony, Facebook and Google, as well as Chinese companies like San’an Optoelectronics, HC SemiTek, Changelight, Leyard and MTC, etc Taiwanese companies are also active in Micro LED development The Industrial Technology Research Institute is establishing a Micro LED demo product line, which is estimated to deliver products to VR manufacturers in 3Q18 at the earliest Other major companies such as Epistar, AU Optronics, Innolux, PlayNitride, and Macroblock etc have all actively joined the development of related technologies As Micro LED technology still faces technical bottlenecks, the transitional Mini LED products are favored by manufacturers, including chip makers like Epistar, Lextar, San’an Optoelectronics, HC SemiTek, etc, packaging companies like Everlight, Advanced Optoelectronic Technology, Harvatek, Seoul Semiconductor, etc, IC designers like Macroblock, Raydium, Jasper Display, etc, panel makers like AU Optronics, and Innolux, and digital display makers like Leyard, etc

Press Releases
Chinese LED Chip Suppliers to Represent 54% of Global Production Capacity in 2017, Says TrendForce


Consumer Electronics / Energy / LED

Total global LED chip production capacity has entered a new peak expansionary phase in 2017, according to the latest LED market supply and demand analysis by LEDinside, a division of TrendForce This recent surge of capacity expansion for LED chips has been a response to the rising demand from Chinese LED package suppliers that had started raising their production capacities earlier in 2016 With Chinese LED chip suppliers recommencing their capacity building activities, LEDinside estimates that the number of MOCVD chambers (based on the standard K465i design) installed worldwide this year will be 401 This would represent the largest chip capacity increase since 2011 “At the start of 2017, major Chinese LED chip makers including San’an Optoelectronics, HC SemiTek and Aucksun revealed that during the year they will be carrying out major capacity expansion plans,” said Roger Chu, research director of LEDinside “We estimate that the new processing operations set up by the domestic chip makers will push China’s representation in the global MOCVD capacity to 54%” Chu added that this wave of capacity building for LED chips in China has been to meet the growing demand from the LED package suppliers in the downstream Furthermore, domestic package suppliers in recent years have been relocating their operations to the second-tier cities due to the rising costs of labor and land in the traditional industry clusters of Guangdong Province and the Pearl River Delta Local governments in the smaller cities have offered various incentives to get LED companies to build factories in their domains Consequently, China’s LED industry in 2017 saw another in capacity growth spurt that was comparable to the one during 2010~2011 period There have been changes in China’s subsidy policy as well In the past, small or mid-size domestic LED companies were in a rush to build chip fabrication plants because local governments’ subsidies mainly targeted the upstream of the supply chain The latest round of subsidies by contrast target the LED package industry and its related businesses China this time wants to generate demand for the upstream by helping the downstream in opening up market channels Hence, major domestic package suppliers this year have also been expanding their capacities together with the first-tier domestic chip makers LEDinside believes the rapid and subsidized capacity expansions that is taking place in China is now squeezing heavily on the profit margins of long-established LED companies working on the global market These international majors in turn have scaled down their own manufacturing or increase the share of outsourcing Either way, Chinese LED companies will benefit and become even larger

Press Releases
TrendForce Says Potential Scale of Micro-LED Market Could Reach US$30~40 Billion If It Was to Supplant the Current Display Chain


Semiconductors / LED / Display

Following LCD and OLED, micro-LED is now one of the next-generation display technologies that are in the spotlight Besides companies working in the global display supply chain, major technology brands including Apple and Sony are increasingly involved in the development of micro-LED as they are drawn to its possibilities Currently, those that are engaged in this field aim to bring down the production cost The latest research from LEDinside, a division of TrendForce, finds that the potential scale of the future micro-LED market – one that would replace the entire current LCD display chain including BLU, polarizer and other components – could reach US$30~40 billion Roger Chu, research director of LEDinside, said that it is still too early to determine the size of the micro-LED market because of differences among specification standards and manufacturing techniques There are a lot uncertainties related to the size of micro-LED chips, driver solutions and the mass transfer processes “At the same time, the scale of the micro-LED market is potentially enormous if this technology is going to replace LCD and all its related components,” Chu noted Looking at activities of major interested parties, Sony has made a significant step in the commercialization of the technology with its CLEDIS (Crystal LED Integrated Structure) displays The latest CLEDIS display that was shown at this year’s CES performed impressively across all important indicators including resolution, brightness and contrast Still, the manufacturing cost of micro-LED-based products on average can be three to four times as much as products based on traditional display technologies, according to LEDinside’s analysis Therefore, developers of micro-LED displays will have to devise effective cost-cutting (or yield-raising) solutions in chip production and mass transfer At the same time, they also need to consider the additional values that can be extracted out this technology and the related manufacturing processes Taking account of the various challenges, LEDinside believes that it will take around three to five years before micro-LED display products can replace the current generation of LCD counterparts Roger Chu pointed to mass transfer as the most difficult technology bottleneck that prevents the general production cost of micro-LEDs from going down “Creating mass transfer solutions requires efforts across different industries including LED, semiconductor devices and the entire display supply chain,” said Chu “Also, new solutions could lead to different specifications for processing equipment, testing equipment, chip products, raw materials and etc New specification standards will raise the technology barrier for market entrants The need for cross-industry collaboration will also prolong the R&D period for developers of micro-LED displays" In addition to cost reduction efforts, entrants in the micro-LED display market will need to generate additional value for the technology “Once established, mass transfer solutions may be used to pick and place LEDs or electronic components of similar sizes – take sensor chips for example,” said Chu “Micro-LED itself has a lot of potentials and could one day shine in lots of applications including VR devices, AR projection, optical sensors and fingerprint recognition”

Press Releases
TrendForce Expects LED Suppliers to Accelerate Their Expansion into Niche Markets in 2017



The value of the global LED market is estimated to grow 34% annually to US$148 billion in 2016, according to LEDinside, a division of TrendForce The LED industry will again be under tremendous competitive pressure in 2017, and participants will need to accelerate their entries into more profitable niche markets such as fine-pitch LED displays, UV LEDs and IR LEDs LEDinside forecasts that the value of the global LED market will total US$154 billion, up 4% from 2016 “The projected growth in LED market value for this year is marginal, but the industry has witness some major changes,” said Roger Chu, research director of LEDinside “The surge in demand for fine-pitch LED displays has caused a general tightening of chip supply As a result, some chip and package products have seen price hikes for the first time in five years” Chu also pointed out that rising prices for hard commodities such as copper and aluminum during the second half of 2016 have also led to significant price hikes for LED lighting products “LED lighting vendors have adjusted their prices to reflect the increase in material costs,” said Chu “The actual contribution of this wave of price increases to the vendors’ profits is limited” Since the general state of the LED lighting market remains weak, LED suppliers are actively developing strategies to transform their businesses and accelerate their entries into the blue ocean niche markets Fine-pitch LED displays will be a highly contested application market in new few years Traditional LED display makers shifted much of their development efforts towards fine-pitch LED displays through 2016 as consumers demand better image quality from these products “LED display makers’ focus on fine-pitch LED displays has resulted in a several-fold increase in LED usage volume,” said Chu “And many Chinese LED package suppliers have undertaken capacity expansion just to capture a share of this market” However, this scramble has also generated intense pricing competition To avoid getting trapped in a price war, suppliers will have to improve their product specifications and make packages more compact Currently, fine-pitch LED displays with pitches measuring 15mm and less constitute a market segment where LED suppliers are not under pressure to lower their prices UV-C LEDs will find more applications as their efficiency improve UV-C LEDs are another emerging market with a lot of blue ocean opportunities “Deep UV has sterilization and purification features that would be useful in many application areas, including home appliances, water treatment, air purification and so on,” said Chu While there is high demand for UV-C LEDs, there are challenges in developing this market UV-C LED chips are currently very expensive and have low external quantum efficiency Also, application development for UV-C LEDs used to be mainly led by research institutions based in Japan, Europe and the US These organizations came up with solutions that could not achieve economies of scales Nonetheless, more LED suppliers are starting to see the importance of UV-C LED products and investing more in developing related applications The industry’s contribution therefore will speed up the growth of the UV-C LED market in the near future Applications for IR LED components will become even more diverse as well in the future IR LED is a relatively mature technology and offers inexpensive solutions in many application areas Iris recognition sensors and motion sensors for virtual reality devices, for instances, are two of many newly emerged applications that provide lucrative opportunities for IR LED suppliers Vertical-cavity surface-emitting laser (VCSEL) is another related technology that has gained greater market interest in recent years Chu noted that VCSEL is now featured in handheld devices and sensor equipment related to the Internet of Vehicles “The expansion of applications for IR LEDs depends on the willingness of end-system integrators to adopt them,” said Chu “Successful adoption of IR LEDs in turn is based on the values that they can add to different devices and equipment” Micro-LED displays may arrive on the market as early as next year Micro-LED is a next-generation display technology that has the potential to overtake OLED in the future While major branded companies in various industries have begun to invest in this technology, it will be some time before micro-LED can supplant TFT LCD and OLED solutions that are now available on the market At the same time, there are many other advanced display technologies that are in the race with micro-LED to achieve commercialization and mass production Branded companies that are intent to releasing micro-LED products have developed market positioning plans and applications that would set this technology apart from LCD or OLED Furthermore, they are working to find the right trade-off between pixel volume and pixel density (as expressed in pixel per inch or PPI) so they can begin mass production as quickly as possible Therefore, micro-LED displays that will soon hit the market can either have high pixel volume or high PPI but not both together LEDinside anticipates that devices featuring micro-LED displays will arrive on the market in 2017 at the earliest

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