The global market value from the external sales of LED chips grew 18% from US$3.677 billion in 2013 to US$4.35 billion in 2014, according to the 2015 Global Sapphire and LED Chip Market Report by LEDinside, a division of TrendForce. The share of Chinese companies in the external sales market also rose from 27% in 2013 to 36% in 2014.
“LED chip manufacturers benefitted from the lighting market’s demands and saw their revenues soared in 2014,” said Joanne Wu, assistant research manager for LEDinside.
Epistar led in the external sales revenue of LED chips for both 2013 and 2014 due to its technological advantages and stability in customer management. Epistar’s rival San’an Opto increased its MOCVD equipment capacity during 2013~2014 as well as exploiting the lowering price trend in the Chinese lighting market. San’an Opto therefore took second place in 2014 with its revenue reaching US$565 million. Owing to their capacity expansion efforts, China-based manufacturers ETi and TongFang entered the list of top 10 LED chip manufacturers in 2014, respectively taking $161 million and US$145 million in LED chip revenue.
Wu furthermore sees demands in the LED end market will weaken during 2015. However, Chinese and Taiwanese LED chip manufacturers are still actively increasing their production capacities before the end of LED subsidy programs in China. Consequently, the current oversupply situation will become more severe when the additional capacities become available in the second half of this year. On the other hand, the industry’s long-term development may gain from the intensifying price war since the competition will eliminate second-tier manufacturers that are without competitive advantages.
LEDinside 2015 Global Sapphire and LED Chip Market Report
Chapter 3: PSS specification trend, major equipment vendors in LED and handheld industries
Chapter 4: Major 29 sapphire manufacturers movement are stressed, covering capacity, major customers, business status. Amongst, 12 Chinese sapphire manufacturers are covered.
Chapter 5: imprint PSS price trend are included
Chapter 6: Major 27 LED chip manufacturers are emphasized, covering MOCVD installation plan, wafer capacity, wafer production plan, sapphire supply chain, PSS adoption rate, PSS in-house production rate, business status, and package customers. Amongst, 13 Chinese chip manufacturers are listed in the report.
Chapter 7: Sapphire market trend in handheld industry, including sapphire material requirement, market trend, opportunities and challenges. Furthermore, sapphire market trend in applications are analyzed.
Language: English
Date of Publication: May 28, 2015
Page: 255
Format : E-file
Chapter I Sapphire Industry Overview
1.1 Sapphire Technology Development
1.2 Sapphire Production Process
Chapter II Advanced Technology in Sapphire Industry