Lighting LEDs accounted for US$3.9 billion of the US$8.8 billion Chinese LED package industry in 2015, according to the 2016 Chinese LED Chip and Package Industry Market Report by LEDinside, a division of TrendForce. Lighting LEDs’ share in the total scale of the Chinese LED package industry in 2015 also grew 15% year on year to reach 44%. MLS and Honglitronic, the two major Chinese package suppliers, have steadily expanded their market shares in the LED lighting application due to booming demand in Southeast Asia, India and other emerging markets. Consequently, their standings in the industry have gradually risen as well.

 

“Chinese lighting LED manufacturers are catching up with their international competitors in terms of technology and have become more competitive as a result,” said LEDinside analyst Allen Yu. “Due to their cost advantages, the Chinese package suppliers have quickly made inroads into Southeast Asia, Africa and the emerging markets. Some are also receiving orders from the larger international LED manufacturers. In sum, increasing competitiveness and overseas expansion have continuously contributed to the revenue growth of the Chinese LED package industry in the recent period.

 

Lightning Opto’s lighting LED revenue grew over 40% annually in 2015 to become the third-largest Chinese supplier of the product

MLS retained its top spot in the revenue ranking of Chinese lighting LED suppliers for 2015, registering only a slight year-on-year decline. “MLS continues to expand its capacity and build channels to widen its lead over other suppliers, so its position in the ranking remains very secure in the short term,” noted Yu.

 

Honglitronic’s boosted its position in the package market with the acquisition of Smalite and climbed to second place in the domestic lighting LED revenue ranking for 2015. As the parent company, Honglitronic has ramped up product development for lighting LEDs and added several products to the lineup, including flip-chip LED and COB LED. The subsidiary Smalite on the other hand focuses on its EMC LED business and capacity expansion. Honglitronic will also rely on its other acquisition, the lead frame supplier Lianyou, to further lower the cost of package production. On the whole, Honglitronic’s competitiveness is expected to improve significantly in the near future.

 

Lightning Opto is more advanced in its EMC LED technology compared with its domestic competitors and therefore has captured orders from many international LED suppliers. Despite the market headwinds, Lightning Opto in 2015 posted an annual revenue growth of over 40% for its lighting LED business and captured the third spot in the ranking. 

 

Refond managed to maintain revenue growth for its lighting LED business during 2015, whereas its backlight LED business took a big hit in the same period. Earlier this year, Refond attracted the industry’s attention by unveiling its first range of F-EMC LEDs. These products are expected to become a new source of revenue growth in the lighting LED market during the year. 

 

MTC has been active in both lighting and backlight markets. As MTC strengthens its position in the backlight market, the company also increases its production capacity for lighting LEDs and has won orders from international LED manufacturers. Hence, its lighting LED revenue is expected to grow significantly this year.

 

NationStar has concentrated much of its efforts on developing packages for LED displays, but at the same time the supplier is just as committed in its lighting LED business. NationStar’s share in China’s lighting LED revenue has seen steady annual growth.

• Chapter I: Chinese LED package market scale in 2015-2020 are forecast; Chinese LED package market scales by market camps (international / CN / TW) and power type in 2015-2020 are analyzed; top 10 LED package manufacturers revenue in China
• Chapter II: Market segments are discussed; Chinese backlight LED, lighting LED, and display LED market scales in 2015-2020; product specification requirement in backlight, lighting, display; Chinese top 10 manufacturer revenue ranking in backlight, lighting, and display
• Chapter III: Merge and acquisition cases in 2014-2015 are compiled and analyzed (cases study, reason alanysis, impacts)
• Chapter IV:20 Chinese LED package manufacturers are analysis, covering revenue, operating activities, capacity expansion plan, major customers, and LEDinside perspective
• Chapter V: 17 International and Taiwanese manufacturers are surveyed, covering revenue and profit, business in China, operating activities, major products and major customers.
• Chapter VII:16Upstream LED chip manufacturers are introduced, covering market forecast, policy subsidies, manufacturers introduction, supply chain, and operating business

• Market:Market opportunities and challenges in China are discussed
• Company:Chinese LED package manufacturer product, technology, expansion plan, future development are discussed
• Strategy:International and Taiwanese LED package manufacturers opportunities and challenges in China

 

• Chinese LED Package Industry Developments
• 2015-2020 Chinese LED Package Market Size
• 2015-2020 Chinese LED Package Market Size By Market Camps
• 2015-2020 Chinese LED Package Market Size By Power Types
• Top 10 LED Manufacturers Revenue Ranking in China

• Smartphone Backlight and Flash LED Markets
• Middle and Large-Sized Backlight Market
• Lighting Market
• Display Market

 

 

 

• Major Mergers & Acquisitions Cases
• Causes for Mergers & Acquisitions
• Impacts on Mergers & Acquisitions on Package Industry

• NationStar
• Honglitronic
• Refond
• Jufei
• Mason
• ChangFang Lighting
• MLS
• Kinglight
• Smalite
• Hkled
• Wenrun
• Dongshan Precision
• Lightning Opto
• Runlite
• Shineon
• MTC
• APT
• Glorysky
• Sunpu
• JIUZHOU

• Revenue and Profit
• Product Mix
• Production Capacity Expansion Plan
• Business Summary for 2015
• Profitability Analysis
• Operating Analysis (Days sales of inventory, Days of Sales Outstanding)
• Debt Paying Ability Analysis (Debt-Assets Ratio)
• Product Specification
• Overall Evaluation
  • Product
• Technology
• Scale
• Main Customers
• LEDinside’s Perspective 
• Note: Not specified currency in this chapter regarded as RMB
• Note: Capacity is from company source

• European and U.S. LED Manufacturers Operating Activities in China
  • Lumileds, Osram Opto, Cree, Luminus Devices
• Japanese LED Manufacturers Operating Activities in China
  • Nichia, Citizen
• Korean LED Manufacturers Operating Activities in China
  • Samsung LED, LG Innotek, Seoul Semiconductor
• Taiwanese LED Manufacturers Operating Activities in China
  • Everlight, Lite-on, Lextar, Unity Opto, AOT, Harvatek, Edison Opto, Brightek

• Chinese and International Manufacturers’ Competitiveness
• China’s Domestic Manufacturers Competitiveness
  • Maturity in The Industry
  • Industry Concentration
  • Industry Integration Trend
• Industry Growth Opportunities and Threats

• Chinese LED Chip Market Overview- Policy Subsidies, Government Support, Capacity Expansion Plan
• Chinese LED Chip Market Scale Analysis- Global Market Scale, Global Market Share By Region, Players Market Share in China
• Chinese Chip Manufacturers Analysis