Search Results

Search Results

keyword


Sort by


Date Range

Resource Types


Research Fields


Filter by Keyword(s)




keyword:Joanne Wu45 result(s)

Press Releases
Prices of Sapphire Market Has Dropped Upwards of 30% Year on Year in September Due to Weaker-Than-Expected Demand in LED Market, Says TrendForce

2015/09/30

LED

The average monthly price of sapphire has fallen by more than 30% year on year this September, according to the latest 2015 Global Sapphire and LED Chip Market Report by LEDinside, a division of TrendForce This decline is the result of suppliers expanding their production capacities despite the weaker-than-expected demand “Due to the increasing competition, sapphire suppliers can no longer just specialize in one part of the supply chain,” said Joanne Wu, assistant research manager for LEDinside, “They have undergone vertical integration and are now able to provide pattern sapphire substrates (PSS) to LED chip manufacturers, bypassing other supply chain participants As LED chip businesses are themselves facing immense operating pressure, major international manufacturers are now working to raise the yield rate of their 6-inch LED wafer process They want to widen their lead over their Chinese competitors via product differentiation” Weak demand prompts vertical integration efforts along the 4-inch sapphire supply chain Price fluctuations in the 4-inch sapphire market are mainly caused by the demand changes in the LED market Though the 4-inch wafer production has become the market mainstream, their prices are negatively affected by the lower-than-anticipated demand and price pressure in the end market Thus, prices of 4-inch sapphire ingots have plummeted with the year-on-year decline in September reaching 45% at around US$85~88/mm Both the 4-inch sapphire wafer and PSS markets have seen a 30% year-on-year price drop in the same month, with their average prices respectively at US$18~205/pc and US$30~32/pc With the LED chip manufacturers migrating from the 2-inch to the 4-inch wafer process, the LED chip industry’s total output is estimated to increase by about 20~30% Chinese competitors that have migrated to 4-inch wafer production include San’an Opto, Elec-Tech, Changelight, HC SemiTek, Tongfang and Aucksun Currently, the 4-inch sapphire ingot and sapphire wafer markets are crowded with suppliers At the same time, LED chip manufacturers exact more stringent requirements for products Sapphire suppliers therefore are starting to develop their PSS products in house or collaborating with PSS OEMs This will allow them to be in a better position to enter LED chip supply chain while avoiding their prices from being cut at every level of negotiation Overall, the trend of vertical integration in the 4-inch sapphire supply chain will become even more noticeable in the future Developing 6-inch sapphire market can help create product differentiation if LED chip businesses can improve wafer yields Oversupply is also impacting the 6-inch sapphire market with the South Korean suppliers taking a lead in cutting product prices The average price of 6-inch sapphire ingots have fallen 30% year on year in September to around US$30~35/mm In the 6-inch sapphire wafer segment, there is some room for negotiations, and prices are decided by product quality and suppliers’ bargaining power The average price of 6-inch sapphire wafers is now at US$ 95~100/pc Prices of 6-inch PSS products have dropped to an average of US$140/pc this September due to the adoption of micron imprinting technology, a process with much lower cost than the traditional etching technologies While prices are continuing their slide in the 6-inch sapphire market, a general increase in the 6-inch LED wafer yield rates may help generate demand If the 6-inch LED wafer process had the same yield rate as the 2-inch, it could reduce the cost per unit by 69% because of advantages such as greater wafer surface for epitaxy and increased edge utilization rate Thus, raising the yield rate on the 6-inch LED wafer process will expand the market demand for sapphire and effectively lower the inventory level However, migrating to the 6-inch process is also a huge investment involving buying new equipment and overcoming technical hurdles in the backend chip manufacturing process Transitioning from the 2-inch wafer production to the 4-inch is therefore much more cost effective right now than moving to the 6-inch Raising the 6-inch LED wafer yield rate will depend on the technological capability of industry participants LED chip manufacturers that are presently investing the 6-inch wafer production include Lumileds, Osram Opto, LG Innotek, Epistar, Nichia, Toyoda Gosei and Sharp Chinese companies such as San’an Opto and Elec-Tech are also doing pilot runs on their 6-inch wafer production

Press Releases
TrendForce Says Global Market Value from External Sales of LED Chips Reached US$4.35 Billion in 2014

2015/07/14

LED

The global market value from the external sales of LED chips grew 18% from US$3677 billion in 2013 to US$435 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 

Press Releases
TrendForce Predicts Information Security Demands Will Drive Market Growth for IR LED in Handheld Device Application

2015/06/15

LED

The latest research by LEDinside, a division of TrendForce, sees a significant growth for the infrared (IR) LED market in the near future LEDinside’s 2Q15 Gold Member Report - 2015 Global LED Supply and Demand Market provides a clear outline on the IR LED’s wide range of applications, such as imaging sensors, motion sensors, light sensors, proximity sensors, position detection systems, biometric recognition systems, and heart rate and blood oxygen monitors “Handheld devices in particular constitute a very promising market because IR LEDs can bring many value-added features to these products, including information security and personal health management,” said LEDinside’s Assistant Research Manager Joanne Wu “With ample room for growth and profit, the handheld device application is expected to become a strong driving force behind the IR LED market”  Wu added: “The 940nm IR LEDs are currently used in proximity sensors to help eliminate false touching and reduce power consumption However, the IR LED technology has also branched into other advanced applications, such as finger vein recognition and iris recognition Major IR LED manufacturers include Epitex, New Japan Radio Corporation, Rohm and Nichia in Japan; Osram Opto in Europe; Vishay in the US; Epistar, Epileds and High Power Lighting in Taiwan  Enhancing user security for handheld consumer electronic products such as smartphones are becoming more important as these devices incorporates identity verification and mobile payment technologies Biometric recognition systems are especially required to meet a higher standard than ever before Among the various technologies and methods, iris recognition is presently regarded as the most widely adopted and secure form of biometric recognition Whereas a fingerprint has about 100 distinct marks or recognizable data points, an iris has around 2,000 Hence, the pattern of an iris is far more complex than a fingerprint’s and this results in a more accurate reading The current iris recognition system combines three pieces of technologies: an infrared CCD camera with 700-900nm NIR LED, an automated camera control mechanism, and a biometric recognition software A user can simply look at a smartphone’s screen in order to activate its built-in iris recognition system The device first emits an IR LED light, and then the smartphone’s front camera takes a picture of the user’s iris, which would be verified by the software  Iris recognition systems are increasingly implemented applications related to personal and information security (ie airport, ATMs) On the mobile application front, Japan-based Oki Electric introduced the first mobile phone with an iris recognition system in 2006, and since then the technology has gone through several years of maturation Fujitsu, another Japanese tech company, also launched a smartphone with iris recognition technology earlier this year Known as ARROWS NX F-04G, this smartphone’s biometric recognition system provides users additional security when accessing online services and authenticate mobile payments Other mobile brands are also following suit and filing patents for their solutions Therefore, competing iris recognition systems will soon appear in various consumer electronic applications like Windows 10 notebook, tablets and mobile phones At present, major developers of this technology include Panasonic, Oki Electric, IrisGuard, EyeLock and IriTech Their efforts will create new opportunities in the field of information security  Please see 2Q15 Gold Member Report on Global LED Supply and Demand Market by LEDinside for the complete analysis on the IR LED market for the handheld device application

Press Releases
TrendForce Estimates Scale of IR LED Market for Surveillance Application to Reach $120M in 2015 Due to Soaring Demands

2015/06/10

LED

LEDinside, a division of TrendForce, projects the scale of the infrared (IR) LED market for the surveillance application during the entire year of 2014 to reach US$94 million in its 2Q15 Gold Member Report - 2015 Global LED Supply and Demand Market This recently released analysis also estimates IR LED market scale in surveillance application will furthermore come to US$120 million for 2015 According to LEDinside’s Assistant Research Manager Joanne Wu, surveillance systems have become ubiquitous and governments in developed countries have set aside bigger budgets for upgrading their security-related infrastructures Demands have become even stronger in areas with political turmoil and social problems, such as Central and South America, the Middle East, and the Indian subcontinent As a result, major IR LED manufacturers have greatly profited by supplying components to surveillance products These companies include EPITEX from Japan and Osram Opto from Germany Taiwan-based companies that also benefited from the growth of the IR LED market are Epistar, Epileds, and High Power Lighting  With its main wavelength range of 750nm~1400nm, near-infrared (NIR) LED is primarily used for imaging as in the case of surveillance cameras Cameras with night vision ability are typically equipped with digital image sensors based on one of these two technologies: charge-coupled device (CCD) or complementary metal oxide semiconductor (CMOS) These sensors furthermore come with IR LEDs of 850nm or 940nm wavelength Due to its high cost, CCD has difficulty making inroads in the security application market Standard surveillance cameras therefore use CMOS sensors paired with 850nm IR LEDs in order to get the best price-performance ratio However, some high-end surveillance cameras carry the more costly 940nm IR LEDs since they are less likely to create a visible red dot than the 850nm Note that this red dot effect that sometimes occur with IR LEDs do not mean the LEDs are of poor quality On the whole, both vendors and consumers choose between 850nm and 940nm IR LED products based on their respective needs  In her survey of the IR LED’s development, Wu believes the 3535 package will eventually replace the traditional LAMP type package Presently, the packaging of IR LEDs is divided into three types – LAMP, SMD, and high-power LED package Adopting high-power LEDs will reduce the number of LEDs as well as simplifying circuit and heat dissipation design, thus creating convenience for the system manufacturers  Please see 2Q15 Gold Member Report on Global LED Supply and Demand Market by LEDinside for the complete analysis on the IR LED market

Press Releases
TrendForce Sees Opportunities in Light Tubes and Troffer/Panel Lights as Commercial LED Lighting Market Expands

2015/05/18

LED

The scale of the global market for commercial LED lighting continues to grow with the development outlook for light tubes and troffer/panel lights very positive, says LEDinside, a division of TrendForce The latest analysis by LEDinside in its Silver Member Report: Commercial Lighting Sector’s Light Tubes and Integrated Luminaires estimates that the scale of the global market for all LED lighting products will reach US$2565 billion in 2015 And within this market, the light tube and troffer/panel lights will make up US$344 billion and US$450 million respectively Both categories are currently seeing stable market growth  “The shipments of light tubes and integrated commercial luminaires grew significantly in 2014 versus 2013,” said Joanne Wu, assistant research manager at LEDinside “Consequently, prices fell rapidly for these products and in turn affected the willingness to promote them in the retail channels”  Wu, however, added that the situation will improve considerably in 2015: “The main reason for optimism is that the cost structure for light tube products will stabilize, and the steady progress in the standardization of these products will improve sales and lower risks of inventory surplus”  US is moving towards smart LED lighting and light communication while Japan favors high-efficiency products  Major American lighting companies are currently engaged in an aggressive expansion of the LED lighting market They are continuously raising the penetration rate of LED lighting by launching many new products The direction of the application development is moving towards smart lighting, light communication, and other emerging fields LEDinside forecasts the scale of the entire US LED lighting market in 2015 will amount to US$533 billion, and the combined percentage share of light tube and troffer/panel light products will be around 143%  As for Japan, the consumer preference is towards high-efficiency products, and the Japanese lighting companies are launching products with low-power drivers, hoping they will tap into the energy-saving demand The drawback of these products is the high prices since they use more LED packages to meet their luminous flux standards Wu noted that Japan’s commercial lighting market offers a lot of flexibility in LED lighting solutions besides high-efficiency light tubes and luminaires For example, LED technology that achieves a high color rendering index value and wireless control can be applied to luminaire design It is then possible to create an advanced concept lighting system that can adjust the brightness and color of a hundred or more luminaires at once, thus saving more energy In sum, high-efficiency LED has a wide-range of applications in Japan’s commercial lighting sector Currently, Japanese companies that produce light tubes and integrated luminaires of the high-efficiency type include Panasonic, Toshiba, Endo Lighting, and Iris Ohyama  The recovery of Eurozone boosts the consumer confidence of European consumers as well as the demands in the lighting market Based on LEDinside’s projection, the scale of Europe’s LED lighting market will reach US$55 billion Due to the depreciation of the euro and logistics costs, European lighting companies have begun to keep manufacturing in their countries or outsource it to their eastern neighbors, such as Poland This “Made in Europe” trend has also helped the local vendors to expand overseas by spurring their export sales On the other hand, the euro’s fall has been squeezing the profits of Asian OEMs as their European clients demand greater price reduction Some Asian lighting manufacturers have started to promote their own brand products in order to offset the effects of the price cuts and reduce their reliance on overseas orders

  • Page 6
  • 9 page(s)
  • 45 result(s)