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keyword:Joanne Wu45 result(s)

Press Releases
TrendForce: Sapphire Substrate Manufacturers Deploy Market Strategies as Demands from Chinese LED Market Soar

2014/05/27

LED

The Chinese LED market has seen a rapid rise in demands Expansion plans by several LED chip manufacturers boosted sapphire substrate demands Sapphire substrate manufacturers are speeding up Chinese market strategies, due to high tariffs and emergence of Chinese LED chip manufacturers, according to the latest “2014 Global Sapphire Substrate Market Report” by LEDinside, a research division of TrendForce First-tier LED manufactures initiated expansion plans this year, benefiting from strong demands brought by the LED lighting market Major chip manufacturers are pushing to increase production capacity in 2014 to stabilize market share and satisfy market demands, including Epistar, Nichia, and Chinese chip manufacturers San’an Opto, Nationstar, HC SemiTek, HuaLei Optoelectronics, and Tongfang Optoelectronics Chinese first-tier LED manufacturers have been especially progressive in speeding up production expansion and raising production utilization rates in order to secure a larger share of the lighting market, which in turn has driven up sapphire substrate demands used in LED industry San’an Optoelectronics for example, currently has TIE wafer capacity of around 420,000 pieces /M for 2014 The company has already set in motion production expansion plans, and estimates production capacity can reach 650,000 pieces /M by 2015 if all 100 MOCVDs enter production Additionally, Epistar secured a leading position in the LED chip industry’s production capacity and revenue after years of acquiring a number of LED chip manufacturers However, with Chinese LED manufacturers right on their heels, the company is also actively expanding production capacity in order to maintain a competitive edge  In regards to sapphire substrate market value in the LED application sector, China has grown substantially from 8 percent global market share in 2010 to 24 percent in 2014, according to data compiled by LEDinside LEDinside projects future sapphire substrate demands for LED application will majorly come from China Therefore, China is estimated to make up 33 percent of LED sapphire substrate market value by 2016 Consequently, global sapphire substrate manufacturers are quickly deploying business strategies in the Chinese market as demands in the China market take off, and import tariffs are taken into consideration  

Press Releases
Demand from LED and Mobile Device Spurs Sapphire Manufacturer Production Expansion Trend in 2014, says TrendForce

2014/05/08

LED

Increased demands from the LED and mobile device application market have spurred sapphire manufacturers to expand sapphire ingot, sapphire wafer, and PSS production, according to the recent 2014 Global Sapphire Substrate Market Report from LEDinside, the green energy research division of TrendForce  Sapphire ingot equipment production capacity (TIE) in 2013 was 145 million millimeters per year Booming LED market demands starting in the first half of 2014 lead to a supply squeeze in ingot, causing prices to rise slightly Moreover, several manufacturers restarted expansion plans due to increased demand for sapphire material used in mobile device application It is estimated that sapphire ingot equipment production capacity will increase 53 percent YoY to 222 million millimeters per year in 2014  In terms of sapphire wafer, manufacturers are optimistic about market demand and have been actively expanding sapphire wafer production With consideration to market demand and tax rate, Taiwanese manufacturers Crystalwise, Tera Xtal Technology, and Crystal Applied Technology have set their sights on expanding production in China Global sapphire substrate market value for LED application in 2013 was US $549 million and is anticipated to increase to US $934 by 2016  PSS manufacturers have benefited from Taiwanese and Chinese LED chip manufacturers’ introduction of PSS in mass Manufacturers including Rigidtech, Crystalwise, Zhejiang Crystal-Optech, and Sino Nitride Semiconductor have seen good performance after switching from 2 inch to 4 inch pattern sapphire substrate production PSS market market value has increased 8 percent from US $656 million in 2013 The continued increase in manufacturers introducing PSS and rise in large size wafer production volume will drive up PSS market market value to US $11 billion by 2016, said LEDinside   

Press Releases
TrendForce: LED Lighting and Smartphone Applications Demands Leads to Sapphire Substrate Manufacturers Production Expansions

2013/12/02

LED

Spurred by LED lighting and mobile device market demands, sapphire substrate manufacturers have been actively expanding their production capacity, according to TrendForce subsidiary LEDinside’s “Global Sapphire Substrate Market 2013” research report The top five sapphire ingot manufacturers for instance, have seen 2-inch equiv sapphire substrate monthly production capacity grow by 75% to 7800Kmm compared to 2012 LED industry development has been driven by LED lighting market’s high demands, especially for LED bulbs, LED tubes and MR16 To meet the above demands, major LED chip manufacturers still have expansion plans for 2013-2014, including Korean manufacturer Seoul Viosys, Taiwanese manufacturer Epistar, and Chinese manufacturers San’an Opto and HC Semitek Major chip manufacturers are also continually raising 4-inch wafer production capacity, which has led to 40% production share in 2013, and is expected to reach 43% in 2014 Handheld device applications have the strongest demands among non-LED application market demands Since Apple introduced sapphire substrate material into the iPhone5 and iPhone 5S camera lens, and into the 5S home buttons with the entry of fingerprint identification feature LG is also following this latest technology trend and introduced sapphire camera lens in its newest smartphone LG G2 This will hopefully drive other smartphone manufacturers to use this material LEDinside estimates the non-LED market application market share will reach 36% in 2014, with handheld device application demands even reaching 31% [Chart] Sapphire Substrate Demand Market Share 

Press Releases
TrendForce:Six Major LED Development Trends in 2014

2013/09/16

LED

In 2013, the LED package market value was US$ 125 billion and is expected to reach US$ 1339 billion (Year-on-Year +7%) in 2014, according to a LEDinside gold report Tablets and smartphones are still highlights of the LED market in 2014 The two applications have shown stable growth as it benefited from increased resolution and market demands As for lighting applications, LED package value and lighting applications greatly increased in 2014, with most evident growth in engineering, commercial and outdoor lighting markets LEDinside observed several changes in the LED application market in 2014 1 LED-backlit TV market penetration rate saturated, limited growth in the future LED-backlit TV penetration rate will reach 95% by the end of 2013, according to statistics compiled by LEDinside Affected by the saturated market penetration rate and slow down of TV sales, LED-backlit TV market value will slump for the first time in 2014 2 LED tablet applications still the main growth drive in future backlight markets Affected by traditional off peak season and high inventory levels, tablet shipments were lower than estimations in 3Q13 Annual tablet shipment projections were lowered to 196 million, and annual shipment growth rates were down from earlier estimations this year of 336% to 311% This shows that tablet shipments have eased, and although future tablet growths is waning, it still has considerable room for growth compared to other IT products LEDinside estimates tablet LED backlight applications CAGR will reach 8% from 2013 to 2017 3 iPhone5S dual-FLASH LED design adds to the imagination Since Flash LED prices fell quickly in 2013, total production value increased at a mediocre rate of 3% To add value to their smartphones, Apple has introduced “true tone flash” technology onto its iPhone 5S The technology employs dual-flash LED for light compensation, and adds onto the original white flash LED structure another warm color LED to compensate for the color temperature difference Dual-flash LED designs are expected to further raise flash LED demands, by increasing the LED pcs used in 2013 by 273% to 144 billion pcs, and reach 17 billion pcs by 2014 LEDinside is observing whether other smartphone manufacturers will be following suit, and there is still a lot of room for imagination in the flash LED market 4 Small pitch LED display technology matures Besides using LED displays for signaling and advertisement, LED manufacturers are also promoting small pitch LED display The shortest distance between LED display and pixels is 12-16 mm in current small pitch LED displays, and its advantages include good color saturation and high resolution Costs are far lower than same sized LCD monitors, especially in the 110-inch monitor market From a long term perspective, LED displays can replace a part of LED-backlit TV applications, and enter commercial and mass consumer markets 5 Rising demands in commercial, engineering and outdoor lighting market Observations of the LED lighting market show significant market value growths for LED package applications in 2014 Out of these, growth in engineering, commercial and outdoor markets will be most evident In addition, rising LED bulb, tubes and commercial lighting markets has led to huge demands for mid power LED, especially as 5630 and 3030 packages (PKG) become the market mainstream LEDinside projects mid power LED market value to surpass high power LED market in 2013 and 2014 6 Emerging LED specification for backlight and general lighting Due to raging price wars in the lighting market, the entry of 5630 PKG, which specifications has higher price/performance (P/P) ratio than traditional high power LED has become widely popular among luminaire manufacturers LED manufacturers have been trying to develop products with higher P/P ratio than 5630 PKG Since the launch of Japan package manufacturer Nichia Corp 757 series 3030 PKG received a warm market welcome, many manufacturers have also released products with the same specifications in 2Q13High current 2835 PKG is also gradually spreading among Chinese package manufacturers Not only can it be used in backlight applications, it can also be used in the lighting market, and is also popular among clients LEDinside research showed, comparisons between 3030 PKG (05-09 W), 2835 PKG, and 1-3W LED showed 3030 PKG had the best p/p ratio, and was the most price competitive Prices for 3030 PKG reached US$ 012-016 in 3Q13 LEDinside projected 3030 PKG and 2835 PKG will replace 5630 PKG as the market mainstream in the future

Press Releases
TrendForce:Taiwanese LED Manufacturers Deliver Solid Performance in Aug. 2013 as Market Rebounds

2013/09/12

LED

Affects from the termination of China’s Home Appliance Subsidiary Programs in 1H13 caused LED backlight market demands to ease in June and July this year, according to LEDinside, a green energy research subsidiary of global research institute TrendForce However, some chip manufacturers have reflected a rebounding market, due to stable market orders in 2H13 and several TV manufacturers inventory restock demands In 2H13, the LED market might show signs of moderate growth during peak season in 3Q, and off-peak season in 4Q will deliver a solid performance In Aug 2013, listed Taiwanese LED manufacturers’ total revenue increased 17% to NT$ 1114 billion (US$ 37529 million) Out of these, Taiwanese LED chip manufacturers’ revenues reached NT$ 395 billion, while package manufacturer revenues was NT$ 718 billion Chip and Package Manufacturers Revenues Remain Stable with Christmas Season Stock Up Effect and Stable Lighting Application Development LED chip manufacturers are benefiting from Christmas and Chinese Lunar New Year inventory stockup, which has led to rebounding demands in the backlight market LED chip manufacturers revenues were stable in Aug 2013 as a result For instance, chip manufacturers including Epistar and FOREPI revenues were stable in August, and reached NT$ 197 billion and NT$ 420 million respectively In addition, the market should pay continuous attention to the future market development of San’an Optoelectronics and FOREPI, said LEDinside San’an Optoelectronics and FOREPI’s joint venture was approved by Taiwan’s Ministry of Economic Affairs (MOEA), and the two companies will be procuring and making technological developments together There might be more partnerships between Taiwan and Chinese manufacturers in the future Furthermore, chip price trends will be affected by Chinese manufacturers’ significant production capacity increase The Chinese market is likely to impact second tier Taiwanese chip manufacturers, and result in more companies following the footsteps of Chi Mei Lighting Technology Corp (CMLT) and Chiplus Semiconductor Corp of exiting the LED market LED package manufacturers revenue performances were polarized Some LED manufacturers benefited from lighting and smartphone application demands that led to continual revenue growth For these manufacturers, Aug 2013 revenues were partially supported by the launch of new handheld devices in Sept, such as iPad, Kindle Fire and Nexus 7 Handheld devices include both smartphones and tablets However, manufacturers with a LED-backlit TV focus underperformed Still, Everlight had outstanding Aug revenue performance, mainly due to its LED streetlight bids, and recognized revenue from acquired German lighting manufacturer WOFI On the other hand, Lextar and Unity Opto Technology Co August revenues were affected by waning LED-backlit TV demands, and Edison Opto’s Inc revenue growths also slowed down In hopes of raising its market revenue and market share, Edison Opto announced it has started expanding PLCC and COB production capacity While Advanced Optoelectronic Technology Inc (AOT) revenues soared 147% to NT$ 660 million as it benefited from Nichia OEM orders  

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