2011 LED chip shipments grew 40% to reach 165 billion

The Information according to the Network report "in the field of solid state lighting revolution: reduce the market observation and analysis of production cost based on the LED market will be explosive growth. 2011 chip shipments will grow by more than 40% over 2010, and by the year of 2013, LED chip shipments will reach two times in 2010.

Market research firm pointed out that the rapid growth in the use of LED chip backlight, automotive headlights and other applications, while stimulating the LED chip manufacturers in the field of huge investment. The LED industry is also a hot opportunity for traditional semiconductor process support and testing equipment suppliers as well as metal organic vapor phase epitaxy (MOCVD) manufacturers to provide a favorable opportunity.

According to The Information Network forecast, high brightness LED shipments in 2011 will be less than 100 billion in 2010, based on the growth of up to about 135 billion. Another backlight LED will grow from 20 billion in 2010 to 30 billion. As a result, the total shipments of LED in 2011 will grow from 120 billion in 2010 to $165 billion.

In the LED market in 2010, Nichia (Nichia) share of the company was 15% (occupancy rate is slightly lower than the 2009 16%), ranked first. Samsung ranked second (Samsung), market share rapidly increased to 10.5% (significantly higher than 2009 6.5%), CREE (Cree) company with 6% market share ranked fifth, followed by PHILPS LumiLEDs (Philips Lumileds) 5.5% of the company's market share (compared with 2009, and Cree LumiLEDs the two companies market share ranking is reversed).

In 2010, equipment manufacturers sold a total of 786 MOCVD epitaxial equipment, of which Aixtron has achieved a slightly more than 55% market share in the field. Veeco followed up with a 41% market share. In 2009, Aixtron made only 228 of the total sales of the year in, while Veeco's market share in the year of 2009 was 25%.

According to the The Information Network report, China has played a positive role in the rapid growth of MOCVD equipment installation. From 2010 to 2012, China's stimulus plan is expected to invest $16 billion to buy MOCVD equipment. In 2010, China's MOCVD equipment accounted for 35% of total MOCVD equipment shipments.

Market research firm claims that compared to the total $250 billion semiconductor industry, LED industry market is $10 billion. Most people think that the 786 MOCVD sold in 2010 had a market share of about $2 billion (based on an estimated $2 million 500 thousand per MOCVD device). The cost of the MOCVD device accounts for 8% of the total cost of the package after the LED, the cost of other front-end devices accounted for the total cost of $3%, the cost of lithography equipment and measurement equipment also accounted for about 3%, about $500 million. The largest component of the total cost of LED devices is the back-end processing of 65%, including substrate removal, chip cutting, packaging, etc..

The Information Network research firm believes that the highlight of the LED market in the application of backlight LED should be the fastest growing part. The compound annual growth rate (CAGR) of backlight LED will exceed 40%, while the average CAGR of LCD TV from to 2012 is about 300.3%.