Global LED giant revenue statistics and vendor performance in 2009-2010

The latest research report shuiqingmuhua Research Center pointed out that the 2010 LED market grew 58% to $15 billion 800 million from $10 billion. On the surface, growth is not too much. In fact, driven by the outbreak of LED-TV, LCD TV backlighting in the LED market size surge, from $960 million to nearly $3 billion 900 million.

Backlit LCD TV with LED reached 26.9% in 2010, while in 2011 is expected to reach $55.9%. LED is expected to completely replace CCFL by 2014. The backlight using LED laptop in 2009 was only 59%, in 2010 reached 95%. Backlit LCD display using LED in 2009 was only 1.5% in 2010 to reach 15%, is expected in 2012 to reach 40%.

Global LED industry can be divided into four regions. One is the United States and Europe in general lighting as the main direction, focusing on high reliability and high brightness; two is the most comprehensive technology in Japan, and whether the general lighting or display backlight have the strongest strength, taking into account the development direction of general lighting, automotive, mobile phone and tv. Three is South Korea and Taiwan region, with a laptop display backlight, LED-TV backlight and mobile phone backlight as the main direction, large shipments, low price, low gross margin. Four is the mainland of China, mainly yellow and green, the main outdoor display, advertising screen, the field of credit lights. These applications require low technical requirements, low reliability requirements, scattered customers, small scale. Usually engineering projects, so the gross profit is not low.

Although China has produced 80% of the world's mobile phones, a total of 95% laptop computers, LCD TV, LCD display, but only the production of 95%. Key raw materials, small size panels and large size panels are basically Japanese, Korean and Taiwan enterprises monopoly.

Europe and the United States also with the rapid development of LED Backlight Market missed. Europe and the United States is aimed at the beginning of the general purpose of this big market, in 2010 despite the increase in shipments a lot, but prices fell sharply, these manufacturers are only slightly growing. The biggest growth is Japan, Korea, Taiwan enterprises.

2010 is the largest increase in LG INNOTEK, 2009 LED revenues of only $229 million, $783 million in 2010. But LG INNOTEK at the expense of profits, profit growth is far better than income. Samsung LED also increased a lot of revenue, from $508 million in 2009 to $1 billion 140 million, ranking second in the world. South Korean enterprises Seoul semiconductor is also good, revenue increased 105% to $726 million. Nichia high-speed chemical growth also ranked first in the world, LED business income increased by 65% compared to 2009, reaching $2 billion 246 million. Nichia since 2003 for 8 consecutive years ranked first in the world. China has more than 150 LED enterprises, but the income is less than the sum of Nichia income, the total operating profit than Nichia profit 40%.

China's LED industry in 2010, high fever, many companies have announced billions of dollars in investment. The Chinese government is keen on the upstream of LED, each MOCVD subsidy 10 million yuan, a move to stimulate the LED investment frenzy, in 2009 China's mainland enterprises to buy only MOCVD units in, in 2010 reached 267 units. If you count the number of MOCVD enterprises in Taiwan to buy the mainland, then more than 400 units. 2010 global shipments of MOCVD machines only 768 units.

The global MOCVD machine is almost AIXTRON and VEECO monopoly, Chinese enterprises crazy investment enthusiasm makes the two companies earn. In 2010 VEECO launched K465I in China market beat AIXTRON, VEECO 2010 revenue growth of 230%.

MOCVD machine is not a car, buy back can run. MOCVD machines need to debug, the process of experienced manufacturers need 2-4 months, no experience or no technology manufacturers, may be quite long. Chinese, manufacturers frequently to several times the promised salary from Taiwan talent. However, taking into account the end of the debugging may be dismissed, Taiwan's LED talent rarely moved. Due to the lack of talent, so in place in 2010 267 MOCVD, the proportion of actual production in 2011 is not high.

In early 2011, in view of possible overcapacity and lack of use of MOCVD equipment, some local governments have stopped issuing MOCVD equipment purchase subsidies.