LED driver IC Gexianshentong feudal lords vying for the throne who will have the last laugh?

LED driver IC main control current driver IC good, the advantages of LED lighting can not reflect. When the LED lighting applications market is lower than expected, LED product prices appear too fast down speed, the major LED driver IC industry is very active, pushing new products, held technical seminars, frequent exposure. 2015 is expected to hundreds of billions of dollars in China's LED lighting market, become their pre emptive, early layout of the hot spot.

TI, Taiwan, the United States A Morimi, NXP, the accumulation of PI, Maxim, Holtek semiconductor LED drive IC supplier, mustering the strength to increase the firepower scored China market. Suddenly, the smoke of war, feudal lords vying for the throne. LED driver IC industry in the smoke in the HOLD live business opportunities, HOLD live status?

Market capacity

1, LED driver IC growth is worth looking forward to

LED driver IC as the name suggests, is applied to the driver on the LED, is mainly used to control the current through the LED, to achieve the effect of LED light, the application benefit from expanding LED development LED driver IC also continues to progress, continue to expand the industrial scale, the growth is worth looking forward to.

The principle of LED luminescence is the conversion of electrical energy into light, that is, the compound semiconductor current, through the combination of electrons and holes, excess energy will be released in the form of light, to achieve the effect of light. Because the brightness is determined by the magnitude of the current, the current through the LED is more strong, the brightness is more bright, therefore, the stability of current will affect the LED luminous quality, generally in the LED current control method will be used to supply the fixed voltage, and resistance to adjust the current intensity through LED, which is the solution the lowest cost, the drawback is that this resistance not only increases power consumption, to achieve energy-saving effect, will also increase the heat, reduce the life of LED, at the same time, changes in voltage when source power supply, can not be timely adjusted by the amount of current LED, which may produce LED luminescence instability.

Due to the control of LED current requirements, LED driver IC demand also came into being, estimated at LED backlight application growth and LED large billboard resolutions continue to improve, the current can provide accurate LED drive IC will become the mainstream of the market.

2, 2015 LED drive IC market revenue reached nearly $3 billion 500 million

Figure 2 iSuppli company forecast LED drive IC market in China

According to market research firm Strategies Unlimited forecast, LED (LED driver IC) to drive the market size by 2010 revenue of nearly $2 billion, nearly $3 billion 500 million in 2015, while the average compound annual growth rate (compound annual growth rate, CAGR) 12%. The agency also pointed out that the LED backlight required LED drive IC, will be the main growth of the market, the popular application of side light TV and display, LED lighting is the next potential applications.

But Strategies Unlimited also pointed out that the LED driver market scale at the same time, may be accompanied by a price decline; in addition, AC-LED products are making the required number of driving IC narrow, do not even need to drive the IC, but not on the market revenue forecast period have a significant impact, and even help to accelerate the market penetration of LED lighting products growth. Strategies Unlimited estimates the lighting LED driver IC market growth rate in 2010~2015 was 40%; the challenge facing the technology in this field including tunable optical (dimming) technology, power efficiency, power factor (power factor) and price.

Vassal regime

1, the main supplier to the international IC Dachang

LED drive IC because the control of electronic products LED the quality of light, so the chip quality and stability is very important, in contrast, the international companies design better, brand awareness and quality assurance may also have a higher level of market share in the share of larger, while in the price, because the LED driver IC for terminal the cost of electronic products the proportion is quite low, manufacturers typically do not price as the primary consideration, is mainly the product characteristics and product reliability can meet the requirements, but also driven by electronic product IC certification to enter the supply chain in LED, generally do not easily replace the suppliers.

2, the world's top 10 LED driven IC suppliers accounted for 55% of the output value

Statistics show that the world's top 10 LED driver IC suppliers, accounting for the entire output value of about 55%, about 30 integrated circuit vendors and subordinate manufacturers to share the remaining 44%.

With National Semiconductor Corporation Ns was acquired by TI, TI is currently ranked first LED driver IC vendors. TI (TI) has 17% market share in 2010. National Semiconductor Corporation Ns (NSC) ranked second. Although National Semi-conductor Corporation has been acquired by TI, but until the end of 2011 will be fully incorporated into TI. So the two companies remained independent of each other in 2011. Mitess said that after the merger of the two companies TI and NSC, will firmly occupy the LED drive IC 1/4 market.

In terms of technology, with advanced BCD technology, can be manufactured on 200 mm or larger diameter wafer, in the future LED drive market, TI will play a crucial role.

3, Taiwan enterprises menacing, speeding up the layout of LED driver IC

It is understood that the rapid expansion of LED, companies have to compete for driving the IC market. Taiwan region, TSMC, united power, Hon Hai, delta power and other leading manufacturers to master the key components of the LED light source and backlight module, competing to deploy its LED driver