LED lighting demand driven by foreign investors to benefit IC manufacturers

LED lighting industry in 2014 is undoubtedly the highlight, according to estimates of the latest report issued by the foreign capital Morgan Stanley Securities, LED lighting penetration rate rose to 17% in 2014, and in 2016 will be pulled up to 44%, while the LED driver IC lighting semiconductor element indispensable shipments will also be with the LED bulb growth estimate LED IC shipments in 2014 to driver in 2016, the compound annual growth rate will be 80%.

Morgan Stanley Securities in its latest report pointed out that the strong growth in shipments to Asia several analog IC manufacturers will benefit from the LED lighting demand however, manufacturers are still facing the rapid decline in the average price of products, and market share was diluted. In addition, Morgan Stanley Securities also believes that ASIC (application-specific integrated circuit, special application IC) have the opportunity to grab into the LED lighting market.

LED driver IC although with the LED lighting demand volume, but the competition has become increasingly fierce, according to Morgan Stanley Securities report, compared to the 2012 LED driver IC only 5-10 manufacturers to 2014 angle, there are at least 15 manufacturers must compete with each other, and Chinese market will increase in local suppliers under the condition of the market becomes more crowded.

From the industry leader, before 2012, including Power Intergration, NXP, TI and IDM analog IC LED lighting market leading factory, the European and American manufacturers actively cooperate with the past Philips, OSRAM, GE lighting manufacturers have long relationship with leading-edge technology, the product is still high in the current global well-known lighting brand share.

In Asian manufacturers, Morgan Stanley Securities pointed out, including Richtek, O2micro Asian factory had analog IC LED to driver IC backlight and lighting manufacturers. While the benefits of the layout of China's access to treasure, is the 2012 LED driver IC leading manufacturers; silicon power in the industrial LED lighting market has the advantage.