Asian LED chip makers' competitiveness analysis

Recently, Taiwan's DIGITIMES Research recently predicted the competitiveness of LED upstream chip manufacturers in Taiwan, Japan and South Korea in 2012. And pointed out that Asian manufacturers in the LED industry upstream chip manufacturing, the status is becoming more and more important.

According to the report, from the demand of MOCVD machines in various regional markets, it is estimated that the proportion of Asia in 2012 will reach 90%, an increase of 10% over the previous year. In mainland China, the demand for machines is the highest, and the proportion of purchases in 2012 is 68%. However, the technology is still in the upgrading stage, and the LED chip makers in Taiwan, Japan and Korea are still superior to mainland manufacturers.

From the layout of the LED industry chain to observe the competitiveness of major players in Asia, the comprehensive evaluation of South Korean industry is better than that of Japanese factories and Taiwanese factories. The main reason is that the former has adopted a consistent production method, especially Samsung (Samsung) has its brand advantage and is beneficial to its LED business. The output value of the ministry has increased; but the strength of LED chip manufacturing alone, the scores from high to low are Japanese, Taiwan, Han, and Lu.

Observing the revenue of the LED business unit in various regions, the output value of the Japanese factory in 2012 is estimated to be US$3.6 billion, ranking the highest in Asia and the annual growth rate will be 17%. The South Korean industry has high vertical integration of the industrial chain and the output value includes the model. In the group, the estimated output value is 3.2 billion US dollars, with an annual growth rate of 49.6%. The Taiwan factory is expected to produce 1.69 billion US dollars due to the focus on LED component production. If the output value of the South Korean manufacturer module is deducted, the performance of the Taiwan factory will be better than that of the Korean factory. .

According to the agency's analysis, in 2012, mainland China's production capacity with MOCVD machines was estimated to be about 30%, and the output value will reach 1.42 billion US dollars. However, mainland manufacturers mostly focus on low- and medium-power LEDs, so the global industry Status has not yet threatened other Asian LED players.

Regional LED chip industry industry chain layout and comprehensive evaluation

(Source: DIGITIMES, 2012/9; Note: the degree of good or bad ◎> ○> △> ×, in addition, the more asterisks, the higher the intensity)


According to the profitability of the first half of 2012, the operating profit ratio of Taiwan Plant and Londa is about 5%, and the Toyota Synthetic Optics Division of Japan has reached double digits, 11.3%. Seoul Semiconductor Subsidiary of South Korea SOC turned from loss to profit, 0.6%, LG Innotek and Samsung LED estimated annual profit of -4% ~ -6%, 7.3%. Mainland Sanan and Dehao Runda have developed LED application products and increased the proportion of their own LED chips. Sanan's operating profit ratio is 24.8%, and Dehao Runda LED chip's gross profit margin is 22.8%. .

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