The market research agency DIGITIMES Research recently reviewed the operation performance of relevant manufacturers in the first half of 2012 in the LED industry, and put forward the outlook for the development of the industry in the second half of the year. It indicates that in the upstream chip manufacturing of the LED industry, the status of Asian manufacturers is becoming more and more important. From the observation of the demand for MOCVD machines in various regional markets, it is estimated that the proportion of Asia will reach 90% in 2012, an increase of 10% from the previous year; The demand for the machine is the highest, and the proportion of procurement reached 68% in 2012. However, its technology is still in the upgrading stage, and the strength of the LED chip manufacturers in Taiwan, Japan and South Korea is still better than that of the mainland manufacturers.
If we look at the competitiveness of major Asian players in terms of the layout of the LED industry chain, the comprehensive evaluation of South Korean players is better than the performance of Japanese and Taiwanese factories, mainly because the former adopts more consistent production methods, especially Samsung's brand advantage, which is beneficial to its LED The output value of the business department has increased; however, if we observe the strength of LED chip manufacturing alone, the evaluation score will be in order from high to low: Japanese factory, Taiwan factory, Korean factory, and Lu factory.
Regarding the revenue of the LED business division of various regional players, the 2012 factory output value is estimated to be 3.6 billion US dollars, ranking first in Asia, and the annual growth rate will be 17%; South Korean companies have a high degree of vertical integration of the industrial chain, and the output value includes modules In part, the estimated output value is US $ 3.2 billion, with an annual growth rate of 49.6%. Taiwanese factories focus on the production of LED components, and the estimated output value is US $ 1.69 billion. However, if the output value of South Korean manufacturers ’modules is deducted, the performance of the Taiwanese factory will be better than that of the Korean factory. .
DIGITIMES Research said that the recent rise of mainland Chinese manufacturers, with the production of MOCVD machine capacity in 2012, the annual growth rate is estimated to be about 30%, and the output value will reach 1.42 billion US dollars. However, most of the products in this area are mainly low- and medium-power LEDs. Therefore, the global industrial status has not yet posed a threat to other LED manufacturers in Asia.
Regional LED chip industry chain layout and comprehensive evaluation
(Source: DIGITIMES Research, 2012/9; Note: Pros and cons ◎》 ○》 △》 & TImes; In addition, the more asterisks, the higher the intensity)
Judging from the profitability of various industries in the first half of 2012, the operating profit margins of Taiwan Semiconductor Manufacturing Co., Ltd. and Lunda are about 5%, Japanese factory Toyota Synthetic Optics Division reached double digits, 11.3%, and South Korea ’s Seoul Semiconductor Subsidiary The SOC turned from loss to profit, at 0.6%, and LG Innotek and Samsung LED estimated annual profits to be -4% to -6% and 7.3%, respectively. Sanan and Dehao Runda of the mainland are developing toward LED application products and increasing the proportion of their own LED chips. Sanan ’s operating profit rate is 24.8%, and Dehao Runda ’s LED chip gross profit margin is 22.8%, and the profit performance is relatively better. .
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