IMS Research Launches New Quarterly Report on LED Supply, Demand, Market Size and MOCVD Market - Nichia Dominates $5.2B HB LED Market
In addition, LEDs are enabling the solid state lighting to penetrate the general lighting market. Furthermore, the LCD TV market is now rapidly shifting to LEDs due to their improved performance, superior form factor and lower power. As a result, TVs should become the #1 market for HB LEDs in 2010 creating a supply shortage.
The report forecasts the extraordinary growth in large area display backlights by application and shows the capacity, yielded production and in-spec (binned) LED dies on a quarterly basis by LED supplier. By the end of 2009, there were 1,413 reactors at 75 manufacturers with a capacity of 188 billion die/year.
Barry Young, IMS Research Senior Consultant and Managing Director of OLED Association, the author of this report, said "Demand for HB LEDs is forecast to grow by 61% in 2010 and supply is unlikely to keep up, creating an opportunity for new manufacturers and new tool makers." Contents of the report include:
Additional findings of the report include:
Table 1 2009 Top 5 LED Manufacturers by In-Spec Die Revenue and Share
LED Supplier |
Revenue (US$m) |
Share |
Nichia |
$2,200.0 |
42.2% |
Cree |
$550.0 |
10.6% |
Showa Denko |
$402.1 |
7.7% |
Epistar |
$359.8 |
6.9% |
Epivalley |
$119.5 |
2.3% |
Others |
$1,576.1 |
30.3% |
Total |
$5,207.5 |
100.0% |
Table 2 - 2009 Top 5 LED Manufacturers by In-Spec Die and Share
LED Supplier |
In-Spec Die (m) |
Share |
Nichia |
5582 |
16.5% |
Epistar |
4088 |
12.1% |
Samsung LED Company |
2974 |
8.8% |
Cree |
2821 |
8.3% |
Showa Denko |
2031 |
6.0% |
Others |
16346 |
48.3% |
Total |
33843 |
100.0% |
Table 3 2009 Regional LED Production (In-Spec Die) and Share
Region |
In-Spec Die (m) |
Share |
Taiwan |
12,625 |
37.3% |
Japan |
8,191 |
24.2% |
Korea |
7,224 |
21.3% |
USA |
3,660 |
10.8% |
Europe |
1,493 |
4.4% |
China |
650 |
1.9% |
Total |
33,843 |
100.0% |
The quarterly 178-page GaN LED report, including both PowerPoint Slides and Excel Tables and Figures, is available immediately. To learn more, contact Adrian Lloyd from IMS Research at +1 512 302 1977 or adrian.lloyd@imsresearch-usa.com.
In addition, Barry Young will be discussing these and other findings at 2010 Solid State Lighting R&D Workshop (http://www1.eere.energy.gov/buildings/ssl/raleigh2010.html) on February 2-4 in Raleigh, North Carolina while IMS SVP Ross Young will be discussing this report at LEDTV 2010 (http://www.it-conference.net) in Seoul, Korea on February 2nd.
