news digest ♦ LEDs
LED outlook remains bright upstream
IMS Research says that Veeco is inching its way towards Aixtron in the MOCVD reactor market. While Veeco was the number one provider of MOCVD tools in China and Europe, Aixtron led in Korea, Taiwan and the USA.
Featuring Cree TrueWhite Technology, the LMR4- 1000 module provides higher quality light and efficiency, using 42 % less input power, than 26 watt compact fluorescent bulbs. Cree says the LMR4-1000 is also the only commercially available 2700 K LED module to deliver 1000 lumen output at more than 90 CRI, which can replace 100 watt incandescent bulbs in downlight applications.
“The LMR4-1000 has the proven technology to enable our customers to quickly and easily incorporate beautiful, energy-efficient LED lighting into the marketplace,” said Scott Schwab, product line manager, Cree LED modules.
“Building on the success of Cree’s LED module family, the LMR4-1000 provides high-quality light that meets the design requirements for applications such as restaurants, hotels and homes, continuing Cree’s innovation in drop-in ready, integrated solutions for the LED lighting market,” concluded Schwab.
The Cree LED Module LMR4-1000 integrates driver electronics, optics and primary thermal management, making the compact Cree module drop-in-ready. Designed to last 35,000 hours and dimmable to 5 %, the LMR4-1000 module is available in colour temperatures of 2700 K, 3000 K, 3500 K and 4000 K with more than 90 CRI.
The Cree LED Module LMR4 is available now with standard lead times, and sample evaluation kits are available now directly from Cree’s website, www.
cree.com/modules.
IMS Research’s latest “Quarterly GaN LED Supply and Demand Report” says that although Q1’11 MOCVD installations were down, ending a 7-quarter streak of sequential growth, the 2011 outlook remains bright for MOCVD and other upstream equipment and materials suppliers.
Global merchant MOCVD reactor shipments fell 18% Q/Q while rising 31% Y/Y to 194 units with GaN LEDs the dominant application with a 97% share. Veeco gained a point of market share to 44% of total MOCVD reactor shipments and maintained its 44% of the GaN MOCVD market. Aixtron maintained its leadership position in both segments, losing a point of market share in total MOCVD from 53% to 52% and maintaining a 53% share of the GaN MOCVD market.
Regionally, China dominated the GaN MOCVD market as expected, accounting for a 74% share, up from 64% with Taiwan maintaining a 20% share (see Figure). 23 different companies installed tools in China with 9 companies installing in Taiwan.
San’an Optoelectronics remained the dominant customer for the second consecutive quarter, accounting for over 20% of tools installed in Q1’11. The top 3 and 7 of the top 10 MOCVD customers in Q1’11 installed tools in China. Veeco was #1 in China and Europe while Aixtron led in Korea, Taiwan and the USA.
According to IMS Research SVP Ross Young, “Looking forward, we are not seeing installations being pushed out in China. We expected to see some delays, but we have only reduced our 2011 forecast by 8 reactors from 1097 to 1089. A number of companies also provided us with their 2012 plans regardless of whether or not there are MOCVD subsidies. Other incentives and the prospect for rapid growth in LED lighting are proving powerful enough to enable continued investment in LED capacity in China in 2012.”
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www.compoundsemiconductor.net June 2011
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