This page contains a Flash digital edition of a book.
news digest ♦ LEDs


Initially, material allocation will satisfy both LED and specialty market customers, but long term, as its equipment customers ramp into high volume production, GT expects that the majority of its sapphire production to be allocated to meet new specialty market growth in areas such as high energy lasers, medical devices, and applications requiring large area substrates for the aerospace and defence industries.


TV apps to dominate LED Demand through 2013


DisplaySearch says that LED lighting will take over in 2014 and the LED penetration rate in large-area backlighting is forecast to reach 70% in 2011.


Demand for LEDs continues to rise, with TV applications forecast to dominate LED demand through 2013, accounting for nearly 50% of total LED backlight market demand.


According to the DisplaySearch Quarterly LED Supply/Demand Market Forecast Report, LED lighting will capture the lead by 2014, as demand for LEDs in LCD TV backlights falls. This drop is expected due to a decrease in the number of LED packages per set—a result of efficacy enhancements and cost reductions.


“The market for LED backlights continues to grow as manufacturers leverage the technology for large display applications like notebooks, monitors, and TVs,” noted Leo Liu, Senior Analyst at DisplaySearch. “In addition, there are a growing number of emerging applications for LEDs, such as lighting, signal, and automotive applications.”


Currently, LED backlights are used in all small/ medium LCDs, and LED penetration in mobile PCs is nearly 100%. Penetration of LEDs in LCD monitors and LCD TVs continues to grow, while the number of LED packages per set is decreasing. After more than doubling to 12.9 in 2010, the average number of chips per set is increasing more slowly, and is expected to peak at 15.1 in 2012. This is driven by the increasing efficacy of LEDs, even as the cost per chip decreases. This virtuous cycle drives LED penetration higher in LCD backlights, as well as illumination.


86 www.compoundsemiconductor.net June 2011


Source: Quarterly LED Supply/Demand Market Forecast Report


The LED lighting penetration rate in 2010 was 1.4%, and is forecast to reach 9.6% in 2014. In terms of LED lighting, spotlights and LED street lights are forecast to have higher penetration in lighting due to government incentive programs like the 12th Five Year Policy in China, as well as growth in commercial applications. In addition, LED bulbs and fluorescent tubes are growing in Japan due to government incentive programs (Eco-Point) and energy consciousness.


Quarterly chip supply will nearly double from the beginning of 2010 to the end of 2011, as both existing and new suppliers ramp up MOCVD lines. In Q1’11, Samsung and LG were the top two LED suppliers in terms of 500 x 500 µm chip size. However, led by Epistar in the #3 position, Taiwan will pass Korea as the largest source of supply in 2011. The tight supply situation experienced in 2010 has turned into an oversupply, as chip production has increased while LED TV penetration did not grow as fast as expected, reaching only 21% in 2010.


Figure 1. DisplaySearch Large-Area LED Market Penetration Forecast by Application (Shipments)


Page 1  |  Page 2  |  Page 3  |  Page 4  |  Page 5  |  Page 6  |  Page 7  |  Page 8  |  Page 9  |  Page 10  |  Page 11  |  Page 12  |  Page 13  |  Page 14  |  Page 15  |  Page 16  |  Page 17  |  Page 18  |  Page 19  |  Page 20  |  Page 21  |  Page 22  |  Page 23  |  Page 24  |  Page 25  |  Page 26  |  Page 27  |  Page 28  |  Page 29  |  Page 30  |  Page 31  |  Page 32  |  Page 33  |  Page 34  |  Page 35  |  Page 36  |  Page 37  |  Page 38  |  Page 39  |  Page 40  |  Page 41  |  Page 42  |  Page 43  |  Page 44  |  Page 45  |  Page 46  |  Page 47  |  Page 48  |  Page 49  |  Page 50  |  Page 51  |  Page 52  |  Page 53  |  Page 54  |  Page 55  |  Page 56  |  Page 57  |  Page 58  |  Page 59  |  Page 60  |  Page 61  |  Page 62  |  Page 63  |  Page 64  |  Page 65  |  Page 66  |  Page 67  |  Page 68  |  Page 69  |  Page 70  |  Page 71  |  Page 72  |  Page 73  |  Page 74  |  Page 75  |  Page 76  |  Page 77  |  Page 78  |  Page 79  |  Page 80  |  Page 81  |  Page 82  |  Page 83  |  Page 84  |  Page 85  |  Page 86  |  Page 87  |  Page 88  |  Page 89  |  Page 90  |  Page 91  |  Page 92  |  Page 93  |  Page 94  |  Page 95  |  Page 96  |  Page 97  |  Page 98  |  Page 99  |  Page 100  |  Page 101  |  Page 102  |  Page 103  |  Page 104  |  Page 105  |  Page 106  |  Page 107  |  Page 108  |  Page 109  |  Page 110  |  Page 111  |  Page 112  |  Page 113  |  Page 114  |  Page 115  |  Page 116  |  Page 117  |  Page 118  |  Page 119  |  Page 120  |  Page 121  |  Page 122  |  Page 123  |  Page 124  |  Page 125  |  Page 126  |  Page 127  |  Page 128  |  Page 129  |  Page 130  |  Page 131  |  Page 132  |  Page 133  |  Page 134  |  Page 135  |  Page 136  |  Page 137  |  Page 138  |  Page 139  |  Page 140  |  Page 141  |  Page 142  |  Page 143  |  Page 144  |  Page 145  |  Page 146  |  Page 147  |  Page 148  |  Page 149  |  Page 150  |  Page 151  |  Page 152  |  Page 153  |  Page 154  |  Page 155  |  Page 156  |  Page 157  |  Page 158  |  Page 159  |  Page 160  |  Page 161  |  Page 162  |  Page 163  |  Page 164  |  Page 165  |  Page 166  |  Page 167  |  Page 168  |  Page 169  |  Page 170  |  Page 171  |  Page 172  |  Page 173  |  Page 174  |  Page 175  |  Page 176  |  Page 177  |  Page 178  |  Page 179  |  Page 180  |  Page 181  |  Page 182  |  Page 183  |  Page 184  |  Page 185  |  Page 186  |  Page 187  |  Page 188  |  Page 189  |  Page 190  |  Page 191  |  Page 192  |  Page 193  |  Page 194  |  Page 195  |  Page 196  |  Page 197  |  Page 198  |  Page 199  |  Page 200  |  Page 201  |  Page 202  |  Page 203  |  Page 204  |  Page 205  |  Page 206  |  Page 207