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news digest ♦ LEDs


“Our ability to supply sapphire cores to a leading LED industry player such as Tera Xtal not only demonstrates the quality of the sapphire produced by GT’s proprietary Advanced Sapphire Furnaces but also provides support to our expanding universe of equipment customers as they ramp into production over the coming year.”


GT’s new sapphire production facility increases the availability of high quality sapphire material for its LED and specialty market sapphire customers. 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


82 www.compoundsemiconductor.net October 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


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.


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


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