review news
China aims for LED global domination by 2015
ASIAN
governments are investing in LED
technologies and
concentrating on reducing costs; China intends for its LED lighting products to be
40 percent below the market price by 2015.
According to the report “Niche Markets and Strategies for Small/Mid-size Semiconductor Equipment Companies,” which was recently published by The Information Network, there is currently as see steady and positive proliferation of LED lighting products. This analyst argues that key price points could trigger real commercial demand, and Korea, Japan, and China appear to have the solutions.
“The rapid increase in the market for LEDs used in various applications such as notebook backlights and automobile headlights is spurring heavy capital investments by LED makers”, noted Robert Castellano, president of The Information Network. “LEDs are creating a niche market for conventional suppliers of semiconductor processing tools and a lucrative market for MOCVD suppliers.”
High brightness LEDs will reach nearly 135 billion units shipped in 2011 from less than 100 billion in 2010. Backlight LEDs will reach 30 billion units shipped, up from 20 billion in 2010.
The South Korean government launched a new LED lighting adoption program last month as part of its national energy-saving program. The program aims at achieving 100 percent adoption rate for LED lighting in the Korean public sector and 60 percent penetration of all lighting applications nationwide by 2020. The government will fund $185 million in 2012 and 2013 to support energy-efficiency rebates.
South Korea’s Samsung and LG have a broad range of LED lighting products for the domestic market and highly competitive pricing strategies; Samsung
already has a 60-watt
equivalent LED light bulb
priced at less than $20.
In Japan, sales volume LED light bulbs have already reached an adoption rate of more
than 40percent and are expected to exceed 50 percent in the second half of 2011.
In China, the Central Government’s objective is to end up with five to six major Chinese players, who can compete globally, including 3 to 5 flagship companies. The report says that not only will China become a powerhouse in low- cost manufacturing by 2015, it will also be the largest consumer of LEDs. Currently there are 50 large indoor and outdoor lighting projects already in place.
The Information Network says that the Chinese domestic SSL value will reach US$ 74bn by 2015 and that a business-to- government deal with central and local governments is imminent. Continued investments in the Chinese LED value chain between 2010 and 2015 will see 75 percent going into the supply chain and 25percent into vertically integrated players.
By 2015, China intends for its manufacturing standards to be globally viable for the volume production market and its LED lighting products to be 40percent below the market price.
Since mid 2009, the Chinese central government has had in place a substantial investment program, as have many local government authorities in China. Both are focused on accelerating the development of a sustainable LED industry.
Apart from their global commercial aspirations, they are also greatly motivated by the high potential internal benefits that will arise from having access to energy efficient lighting and consequently, LEDs are a very prominent target technology in China’s latest five-year plan.
Sales of sapphire manufacturing equipment yield $96.9 million for
ARC Energy ADVANCED RENEWABLE ENERGY COMPANY, LLC (ARC Energy), has signed $96.9 million in additional new contracts with two leading Asian manufacturers.
Under the terms of the agreements, ARC Energy will provide each customer with LED sapphire manufacturing equipment and technology, including highly automated, leading edge, c-axis Controlled Heat Extraction System (CHES) Furnaces, and additional turnkey solutions and services.
ARC Energy is also expanding its manufacturing facility by 30,000 square feet. The expansion, which is scheduled for completion in the 4th quarter of 2011, will triple ARC Energy’s manufacturing capacity, enabling the company to become one of the largest LED sapphire furnace suppliers in the world.
“Many manufacturers are now installing and operating ARC Energy’s technology for mass production of large diameter sapphire,” said Hap Hewes, ARC Energy’s senior vice president. “These new contracts and our planned capacity expansion highlight the advantages of our unique c-axis sapphire platform and ARC Energy’s associated turnkey solutions. We are pleased by our progress and our continued success in the marketplace.”
ARC Energy says its proprietary c-axis technology is superior to other sapphire growth technologies and that c-axis wafers are the optimum orientation for LED applications. The company says that when compared with conventional a-axis technologies, c-axis growth leads to higher material utilisation and lower overall costs.
August / September 2011
www.compoundsemiconductor.net 7
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