Global LED chip market analysis and China’s top ten LED chip manufacturers

In 2016, the global LED chip supply and demand are generally stable, and the overcapacity situation has been further alleviated. Lighting has gradually become the most important application in the LED industry, which is good for China's LED industry chain. It is expected that LED chip manufacturers will benefit the most in the future. The following is an inventory of the global LED chip market structure and the ranking of China's top ten LED chip manufacturers.

LED chip market scale

Global LED chip market analysis and China’s top ten LED chip manufacturers 3.webp.jpg

LED chip manufacturers

The global LED chip market is divided into three camps: the first camp represented by Japanese, European and American manufacturers; the second camp represented by Korean and Taiwanese manufacturers; and the third camp represented by mainland Chinese manufacturers.

This situation is currently changing. The third camp represented by mainland Chinese manufacturers is constantly eroding the market of the second camp.

In the next two years, the camp structure will undergo significant changes. The third camp will assimilate with the second camp and jointly erode the market of the first camp.

Japanese, European and American LED chip manufacturers

1. CREE:

The famous LED chip manufacturer, the American CREE company, products are Based on silicon carbide (SiC), gallium nitride (GaN), silicon (Si) and related compounds, it includes blue, green, ultraviolet light-emitting diodes (LEDs), near-ultraviolet lasers, radio frequency (RF) and microwave devices, power switching devices and silicon carbide (SiC) epitaxial wafers suitable for production and scientific research.

2. OSRAM:

is the world's second largest optoelectronic semiconductor manufacturer, with products including lighting, sensors, and image processors. The company is headquartered in Germany, with its R&D and manufacturing base in Malaysia, with approximately 3,400 employees and 2004 sales of 4.59 billion euros. OSRAM's most famous product is LED, which is only a few millimeters in length, comes in a variety of colors, has low power consumption and has a long life.

3. NICHIA:

Nichia, a famous LED chip manufacturer, is a Japanese company founded in 1956. It developed the world's first blue LED (1993), the world's first pure green LED (1995), and has subsidiaries around the world.

4. Toyoda Gosei:

Toyoda Gosei, headquartered in Aichi, Japan, produces automotive parts and LEDs. LEDs account for about 10% of revenue. The white LED jointly developed by Toyoda Gosei and Toshiba uses a combination of ultraviolet LEDs and phosphors, which is different from the general combination of blue LEDs and phosphors.

5. Agilent:

As the world's leading supplier of LEDs, its products provide efficient and reliable light sources for a wide range of products, including automobiles, electronic information boards and traffic lights, industrial equipment, cellular phones and consumer products. The high reliability of these components often ensures that the light source does not need to be replaced during the lifetime of the device. Agilent's low-cost dot matrix LED displays, a wide variety of seven-segment displays and Agilent's LED light bar series products are available in a variety of packages and colors.

6. TOSHIBA:

Toshiba Semiconductor is a major supplier of automotive LEDs, especially dashboard backlights, car radios, navigation systems, climate control and other units. The technology used is InGaAlP with wavelengths from 560nm (puregreen) to 630nm (red). Recently, Toshiba has developed a new technology UV+phosphor (UV+fluorescence). The LED chip can emit ultraviolet light, excite the phosphor and then combine to emit various lights, such as white light, pink, turquoise and other lights.

7. LUMILEDS:

Lumileds Lighting is a global leader in high-power LED and solid-state lighting. Its products are widely used in lighting, television, traffic signals and general lighting. Luxeon Power Light Sources are its patented products that combine the small size and long life of traditional lamps and LEDs. We also provide various LED chips and LED packages, including red, green, blue, amber, white and other LEDs. Lumileds is headquartered in the United States, with factories located in the Netherlands, Japan, and Malaysia. It was established in 1999 as a joint venture between Agilent and Philips. In 2005, Philips fully acquired the company.

8. SSC:

Seoul Semiconductor is the largest manufacturer of LED environmentally friendly lighting technology in South Korea and one of the eight largest manufacturers in the world (source: Strategies Unlimited--LED market research company). Seoul Semiconductor's main business is the production of a full line of LED assembly and customized module products, including AC-driven semiconductor light source products such as Acriche, edge-light LED, high-light LED, sliced ​​LED, plug-in LED and piranha (super bright) LED, etc. Products have been widely used in general lighting, display screen lighting, mobile phone backlights, TVs, laptops, automotive lighting, household products and traffic signals, etc.

9. SemiLEDs:

Xu Ming is the world's leading high-performance light-emitting diode (HPLED), suitable for general lighting applications. SemiLEDs' LED chips are the smartest and most efficient on the market today. Utilizing copper alloy substrates, SemiLEDs have successfully developed and commercialized MvPLED technology (Metallic Vertical Photon Light-emitting Diodes). With metal substrates and unique device structures, SemiLEDs’ HPLEDs have better electrical and thermal conductivity leading to higher brightness, efficiency and better heat transfer. SemiLEDs’ HPLEDs are suitable for lighting applications including displays, signage, communications, automotive and general lighting.

10. SDK:

Showa Denko is a representative comprehensive chemical company in Japan. It has been developing liquid chromatography since the 1960s and has a production history of more than 40 years. We produce more than 800 models of various special columns for GPC, GFC, sugar analysis columns, ion exchange chromatography columns, affinity chromatography columns, organic acid analysis columns, chiral separation columns and ion chromatography analysis. Showa Denko will develop blue LEDs and green LEDs with the same luminous efficiency in the future, and plans to increase its LED business revenue from 10 billion yen in 2007 to 15 to 20 billion yen by 2010.

11. Bridgelux:

Bridgelux is a leading developer and manufacturer of lighting technologies and solutions. Its technologies and solutions help transform the US$40 billion global lighting industry into a US$100 billion market opportunity. Headquartered in Livermore, California, Bridgelux is a leader in solid-state lighting (SSL), expanding the market for LED technology by lowering the cost of light-emitting diode (LED) lighting systems. Bridgelux has applied for or has more than 450 patent applications worldwide and is the only vertically integrated LED solid-state light source manufacturer and developer specializing in solution design for the lighting industry.

12. Sidus:

Sidus was founded in the United States in 2013 and is headquartered in Silicon Valley, California, USA. 6 experts with American doctorate degrees specialize in optoelectronics, especially the development and production of LED chips, packaging and lighting source technologies. The main executives have many years of successful related industry backgrounds, such as HP, Agilent, Avago, Intermet, and Bridgelux; they have managed more than 5000,000,00 USD of optoelectronic industry sales business.

13. Dochips:

Guide Optoelectronics Technology Co., Ltd. is a Sino-US joint venture focusing on LED flip-chip (Flip-Chip) application technology. Dochips has developed a new and unique white light chip process, which completely solves the problem of high cost and low yield in white light chip preparation, and truly achieves mass production with low cost, high output and high consistency. In addition, another outstanding technology of Dochips is the lens integration for high-power and large-size COB, which improves the light efficiency by more than 10%, so that the flip-chip COB under high current and high density can still maintain the same high light efficiency as the formal chip under low current.

Korean LED chip manufacturers

1. Epivalley:

Korea Anying Company is a world-renowned Korean LED manufacturer. It is one of the few companies in South Korea besides Samsung and LG that has independent research and development capabilities and can produce LED epitaxial wafers and chips on a large scale. Its production capacity and technical level are among the top three in South Korea. South Korea's EPIVALLEY company has strong technical capabilities and the industrial production of chips has a luminous efficiency of more than 110lm/w.

2. Semiconlight:

South Korean Semiconlight Company mainly operates in the flip chip LED Flip Chip market (a sales model based on Flip Chip). It was listed on the Korean Stock Market (KOSDAQ) in June 2015.

Taiwanese LED chip manufacturers

Epistronics, Canton Gallium Optoelectronics, New Century, Huashang, Taigu Optoelectronics, Qili, Juxin, Guanghong, Jingfa, Visiontron, Optoelectronics, Liansheng, Hanguang, Optoelectronics, Dingyuan, Yaofuzhou Technology TC, Canyuan, Guotong, Lianding, New Optoelectronics, etc.

Huaxing, Dongbei, Guangding, Yiguang, Baihong, Jintai, Lingsheng Precision, Liji, Lite-On, Hongqi, etc.

Mainland LED chip manufacturers

Sanan Optoelectronics, Shanghai Blu-ray, Shilan Mingxin, Dalian Lumei, Diyuan Optoelectronics, Huacan Optoelectronics, Nanchang Xinlei, Shanghai Jinqiao Dachen, Hebei Lide, Hebei Beihuineng, Shenzhen Olunde, Shenzhen Century Jingyuan, Guangzhou Puguang, Yangzhou Huaxia Integrated, Gansu Xintian Electric Company, Dongguan Fudi Electronic Materials, Qingxin Optoelectronics, Jingneng Optoelectronics, Zhongwei Optoelectronics, Qianzhao Optoelectronics, Jingda Optoelectronics, Shenzhen Fangda, Shandong Huaguang, Shanghai Sapphire, Shandong Juxin, Jiangsu Jingrui, etc.

Ranking of mainland LED chip manufacturers in 2015

NO.1 Sanan Optoelectronics

Sanan Optoelectronics Co., Ltd. was established in 2000. It is the earliest and largest full-color ultra-high-brightness light-emitting diode epitaxy and chip industrial production base in China. The company's main LED business products cover sapphire, epitaxial chips, packaging devices, and lighting applications. The industrial bases are distributed in Xiamen, Tianjin, Wuhu, Huainan, Quanzhou and other regions.

In the first three quarters of 2015, the company achieved revenue of 3.6 billion yuan, a year-on-year increase of 3.55%. In 2015, the company plans to add 100 MOCVD equipment, and in the first half of the year, it has reached 32 units.

NO.2 Tongfang Optoelectronics

Tsinghua Tongfang Co., Ltd. was established in 1997 and officially entered the LED industry in 2008. It has initially formed a complete industrial chain from materials, epitaxial chips, chips, packaging, optical design and applications. At present, the company has deployed four major production bases in Beijing, Jiangsu, Guangzhou and Zhejiang.

In terms of upstream epitaxial chips, the company relied on the scientific research strength of Tsinghua University and combined with the Chinese Academy of Sciences and some Taiwanese R&D teams to successfully master the key technologies of the chip and applied for nearly a hundred domestic and foreign patents. The company's small and medium-sized chips have now been recognized by major packaging manufacturers, and its chip output value is currently second only to San'an.

Tongfang Optoelectronics is a subsidiary of the listed company Tongfang Co., Ltd. It has a strong financial background and is mainly engaged in the research and development, production and sales of white light chips. The production base is mainly in Nantong, Jiangsu (in 2013, the Beijing base machine has been moved to Nantong). The company currently has 59 MOCVD units, ranking fifth in the country.

NO.3 Huacan Optoelectronics

Huacan Optoelectronics Co., Ltd. was established in 2005 and is a leading domestic LED chip supplier. The company is committed to the research, development, production and sales of LED epitaxial materials and chips, mainly GaN-based blue and green light series products.

In 2015, the company plans to issue an additional 600 million yuan to acquire 100% equity of Yunnan Blue Crystal. If the acquisition is successful, the company will complement Blue Crystal Technology in terms of business form, and can also integrate and share customer resources. It can comprehensively utilize the existing customer channels and business resources of both parties to carry out customer penetration and industry chain extension, expand the overall business scale, and thereby improve the profitability of listed companies. In the future, the company's overall products, business system and market layout will be further optimized, and synergistic effects will gradually emerge.

NO.4 Dehao Runda

Guangdong Dehao Runda Electric Co., Ltd. was established in 1996. In 2009, it entered the LED industry by acquiring the LED assets of Guangdong Jianlongda. At present, the company has completed a nationwide industrial layout and formed an integrated industrial structure with upstream epitaxial wafers and chips, midstream packaging, downstream lighting, display screens, backlights and other applications.

Benefiting from the rapid development of LED chip and application business, Dehao Runda's LED business revenue has reached about 50% of the company's total revenue. In the first three quarters of 2015, the company achieved revenue of 3.35 billion yuan, a year-on-year increase of 6.74%, of which LED business revenue was approximately 1.6 billion yuan. The company's LED business revenue is expected to exceed 2 billion yuan for the full year.

NO.5 Dry Photoelectricity

Xiamen Qianzhao Optoelectronics Co., Ltd. was established in 2006. It specializes in red, yellow, and orange quaternary LED epitaxial wafers, chips, and high-performance gallium arsenide solar cells. It is the largest red and yellow light chip company among local chip companies. In 2015, the company successfully completed the adjustment of its industrial layout. The Yangzhou subsidiary is responsible for the production projects of red and yellow LED epitaxial wafers and chips, and the Xiamen parent company is responsible for the industrialization projects of blue and green LED epitaxial wafers and chips.

In the first three quarters of 2015, the company achieved revenue of 412 million yuan, a year-on-year increase of 26.36%.

NO.6 Yuanrong Optoelectronics

Yuanrong Optoelectronics Technology Co., Ltd. was established at the end of 2010 with a registered capital of 240 million yuan. It is a domestic high-tech industry specializing in the research, development, production and sales of full-color light-emitting diode epitaxial wafers and chips.

In May 2015, the company was listed on the National Equities Exchange and Quotations.

In October 2015, the company planned to acquire 85.61% equity of Qingdao Jason Electric Co., Ltd. through non-public issuance of shares and payment of cash. Through the acquisition, Yuanrong Technology will further improve its strategic layout in the deep ultraviolet field.

NO.7 Jucan Optoelectronics

Jucan Optoelectronics Technology Co., Ltd. was established in 2010 with a registered capital of 193 million yuan. The company is mainly engaged in the research and development, production, sales and service of ultra-high brightness LED epitaxial wafers and chips. The company's products are mainly used in general lighting, backlight and landscape lighting and other fields.

NO.8 Hualei Optoelectronics

Xiangneng Hualei Optoelectronics Co., Ltd. was established in June 2008. It is controlled by Hunan Coal Industry Group and other companies. It is a state-owned holding company with a registered capital of 388 million yuan. The company currently specializes in blue and green light epitaxial wafers and white light chips. The chip products are mainly small and medium power. At present, the company has an annual production capacity of 1.2 million GaN-based blue-green light epitaxy pieces, 1.1 million chips, and 2.2 million lamps.

NO.9 Inspur Huaguang

Shandong Inspur Huaguang Optoelectronics Co., Ltd. was established in 1999. It is one of the earliest companies in China to introduce MOCVD equipment and is controlled by Shandong Inspur Group. At present, the company's main business is blue light, red and yellow light chips and LD chips, as well as laser products and LED lighting products. It now has two epitaxial chip production bases, one in Weifang and one in Jinan. The company is the largest laser diode chip manufacturer in China and takes a leading position in the domestic optoelectronics industry.

NO.10 Zhongke Semiconductor

Yangzhou Zhongke Semiconductor Lighting Co., Ltd. was established in 2007 with a registered capital of 338 million yuan. It is controlled by China National Materials Group and jointly funded by Yangzhou Economic and Technological Development Zone and the Institute of Semiconductors of the Chinese Academy of Sciences. It is a high-tech enterprise engaged in the research, development, design, production and sales of LED high-end epitaxial wafers, chips and lighting products.