Top 10 LED Package Manufacturer Revenue Ranking of 2018, Says LEDinside

2018 has proven to be a difficult year for many LED manufacturers: the industry as a whole was burdened with the weight of oversupply, and the US-China trade dispute caused end demand to stagnate. This led to a less-than-expected business performance for LED manufacturers in general. According to the LED Industry Demand and Supply Data Base report by LEDinside, a division of TrendForce, LED packaging revenue in 2018 reached US$ 18.4 billion, a mere growth of 3.1 % over 2017.

LEDinside Research Director, Roger Chu, points out that revenue rankings for the top ten LED packaging manufacturers did not change by much from 2017: Nichia, Osram and Lumileds continued to be the top three dominators, while Taiwan's Everlight and Lite-On and China's MLS and NationStar remained within the fold. Yet, judging from the revenue scale of each respective company, only Seoul Semiconductor performed better among the top ten. Other manufacturers generally had flat or declining revenues.

Apart from the trade dispute affecting market demand for end products, analyses show the main reason of falling price pressure was caused by overall oversupply in the industry, which further dragged supplier revenues down. LEDinside observes that China's inland cities have provided all sorts of subsidies to attract investments from LED packaging suppliers, leading to a wave of expansion in production capacity. Many LED packaging suppliers made large reductions in prices upon expansion and even fought eagerly for orders from first-tier manufacturers to consume idle capacity. This led to explosive revenue growth for many second-tier LED manufacturers, but revenue stagnation for major first-tier manufacturers.

Some manufacturers did, however, perform excellently. One such example is Seoul Semiconductor, whose backlights and automotive lightings made their way into the supply chains of big clients, and whose revenue continued to grow. Lite-On, on the other hand, performed well in infrared LEDs and automotive lightings.

End demand will finally recover as the US-China trade dispute calms down in 2019 looking forward. When customer confidence returns, we may see a demand for replenished inventories. LEDinside therefore predicts overall LED packaging revenue to hit US$19.9 billion, an 8.2% growth YoY over 2018.

 

 

LEDinside GoldMember Report

1. LED Industry Demand and Supply Data Base- Backlight / General Lighting / Architectural Lighting / Automotive Lighting / Digital Display / Projection & Horticultural Lighting / UV LED / IR LED / μLED Mini LED Applications 
2. LED Player Revenue and Capacity- Chip Market and Player Capacity & Revenue / Package Market and Player Capacity & Revenue / LED Player Revenue Ranking in Each Application 
3. LED Industry Price Survey- Sapphire / Chip / LED Package (Backlight / Lighting / Automotive / Digital Display / UV LED / IR LED) 
4. LED Industry Quarterly Update- Major LED Player Quarterly Update (EU, US, Japan, Korea, Taiwan, China) 
5. Micro / Mini LED Market Prospective Analysis- Player Movement, New Technology, Display Week 2019 / Touch Taiwan 2019 Exhibit Report

Report Name

Content

Format

Release

LED Industry Demand and Supply Data Base

Demand Market Forecast: 
2018-2023 Demand Market Forecast
(Projection and Display / General Lighting / Architectural Lighting / Automotive- Passenger Car & Box Truck / Digital Display / SSL Like / UV LED / IR LED / Micro LED & Mini LED)

PDF / Excel

1Q (February) / 3Q (August)

Supply Market Analysis: 
1. Chip Market Revenue (External Sales, Total Sales) 
2. WW new GaN & AlInGaP MOCVD Chamber Installation volume / WW Accumulated GaN & AlInGaP MOCVD Chamber Installation 
3. GaN & AlInGaP Epi Wafer Market Demand (Total / By size) 
4. GaN & AlInGaP Sufficiency

LED Player Revenue and Capacity

LED Chip Market Analysis:
Top 10 Chip vendors' MOCVD installation, wafer capacity, and revenue

PDF / Excel

2Q (May) / 4Q (November)

LED Package Market Analysis:
LED package vendors' revenue and LED revenue, and Capacity
Top 10 LED package revenues in Backlight, Lighting, COB, Automotive, Display, UV LED and IR LED

LED Industry Price Survey

Price Survey- Sapphire & GaAs Substrate / Chip / LED Package (Backlight, Lighting, Automotive, Digital Display, UV LED / IR LED, VCSEL)

Excel

1Q (February) / 2Q (May) / 3Q (August) / 4Q (November)

LED Industry Quarterly Update

Major Players Quarterly Update

PDF

1Q (February) / 2Q (May) / 3Q (August) / 4Q (November)

EU- Signify (Philips Lighting), Lumileds, Osram Licht AG, and Osram OS

US- Cree

ML- Dominant

JP- Nichia, Toyoda Gose, Citizen, Stanley, and Rohm

KR- Samsung, LG Innotek, Seoul Semi, and Lumens

TW- Epistar, Opto Tech, Epileds, Everlight, Lextar, Lite-on, AOT, Unity-Opto, Harvatek, and Brightek, High Power Lighting, Kingbright

CN- San’an Opto, Changelight, HC SemiTek, Aucksun, ETi Nationstar, Hongli, Refond, Jufei, MTC, ChangFang Lighting, MLS

Micro / Mini LED Market Prospective Analysis

Player Movement, New Technology, Display Week 2019 / Touch Taiwan 2019 Exhibit Report

10-15 Pages PDF

March, June, September 2019

 

Further information, please contact:


 

       
  For further information about the report, please contact:
  Global Contact:    
  Grace Li +886-2-8978-6488 ext 916
E-mail :Graceli@trendforce.com
   
  Taipei: ShenZhen:  
  Eric Chang
Tel : +886-2-8978-6488 ext 822
E-mail : Eric.chang@trendforce.com
Perry Wang
Tel : +86-755-82838931 ext.6800
E-mail : Perrywang@trendforce.cn
 
   
  For further information about the advertising, please contact:
  Global Contact: Taipei:  
  Melissa Ye
Tel : +886-2-8978-6488 ext 823
E-mail : Melissaye@trendforce.com
Christina Tsao
Tel : +886-2-8978-6488 ext 824
E-mail : Christinatsao@trendforce.com
 
       
Disclaimers of Warranties
1. The website does not warrant the following:
1.1 The services from the website meets your requirement;
1.2 The accuracy, completeness, or timeliness of the service;
1.3 The accuracy, reliability of conclusions drawn from using the service;
1.4 The accuracy, completeness, or timeliness, or security of any information that you download from the website
2. The services provided by the website is intended for your reference only. The website shall be not be responsible for investment decisions, damages, or other losses resulting from use of the website or the information contained therein<
Proprietary Rights
You may not reproduce, modify, create derivative works from, display, perform, publish, distribute, disseminate, broadcast or circulate to any third party, any materials contained on the services without the express prior written consent of the website or its legal owner.

Nichia’s Tunable 757 receives rave reviews from industry leaders, including the coveted LpS Best Sustainability Technology Award. Nichia, the leader in and inventor of the high-brightness LED, announced its game-changing single LES, tuna... READ MORE

Innovative tunable white, mid-power LED enables luminaire manufacturers to improve colour tuning, shrink optics and fixture profiles, while enabling new design options. Nichia, the leader in and inventor of the high-brightness LED, announces i... READ MORE