What iPhone X’s AMOLED Cost Tells Us About Commercialization of Micro LED

The first Micro LED product is Crystal LED Display that Sony showcased at CES 2012. Outwardly similar to a regular TV, it was an ultimate combination of the most state-of-the-art technologies back then. However, Sony, after its first success, had gone silent for quite a while until 2016.
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What the iPhone X Means for LED Industry

Well, it is not much of a surprise that the design and features of the iPhone X are largely in line with expectations. It, different from all previous iPhones, sports a full screen OLED display with a bit of ‘bangs’, where Apple puts the sensors, cameras, and the speaker. “For more than a decade, our intention has been to create an iPhone that is all display. The iPhone X is the realization of that vision,” said Jony Ive, Apple’s chief design officer.
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14 Expansion Plans in China’s LED Industry 1H17 Part II

On May 22, San'an Optoelectronics Co., Ltd announced its wholly owned daughter company, Sanan Optoelectronics Hong Kong Company Limited would set up a subsidiary in the USA with its own funding of USD 10 million. This US-based firm would mostly focus on research, development, manufacture, and distribution of visible light communication (VLC) technology.
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14 Expansion Plans in China’s LED Industry 1H17 Part I

1H17 has been a hectic time for the LED industry, especially for Chinese up- and midstream manufacturers. The recouping demand lightened up the market sentiment and many A-list companies reported their large investments which LEDinside would like to share with you here.
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Reshuffle of Taiwan’s LED Industry Senior Management in Late 2016

Taiwanese LED industry underwent significant changes in senior management including in leading LED manufacturer Everlight, Optotech, and Unistar Opto, reported Chinese-language newspaper Commercial Times.
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Taiwan LED Industry Production Value up 15% in 2016

Taiwan’s LED industry production value increased nearly 15% year-on-year during the first nine months of 2016, as more governments around the globe rolled out policies supporting environmental friendly businesses, said the Ministry of Economics Affair (MOEA) recently.
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DOE Announces 2017 SBIR/STTR Funding Opportunity

The U.S. Department of Energy (DOE) Office of Science published the Fiscal Year 2017 Phase I, Release 2 Funding Opportunity Announcement (FOA) on November 28, 2016, for the Small Business Innovation Research (SBIR) and Small Business Technology Transfer (STTR) Programs. Under DE-FOA-0001619, whose complete listing of technical topics was released on October 31, DOE seeks applicants for grants directed toward FY17 Phase I, Release 2 projects. Topics for this funding opportunity can be found at //science.energy.gov/sbir/funding-opportunities and include LED and OLED lighting (see topic 10b).
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LED Industry Developments in Small Chinese Town Xiaolan Soars in Last 8-years

Xiaolan, a small town with a population of 157,000 residents located in Guangdong Province in Southern China has seen its LED industry market value balloon in a short span of 8-years, reported Zhongshan Daily.
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China LED Industry Value To Surpass US $147.59 Trillion by 2020

China’s optoelectronic power house is situated in its southern province Xiamen, which is known for its strong LED lighting industry, reported Xiamen Daily.
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Korea's LED Industry Developments

Korea’s LED industry took off at a much later date than Japan or Taiwan, in fact it developed at around the same time as China, but has advanced at an accelerated rate. However, the country’s LED industry plummeted much sharply compared to Japan, China and Taiwan. The Korean LED industry development occurred in three phases the first was started by upstream LED manufacturers EE coined the “double E era”, followed by Samsung and LG’s entry during the peak of the Solid State Lighting (SSL) phase, followed by large scale withdraw from the market, in response to emerging Chinese LED industry.
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Taiwanese Banks Tightens LED Industry Credit Policy

Certain Taiwanese financial institutes are starting to tighten their credit policies on three industries that have been affected by intense market competition from China, including LED, solar energy and displays, reported UDN recently.
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San’an Opto to Acquire Wafer Foundry GCS Holdings for US $226M

GCS Holdings, a pure III-V compound semiconductor wafer foundry announced it sealed an acquisition deal with Chinese manufacturer San’an Opto. San’an Opto will purchase 100% of GCS Holdings’ stake for US $226 million.
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U.S. Blocked Sales of Lumileds Shakes up LED Industry

Philips decision to sell Lumileds to Chinese financial group Go Scale Capital has taken a sharp turn. The business deal was abruptly halted by the Committee on Foreign Investment in the United States (CFIUS), due to unknown concerns. Philips and Go Scale Capital has been forced to call off the deal, which has sent shockwaves throughout the market and caused new changes in manufacturers’ competition race.
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Analyses of Five Major LED Manufacturers Vertical Integration Strategies (Part 2)

In part one of these series, LEDinside explored Philips, Osram and Cree’s vertical integration strategies. In the second part of this series we will take a closer look at major Chinese LED companies MLS and Elech-Tech International’s (ETI) vertical integration strategies.
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Analyses of Five Major LED Manufacturers Vertical Integration Strategies (Part 1)

Upheld as the classical business models in the LED industry, Dutch lighting giant Philips and leading German lighting manufacturer Osram business models have been the most discussed among market insiders. The two European companies vertical integration models are considered textbook cases in the industry. In contrast, many Chinese manufacturers have adopted a strategy of diversification in the industry, with the exception of ETI that has been diligently following the vertical integration creed. Since absorbing Guangdong Jiang Longda (健隆達) in 2009, through various investments ETI has been able to gradually piece together its missing links throughout the LED supply chain. The company has become a fully vertically integrated company with a comprehensive supply chain incorporating LED chips, LED packages and lighting products.
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Dow Chemical and DuPont’s Merge’s Mark on the LED Industry

Top two U.S. chemical companies Dow Chemical and DuPont signed an agreement in an all-stock merger of equals to merge into an enterprise worth US $13 billion, reported Guangdong LED. This is one of the largest international business and industry merger. After the merge, the new company will trail behind German BASF to become the world’s second largest industrial company, while becoming the largest global chemical company.
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Four Features of M&A in the Chinese LED Industry in 2015

Mergers and acquisitions (M&A) are occurring at a rapid pace in the LED industry. Based on incomplete statistics compiled by LEDinside editorial team in China, more than 37 mergers have occurred in the LED industry during first half of 2015, averaging three acquisitions per month. Acquisitions in the industry are maturing, and new M&A trends have emerged.
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GlacialLight Releases 2015 LED Industry Outlook Report

GlacialLight, the diversified LED technology provider, announces the availability of its 2015 LED industry outlook report – “LED Lighting Industry and Value Chain Shift” – an in-depth look at the current state of the $27.5 billion LED lighting industry, and a forecast of upcoming changes based on market trends. Authored by Shawn Hsieh, Chairman of GlacialTech, the report makes a number of observations and predictions including: a shift in profit margins from the core LED package to the thermal module and LED driver, price competition in the LED package segment, the growing popularity of CoB LEDs, and the opportunity for smaller companies to grab market share.
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Resigning Managers Double in China’s LED Industry in 2015

Ripple effects from volatile Chinese stock market has directly impacted LED capital market, shaking many companies’ management structures. Up to 18 managers in listed LED manufacturers have resigned as of Aug. 25, 2015, nearly double the number of senior managers that retired in 2014.
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Which Company Has the Strongest Investor in the Chinese LED Industry?

In a generation where people compare looks and family backgrounds, the business sector is also engaged in similar competitions. The LED industry is a field that is not short of manufacturers showing off their renowned backers. LEDinside lists below classical examples in the field.
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LED Industry Turns to Patent Wars

LED package manufacturer Everlight and Japan’s largest LED manufacturer Nichia initiated patent wars in Japan, Taiwan, Germany, U.S. and other countries for the past decade, reported Chinese-language magazine Money Weekly. Nichia is one of the top five global LED manufacturers, and spending largely on patent lawsuits against Everlight.  The reason behind these tactics is patents are the only arsenal left for LED Japanese manufacturers that are falling behind Taiwanese and Chinese counterparts production expansion.
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Taiwan LED Industry Advocate Lifting LED Lighting Tariffs at WTO Talks

Taiwan Lighting Fixture Export Association (TLFEA) has been promoting the inclusion of LED lighting products at World Trade Organization (WTO) Environmental Goods Agreement (EGA) negotiations, a UDN report cited the association chairman Steven Lin saying at a meeting.
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Cree Patent Lawsuit a Rude Awakening for Chinese LED Industry

Cree’s patent lawsuit against Feit Electronics and Unity Opto has sounded a warning bell for the Chinese LED industry, according to a ledsw.com report.
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Another 519 Complaints Filed Against Foshan Lighting

In the ongoing Foshan Lighting deceptive financial lighting case, another 519 plaintiffs are now demanding compensation, reported Chinese media Sinai.
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Nichia to Launch Industry’s Smallest Flip-Chip LEDs by End of 2015

Japanese LED chip manufacturer Nichia’s first flip chip LED product, set to be launched in October this year, will be one ninth the size of the average flip chip, said the company’s optoelectronic division chief technology officer today at a press conference at Hotel Okura in Taipei, Taiwan.
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MLS Market Value Exceeds RMB 20 Billion

Chinese LED manufacturer MLS has become China’s second most valuable listed LED company within a week. The company’s shares have soared on the Chinese bourse for five consecutive days since Feb. 27, 2015 bringing its total market value to RMB 20.15 billion (US $3.21 billion).
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Luminus Appoints LED Industry Veteran as Vice President of Marketing

Luminus Devices, a global manufacturer of high-performance LEDs and solid-state light sources, announced today the appointment of Mark Pugh as Vice President of Marketing. Pugh brings tremendous solid state lighting (SSL) experience to the company adding new depth and market knowledge to the Luminus executive management team.
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Global LED Industry’s Second Patent War

Recent patent litigations launched by major LED companies aim straight at latecomers in Chinese and Taiwanese LED industry, who have insufficient patent portfolio. The LED market will be restructured to focus on major LED companies with extensive patent portfolio and technological strengths.
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Taiwan’s LED Industry Issues Lucrative Year-end Bonuses

Taiwanese LED manufacturer Everlight has made its way into the global top five manufacturers, having finally joined the US$ 1 billion revenue club in 2014, according to a cnYes.com report.
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Three Trends Among “Runaway” Chinese LED Executives

“Every year there are escaping manufacturers, but this has become an ongoing trend in 2014,” is a common saying in China’s lighting industry. This is related to the easing domestic economic market, and slowdown in the real estate market leading to diminishing construction projects, said industry insiders. The LED industry is in a rapidly expanding phase, and all these indicate “winter is coming” in the LED lighting industry. However, not all manufacturers are capable of defending themselves against the “cold” and some have resorted to “selfish” measures.
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Osram Opto Semiconductors is expanding its Oslon Black family for the infrared range with six new automotive IREDs. The 850 nm versions are intended for exterior applications such as night vision, pedestrian protection, pre-field recognition a... READ MORE

Lumileds introduced the LUXEON CZ Color Line, a product line optimized to deliver maximum punch. “The LUXEON CZ features up to 48% higher punch than any other undomed color LED,” said Jennifer Holland, Product Line Direct... READ MORE