Solid State Light LED will be the major topic and market driver in 2011.
2% of LED goes for LED lighting in 2011, approximately 20 % goes for Lighting in 2011.
HB LED revenue hits US$13B in 2011, $16B in 2012 and $19B in 2013.
Major LED markets
Japan will focus on LED lighting for local and for export.LED light bulb price continues to drop from Yen 2,800 in Dec 2010 to Yen 1,400 by end 2011.
China LED market CAGR 30%
50% are for Vertical LED in China
Penetration rate 20% for Lighting, 30% for LED Black light, and 40% for Decorative lighting.
US Continues to reduce the LED light bulb from US$38 in 2010 to US$14 in 2011.
Russia will double of the number of LED makers in 2011 than 2010.
LED TV
Penetration rate goes to 40%
Reduction of number of LED from 250 pieces on 40” LV in 2010 to 100-140 for the same size TV in 2011.
Trend of TV
3D, HD, Smart TV, 240Hz LED back light as the Gadgets
LED TV LED formate goes slim from 3528/3030 in 2009, 5050/5252 in 2010 to 5630/6020 in 2011 as the major LED packages.
2010 top Ten LED Markers
1. Nichia
2. Samsung LED
3. Cree
4. LG Innotek
5. Epistar
6. Osram
7. Seoul Semi
8. Toyoda Kosea
9. Philips Lumileds
10. Toshiba
HK Snob
Thursday, January 27, 2011
Sunday, January 16, 2011
Together No.1, SIPLACE Team is Now ASM Assembly Automation Systems
On January 7, the former Siemens subsidiary SIPLACE officially became a part of ASM Pacific Technology. Under the new name ASM Assembly Systems.
The announcement of the SIPLACE sale in the summer of 2010 made it sound as if the unwanted stepchild of Siemens is becoming the new member of the family that ASM Pacific Technology was looking for.
We would think that this merge is a nice analogy, with a kernel of truth. Siemens indeed had not considered its placement machine business to be part of its core activities for quite some time.
In ASMPT they found an industrial investor who is intimately familiar with the extremely dynamic and cyclical electronics industry and is obviously very comfortable in this environment. Both, were prepared for this transfer, both mentally and by restructuring themselves and adopting a very lean and flexible global cluster organization.
The management and the employees of SIPLACE and ASMPT place similar emphasis on innovation, engineering exellence and quality. In short they fit well together, as has become even more apparent over the last very hectic and active months. They are looking to the future with a great deal of enthusiasm and confidence.
ASMPT has advanced in past decade and since 2002 became a World No.1 supplier of machines and systems in the chip assembly, wire bonding and packaging fields while these markets were developing. In the meantime, the entire electronics production field has evolved into a mature and highly competitive warfield. Entering into adjacent markets such as SMT placement from nowhere and only with their own resources would not be advisable. That's why the purchase of SIPLACE makes so much strategic sense for ASMPT.
In the future, the back-end processes being served by ASM’s machines will increasingly merge with the SMT placement processes – the success of SIPLACE CA with its ability to place bare dies and flip-chips directly from the wafer is a prime indicator of this trend. At the same time, both ASMPT and SIPLACE are better positioned for this development than their competitors.
Customers want efficient solutions that require experience and skills in both the back-end and front-end segments of electronics production. ASM and SIPLACE will be able to offer these in the future.
The two companies also complement each other in their regional focus. ASMPT has most of its customers in Asian markets, while SIPLACE contributes its market leadership in Europe, the Americas and with global key accounts.
When managers talk about synergies in connection with a merger or acquisition, they usually mean saving costs by eliminating redundancies. With their two companies it’s different: the acquisition of SIPLACE focuses on generating growth for both companies. Both of them want to move full speed ahead.
We would expect that the new team would be leading the world in supplying World class equipment for this Electronics Assembly in meeting the demand of the fast growing consumer electronics, Automobile, Medical and lighting industries.
HK Snob
The announcement of the SIPLACE sale in the summer of 2010 made it sound as if the unwanted stepchild of Siemens is becoming the new member of the family that ASM Pacific Technology was looking for.
We would think that this merge is a nice analogy, with a kernel of truth. Siemens indeed had not considered its placement machine business to be part of its core activities for quite some time.
In ASMPT they found an industrial investor who is intimately familiar with the extremely dynamic and cyclical electronics industry and is obviously very comfortable in this environment. Both, were prepared for this transfer, both mentally and by restructuring themselves and adopting a very lean and flexible global cluster organization.
The management and the employees of SIPLACE and ASMPT place similar emphasis on innovation, engineering exellence and quality. In short they fit well together, as has become even more apparent over the last very hectic and active months. They are looking to the future with a great deal of enthusiasm and confidence.
ASMPT has advanced in past decade and since 2002 became a World No.1 supplier of machines and systems in the chip assembly, wire bonding and packaging fields while these markets were developing. In the meantime, the entire electronics production field has evolved into a mature and highly competitive warfield. Entering into adjacent markets such as SMT placement from nowhere and only with their own resources would not be advisable. That's why the purchase of SIPLACE makes so much strategic sense for ASMPT.
In the future, the back-end processes being served by ASM’s machines will increasingly merge with the SMT placement processes – the success of SIPLACE CA with its ability to place bare dies and flip-chips directly from the wafer is a prime indicator of this trend. At the same time, both ASMPT and SIPLACE are better positioned for this development than their competitors.
Customers want efficient solutions that require experience and skills in both the back-end and front-end segments of electronics production. ASM and SIPLACE will be able to offer these in the future.
The two companies also complement each other in their regional focus. ASMPT has most of its customers in Asian markets, while SIPLACE contributes its market leadership in Europe, the Americas and with global key accounts.
When managers talk about synergies in connection with a merger or acquisition, they usually mean saving costs by eliminating redundancies. With their two companies it’s different: the acquisition of SIPLACE focuses on generating growth for both companies. Both of them want to move full speed ahead.
We would expect that the new team would be leading the world in supplying World class equipment for this Electronics Assembly in meeting the demand of the fast growing consumer electronics, Automobile, Medical and lighting industries.
HK Snob
Sunday, January 9, 2011
The HB LED Market Continues to Grow in 2011
From various input and Research including LED Inside, LED magazines, Digitimes, We can have more or less forecast base on the Supply Food Chain of MOCDV I Korea, Taiwan and China. The high-brightness LED chip market is projected to reach US$8.25 billion in 2010 and up to US$12.6 billion in 2011, That is a significant increase of 52%!
With the China government's generous incentives to develop the country's LED industry, Like for an example, to subsidize $1.25M on each MOCVD you purchase. MOCVD machine orders in China during the second half of 2010 exceeded those of South Korea and Taiwan already and will be continuously be the major installation in 2011. Similarly, the installation of Map sorter Machine which is necessary to be expanded in proportionally, an estimated of few thousands map sorters with cycle time of 100ms will be required in this area China, Taiwan and Korea.
Likewise, the Global sapphire ingot capacity in 2011 will nearly double that of 2010.
HBLED chip shipments will increase by a CAGR of 28.6% in 2009-2013, and LED lighting applications, in particular, will grow at a compounded 97.4% pace over the same period versus only 62.6% for LED-backlit LCD monitors. As what I had been mentioned a couple of months ago, The LED lighting and back light modules will become Hot Cakes in 2011.
HK Snob
With the China government's generous incentives to develop the country's LED industry, Like for an example, to subsidize $1.25M on each MOCVD you purchase. MOCVD machine orders in China during the second half of 2010 exceeded those of South Korea and Taiwan already and will be continuously be the major installation in 2011. Similarly, the installation of Map sorter Machine which is necessary to be expanded in proportionally, an estimated of few thousands map sorters with cycle time of 100ms will be required in this area China, Taiwan and Korea.
Likewise, the Global sapphire ingot capacity in 2011 will nearly double that of 2010.
HBLED chip shipments will increase by a CAGR of 28.6% in 2009-2013, and LED lighting applications, in particular, will grow at a compounded 97.4% pace over the same period versus only 62.6% for LED-backlit LCD monitors. As what I had been mentioned a couple of months ago, The LED lighting and back light modules will become Hot Cakes in 2011.
HK Snob
Wednesday, January 5, 2011
LEDs in Philippines
Manila Night View
People has not much concern on converting incandescent lamp into CFL to LED. In the hotel we stay I can hardly see any LED 50% are still using Incandescant lamps and 50% CFL.
In the Hotel that I Stay, the Christmas tree decorative LED is the only LED in the Hotel.
As for LED company, there is almost zero, there is a couple of Japanese OEMs for LED manufacturing in Philippines. So the potential is huge if you want to build LED factory here in Philippines.
The Beautiful Manila is in need more LED lightings!
HK Snob