2012 World largest LED Companies

2012 World largest LED companies, Japan's Nichia, followed by Korean Samsung, German Osram, Korean LG and Seoul Semi...

Dominant by Korea, Japan and US are the world famous company for LED, mosty they have their own wafer fab, downstream assembly. One common sucessful factor for their success are 80% of them are using most efficient and reliable assembly equipment supplied by ASM Pacific Technology Singapore. 

They have their unique technology, patents and commercial trade secret to be successful LED giants.

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Q4 13 would be having higher demand on Lighting LED as comparing with Q3 13

Q4 13 would be having higher demand on Lighting LED as comparing with Q3 13


After off-season of June and July, LED lighting will not usher in the season until August and September to the end of this year, and the base of last year is poor, from the third quarter, the year on year growth of LED enterprises is expected to improve quarter by quarter, which is conducive to enhancing the market's confidence for LED section.

In view of the life cycle of consumer electronics, new product penetration will grow at the fastest speed from 10% to 55%, the current LED lighting penetration rate is about 8%, and it is about to enter the stage of rapid growth.

LED section has fluctuated greatly, this sharp rebound of LED plate from the bottom is mainly because the LED lighting penetration enters the fast growth phase, while the LED backlight market penetration is close to 80%, LED lighting has officially replace the LED backlight to become the main driving force of LED industry to grow, and which has been verified with the short-term operations in June and July of the domestic LED enterprises.

Compared with LED backlight market at the value of one hundred billion, LED lighting market will reach one trillion, it is believed that domestic high-quality companies have more growth opportunities in the era of LED lighting. In addition, the best stock in U.S. market RVLT belongs to LED stock, this stock rose 515 percent this year, reflecting that the U.S. market is optimistic about LED lighting industry, which will further firm market's confidence.

In future, the performance of mainland China LED companies and American enterprises is more representative of global LED industry trends. In details, San An photoelectric is rapidly stepping towards the NO.1 in the world in LED chip field, and the subsequent further layout in downstream applications also is the trend, in the LED lighting market at the value of one trillion, there still is huge room for San An photoelectric to grow, and it is just a step away from the new record high.

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Who is the beneficiary? Taiwan or China LED from the recent China Recent Credit Crunch on LED industry?

Who is the beneficiary? Taiwan or China LED from the recent China Recent Credit Crunch on LED industry?


The Chinese government subsidized purchase of MOCVDs from 2008-2013, but with subsidies ending this year, and with small companies unable to acquire subsidies, it has caused the issue of idle equipment. Although China added 300 MOCVDs this year, less than one third has actual output. Some equipment manufacturers even face accounts receivable risks. There is doubt about the industry’s unbalanced supply and demand.

Chinese banks’ recent credit crunch has impacted the LED industry. More than 100 LED manufacturers have defaulted as a result in Eastern and Southern China this year. Taiwanese LED manufacturers have emerged as the beneficiaries of the industry restructuring, as foreign investors purchase stock from industry leaders Epistar and Everlight.

In July, several LED manufacturers in southern China announced insolvency due to the Chinese government’s monetary policies to curb shadow banking, which restricts lending to “six industries with high levels of idle capacity” that includes LED and solar energy, according to a recent Xinhua News Agency report.

Chinese LED manufacturers suffered from short-term turnover issues as a result, which led to the recent wave of closures in Foshan and Guangzhou area. At least more than 100 Chinese small-mid size LED companies have shut down this year, as a conservative estimations.

The above trends are happening not only in China, also Taiwan. Over the last two years, banks have been increasingly conservative in their lending to the LED industry, according to a financial director of a major Taiwanese LED brand. However as a comparison, Taiwan LED manufacturer’s finance structure and cash flows are much better than their Chinese counterparts’.

China’s subsidy policy is the root cause behind the unbalance of supply and demand in the LED industry, said those in the industry. Currently, there is a continual rise in LED lighting demands, and the bar remains high for entry in the mid and high powered LED applications. Taiwan’s LED manufacturers have technology as backup, and will be the biggest beneficiaries in this bankruptcy wave in China, especially companies that are focused on LED lighting.

As an Analysts estimation that Epistar and Everlight will emerge as the biggest beneficiaries from this default wave in China. Currently, China’s downstream manufacturers are experiencing financial difficulties, while upstream epitaxy manufacturers will face the issue of staff returning to Taiwan.

Foreign investors purchased Epistar and Everlight stocks because both companies have healthy financial structure and advanced technology.

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success of samsung ..comment

Sorry to inform one fan that made a  comment on the post success of  Samsung.
My led blog have  some Google bugs I think
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