Showing posts with label LED manufacturers. Show all posts
Showing posts with label LED manufacturers. Show all posts

Thursday, April 14, 2011

Siemens plans Osram IPO

Siemens AG, the German industrial conglomerate, plans to publicly list its subsidiary Osram GmbH in the fall of 2011. Osram will become a publicly-listed lighting company with Siemens as a long-term anchor shareholder, with Wolfgang Dehen as its new CEO. As Osram GmbH prepares for its planned Initial Public Offering (IPO), Wolfgang Dehen will take over as the new president and CEO, with effect from April 1, 2011. Dehen succeeds Martin Goetzeler, who will assume the position of Chief Operating Officer. Osram, part of Siemens’ Industry sector, is the world’s second largest lighting manufacturer and had a turnover of EUR4.7 billion in the 2010 financial year after the largest Philips. The company has around 40,000 employees worldwide, supplying customers in 150 countries worldwide from its 46 production sites in 17 countries. “Osram has an outstanding position worldwide as Siemens’ lighting brand, and we intend to maintain our close ties to the future Osram AG as a long-term anchor shareholder,” said Siemens President and CEO Peter Löscher, adding that Siemens also wants to participate in future growth in the market for new lighting technologies. Osram GmbH has been a wholly owned subsidiary of Siemens AG since 1978. Siemens described its Osram subsidiary as “a leader in all relevant stages of the lighting value chain, for conventional as well as new technologies,” adding that Osram generates 20 percent of its total revenue with LED-based products. Siemens puts the total market for components, luminaires and lighting solutions at roughly EUR45 billion, with luminaires and lighting systems account for over two-thirds of this market. Driven by LED- and OLED-based lighting, the total market is expected to grow to around EUR65 billion by 2016. Only last month Osram announced its plans to further expand by acquiring Siteco, which is active in the market for luminaires and lighting solutions. Osram has been one of the technology leaders in LED designs and Manufactures, many of their products are lighting up the street, roads, Tunnels, bridges and Cities all over the world. They have factory running in Penang from Wafer fab, sawing, whole end of line assembly down the process to moulding, sawing, test sort and packaging in Penang, using the state of art LED Manufacturing from Major LED Equipment Suppliers. Osram Penang has been running for LED since the time Siemens Litronics in 1987. Osram has their major R & D centres in both Regensburg Germany and Penang. HK Snob

Friday, August 6, 2010

LED in Russia




I had met the pioneer of LED in Russia Sherbakov Nikolay, who is the very few men who had successfully making the very first commercial white LEDs in Russia. The building was once the cradle of the scientic Rearch Centre for LED and Microelectronics 40 years ago in time of the USSR. 

Feverip

Tuesday, April 27, 2010

Malaysia LED Products is expected to Increased 20% This Year

PENANG, April 27 (Bernama) -- Malaysia's export of Light Emitting Diode (LED) products is expected to increase by 20 per cent this year, compared to 12 per cent in 2009.
International Trade and Industry Minister Datuk Seri Mustapa Mohamed said last year, the export of LED products amounted RM1.81 billion, an increase of 12 per cent from 2008.
"We are confident that the export of LED products will increase this year following the improving economic conditions," he told reporters, after the opening of OSRAM Opto Semiconductors (Malaysia) Sdn Bhd's LED Wafer Fabrication Plant here Tuesday.
He said the LED products are mainly exported to Japan, the United States, Singapore, Germany and Taiwan.
In his speech, Mustapa said Osram Penang had been manufacturing LEDs for worldwide distribution, for more than 20 years.
He added that it had at present, the world's most advanced LED chip factory.
"This new wafer fabrication facility is operating in addition to the main plant in Regensburg, Germany, to manufacture LED chips using state-of-the-art nitride technology and meeting growing demand from high-volume lighting and consumer applications.
"With this expansion, it also becomes the first wafer fabrication plant for LEDs in Malaysia," he said.
The facility is also the company's first ever LED chip plant in Asia and currently, the most modern in the world.
The production facility in Penang also makes Osram Opto Semiconductors the first LED manufacturer with high-volume chip production facilities both in Europe and Asia.
-- BERNAMA

PS
Today is the Opening Ceremony of Osram Opto Semiconductor in Penang. Though I was invited but due to my current assignment, I could not go and thus I miss seeing a lot of old friends in Penang.

Tuesday, September 22, 2009

Rumors suggest TSMC is looking for an LED maker

Speculation last week surrounded Taiwan Semiconductor Manufacturing Co., Ltd. (TSMC). The largest silicon semiconductor foundry company may be seeking to buy one of the largest LED manufacturers, according to several articles from internet in the past weeks.

According to several articles we picked up, and some was originating in Taiwan, TSMC's proposed targets are Philips Lumileds or Toyoda Gosei. At present, these rumors amount to little more than unsubstantiated gossip.

An article on the Taiwan Economic News claimed that TSMC had been in discussion with Philips Lumileds for three years, but the sides have not yet reached a consensus. However, said the article, the merger is more likely now because Philips intends to dispose of its unprofitable subsidiary. Furthermore, said the article, TSMC is an ideal owner to help improve Philips Lumileds’ operation efficiency and competitiveness with its production technologies. Toyota, has no intention of expanding the chipmaker's capacity.

As for my point of view, the giant Philips group can help and maintain Lumileds. I do not see any reason why Philips would sell its technology of LED to the Taiwanese unless there is an immediate financial need. Lumileds is losing money and that is not an incurable situation as all it takes is some changes of manufacturing technology only.

Sunday, July 19, 2009

Philips New Acquisition

Royal Philips Electronics has acquired yet another company, Manchester, N.H.-based Teletrol Systems specializes in the design and manufacture of building lighting control centers with over 10,000 building sites around the world. The acquisition was announced on 16 July. Financial terms were not disclosed.

17 July 2009

Wednesday, July 1, 2009

Top LED Manufacturers




The global light-emitting diode industry is mainly concentrated in Japan, Taiwan, Europe, America, South Korea, China, etc. According to Yano Research 2009, Japan, the largest producer of the light-emitting diode industry in the world, holds 46.6% of the market share.


European and American is the 2nd sector of the world production 18.2%. rest 35.2% is Korea, Taiwanese and Chinese Market. Nichia Corporation is the world's largest provider of the high-brightness light-emitting diodes. Toyoda Gosei Co., Ltd is the world's fourth largest and Japanese is the second largest manufacturer of the light-emitting diodes.


Osram Opto, located in the Europe and America, is the world's second largest and Osram is the largest manufacturer of the high-brightness light-emitting diodes in Europe. Taiwan, the global production base of the consumption electronic products, is mainly engaged in the production of the visible light-emitting diodes. Taiwan is also the world's largest downstream packaging and middle stream chip production base. The Rate of growth is from Korea, Taiwan and China for more than 10% on 2008 as comparing with 2007. This growth is still on!

With more than 30-year development, Chinese light-emitting diode industry has formed the basically complete industrial chains, covering the LED inside, epitaxial wafer, chip package and application. At present, China has over 600 LED enterprises specializing in the downstream packaging and application. But the development of the epitaxial wafer and chip is comparatively backward. There are only about 10 enterprises engaged in the production of the epitaxial wafer for LED, as well as few chip manufacturers. So, the yield capacity enjoys a high degree of concentration. Recently Osram has announced the open ceremony of the first LED wafer fabrication in Penang. That has been one of the ways to enlarge their LED production in Asia. And the first step to shift the manufacturing centre and technology to Asia.

With gradual improvement of the luminous efficiency and application technologies, the light-emitting diodes has been transferred from initial indicator lights to screens, such as the landscape lighting, backlight, automobile lights, traffic lights, lighting areas, etc. The application of the light-emitting diodes is now in diverse development. It is predicted that the average compound growth rate of sales of the display light-emitting diodes will be exceeded 15% in 2006 to 2010 and the annual average compound growth rate of sales of the landscape lighting will reach over 35%, with the annual average compound growth rate of sales of the backlight light-emitting diodes at more than 30%.

In 2010, many patents in the light-emitting diode industry will expire. Chinese enterprises are expected to break through the shackles of the intellectual property rights from European, American and Japanese giants. They should make good use of huge market bases and abundant labor resources in order to occupy a place in the Global LED supplier food chain.


As for technology competence, European and American is the leader in term of Lumen intensity, LED efficacy, Package design, thermal management. Taiwan is a close follower and China is the world fcatory for LED of All types including those USA and Taiwan Set-up. European LED giant is also looking for way to set-up a fcatory in China for import tax redeem purpose.

Today we can see that there is almost one new set-up factory in China for LED every week! Not to believe that is not even get a good balance in demand and supply, however this supply of LED will carry on eroding the ASP of LED, an this is the nature of every electronics component life cycle.

These are the Rank of the LED players in the world in term of revenue of LED product in 2007.

Nichia 21%
Osram 18% (European No.1)
Citizen 7%
TG (Japan No.2)
Lumileds 6.8%
Stanley 6%
Everlight 5.3%
Avago 4.6%
Seoul Semi 4.2%
Others