Recently, DIGITIMES Research recently the 2012 LED upstream chip manufacturers in Taiwan, Korea and Japan. Terrestrial plant competitiveness forecast.And pointed out that the Asian manufacturers increasingly important position in the upstream of the LED industry in chip manufacturing.
Reported that the MOCVD machine demand from the regional market observation, forecast Asia the proportion of up to 90% in 2012, an increase of 10 percentage points over the previous 1 year; mainland China the highest demand for machine, purchased in 2012 the proportion of 68%, but the technology is still in the phase of ascension, Taiwan, Japan, Korea, the LED chip industry strength is still better than the mainland manufacturers.
From the layout of the LED industry chain observed the competitiveness of Asian major industry by, the South Korean industry by comprehensive appraisal better than the Japanese factory and station plant performance, the main because The former multi adopt consistent mode of production, especially Samsung (Samsung) relying on its brand, favorable its LED career Ministry Productivity improvement; but alone of the LED chip manufacturing strength rating scores in descending order of the day plant, the Taiwan plant, the Korean plant, land plants.
Observation of the regional industry LED business unit revenue, factory output value in 2012 was estimated at $ 3.6 billion, ranking the highest in Asia, and the annual growth rate will be 17%; South Korean industry due to the vertical integration of the industry chain and high output value contains mold group part of the estimated output value of $ 3.2 billion, an annual growth rate of 49.6%; Taiwan factory focus on the production of LED components, estimated production value of $ 1.69 billion, net of module output value of the South Korean industry, part of the Taiwan plant will outperform the Korean factory .
The agency analysis said, 2012, Chinese mainland companies with MOCVD machine production carve out an estimate of about 30% annual growth rate, the output value will reach $ 1.42 billion, but the mainland manufacturers mostly in low-power LED-based, it is a global industry The status is not yet pose a threat to other Asian LED industry.
Look to the first half of 2012, the profitability of each industry, the Taiwan factory Epistar, the Lunda business interests rate of about 5%, double-digit day plant Toyoda Gosei Optics Division, was 11.3%, semiconductor subsidiary of Seoul, South Korea SOC by losses into profits of 0.6%, LG Innotek and Samsung LED forecast full-year profit of -4% to -6%, 7.3%, respectively. Large Lu Sanan and BDO Runda due to the toward LED application product development, and improve their own LED chips using the proportion of Sanan operating margin was 24.8 percent, the the BDO Runda LED chip gross profit margin was 22.8%, relatively better earnings performance .
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