Packaged LED market shares

We have recently updated market shares for a new report, both for 2009 as well as a provisional market share for 2010. For Samsung LED and LG Innotek, we looked at the values of packaged LEDs even those contained in a module and counted all of their packaged LED business, whether merchant or captive.

12/02/2010


IMS research: excellence in market intelligneceWe have recently updated market shares for a new report, both for 2009 as well as a provisional market share for 2010. For Samsung LED and LG Innotek, we looked at the values of packaged LEDs even those contained in a module and counted all of their packaged LED business, whether merchant or captive.

Although the TV backlighting boom has temporarily fallen in the 4th quarter of 2010 due to weaker demand and supply chain corrections, 2010 was still a year of tremendous growth in the LED industry, dramatically higher than the typical growth rates of recent years. We believe the market for LEDs (including all types: Standard, AlInGaP and InGaN) has grown from $6.1 billion in 2009 to about $10.0 billion in 2010, driven by economic recovery, lighting and above all backlights, especially TVs. This means that suppliers are having to grow by 64% this year just to maintain their market share.

Nichia is still the number one in 2009 and 2010 however will be challenged strongly by Samsung LED in 2011. Samsung now has the capacity to take the #1 position and increasing demand for LED TVs from Q2 2011 onwards should enable them to do so. In 2009 we rank Samsung as 3rd and in 2010 2nd, changing places with Osram who have previously occupied the number 2 rank for many years. Lumileds, which was ranked 3rd by IMS Research in 2006, 2007 and 2008, has fallen to 4th position in 2009 and a provisional 6th in 2010. Lumileds’ market share has actually been fairly steady as they have grown in line with the market, but they provisionally look set to fall in rank in 2010 due to tremendous growth from Seoul Semiconductor and Cree.

IMS has produced the market shares for LED manufacturers worldwide for many years but this is the first time we have expanded this and shown some region and application market shares as well. We have market share estimates for three regions: EMEA (Europe, Middle East and Africa), Americas and Asia Pacific and for applications including lighting and automotive for this report. For lighting and automotive Cree and Osram respectively are the market leaders.

IMS market shares are our estimate but in practice many of these are based on reported revenue and discussions with the leading suppliers who we have direct relations with. Opinions from competitors and companies elsewhere in the supply chain (particularly for lighting and backlighting) help to verify the market shares, as do our estimates of the capacity of the leading suppliers (we also track reactor shipments and chip production) and known supply chain relationships within the LED industry.



No comments
The Top Plant program honors outstanding manufacturing facilities in North America. View the 2013 Top Plant.
The Product of the Year program recognizes products newly released in the manufacturing industries.
The Leaders Under 40 program features outstanding young people who are making a difference in manufacturing. View the 2013 Leaders here.
The new control room: It's got all the bells and whistles - and alarms, too; Remote maintenance; Specifying VFDs
2014 forecast issue: To serve and to manufacture - Veterans will bring skill and discipline to the plant floor if we can find a way to get them there.
2013 Top Plant: Lincoln Electric Company, Cleveland, Ohio
Case Study Database

Case Study Database

Get more exposure for your case study by uploading it to the Plant Engineering case study database, where end-users can identify relevant solutions and explore what the experts are doing to effectively implement a variety of technology and productivity related projects.

These case studies provide examples of how knowledgeable solution providers have used technology, processes and people to create effective and successful implementations in real-world situations. Case studies can be completed by filling out a simple online form where you can outline the project title, abstract, and full story in 1500 words or less; upload photos, videos and a logo.

Click here to visit the Case Study Database and upload your case study.

Bring focus to PLC programming: 5 things to avoid in putting your system together; Managing the DCS upgrade; PLM upgrade: a step-by-step approach
Balancing the bagging triangle; PID tuning improves process efficiency; Standardizing control room HMIs
Commissioning electrical systems in mission critical facilities; Anticipating the Smart Grid; Mitigating arc flash hazards in medium-voltage switchgear; Comparing generator sizing software

Annual Salary Survey

Participate in the 2013 Salary Survey

In a year when manufacturing continued to lead the economic rebound, it makes sense that plant manager bonuses rebounded. Plant Engineering’s annual Salary Survey shows both wages and bonuses rose in 2012 after a retreat the year before.

Average salary across all job titles for plant floor management rose 3.5% to $95,446, and bonus compensation jumped to $15,162, a 4.2% increase from the 2010 level and double the 2011 total, which showed a sharp drop in bonus.

2012 Salary Survey Analysis

2012 Salary Survey Results

Maintenance and reliability tips and best practices from the maintenance and reliability coaches at Allied Reliability Group.
The One Voice for Manufacturing blog reports on federal public policy issues impacting the manufacturing sector. One Voice is a joint effort by the National Tooling and Machining...
The Society for Maintenance and Reliability Professionals an organization devoted...
Join this ongoing discussion of machine guarding topics, including solutions assessments, regulatory compliance, gap analysis...
IMS Research, recently acquired by IHS Inc., is a leading independent supplier of market research and consultancy to the global electronics industry.
Maintenance is not optional in manufacturing. It’s a profit center, driving productivity and uptime while reducing overall repair costs.
The Lachance on CMMS blog is about current maintenance topics. Blogger Paul Lachance is president and chief technology officer for Smartware Group.