LED lighting is an upstream industry in the 21st century. The development of LED material technology directly drives changes in the lighting market. LED chips and LED packaging technology have become the dominant technology for LEDs. The current global LED chip market is roughly divided into three camps: Mainland China Manufacturers, Taiwanese manufacturers and foreign LED chip manufacturers.
The LED Research Institute of Advanced Industry Research (GGII) compiled the "2016 China LED Chip Industry Survey Report (Seventh Edition)" based on the actual survey of upstream epitaxial chip companies across the country. The report summarizes China's LED chips for the whole year of 2015. Industry development characteristics, and a market analysis of the top ten LED chip manufacturers in mainland China.
In 2015, the output value of China's LED chip industry reached 13 billion yuan, an increase of 8.3% compared with 2014, and the growth rate has slowed down significantly compared with 2014. In 2015, major chip manufacturers such as San'an and Huacan continued to expand their production. In addition, downstream demand has slowed significantly, industry competition has intensified, and chip prices have fallen sharply. The annual LED chip output increased by 60%, but the output value increased by only 8.3%. .
Taiwan LED chip manufacturer
Epistar abbreviation: ES, (Lianquan, Yuankun, Lian Yong, Guolian), Huga,
New Century (GenesisPhotonics), Huashang (ArimaOptoelectronics) abbreviation: AOC,
Tekcore, Kellett, Juxin, Guanghong, Jingfa, Vision, Zhoulei, Liansheng (HPO), Hanguang (HL), Optical Lei (ED), Tyntek (Tyntek) Abbreviation: TK , Yao Fu Zhou Technology TC, Formosa Epitaxy (Formosa Epitaxy), Guotong, Lianding, New Optoelectronics (VPEC) and so on.
Huaxing (LedtechElectronics), Dongbei (UnityOptoTechnology),
ParaLight Electronics, Everlight Electronics,
Baihong (BrightLEDElectronics), Jintai (Kingbright),
Lingsen Precision Industries, Ligitek Electronics,
Lite-OnTechnology, HARVATEK, etc.
Mainland LED chip manufacturers
Sanan Optoelectronics abbreviation (S), Shanghai Blu-ray (Epilight) abbreviation (E), Silan Mingxin (SL), Dalian Lumei abbreviation (LM), Diyuan Optoelectronics, HC Semitek, Nanchang Xinlei, Shanghai Jinqiao Dachen , Hebei Lide, Hebei Huineng, Shenzhen Orende, Shenzhen Century Epistar, Guangzhou Puguang, Yangzhou Huaxia Integration, Gansu Xintiandian Company, Dongguan Fudi Electronic Materials, Qingxin Optoelectronics, Jingneng Optoelectronics, Zhongwei Optoelectronics, Qiang Photoelectric, Jingda Optoelectronics, Shenzhen Fangda, Shandong Huaguang, Shanghai Sapphire, etc.
Ranking of LED Chip Manufacturers in Mainland China
NO.1 Sanan Optoelectronics
Sanan Optoelectronics Co., Ltd. (600703.SH) was established in 2000. It is currently the earliest and largest full-color ultra-high-brightness LED epitaxy and chip industrialization production base in China. The company’s LED business main products include sapphire, epitaxy Chips, packaging devices, lighting applications, industrialization bases are distributed in Xiamen, Tianjin, Wuhu, Huainan, Quanzhou and other regions.
In the first three quarters of 2015, the company achieved revenue of 3.6 billion yuan, a year-on-year increase of 3.55%. In 2015, the company plans to add 100 MOCVD equipment, and in the first half of the year, it has reached 32.
NO.2 Tongfang Optoelectronics
Tongfang Optoelectronics is a subsidiary of the listed company Tongfang shares with a strong financial background. It is mainly engaged in the research and development, production and sales of white light chips. The production base is mainly in Nantong, Jiangsu (in 2013, the Beijing base machine has been moved to Nantong). The company currently has 59 MOCVD units, ranking fifth in the country.
In terms of upstream epitaxial chips, the company relied on the scientific research strength of Tsinghua University, combined with the Chinese Academy of Sciences and some R&D teams in Taiwan, successfully mastered the key chip technology, and applied for nearly 100 domestic and foreign patents. The company's small and medium-sized chips have been recognized by major packaging manufacturers, and its chip output scale is currently second only to San'an.
NO.3 HC Semitek
HC Semitek Co., Ltd. (300323.SZ) was established in 2005 and is a leading LED chip supplier in China. The company is committed to R&D, production and sales of LED epitaxial materials and chips based on GaN-based blue and green light series products.
In 2015, the company intends to issue an additional 600 million yuan to acquire 100% of Yunnan Lanjing. If the acquisition is successful, the company and Lanjing Technology will complement each other in business form, integrate and share customer resources, and can comprehensively utilize existing customers of both parties. Channels and business resources, customer penetration and industrial chain extension, expand the overall business scale, thereby improving the profitability of listed companies. In the future, the company's overall products, business system and market layout will be further optimized, and synergy effects will gradually appear.
NO.4 BDO Runda
Guangdong Dehao Runda Electric Co., Ltd. (002005.SZ) was established in 1996 and entered the LED industry in 2009 by acquiring the LED assets of Guangdong Jianlongda. At present, the company has completed the nationwide industrial layout, forming an integrated industrial structure with upstream epitaxial wafers, chips, midstream packaging, downstream lighting, display screens, backlighting and other applications.
Benefiting from the rapid development of LED chip and application business, BDO Runda's LED business revenue accounted for about 50% of the company's total revenue.
NO.5 Dry photoelectric
Xiamen Qianzhao Optoelectronics Co., Ltd. (300102.SZ) was established in 2006. It is mainly engaged in red, yellow and orange quaternary LED epitaxial wafers, chips and high-performance gallium arsenide solar cells. It is a red and yellow light chip among local chip companies. The largest enterprise. In 2015, the company successfully completed the adjustment of its industrial layout. In general, the Yangzhou subsidiary was responsible for the production of red and yellow LED epitaxial wafers and chips, and the Xiamen parent company was responsible for the industrialization of blue and green LED epitaxial wafers and chips.
NO.6 Yuanrong Optoelectronics
Yuanrong Optoelectronics Technology Co., Ltd. (stock code: 832502) was established at the end of 2010 with a registered capital of 240 million yuan. It is a domestic high-tech industry that specializes in the development, production and sales of panchromatic LED epitaxial wafers and chips.
In May 2015, the company was listed on the national SME share transfer system.
In October 2015, the company planned to acquire 85.61% of Qingdao Jason Electric Co., Ltd. by way of non-public issuance of stocks and payment of cash. Through the acquisition, Yuanrong Technology will further improve its strategic layout in the deep ultraviolet field.
NO.7 Jucan Optoelectronics
Jucan Optoelectronics Technology Co., Ltd. was established in 2010 with a registered capital of 193 million yuan. The company is mainly engaged in the research and development, production, sales and service of ultra-high brightness LED epitaxial wafers and chips. The company’s products are mainly used for general lighting, backlighting and landscape Lighting and other fields.
NO.8 Hualei Optoelectronics
Xiangneng Hualei Optoelectronics Co., Ltd. was established in June 2008. It is controlled by companies such as Hunan Coal Industry Group. It is a state-owned holding company with a registered capital of 388 million yuan. The company currently focuses on blue and green light epitaxial wafers and white light chips. Chip products are mainly small and medium power. In 2015, the company has formed an annual production capacity of 1.2 million GaN-based blue-green light epitaxy, 1.1 million chips, and 2.2 million lamps.
NO.9 Inspur Huaguang
Shandong Inspur Huaguang Optoelectronics Co., Ltd. was established in 1999. It is one of the earliest domestic enterprises to introduce MOCVD equipment and is controlled by Shandong Inspur Group. At present, the company is mainly engaged in blue light, red and yellow light chips and LD chips, as well as laser products and LED lighting products. It now has two epitaxial chip production bases in Weifang and Jinan. The company is the largest laser diode chip manufacturer in China and is in a leading position in the domestic optoelectronic industry.
NO.10 Zhongke Semiconductor
Yangzhou Zhongke Semiconductor Lighting Co., Ltd. was established in 2007 with a registered capital of 338 million yuan. It is controlled by China National Materials Corporation and jointly funded by the Yangzhou Economic and Technological Development Zone and the Institute of Semiconductors of the Chinese Academy of Sciences. It is a high-tech enterprise engaged in R&D, design, production and sales of LED high-end epitaxial wafers, chips and lighting products.
Foreign LED chip manufacturers
CREE, Hewlett-Packard (HP), Nichia (Nichia), Toyoda Gosei, Dayang Nippon Acid, Toshiba, Showa Denko (SDK), Lumileds, Asahi Ming (Smileds), Genelite, Osram, GeLcore, Seoul Semiconductor, etc., Puri, Epivalley, etc.
Top 10 foreign LED chip manufacturers
A well-known LED chip manufacturer, American CREE Company, whose products are based on silicon carbide (SiC), gallium nitride (GaN), silicon (Si) and related compounds, including blue, green, ultraviolet light emitting diodes (LED), near ultraviolet Laser, radio frequency (RF) and microwave devices, power switching devices and silicon carbide (SiC) epitaxial wafers suitable for production and scientific research.
It is the world's second largest manufacturer of optoelectronic semiconductors, and its products include lighting, sensors, and image processors. The company is headquartered in Germany, with R&D and manufacturing bases in Malaysia, with approximately 3,400 employees and 2004 sales of 4.59 billion euros. OSRAM's most famous product is LED, which is only a few millimeters in length, has a variety of colors, low power consumption, and long life.
Nichia Chemical, a well-known LED chip manufacturer, a Japanese company, was established in 1956 and developed the world’s first blue LED (1993), the world’s first pure green LED (1995), and has established Subsidiary.
ToyodaGosei: Toyoda Gosei, headquartered in Aichi, Japan, produces automotive parts and LEDs. LEDs account for about 10% of revenue. The white LED jointly developed by Toyoda Gosei and Toshiba uses a combination of ultraviolet LEDs and phosphors. The combination of blue LED and phosphor is different.
As the world's leading LED supplier, its products provide efficient and reliable light sources for numerous products such as automobiles, electronic information boards and traffic lights, industrial equipment, cellular phones and consumer products. The high reliability of these components usually ensures that the light source does not need to be replaced during the life of the device. Agilent’s low-cost dot-matrix LED displays, a wide variety of seven-segment displays and Agilent’s LED light bar series products have a variety of packages and colors to choose from.
Toshiba Semiconductor is a major supplier of automotive LEDs, especially dashboard backlights, car radios, navigation systems, climate control and other units. The technology used is InGaAlP, with wavelengths ranging from 560nm (puregreen) to 630nm (red). Recently, Toshiba has developed a new technology UV+phosphor (ultraviolet+fluorescence). LED chips can emit ultraviolet light, which can combine to emit a variety of lights, such as white light, pink, cyan, etc., after exciting the phosphor.
LumiledsLighting is the world's leading manufacturer of high-power LEDs and solid-state lighting. Its products are widely used in lighting, televisions, traffic signals and general lighting. LuxeonPowerLightSources is its patented product, which combines the small size and long life characteristics of traditional lamps and LEDs. It also provides a variety of LED chips and LED packages, including red, green, blue, amber, white and other LEDs. Lumileds Lighting is headquartered in the United States, with factories in the Netherlands, Japan, and Malaysia. It was established in 1999 by a joint venture between Agilent and Philips. In 2005, Philips completely Acquired the company.
Seoul Semiconductor is South Korea's largest manufacturer of LED environmentally friendly lighting technology and one of the world's eight largest manufacturers (Source: StrategiesUnlimited-LED market research company). Seoul Semiconductor’s main business is to produce a full line of LED assembly and customized module products, including AC-driven semiconductor light source products such as: Acriche, side-light LED, top-light LED, sliced LED, plug-in LED and piranha (super light) LED Wait. Products have been widely used in general lighting, display lighting, mobile phone backlights, TVs, laptop computers, automotive lighting, household goods, and traffic signals.
9. SemiLEDs Xuming
It is the world's leading high-performance light-emitting diode (HPLED), suitable for general lighting applications. SemiLEDs' LED chips are the smartest and most effective in the market today. Using copper alloy substrates, SemiLEDs has successfully developed and commercial MvPLED technology (metal vertical photon light-emitting diodes). With metal substrate and unique device structure, SemiLEDs' HPLEDs have better electrical and thermal conductivity leading to higher brightness, efficiency and better heat transfer, suitable for lighting applications, including displays, signage, communications, automobiles and General lighting.
10. SDK Showa Denko
It is a representative general chemical company in Japan. It has been developing liquid chromatography since the 1960s and has a production history of more than 40 years. Produce GPC, GFC, sugar analysis special column, ion exchange chromatography column, affinity chromatography column, organic acid analysis column, chiral separation column and ion chromatography analysis and other more than 800 types of special columns. Showa Denko will develop blue LEDs and green LEDs with the same luminous efficiency in the future, and plans to target 2010 to increase its LED business revenue from 10 billion yen in 2007 to 15-20 billion yen.