- Leading LED Suppliers for 2011 –On the supply side, 10 companies accounted for more than 68% of the LED market in 2011. The rank order of the top 10 suppliers in the LED market for 2011, by revenue of packaged LED components, is:
2. Samsung LED
3. Osram Opto Semiconductors
4. LG Innotek
5. Seoul Semiconductor
7. Philips Lumileds
9. Toyoda Gosei
- LED Supply by Region – Geographically, Taiwanese and Chinese suppliers gained market share at the expense of the other regions. China’s improvement in product quality, coupled with gains in the domestic market, fueled the growth from 2% market share to 6% in one year. Korean companies lost share in the slowing market, even though they were the most aggressive in increasing capacity during the ramp-up in 2010. The expansion by Philips Lumileds, Cree and Osram Opto into 6-inch substrates slowed as there was a great deal of excess capacity in their existing 4-inch lines. The Japanese LED business has trended down or flat. However, Nichia and TG are major beneficiaries of the boom in tablet computers. Osram Opto gained a major design win, which propelled its visible LED component business to more than $1 billion.
- Lighting – The same supply conditions that reduced the price of LEDs increased the demand for packaged LEDs in lighting applications from $1.2 billion in 2010 to $1.8 billion in 2011. System efficacy, rather than LED efficacy, was the gating factor in 2011. The LED luminaire and replacment lamp market was $9.3 billion in 2011, an increase of 45% over 2010. The market for LEDs in lighting is expected to demonstate substantial unit growth over the next five years, but revenue growth will be much lower due to pricing pressure. http://www.ledsmagazine.com/news/9/2/6
- Cree, Inc., was recognized for developing a novel LED that enables a new, high-efficiency driver (i.e., power supply) architecture to improve overall lighting system efficacy.
- Osram Sylvania was recognized for its work developing an LED replacement for 2’x2′ fluorescent fixtures (i.e., troffers) that has achieved extremely high energy efficiency.
- Philips Lighting was recognized for its efforts to develop a family of LED drivers that are smaller, lower-cost and more efficient.
- Rensselaer Polytechnic Institute was recognized for its efforts to close the “green gap” by improving the color rendering of LEDs.
- Universal Display Corporation was recognized for completing two pre-prototype undercabinet phosphorescent OLED systems that have achieved high efficiency levels.
- White Optics was recognized for developing a composite coating to optimize the light output of SSL systems by maximizing reflection. http://www.energyvortex.com/pages/headlinedetails.cfm?id=5433