|Strategies Unlimited unveils top-ten list of LED manufacturers|
|28 Feb 2011|
|Nichia topped the list of HB-LED suppliers in 2010, and Korean manufacturers ranked highly.|
|Market research firm Strategies Unlimited has unveiled the top-ten list of HB-LED manufacturers in 2010, ranked by revenue from packaged LED sales.
Topped by privately-held Japanese manufacturer Nichia, the list also contains 2 other Japanese companies (Sharp, Toyoda Gosei) as well as 3 Korean suppliers (Samsung LED, Seoul Semiconductor and LG Innotek).
The USA is represented by Philips Lumileds and Cree, while Germany and Taiwan have one representative each (Osram Opto and Everlight, respectively).
Top ten LED makers in 2010:
Ranking by revenue of the top 10 suppliers in the HB-LED market in 2010
Source: Strategies Unlimited.
||Osram Opto Semiconductors
||Philips Lumileds Lighting
Notes: Companies have the same ranking when the difference in revenue is within the margin of error. Revenue includes packaged LED sales only.
According to Strategies Unlimited, the Korean manufacturers on the list Samsung LED, Seoul Semiconductor, and LG Innotek rode the boom in the LCD TV and monitor backlight market. Osram rode the rise of the Chinese HB-LED market, especially in the automobile sector. Lumileds’ success in high-power backlight products, cell phone flash, and architectural lighting contributed to much of its success. Cree’s dedicated focus on lighting ensured its continued strong position in the solid-state lighting revolution.
Strategies Unlimited’s HB-LED market analysis was presented by Ella Shum, Director of the company’s LED Practice, at the Strategies in Light conference on February 23 in Santa Clara, CA.
|Name: billk Posted: Thu, 03 Mar 2011 00:03|
|Perhaps a definition is in order for the terms: "HB-LED Manufacturer". This list is a true hodgepodge, with no real sense to hang your hat on. Strategies Unlimited is notorious for not knowing what is really going on in the industry and for sure not understanding what is what in Asia. This list shows this in spades. Is this all HB-LED including Phosphides, Nitrides and AlGaAs? Is it die vendors and packagers....subsystem/system level as well? Revenue: It reports to have revenue numbers from privately held Nichia for LED Products only? Revenue for TG broken out for LED Die, Packages and Modules versus autombile and other income? Is this true? What is in, what is out? What is Everlight doing on here versus Epistar? What is the point of this list - to promote a low level of ....., Oh enough already. I ask you, LED Magazine: "What do you think of this list?"|
Strategies Unlimited has always produced its numbers for the packaged HB-LED market: no chips (hence no Epistar on the list), no modules and no sub-systems/systems.
|Name: ellas Posted: Thu, 03 Mar 2011 22:03|
|I am the analyst who put this list together and I would like to answer some of your questions here. HB-LED is defined as LEDs that are capable of generating luminous intensities on the order of at least hundreds of millicandela in a low-power 5-mm lamp package. We only track InGaN and InGaAIP LED packaged lamps. No, we don’t track Xmas lights or other commodity LED lamps using GaP or GaAsP. The revenue numbers used in the ranking are from trustworthy sources and estimates based on our experience. We track about 40 HB-LED companies worldwide and we do try our best to separate their HB-LED components sales from their other sales like chips or subsystems. We also identify OEM revenue so they are not double counted. All the numbers used for the ranking will be available in our “2011 HB-LED Market Review & Forecast Report”. As to question of covering Asia, I wish you had been at the opening talk at Strategies In Light last week, the central theme was “The Rise of China”. I am always open to comments and new ideas. Please email me directly. |
|Name: rwalkerusa Posted: Sat, 05 Mar 2011 19:03|
|Bill:Surprised you posted this. A few quick notes:
1. You ask the question: "This list shows this in spades. ...Is it die vendors and packagers....subsystem/system level as well? "
2. Literally 3 inches above your post, on the very same screen, in the article you are posting about, is the comment: "Revenue includes packaged LED sales only. " Much of the answer to your question was right there!!! And SU has long only covered "high brightness" phosphides and nitrides (and always carefully defined what they mean by "high brightness"). Digging into any one of numerous SU presentations over the last 15 years would tell you all this.
3. You ask: "What is Everlight doing on here versus Epistar?" Well, perhaps you are not so aware of Asia as you think, but I can tell you that Epistar sells NO packaged die, and Everlight does. So Epistar's packaged LED revenue is 0 - which wouldn't put them on the top 10 list, would it?! Hopefully you were aware of this!
Next time read before you shoot.