LEDinside : 시장 정보 및 컨설팅 서비스

세계 LED 산업의 동향을 종합적으로 조사했으며, 용도별 수급 동향, 기업수익, 제조능력, 가격, 주요 제조업체의 활동, 마이크로/미니 LED 시장의 동향, 주요 전시회 리포트 등의 데이터·분석을 멤버 분류에 맞추어 이용할 수 있습니다.

제공 내용

• 골드 멤버
  • LED 산업의 수급 데이터베이스
    • 수요 예측
      • 백라이트
      • 조명
      • 자동차(승용차/박스 트럭)
      • 디스플레이
      • UV LED
    • 공급 예측
      • GaN MOCVD 챔버 도입 수(신규 vs 누적)/웨이퍼 이용 수
      • AS/P MOCVD 챔버 도입 수(신규 vs 누적)/웨이퍼 이용 수
    • LED 산업의 충족도 분석·예측
      • GaN LED
      • AS/P LED(적색 LED/IR LED)
  • LED 기업의 매출·제조능력
    • LED 칩 시장
      • 매출 : 지역별
      • 주요 기업의 매출·제조능력
    • LED 패키지 시장
      • 매출 : 지역별
      • 주요 기업의 매출·제조능력·매출 순위 : 용도별
        • 모바일 백라이트
        • 대형 백라이트
        • 조명
        • 자동차
        • 디지털 디스플레이
        • UV LED
        • IR LED
  • LED 산업의 가격 조사
    • 기판
      • 사파이어
      • GaAs
    • LED 칩
    • LED 패키지
      • 조명
      • 백라이트
      • 디지털 디스플레이
      • 자동차
      • UV & IR
• 골드 플러스 멤버
  • LED 산업의 수급 데이터베이스
    • 수요 예측
      • 백라이트
      • 조명
      • 자동차(승용차/박스 트럭)
      • 디스플레이
      • UV LED
    • 공급 예측
      • GaN MOCVD 챔버 도입 수(신규 vs 누적)/웨이퍼 이용 수
      • AS/P MOCVD 챔버 도입 수(신규 vs 누적)/웨이퍼 이용 수
    • LED 산업의 충족도 분석·예측
      • GaN LED
      • AS/P LED(적색 LED/IR LED)
  • LED 기업의 매출·제조능력
    • LED 칩 시장
      • 매출 : 지역별
      • 주요 기업의 매출·제조능력
    • LED 패키지 시장
      • 매출 : 지역별
      • 주요 기업의 매출·제조능력·매출 순위 : 용도별
        • 모바일 백라이트
        • 대형 백라이트
        • 조명
        • 자동차
        • 디지털 디스플레이
        • UV LED
        • IR LED
  • LED 산업의 가격 조사
    • 기판
      • 사파이어
      • GaAs
    • LED 칩
    • LED 패키지
      • 조명
      • 백라이트
      • 디지털 디스플레이
      • 자동차
      • UV & IR
  • LED 산업의 분기별 업데이트
    • 주요 제조업체의 동향
      • EU
      • 미국
      • 일본
      • 한국
      • 대만
      • 중국
    • 재무 동향·전략·제품 기술·동향
  • 마이크로/미니 LED 시장의 전망
    • 기업 동향
    • 신기술
    • Display Week 2019 및 Touch Taiwan 2019의 리포트

KSA 19.01.17

TrendForceResearch Coverage

Established in 2007, TrendForceLED Research (LEDinside) is a professional LED global industry information platform and research institute, focusing on the LED industry supply chain and the latest Micro LED display technology development, providing the most forward-looking analysis services.

The coverage of LEDinsideresearch scope includes projection and display (Micro / Mini LED), lighting, automotive, display, UV, infrared (IR LED / VCSEL) and other application market trends and opportunities. Furthermore, advertising media, customized seminars, and customized reports are also available.

Internet Advertisements

• Product Release
• Banner Promotion
• Interview

Market Intelligence

• Micro LED
• Mini LED
• Infrared LED / VCSEL
• UV LED
• Automotive
• Lighting
• Video Wall

LEDforum

• Lighting
• Micro LED
• UV / Infrared

Customized Report & Consulting Service

• New Market Survey
• Material Market Survey
• Cost Analysis
• Consulting Service

LEDinsideMarket Intelligence Service Summary

Gold+ Member Report

(Global LED Industry Data Base v.s. LED Player Movement Quarterly Update)

• 1. LED Industry Demand and Supply Data Base-Backlight / General Lighting / Architectural Lighting / Automotive Lighting / Digital Display / Projection & Horticultural Lighting / UV LED / IR LED / μLEDMini LED Applications

• 2. LED Player Revenue and Capacity-Chip Market and Player Capacity & Revenue / Package Market and Player Capacity & Revenue / LED Player Revenue Ranking in Each Application

• 3. LED Industry Price Survey-Sapphire / Chip / LED Package (Backlight / Lighting / Automotive / Digital Display / UV LED / IR LED)

• 4. LED Industry Quarterly Update-Major LED Player Quarterly Update (EU, US, Japan, Korea, Taiwan, China)

• 5. Micro / Mini LED Market Prospective Analysis-Player Movement, New Technology, Display Week 2019 / Touch Taiwan 2019 Exhibit Report

LEDinsideGold+ Member Report

(Global LED Industry Data Base v.s. LED Player Movement Quarterly Update)

Release Date: Quarterly (February, May, August, November)

• 1. LED Industry Demand and Supply Data Base: 1Q / 3Q PDF / EXCEL

• 2. LED Player Revenue and Capacity: 2Q / 4Q PDF / EXCEL

• 3. LED Industry Price Survey: 1Q-4Q EXCEL

• 4. LED Industry Quarterly Update: 1Q-4Q PDF (Only English Version)

• 5. Micro / Mini LED Market Prospective Analysis-March, June, September 2019

• 6. Language: Traditional Chinese / English

Mini Market News

• In regard to Mini LED product design, its die bonding will be based on existing equipment, material and multiple flip-chip LED. In addition, it will develop toward Mini LED backlight product field with application markets covering TV, automotive panel, notebook computer and smart phone to name just a few.

• Manufacturers like Huawei and Tianma: They have conducted product tests on Mini LED smart phone. However, as the cost and thickness still fail to compete with that of OLED display, their plan come to a standstill.

Mini/Micro LED Manufacturers News - Display

• Display and chip manufacturers actively launch RGB Mini LED: In response to market demand of ultra fine-pitch display, Chinese display manufacturers (Leyardand Ledman) successively list Micro LED display in their schedule. Besides, San'anOptoand HC SemiTekwill launch Mini LED and Micro LED products in succession in 2018.

• Currently, HC SemiTekis developing vertical chip and flip chip with size between 10μm to 30μm. So far, it can provide preliminary sample.

2Q18 Market Summaries

USA & Europe

• LumiledsLLC: Revenue Slightly Grows in 2018

• OSRAM LichtAG: OSRAM OS and SP Continue to Be Main Growth Driver

• OSRAM OS: Successfully Delivered 2D Facial Recognition to Chinese Mobile Brands

• CREE: LED Revenue Slightly Increased in 2Q18

• Dominant: 2018 Revenue Guidance Targets at USD 125 Million

• Euro: USD=1: 1.169
• USD: JPY=1: 110.7
• USD: KRW= 1: 1113.91
• USD: NTD= 1: 30.51
• USD: RMB=1: 6.589

Japan

• Nichia: Targets 10~15% Annual Growth in 2018

• Citizen: Chip LED For Automotive Cluster Remained Steady in 2Q18

• Stanley: Step in Infrared and UV-C LED Markets

• Rohm: Chip LED Applied in Robot, Factory Automation and Inspection Equipment

Korea

• Samsung LED: Releasing High Power Horticultural LED

• LG Innotek: UVand Automotive are the Main Business in 2018

• Seoul Semi: Will Offer IR LED to Samsung Galaxy Note 10 For Iris Recognition

• Lumens: Four Pillar Business Strategies in 2018

Taiwan

• Epistar: Plan to Release 280nm UV-C LED by the End of 2018

• Optotech: Entered APPLE Watch 4 to Contribute Revenue in 2Q18 and 3Q18

• Epileds: Study Micro LED Product for Customized Project

• Everlight: Lost Digital Display Market Share

• Lite-On Technology: Successfully Developed Infrared and UV-C LED Businesses

• Lextar: Various Mini LED Product are under Development

• AOT: Emphasizes High-end Backlight Market to Keep Margin

• Unity Opto: Received Lighting Product OEM Order From Sorra

• Harvatek: Entered Samsung Cinema Screen Supply Chain

China

• San'anOptoelectronics: Established One Production Line for Micro LED Products By the End of 2018

• Changelight: Intends to Purchase Aixtron2800G4-TM MOCVD Equipment, in an Attempt to Continuously Expand Production Capacity of Red & Yellow LED Chip

• HC SemiTek: Announced the Intention to Set up Semiconductor Project in Yiwuwith an Investment Amount of RMB 10.8 Billion

• Aucksun: The New Production Capacity of Aucksunis Under Construction and Some of it is Expected to be Released in 3Q18

• ETi: Actively Develop Lighting Market, Aiming to Acquire NVC of RMB 4 Billion

• Nationstar: Actively Promoted Four-in-One Mini LED Package

• Hongli: Sichuan Golden Rudder Investment Co., Ltd. Becomes the Largest Shareholder of HongliAfter Share Acquisition

• Refond: Intended to Acquire 51% Shares of Zhuhai Winner Auto Lamp Manufacturing Co.,Ltd. with RMB 102 Million to Develop Automotive Lighting Industry

• Jufei: Keeping up with the Market, JufeiDevelops Mini LED Technology and Products

• ShenZhenMTC: Market Demand is Weaker than Expected, and Nanchang LED Chip Project is Delayed

• CF Lighting: Intended to Set up LED Package Project in Nanchang with RMB 2 Billion

• MLS: Signed Agreement with Ji'anGovernment, Intending to Set up Semiconductor Package Project with RMB 5 Billion