Assessment of China’s Market for LED Wafers

Date: July 1, 2012
Pages: 166
Price:
US$ 3,522.00
Publisher: GCiS China Strategic Research
Report type: Strategic Report
Delivery: E-mail Delivery (PDF)
ID: A46064A87C3EN
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Assessment of China’s Market for LED Wafers
BEIJING- July 7th, 2012 – A new study by GCiS China Strategic Research discovered that Chinese LED wafer makers’ profit margins are under increasing pressure from oversupply and stiff foreign competition. Prices have been dropping in this market by around 10% over the last few years, and current polls suggest that sliding prices may continue.

The report covers all LED wafer products, from high-power white LEDs to low-power colored LEDs and even ultraviolet LEDs. Foreign competition in each market segment differs greatly, depending mainly on the technology necessary for production, with high-tech product markets still mainly in the hands of foreign suppliers.

Governmental support of suppliers through production equipment subsidies and local lighting projects has drawn more domestic companies to enter the market and expand capacity, competing on volume and price. However this pits capacity against capacity, and has led the whole industry to become inundated with the thin wafers. All are just side effects of the Chinese commoditization strategy. This commoditization tale will span over years, and certainly not months, however.

About the GCIS China Filling Equipment Study

This GCiS market study draws on a three month, in-depth primary survey of 92 of the market’s supply side players, also including interviews with industry experts. It is essential reading for any professional needing accurate and detailed strategic information of this market. Major areas covered include: market size and shares, five-year projections, market structure, pricing trends, distribution, consumption, an assessment of key suppliers and more.
I. INTRODUCTION

LPS Overview
Sections of the Study
Sampling
  Figure 1.1: Total Sampling by Target Group
Supplier Sampling
  Figure 1.2: Proportion of Suppliers in Sample, by Category
Channel Players Sampling & Segmentation Definition
Sampling – Suppliers and Distributors
  Figure 1.3: Supplier Sample Representation
Open and Closed Questions

II. DEFINITIONS AND PROCESS- GLOSSARY

  Figure 1.4: Glossary of Industry Terms in English and Chinese
Target Product and Target Market Definitions and Scope
Target Product
Target Market
End-User Segmentation
By Geographic Location
  Figure 1.5: GCiS Standard China Geographic Segmentation
Regional Segmentation
Locations by Tier in China
A Note on China’s Key Industrial Output Areas
  Figure 1.6: Overview: The Pearl River Delta
Yangtze River Delta
  Figure 1.7: Overview: The Yangtze River Delta
Bohai Rim Economic Zone
  Figure 1.8: Overview: The Bohai Rim
About Limited Publication Studies

CHAPTER 2 TOTAL ANALYSIS

I. EXECUTIVE SUMMARY

Market in Sum
  Figure 2.1: Summary of Key Market Figures – LED (2011)
  Figure 2.2: Total Market (Domestic Plus Exports) Breakdown – LED
  Figure 2.3: Key Benchmark Data- China Domestic LED Market
  Figure 2.4: Snapshot of Key Market Entry Issues
Key Findings
Market Drivers and Inhibitors
Main Market Inhibitors
  Figure 2.5: Chinese Domestic LED Market - Drivers and Inhibitors – Chart
Regulatory Factors
  Figure 2.6: Relevant Government Bodies and Non-Government Associations
Corporate and Regulatory News
  Figure 2.7: Upcoming Events
Market Opportunities
  Figure 2.8: GCiS China Market Opportunities Assessment (by Market Segment)
By End User Industry
  Figure 2.9: Domestic Market Opportunity Matrix for LED Suppliers by Industry
  Figure 2.10: Opportunities Ratings, by Industry (1 to 10, with 10 highest)
By Product Type
  Figure 2.11: Domestic Market Opportunity Matrix for LED Suppliers by Product
  Figure 2.12: Opportunities Ratings, by Product (1 to 10, with 10 highest)
Expert Views
Prices
Recommendations

II. MARKET FIGURES

Key Findings
Market Figures Overview
  Figure 2.13: Domestic LED Market Breakdown by Product and End-user Industry – Chart
Market Breakdown
  Figure 2.14: China’s Domestic LED Market Breakdown
Market Breakdown Explained
Market Shares
Supplier Revenues
  Figure 2.15: Domestic Market Shares by Revenue - Leaders (2011)
  Figure 2.16: Market Shares by Revenue – LED Leaders (2011) – Chart
Supplier Outputs
  Figure 2.17: Domestic Market Shares by Output - Leaders (2011)
  Figure 2.18: Total Market Shares by Output – Market Leaders (2011) – Chart
Supplier Output and Revenues
  Figure 2.19: Domestic LED Market Shares by Revenue and Output – Leaders (2011) – Chart
Market Regional Breakdown
  Figure 2.21: Sales Volume by Region (‘000 K) – Total
  Figure 2.22: Revenue Breakdown by Region (2011) – Chart
Regional Sales Distribution
  Figure 2.23: Regional Sales of by Product Type
  Figure 2.24: Classification of Provinces by Region
Exports
  Figure 2.25: Domestic Sales and Exports (RMB Mn) 2011
Market Size Figures by End-user Industry
  Figure 2.26: Total Demand of LED Chips by Industry – 2011
  Figure 2.27: Total LED Demand of LED Chips by Industry
Market Size Figures by Product Type
  Figure 2.28: Percentages of Total Revenue by Product Type 2011
Pricing
  Figure 2.29: High-end Pricing by Product Segment (RMB/K)
Pricing By Product Type
  Figure 2.30: Average Price per K by Product
Pricing Trends
  Figure 2.31: Reported Pricing Trends – Supplier Data
Product Segment Growth Rates
  Figure 2.32: Weighted Growth Rate by LED Type (2011)
Forecast Methodology
Forecasts
  Figure 2.33: 2010 to 2015 Domestic LED Market Size (Bn RMB)
  Figure 2.34: 2011 to 2016 LED Pump Market Size – Chart
Forecast Analysis
  Figure 2.35: Length of Roads and Expressways in China (2001 – 2015)
  Figure 2.36: Historical Domestic Output of Major Applications – Notebook PCs, Displays and Color TVs
  Figure 2.37: Historical Domestic Output of Major Applications – Automobiles
  Figure 2.38: 2012 to 2016 Marginal Growth in Major LED End-Users

III. COMPETITIVE ANALYSIS

Key Findings
Market Structure
  Figure 2.39: Total Market Concentration of LED Suppliers (Mn RMB)
Foreign v
  Figure 2.40: Foreign and Domestic Market Revenue Shares by Segment
Marketing Channels
  Figure 2.41: Perceived Importance of Key Marketing Strategies
Exports
  Figure 2.42: Export Rate, Foreign and Domestic Companies
  Figure 2.43: Exports and Export Shares of Exporters Target Revenues – 2010
Capacity
  Figure 2.44: LED Market Capacity Usage by Product Segment- 2011
  Figure 2.45: Total Market Leaders’ Capacity, Output and Ratios – 2011 – Chart
Qualitative Summary of Key LED Suppliers
  Figure 2.46: Total Market Leaders’ Exports, Revenues, Outputs and Shares – 2011
Five Forces Analysis
  Figure 2.47: Five Forces Analysis

IV. DOWNSTREAM ANALYSIS

Key Findings
LED-Component Suppliers
Overview
  Figure 2.48: Downstream Suppliers of LED Components by Company’s Focus on LED Component Sales with Export Percentage, Main Export Destinations and Company Total Revenues
Breakdown by Sales and Revenues
  Figure 2.49: Company Reference Numbers
  Figure 2.50: LED Component Suppliers by LED Panel and LED Lighting Sales Figures – Sales Volume, Revenue and Mean Price
  Figure 2.51: LED OEM Suppliers Placed by Revenue and Sales Volume – LED Panel Sales and LED Lighting Sale
LED Lighting Breakdown
  Figure 2.52: LED Lighting Supplier Breakdown by Revenue from Product Type
  Figure 2.53: LED Lighting Supplier Breakdown by LED Lighting Type, Sales Volume and Revenue (Not Including Exports)
LED Panel Breakdown
  Figure 2.54: LED Panel Supplier Breakdown by Revenue from Product Type including Exports
  Figure 2.55: LED Panel Supplier Breakdown by LED Panel Type, Sales Volume and Revenue (Not Including Exports)
LED Component Supplier Regional Distribution
  Figure 2.56: Regional Distribution Sales by LED Component Suppliers Listed by Total Revenue Size
  Figure 2.57: LED End-Product Color Television and Lighting Equipment OEM Regional Distribution
LED Component Upstream Relationships and Prices Changes
  Figure 2.58: LED Component OEM’s Suppliers with Number of Years in Cooperation
Marketing Strategies
  Figure 2.59: Common Marketing Strategies Employed by LED Component Suppliers
Foreign vs Domestic
Channel Players
  Figure 2.60: Channel Revenues Breakdown by LED Type
  Figure 2.61: Domestic Revenues and Sales Penetration by Company Type
Market Value Chain
  Figure 2.62: Total China LED Market Value Chain

CHAPTER 3: SEGMENT ANALYSIS

I. WHITE HIGH POWER

Key Findings
  Figure 3.1.1: Revenues, Output, Growth and Pricing – White High Power
Revenue Streams and Market Flow
  Figure 3.1.2: Revenue Streams –White High Power
  Figure 3.1.3: Market Flow –White High Power
Market Leaders
  Figure 3.1.4: 2011 Market Leaders –White High Power
Exports
  Figure 3.1.5: 2011 Market Leaders Domestic and Export Revenue –White High Power
Output and Revenue Market Share Comparison
  Figure 3.1.6: 2011 Domestic Market Shares by Revenue – White High Power
  Figure 3.1.7: 2011 Domestic Market Shares by Output - White High Power
  Figure 3.1.8: 2011 Market Leaders’ Domestic Revenue and Output - White High Power – Chart
Output by Region
  Figure 3.1.9: Output by Region –White High Power
  Figure 3.1.10: Regional Breakdown –White High Power – Chart
Capacity and Output
  Figure 3.1.11: Capacity and Output Details by Supplier - White High Power
  Figure 3.1.12: Capacity and Output Details by Supplier - White High Power –Chart
Pricing and Pricing Trends
  Figure 3.1.13: Example Products by Supplier - White High Power
  Figure 3.1.14: Perceived Pricing Trends –White High Power
  Figure 3.1.15: Average Pricing - White High Power
Projections
  Figure 3.1.16: Market (2010 – 2015) Projections – High Power White LED
  Figure 3.1.17: Market (2010 – 2015) Projections – High Power White LED

II. WHITE MEDIUM POWER

Key Findings
  Figure 3.2.1: Revenues, Output, Growth and Pricing by Market Tier – White Medium Power
Revenue Streams and Market Flow
  Figure 3.2.2: Revenue Streams –White Medium Power
  Figure 3.2.3: Market Flow –White Medium Power
Market Leaders
  Figure 3.2.4: 2011 Market Leaders –White Medium Power
Exports
  Figure 3.2.5: 2011 Market Leaders Domestic and Export Revenue – White Medium Power
Output and Revenue Market Share Comparison
  Figure 3.2.6: 2011 Domestic Market Shares by Revenue - White Medium Power
  Figure 3.2.7: 2011 Domestic Market Shares by Output - White Medium Power
  Figure 3.2.8: 2011 Market Leaders’ Domestic Revenue and Output - White Medium Power – Chart
Output by Region
  Figure 3.2.9: Output by Region –White Medium Power
  Figure 3.2.10: Regional Breakdown –White Medium Power – Chart
Capacity and Output
Spare
  Figure 3.2.11: Capacity and Output Details by Supplier –White Medium Power
  Figure 3.2.12: Capacity and Output Details by Supplier - White Medium Power – Chart
Pricing and Pricing Trends
  Figure 3.2.13: Example Products by Supplier - White Medium Power
  Figure 3.2.14: Perceived Pricing Trends – White Medium Power
  Figure 3.2.15: Average Pricing - White Medium Power
Projections
  Figure 3.2.16: Market (2010 – 2015) Projections –Medium Power White LEDs
  Figure 3.2.17: Market (2010 – 2015) Projections –Medium Power White LEDs

III. WHITE LOW POWER

Key Findings
  Figure 3.3.1: Revenues, Output, Growth and Pricing by Market Tier - White Low Power
Revenue Streams and Market Flow
  Figure 3.3.2: Revenue Streams –White Low Power
  Figure 3.3.3: Market Flow –White Low Power
Market Leaders
  Figure 3.3.4: 2011 Market Leaders –White Low Power
Exports
  Figure 3.3.5: 2011 Market Leaders Domestic and Export Revenue – White Low Power
Sales Channels
  Figure 3.3.6: Sales Channels –White Low Power
Output and Revenue Market Share Comparison
  Figure 3.3.7: 2011 Domestic Market Shares by Revenue - White Low Power
  Figure 3.3.8: 2011 Domestic Market Shares by Output -White Low Power
  Figure 3.3.9: 2011 Market Leaders’ Domestic Revenue and Output - White Low Power — Chart
Output by Region
  Figure 3.3.10: Output by Region – White Low Power
  Figure 3.3.11: Regional Breakdown –White Low Power – Chart
Capacity and Output
  Figure 3.3.12: Capacity and Output Details by Supplier —White Low Power
  Figure 3.3.13: Capacity and Output Details by Supplier - White Low Power - Chart
Pricing and Pricing Trends
  Figure 3.3.14: Example Products by Supplier —White Low Power
  Figure 3.3.15: Perceived Pricing Trends –White Low Power
  Figure 3.3.16: Average Pricing —White Low Power
Projections
  Figure 3.3.17: Market (2010 – 2015) Projections – Low Power White LED
  Figure 3.3.18: Market (2010 – 2015) Projections – Low Power White LED

IV. RED/YELLOW LOW POWER

Key Findings
  Figure 3.4.1: Revenues, Output, Growth and Pricing by Market Tier – Red/Yellow Low Power
Revenue Streams and Market Flow
  Figure 3.4.2: Revenue Streams –Red/Yellow Low Power
  Figure 3.4.3: Market Flow –Red/Yellow Low Power
Market Leaders
  Figure 3.4.4: 2011 Market Leaders –Red/Yellow Low Power
Exports
  Figure 3.4.5: 2011 Market Leaders Domestic and Export Revenue –Red/Yellow Low Power
Sales Channels
  Figure 3.4.6: Sales Channels –Red / Yellow Low Power
Output and Revenue Market Share Comparison
  Figure 3.4.7: 2011 Domestic Market Shares by Revenue - Red/Yellow Low Power
  Figure 3.4.8: 2011 Domestic Market Shares by Output - Red/Yellow Low Power
  Figure 3.4.9: 2011 Market Leaders’ Domestic Revenue and Output - Red/Yellow Low Power – Chart
Production by Region
  Figure 3.4.10: Output by Region –Red/Yellow Low Power
  Figure 3.4.11: Regional Breakdown –Red/Yellow Low Power – Chart
Capacity and Output
  Figure 3.4.12: Capacity and Output Details by Supplier - Red/Yellow Low Power
  Figure 3.4.13: Capacity and Output Details by Supplier - Red/Yellow Low Power – Chart
Pricing and Pricing Trends
  Figure 3.4.14: Example Products by Supplier - Red/Yellow Low Power
  Figure 3.4.15: Perceived Pricing Trends –Red/Yellow Low Power
  Figure 3.4.16: Average Pricing - Red/Yellow Low Power
Projections
  Figure 3.4.17: Market (2010 – 2015) Projections – Low Power Red / Yellow LEDs
  Figure 3.4.18: Market (2010 – 2015) Projections – Low Power Red / Yellow LEDs

V. GREEN / BLUE LOW POWER

Key Findings
  Figure 3.5.1: Revenues, Output, Growth and Pricing by Market Tier – Green/Blue Low Power
Revenue Streams and Market Flow
  Figure 3.5.2: Revenue Streams –Green/Blue Low Power
  Figure 3.5.3: Market Flow –Green/Blue Low Power
Market Leaders
  Figure 3.5.4: 2011 Market Leaders –Green/Blue Low Power
Exports
  Figure 3.5.5: 2010 Market Leaders Domestic and Export Revenue –Green/Blue Low Power
Sales Channels
  Figure 3.5.6: Sales Channels –Green / Blue Low Power
Output and Revenue Market Share Comparison
  Figure 3.5.7: 2010 Domestic Market Shares by Revenue - Green/Blue Low Power
  Figure 3.5.8: 2010 Domestic Market Shares by Output - Green/Blue Low Power
  Figure 3.5.9: 2010 Market Leaders’ Domestic Revenue and Output –Green/Blue Low Power – Chart
Production by Region
  Figure 3.5.10: Output by Region – Green/Blue Low Power
  Figure 3.5.11: Regional Breakdown –Green/Blue Low Power – Chart
Capacity and Output
  Figure 3.5.12: Capacity and Output Details by Supplier –Green/Blue Low Power
  Figure 3.5.13: Capacity and Output Details by Supplier - Green/Blue Low Power – Chart
Pricing and Pricing Trends
  Figure 3.5.14: Example Products by Supplier - Green/Blue Low Power
  Figure 3.5.15: Perceived Pricing Trends –Green/Blue Low Power
  Figure 3.5.16: Average Pricing - Green/Blue Low Power
Projections
  Figure 3.5.17: Market (2010 – 2015) Projections – Low Power Blue / Green LEDs
  Figure 3.5.18: Market (2010 – 2015) Projections – Low Power Blue / Green LEDs

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