LEDforum Shanghai 2011 commenced at Jumeirah Himalayas Hotel Shanghai on July 6 and 7, 2011 with a full house. Higher executives of the world’s leading companies presented in-depth analysis of the LED market and cutting-edge report on the future development of LED Industry. In addition, the analyst of LEDinside released the latest research of the trend of global LED market and industry report, which were one of the highlights at this year’s forum. The first day of LEDforum Shanghai 2011 began with the opening spe...

The second day of LEDforum Shanghai began with a welcome speech addressed by C.L. Liu, Ph.D., the Chairman of TrendForce. Afterward, Jocelyn Chen, the Vice President of Marketing of TrendForce, gave a comprehensive presentation with assorted data and charts, in which she used the advanced development and the high penetration rate of LED in Japan as an example to elaborate the importance of LED and relevant technologies.                        &nb...

The LED research division of TrendForce, LEDinside, indicates that there is no obvious increase in LED production in 2011. Although 2H11 is traditionally the peak season for the LED industry, doubt about oversupply spreads on weak market demand. LEDinside estimates that LED chip supply volume in 2011 is about 100 billion units and demand volume is around 89 billion units; an oversupply ratio reaches 12%. In addition, after LED chip makers’ capacity expansion comes online in 2012, supply will increase rapidly. It is estimated that oversupply ratio will then rise to 21%.

This year’s Guangzhou International Lighting Exhibition broke the record of the largest-scale LED exhibition in the history, which was supported by 2,600 manufacturers, including ESTO Lighting (Austria), General Electric Company (America), Osram (Germany), Phillips (Netherlands), QSSI (America) and Reggiani (Italy), and attracted visitors from South Korea, Japan, Singapore, UK and America. The exhibition mainly focused on professional lighting, decorating lighting and lighting components with an exhibition space of 200 thousand square meters...

Due to increasing demand for LED lighting in Japan along with appreciation of Japanese yen, Taiwanese LED manufacturers are expected to receive purchase orders from Japan. For instance, OEM manufacturers, such as Delta and Cal-Comp Electronics can immediately benefit from these Japanese orders. Ledtech, China Electric, Unity Opto, and Lite-On Technology are also potential beneficiaries to receive orders. Additionally, the upstream LED manufacturers, including Epistar, Genesis Photonics, and Everlight can also benefit from current market development.

Lite-On Technology is the most experienced and largest optoelectronics supplier for the semiconductor industry. Since its establishment in 1975, it has been keeping the development and management of LED business, which is regarded as its core business. Lite-On has not only succeeded in enlarging its product scope but also presented remarkable performance in diversified LED application products. LEDinside is honored to have invited Hsiang-Jui Wu, General Manager of Advanced Lighting Solution SBU, Opto SBG, Lite-On Technology to share his experiences and achievements in LED package business of these years. 

Formosa Epitaxy is specialized in LED chip and wafer production, its product lines including blue, green, UV LED chips. Currently, Formosa Expitaxy is not only holding a significant role in the LED backlight market through joint-ventures with the downstream panel makers, but also actively tapping into the lighting market. Recently, it has further forged a strategic partnership with Mitsui&Co., LTD, one of the Japanese largest enterprises, receiving much attention from the LED market and industry. In the increasingly fierce competition in LED industry, Formosa Epitaxy has found out its outlets by means of joint venture and alliance.

LIGHTFAIR International (LFI), the world’s largest annual architectural and commercial lighting trade show and conference, set new records in the newly expanded Pennsylvania Convention Center—its 2011 show location. On Tuesday, opening day, thousands of attendees spread throughout the exhibit hall ready to discover the most innovative products on LFI’s largest trade show floor. LFI once again broke its record, welcoming the 2011 attendees to an impressive show floor with more than 200,000 net  square feet of space—the largest in i...

  LEDinside: LED Perspective from President & CEO of Everlight, Robert Yeh Taiwan has built a strong LED landscape following the specialization model under the combined efforts of all LED makers. Everlight Electronics, the Taiwan-based leading LED package maker has not only successfully expand its product lines but also make remarkable achievements in the brand management and bidding markets. This is an honor for LEDinside to have invited Robert Yeh, President & CEO of Everlight to talk about the future development and strategies of Everlight.  

Delta Group, with 40 years of history in the manufacture, started its business from power management products. Over the years, it has expanded its business into relevant products such as power supplies and fans while having adopted the diversification growth strategy to provide total solutions. In recent years, Delta has actively invested in the green energy field and achieved good performance in respect to the solar power, electric vehicle and LED areas. LEDinside had the honor to interview Roland Chiang, Delta’s Director of Solid State Lighting Business Unit, and talk about its LED lighting market strategy and plan.

Aiming to become the leader of Taiwan’s LED lighting industry, Edison Opto has been committed to high power LED development over ten years. It has not only founded an LED component brand but also proposed Lighting Design Manufacturing Service (LDMS), the first integrated lighting service program of its kind in the industry to provide customers a series of lighting solutions. Besides, it has a unique insight into the channel management. LEDinside had the honor to invite Mr. Jason Wu, chairman of Edison Opto to talk about its product planning and channel strategy.

Lextar is the only LED manufacturer in Taiwan that adopts a business model which includes up, mid, downstream production lines and product applications. LEDinside had the honor to interview Lextar’s Chairman Dr. David Su and talked about the vertical integration strategy, the future development of the lighting market and the development strategies in the Chinese market. Dr. Su also sheds light on the current development of Taiwanese LED industry.

After the announcement of American Energy Star’s LED light bulb criteria, more and more LED light bulbs manufacturers shift their focus from luminous efficacy to luminous quality, with increasing emphasis placed on beam angle of LED light bulbs.

After visiting Lighting Japan 2011 exhibition, LEDinside gained vital insight into the definition of an excellent international exhibition: a comprehensive platform. How was Lighting Japan 2011 able to provide such a wide diversity of themes and contents? What does the future look like for exhibitions in the LED industry? LEDinside conducted an interview with Hajime Suzuki, Director of International Sales & Marketing at Reed Exhibition, the organizer of Lighting Japan, regarding the new trend in global lighting exhibitions.

According to LEDinside, a research division of TrendForce, sales revenues of public listed LED manufacturers in Taiwan totaled NT$7.347 billion(MoM-9.22%，YoY+18.1%) in February, 2011. Sales revenues of upstream chip manufacturers reached NT$3.471 billion(MoM-7.9%; YoY+23%) in February, 2011, up 23% compared to the same month of 2010. As for Taiwanese downstream LED package manufacturers, suffering from fewer working days in February, sales revenues reached NT$3.876 billion(MoM-10.3%，YoY+14%) , down 9.22% on month, but up 18.1% compared to the same month of 2010.

Based on the analysis and statistics of LEDinside, which is a research division under TrendForce, International LED major manufacturers successively released their 4Q10 financial reports. In terms of upstream equipment suppliers, the LED & Solar revenue of Veeco set the highest quarterly record of USD 258 million. Over 20 customers, such Shanghai Epilight, placed the purchase orders for lighting application. However, the planned shipment of 12-20 new MOCVD products「MaxBright」are not included in the Q1 financial statement. Besides, the revenue-accounting delay is expected to greatly affect the result of Q1 revenue. However, since the fund-subsidy policy launched by Chinese government, LED enterprises keep on production expansions. The orders of Korean customers are expected to surge in backlight and lighting markets in Q2 and Q3. Moreover, it is forecasted that the MOCVD orders for K465i and MaxBright will also increase in the markets of Europe, USA, Japan and Taiwan. To sum up, Veeco is still optimistic about market quotations in the first half of 2011.

Besides the fields of lighting and backlight, the LED demand has also increased in the emerging applications of vehicle, projector and flashlight in these years. LEDinside had the exclusive interview with Dr. Alfred Felder, the President and CEO of OSRAM Opto Semiconductors Asia Ltd., owned by Osram group, and discussed the major LED companies’ view about the future of LED industrial development, as well as the fields which would become the development direction in the future market.

LEDinside has recently visited Kunshan Lutek Industrial Co., Ltd., a company specializing in LED lighting products. In the interview, Mr. Fang, the vice president of Lutek, explains their efforts and achievements in Chinese and global market, and represents his trend forecast of LED market. Vice president Fang, Lutek Cooperation Vice president Fang indicates, Lutek Cooperation, engaged in high power LED street lights with single polycrystal and heat-dissipation casing, has independent thermal emission technology, thus establishing the strong position i...

LED Light Bulbs and Lighting Fixtures In exhibition, we can see LED light bulbs and light bars displays everywhere. no mat-ter how professional LED package manufacturers, traditional light bulb vendor or LED lighting new entrants are almost display this kind of product to provide a variety of plugs, brightness specification and watts, CRI and color temperature to meet cus-tomer needs.

GE – at the forefront of innovation and industry transformation Interview with Tomoaki Kimura, General Manager of LED – Asia at GE Lighting As global LED industry is blooming with increasing awareness toward energy efficiency, LEDinside recently interviewed Tomoaki Kimura, General Manager of LED – Asia at GE Lighting to gain insights on his perspectives toward future developments in this industry.

LED Price Trend in 1Q10 According to LEDinside's price trend report, LED supply and demand are fairly stable in the first quarter of 2010. There is a seasonal proce erosion of 2-5% across backlight applications. For LED lighting application, the QoQ price erosion of high power LED appeared to be more servere, over 10%, due to invantory adjustment.

The global standardization of LED lighting products has been garnering attention. A group of conventional lighting industry players from Europe, U.S. and Japan have formed an industrial alliance — Zhaga Consortium — to facilitate the design and promote the global standardization of LED lighting products.

According to LEDinside’s latest price trend report, the growing shipment in LED backlight and lighting application led to a shortage in the chip supply. As a result, the white LED prices remained flat in 4Q09: Prices for backlighting dropped slightly by 1-3%, while prices of high power LEDs remained stable.

The publication of relevant criteria for LED lighting will be of vital importance for the development of LED industry, said Lee Soo Ghee, Cree’s Vice President / General Manager Asia Pacific, at the LEDforum 2009. With the criteria set up, the quality of LED lighting will get controlled and standardized, which is expected to accelerate the promotion of LED lighting as well as more quickly realize the substantial drop in cost of energy saving, he said.

After releasing three draft editions, the U.S. Department of Energy (DOE) has published the final ENERGY STAR Eligibility Criteria for integral LED lamps on December 4, 2009. The new Energy Star criteria will go into effect as of August 31, 2010.

Nora Lighting introduces a new slim-line LED LightBar system that utilizes only 3.3 watts per foot, one of the most energy efficient linear fixtures available for home or commercial use. The fixtures are CA Title 24 compliant and Nora LED technology ensures a 10-year+ performance life. With an ultra-low profile (3/4 x 1/2 inch deep) and a range of cable and mounting options, the Nora LightBar offers optimal illumination in space-restricted areas and a variety of installation angles to meet every need. Popular applications include: under kitchen cabinets, cov...

Energy Focus, Inc. yesterday announced that it has been awarded a $0.5 million SBIR extension grant from the Defense Advanced Research Projects Agency (DARPA) to develop and produce solid state lighting fixtures for general use on Navy ships. The new fixtures will replace 50 and 110 Watt water tight incandescent fixtures now in use. With the addition of these new fixtures Energy Focus, Inc.

Chuck Swoboda Participates in Presidential Roundtable On American Innovation and Clean Energy Technology Chuck Swoboda, chairman and chief executive officer of Cree (Nasdaq:CREE) joined President Obama at the White House today to discuss the latest developments in energy-efficient technologies. Cree, based in Durham, North Carolina, is a market-leading manufacturer of LED (light-emitting diode) products.

I-Chiun Precision Industry Co., Ltd., a global supplier of LED (light-emitting diode) light guide frames, announced that it has established a joint venture with the Chinese American tycoon Jeffery Wu, a major shareholder of United International Bank of the U.S., to explore the LED lighting market in the U.S., according to a report in Taiwan Economic News.

As the LED lighting market grows beyond single color and color-changing applications into general illumination applications such as residential, commercial and off-grid applications, and ultimately into outdoor area applications, it is forecast to exceed $5 billion in 2012, corresponding to a compound annual growth rate of 28% from 2008 to 2012, according to a recent report.