China LED Fab Industry Report

Publication Date: August 2011, Published Yearly
Principal Analyst: Daniel Qi, SEMI
Format: PDF

The China LED Fab Industry Report, which provides a comprehensive summary on the rapidly-growing China LED industry, includes the latest data on capital and equipment spending, fab capacity, sales rankings of Chinese LED manufacturers, and other valuable information.  The report also includes an update on the subsidy incentives for China fab projects, an update on new LED fab projects, an overview of Chinese sapphire wafer suppliers, and company profiles of the leading Chinese manufacturers.

The China LED Fab Industry Report is an ideal business tool to understand, monitor and plan business activity in the dynamic China LED market.  The 35-page report provides the latest summary of LED wafer and sapphire substrate manufacturing projects, government incentive programs, MOCVD tool forecasts, and emerging China manufacturing.  The report is prepared by SEMI China-based market analysts and is based on the SEMI Opto/LED Fab Watch database that monitors LED capital spending at over 160 fabs worldwide, and other sources.
 

  Sample Report Request
 

Contents

Executive Summary

1. Introduction to the LED Industry Development
2. China LED Industry Overview
3. Characteristics of LED Fabs in China
4. MOCVD and Sapphire Substrate for Epitaxial Process
5. China LED Fab Capacity Outlook
6. Appendices
    

List of Figures and Tables

Figures

Figure 1.1          LED End Market Application and Forecast
Figure 1.2          LED Backlight Penetration and Forecast
Figure 1.3          LED Penetration in General Lighting Forecast
Figure 2.1          China Mainland LED Industry Manufacturers Composition
Figure 2.2          China LED Package Industry Revenue and Forecast
Figure 2.3          “10,000 Lights in 10 Cities in China” Stages
Figure 2.4          World Street LED Lamp Consumption in 2009
Figure 3.1          LED Fab Quantity in mainland China
Figure 3.2          LED Fab Status Description in mainland China
Figure 3.3          China mainland LED Fab Map
Figure 3.4          LED Fab Distribution and Status in Different Areas
Figure 4.1          MOCVD Equipment Installation and Forecast in Mainland
Figure 4.2          2010 MOCVD Shipment Share and Trend in 2011
Figure 4.3          Worldwide MOCVD Suppliers and Market Share 2010
Figure 4.4          Sapphire Substrate Industry Chain
Figure 5.1          GaN Wafer Monthly Capacity and Forecast in mainland China
Figure 5.2          GaN Chip Monthly Capacity and Forecast in mainland China
Figure 5.3          Global LCD TV Market and Forecast

Tables

Table 2.1           Program and Policy Description by Region
Table 2.2           Action Plan of LED Lighting Promotion by Local Governments
Table 3.1           China mainland LED Fab Companies Sales in 2009
Table 3.2           New Plants (Projects) of LED Wafer and Chips Fab in mainland China
Table 4.1           2010 MOCVD Shipment by Countries and Trend in 2011
Table 4.2           Local Chinese MOCVD Suppliers and Status
Table 4.3           Global Sapphire Substrate Suppliers and Technology
Table 4.4           Local Chinese Substrate Manufactures and Status
Table 4.5           Announced sapphire projects in China 2011
Table 5.1           2-Inch Wafer GaN Chip Output by Size in Different Applications
Table 5.2           LED Penetration vs. Supply and Demand
 

* Special note regarding LED capacity data in SEMI World Fab Forecast and the capacity data reported in the China LED Fab Industry Report:

1.  Capacity from the China LED Fab report takes operation/utilization rate into account. While the Opto/LED Fab report only captures installed/equipped capacity.
2.  The China LED Fab report only captures GaN LED wafer (blue LED) capacity (~80% of total capacity).

Related Products

Opto/LED Fab Forecast
Opto/LED Fab Watch 

Product #    Description       2153 China LED Fab Industry Report