|By PR Newswire||
|August 18, 2014 05:16 PM EDT||
NEW YORK, Aug. 18, 2014 /PRNewswire/ -- Reportlinker.com announces that a new market research report is available in its catalogue:
A comprehensive survey of LED Front-End equipment business, covering main trends and industry per process step, and market metrics.
THE NEXT INVESTMENT CYCLE HAS ALREADY STARTED
Driven by the fanfare over (and overestimation of) the LCD display market, the LED Front-End equipment market experienced an unprecedented investment cycle in 2010-2011. The market surge was driven mostly by MOCVD reactor shipments to new Chinese entrants, who benefited from the generous subsidies of the Chinese central and local governments in a bid to stimulate domestic chip production.
Following a 18-24 month digestion period, the market is now slowly recovering and will experience another investment cycle in 2014-2016 driven by demand for general lighting applications.
However, this 2nd cycle will be limited in value due to:
- Improvement in equipment throughput and yields
- Increased competition
- Potential consolidation of the industry
Indeed, LED manufacturers initially relied on old semiconductor systems designed for other applications. Now that the industry has reached a critical size, several LED-dedicated equipment (that take into account the specificities of LED manufacturing) has been commercialized.
As a result, the equipment market will peak at nearly $580M in 2015 with MOCVD reactors representing more than 80% of the business: the bulk of these reactors are still being shipped to Chinese manufacturers or Taiwanese players transitioning to 4" diameters. Lithography, plasma etching, PECVD and PVD equipment will follow a similar trend.
This report presents major equipment used in LED Front-End Manufacturing. It describes market size and volume (2009-2020), trends per process steps (performance, ASP, emerging technologies…), key suppliers, and much more!
DIFFERENT MARKETS WITH DIFFERENT COMPETITIVE LANDSCAPES
The LED epitaxy equipment market (MOCVD reactor) is very concentrated under the control of the Big 3 (Aixtron, Veeco and Tayo Nippon Sanso) who represented nearly 97% of market share in 2013.
Comparatively, the lithography, plasma etching, PECVD, and PVD equipment markets are much more fragmented with several players battling to enlarge their market share. As an example, the top three suppliers of LED lithography equipment represented nearly 70% of market share in 2013 with the remaining 30 % in the hands of more than 10 competitors.
This situation is due to specificities of the different LED Front-End manufacturing process steps:
- LED epitaxy is quite specific and requires dedicated tools supplied by companies that have developed strong know-how.
- Other LED Front-End manufacturing processes can use older or refurbished semiconductor systems designed for other applications. And with the growth of the LED industry, suppliers of LED-dedicated systems have also appeared. This has further fragmented these markets, now both traditional semiconductor equipment suppliers and new LED-dedicated equipment suppliers compete.
This report represents a comprehensive overview of all technological and industrial aspects of LED Front-End manufacturing. It also provides details about key technological highlights that impact LED Front-End manufacturing, discusses future trends, and much more!
INCREASED COMPETITION IN THE MOCVD INDUSTRY? YES, BUT NO REAL IMPACT ON MARKET STRUCTURE UNTIL NOW
LED epitaxy equipment market has always been of central interest to equipment manufacturers due to its high ASP, strong profitability, and large market volume (compared to other equipment markets).
Since 2010, following the explosion of the LED TV market, more than 20 players (mostly from Asia) have tried to enter the MOCVD reactor market but without real success: in 2013, these new suppliers represented only 3% of market share (only +2% compared to 2010).
This situation arises for 2 main reasons:
- New entrants have missed the first 2 LED growth cycles (small display and large display applications) that have allowed leaders to build their expertise and know-how as well as their networks (sales office, training center…). Even big names, such as Applied Materials, did not achieve access to these markets.
- Revenue collected during the 2010-2011 investment cycle (a total of more than $2 billion for MOCVD reactors, with > 90% going to Aixtron and Veeco) have allowed Veeco and Aixtron to slash ASP and initiate a price war to lever further market entry barriers.
The current LED Front-End industry is largely driven by cost reduction (as technological evolutions are reaching their saturation point). The main strategy developed by a new MOCVD reactor supplier is to focus on decreasing Cost of Ownership through a new heating system, new gas flow design, and increased automation (…). However, even if this is the best and only strategy to adopt, we do not expect new entrants to have a big increase in future market share as the finances and expertise of the Big 2 far surpass any of their competitors.
At short term, only 2 types of suppliers (outside of the Big 3) will survive:
- Suppliers that develop collaboration with some big LED manufacturers.
- Chinese suppliers that are able to scrape together bits and pieces of the huge local market.
This report presents a detailed analysis of the LED MOCVD reactor industry, detailing key players but also new entrants. It also highlights new strategies developed by these new entrants, future evolution of the industry, and much more!
OBJECTIVES OF THE REPORT
- To better understand LED Front-End manufacturing technological trends.
- To better understand equipment industry for each process step.
- To better understand who is doing what, and specificities of each market.
- To provide market metrics both at LED and material/equipment levels.
COMPANIES CITED IN THE REPORT (non-exhaustive list)
Advanced System Technology, Advantools Semiconductor, Aixtron, Akzo Nobel HPMO, Albemarle, Altatech, AMEC, AMO GMBH, Annealsys, ASM Pacific Technology, ASML, AST, Aurora Sapphire, Aurotek, Beta Squared, Bridgelux, Cambridge Chemicals, Canon, Cascade Microtech, CETC, Chemtura and UP Chemicals, Chroma, Corial, Crystal Applied Technology Inc., Crystaland, Crystalwise, C-Sun, DK Aztec, Dow Chemical, Elmos, Eplustek, Eulitha, Evatec, EVG, First Nano, Fulintec, GR-Litho, GTAT, Guangdon Real Faith Semiconductor Equipment, Hansol Technics, Iljin display, InVacuo, Japan Science Enginneering (Dai Nippon Kaken), JT Corporation, KLA Tencor, Lattice Power, Leybold, LG, Lumileds, Maxis, MC-Lithography, Molecular Imprints, Monocrystal, Namiki, Nanonex, NATA, Neutronix-Quintel, Nikkon, NMC, North Microelectronics, Novellus, Nuflare, Obducat, Oerlikon, Orbotech, Osram, Oxford Instruments, Panasonic, Plasma-Therm, Plessey Semiconducors, Plustek, Procrystal, Qingdao Jason Electronic, QMC, Rubicon, Rudolph Technologies, SAFC Hitech, Samco, Samsung, Sapphire Technology, Screen, Seoul Semiconductor, Sharp, Sheng Optical Equipment, Silian Sapphire Corporation, Sky Technology Development, SmaTeK, SNTEK, Soraa, SPTS, StarArc, Structured Materials Industries, SUSS Microtec, SVTA, Tainics, Tamarack Scientific, Taiyo Nippon Sanso, Technology & Science Enabler, TEL NEXX, Temescal, Tera Xtal Technology, Ultratech, ULVAC, Ushio, USI Optronics Corporation, Valence Process Equipment, Veeco, Yongsheng Semiconductor Equipment (…).
- Objectives of the report 6
- Company index 7
- Glossary 8
- Executive summary 9
- LED market trends 36
> History of LED industry
> Packaged LED revenue forecast by application
> LED adoption rate - 2013 vs. 2020
> Recent trends
> Packaged LED price trends
> LED die surface forecast by application
> GaN reactor capacity - geographic trends
> LED reactors
- Geographic trends & impact on global demand
- GaN reactor capacity vs. demand
LED die manufacturing 48
> Constituents of LED die
> GaN LED chip design
- Simple MESA
- Flip Chip (FC)
- Vertical Thin Film (VTF)
- Thin Film Flip Chip (TFFC)
- Vertical Thin Film with Vias (VTFV)
- Trend - Increase of Flip Chip technology
> LED manufacturing process overview
> Front-End manufacturing process flow
- Example - MESA structure
- Example - VTF structure
Key trends in LED Front-End manufacturing 62
> Technology highlights
- LED substrates
- GaN and Si
- LED epitaxy
- LED chip design
- General manufacturing
> Details on LED substrates
- Sapphire substrate
- Wafer ASP trends
- Diameter trends
- Patterned Sapphire Substrate (PSS)
- Adoption trends
- Price trends
- Future trends
- GaN-on-Si LEDs
- Conditions for success
- Performance and commercial status
- Si vs. Sapphire - LED die cost simulations
- Reality or fiction?
- GaN-on-GaN LEDs
- Conditions for success
- GaN vs. sapphire - LED die cost simulations
- Penetration rate by substrate type
> Details on LED epitaxy
- Cost of ownership
- Cost reduction opportunities
- Toward larger diameter wafers
- Focus on MOCVD throughput
- Focus on manufacturing cost
LED Front-End equipment industry and market 99
> Epitaxy / MOCVD reactor
- LED MOCVD reactor industry
- Market share
- Top 3 players - comparison of systems
- Other players
- Strategy of new entrants
- LED MOCVD reactor market
- Key hypothesis
- Volume forecast - GaN vs. InGaAlP
- Revenue forecast - GaN vs. InGaAlP
> Epitaxy / MO precursor
- TMG ASP - Overview
- TMI ASP - Overview
- Main suppliers
- MO precursor market
- Market volume
- Market size
- Lithography for LED chip manufacturing
- Focus on main techniques
- Equipment suppliers
- Lithography for PSS manufacturing
- Focus on NIL and DTL
- Equipment suppliers
- Lithography equipment market
- Market share
- Forecast (units and $M)
> Plasma etching and deposition
- Equipment suppliers
- Focus on Tier-1
- Focus on Tier-2 and emerging players
- Plasma etching and deposition equipment market
- Market share
- Plasma etching equipment market forecast (units and $M)
- Plasma deposition equipment market forecast (units and $M)
> Physical vapor deposition for TCLs and metals
- Equipment suppliers
- Market share
- Physical Vapor Deposition equipment market forecast (units)
- Physical Vapor Deposition equipment market forecast ($M)
- Equipment suppliers
About Yole Développement and LED activity 171
Contact Clare: [email protected]
Intl: +1 339-368-6001
Docker is hot. However, as Docker container use spreads into more mature production pipelines, there can be issues about control of Docker images to ensure they are production-ready. Is a promotion-based model appropriate to control and track the flow of Docker images from development to production? In his session at DevOps Summit, Fred Simon, Co-founder and Chief Architect of JFrog, will demonstrate how to implement a promotion model for Docker images using a binary repository, and then show h...
Oct. 10, 2015 01:00 PM EDT Reads: 237
SYS-CON Events announced today that IBM Cloud Data Services has been named “Bronze Sponsor” of SYS-CON's 17th Cloud Expo, which will take place on November 3–5, 2015, at the Santa Clara Convention Center in Santa Clara, CA. IBM Cloud Data Services offers a portfolio of integrated, best-of-breed cloud data services for developers focused on mobile computing and analytics use cases.
Oct. 10, 2015 01:00 PM EDT Reads: 751
As the world moves towards more DevOps and microservices, application deployment to the cloud ought to become a lot simpler. The microservices architecture, which is the basis of many new age distributed systems such as OpenStack, NetFlix and so on, is at the heart of Cloud Foundry - a complete developer-oriented Platform as a Service (PaaS) that is IaaS agnostic and supports vCloud, OpenStack and AWS. In his session at 17th Cloud Expo, Raghavan "Rags" Srinivas, an Architect/Developer Evangeli...
Oct. 10, 2015 01:00 PM EDT Reads: 202
The Internet of Things (IoT) is growing rapidly by extending current technologies, products and networks. By 2020, Cisco estimates there will be 50 billion connected devices. Gartner has forecast revenues of over $300 billion, just to IoT suppliers. Now is the time to figure out how you’ll make money – not just create innovative products. With hundreds of new products and companies jumping into the IoT fray every month, there’s no shortage of innovation. Despite this, McKinsey/VisionMobile data...
Oct. 10, 2015 01:00 PM EDT Reads: 265
Today air travel is a minefield of delays, hassles and customer disappointment. Airlines struggle to revitalize the experience. GE and M2Mi will demonstrate practical examples of how IoT solutions are helping airlines bring back personalization, reduce trip time and improve reliability. In their session at @ThingsExpo, Shyam Varan Nath, Principal Architect with GE, and Dr. Sarah Cooper, M2Mi's VP Business Development and Engineering, will explore the IoT cloud-based platform technologies driv...
Oct. 10, 2015 01:00 PM EDT Reads: 162
DevOps is here to stay because it works. Most businesses using this methodology are already realizing a wide range of real, measurable benefits as a result of implementing DevOps, including the breakdown of inter-departmental silos, faster delivery of new features and more stable operating environments. To take advantage of the cloud’s improved speed and flexibility, development and operations teams need to work together more closely and productively. In his session at DevOps Summit, Prashanth...
Oct. 10, 2015 12:45 PM EDT Reads: 123
DevOps has often been described in terms of CAMS: Culture, Automation, Measuring, Sharing. While we’ve seen a lot of focus on the “A” and even on the “M”, there are very few examples of why the “C" is equally important in the DevOps equation. In her session at @DevOps Summit, Lori MacVittie, of F5 Networks, will explore HTTP/1 and HTTP/2 along with Microservices to illustrate why a collaborative culture between Dev, Ops, and the Network is critical to ensuring success.
Oct. 10, 2015 12:00 PM EDT Reads: 188
Containers have changed the mind of IT in DevOps. They enable developers to work with dev, test, stage and production environments identically. Containers provide the right abstraction for microservices and many cloud platforms have integrated them into deployment pipelines. DevOps and containers together help companies achieve their business goals faster and more effectively. In his session at DevOps Summit, Ruslan Synytsky, CEO and Co-founder of Jelastic, will review the current landscape of...
Oct. 10, 2015 12:00 PM EDT Reads: 119
In their session at DevOps Summit, Asaf Yigal, co-founder and the VP of Product at Logz.io, and Tomer Levy, co-founder and CEO of Logz.io, will explore the entire process that they have undergone – through research, benchmarking, implementation, optimization, and customer success – in developing a processing engine that can handle petabytes of data. They will also discuss the requirements of such an engine in terms of scalability, resilience, security, and availability along with how the archi...
Oct. 10, 2015 12:00 PM EDT Reads: 442
DevOps is gaining traction in the federal government – and for good reasons. Heightened user expectations are pushing IT organizations to accelerate application development and support more innovation. At the same time, budgetary constraints require that agencies find ways to decrease the cost of developing, maintaining, and running applications. IT now faces a daunting task: do more and react faster than ever before – all with fewer resources.
Oct. 10, 2015 12:00 PM EDT Reads: 424
Overgrown applications have given way to modular applications, driven by the need to break larger problems into smaller problems. Similarly large monolithic development processes have been forced to be broken into smaller agile development cycles. Looking at trends in software development, microservices architectures meet the same demands. Additional benefits of microservices architectures are compartmentalization and a limited impact of service failure versus a complete software malfunction....
Oct. 10, 2015 11:30 AM EDT Reads: 291
As a company adopts a DevOps approach to software development, what are key things that both the Dev and Ops side of the business must keep in mind to ensure effective continuous delivery? In his session at DevOps Summit, Mark Hydar, Head of DevOps, Ericsson TV Platforms, will share best practices and provide helpful tips for Ops teams to adopt an open line of communication with the development side of the house to ensure success between the two sides.
Oct. 10, 2015 11:00 AM EDT Reads: 643
The last decade was about virtual machines, but the next one is about containers. Containers enable a service to run on any host at any time. Traditional tools are starting to show cracks because they were not designed for this level of application portability. Now is the time to look at new ways to deploy and manage applications at scale. In his session at @DevOpsSummit, Brian “Redbeard” Harrington, a principal architect at CoreOS, will examine how CoreOS helps teams run in production. Attende...
Oct. 10, 2015 11:00 AM EDT Reads: 1,287
There will be 20 billion IoT devices connected to the Internet soon. What if we could control these devices with our voice, mind, or gestures? What if we could teach these devices how to talk to each other? What if these devices could learn how to interact with us (and each other) to make our lives better? What if Jarvis was real? How can I gain these super powers? In his session at 17th Cloud Expo, Chris Matthieu, co-founder and CTO of Octoblu, will show you!
Oct. 10, 2015 11:00 AM EDT Reads: 133
Developing software for the Internet of Things (IoT) comes with its own set of challenges. Security, privacy, and unified standards are a few key issues. In addition, each IoT product is comprised of at least three separate application components: the software embedded in the device, the backend big-data service, and the mobile application for the end user's controls. Each component is developed by a different team, using different technologies and practices, and deployed to a different stack/...
Oct. 10, 2015 11:00 AM EDT Reads: 335