Welcome!

News Feed Item

LED Front-End Equipment Market

NEW YORK, Aug. 18, 2014 /PRNewswire/ -- Reportlinker.com announces that a new market research report is available in its catalogue:

LED Front-End Equipment Market

http://www.reportlinker.com/p02105837/LED-Front-End-Equipment-Market.html

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
Other steps

Key trends in LED Front-End manufacturing 62
> Introduction
> Technology highlights
- LED substrates
- Sapphire
- GaN and Si
- LED epitaxy
- LED chip design
- General manufacturing
> Details on LED substrates
- Introduction
- 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
- Status
- GaN vs. sapphire - LED die cost simulations
- Penetration rate by substrate type
> Details on LED epitaxy
- Cost of ownership
- Drivers
- 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
- Overview
- 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
- Introduction
- TMG ASP - Overview
- TMI ASP - Overview
- Main suppliers
- MO precursor market
- Introduction
- Market volume
- Market size
> Lithography
- Lithography for LED chip manufacturing
- Synthesis
- Focus on main techniques
- Equipment suppliers
- Lithography for PSS manufacturing
- Synthesis
- Focus on NIL and DTL
- Equipment suppliers
- Lithography equipment market
- Market share
- Forecast (units and $M)
- Comments
> Plasma etching and deposition
- Synthesis
- Equipment suppliers
- Focus on Tier-1
- Focus on Tier-2 and emerging players
- Plasma etching and deposition equipment market
- Market share
- ASP
- Plasma etching equipment market forecast (units and $M)
- Plasma deposition equipment market forecast (units and $M)
> Physical vapor deposition for TCLs and metals
- Synthesis
- Equipment suppliers
- Market share
- Physical Vapor Deposition equipment market forecast (units)
- Physical Vapor Deposition equipment market forecast ($M)
> Testing
- Synthesis
- Equipment suppliers

Conclusion 164
About Yole Développement and LED activity 171

To order this report: LED Front-End Equipment Market
http://www.reportlinker.com/p02105837/LED-Front-End-Equipment-Market.html

__________________________
Contact Clare: [email protected]
US: (339)-368-6001
Intl: +1 339-368-6001

SOURCE Reportlinker

More Stories By PR Newswire

Copyright © 2007 PR Newswire. All rights reserved. Republication or redistribution of PRNewswire content is expressly prohibited without the prior written consent of PRNewswire. PRNewswire shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.

Latest Stories
SYS-CON Events announced today that Golden Gate University will exhibit at SYS-CON's 21st International Cloud Expo®, which will take place on Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. Since 1901, non-profit Golden Gate University (GGU) has been helping adults achieve their professional goals by providing high quality, practice-based undergraduate and graduate educational programs in law, taxation, business and related professions. Many of its courses are taug...
Today most companies are adopting or evaluating container technology - Docker in particular - to speed up application deployment, drive down cost, ease management and make application delivery more flexible overall. As with most new architectures, this dream takes significant work to become a reality. Even when you do get your application componentized enough and packaged properly, there are still challenges for DevOps teams to making the shift to continuous delivery and achieving that reducti...
SYS-CON Events announced today that SIGMA Corporation will exhibit at the Japan External Trade Organization (JETRO) Pavilion at SYS-CON's 21st International Cloud Expo®, which will take place on Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. uLaser flow inspection device from the Japanese top share to Global Standard! Then, make the best use of data to flip to next page. For more information, visit http://www.sigma-k.co.jp/en/.
As you move to the cloud, your network should be efficient, secure, and easy to manage. An enterprise adopting a hybrid or public cloud needs systems and tools that provide: Agility: ability to deliver applications and services faster, even in complex hybrid environments Easier manageability: enable reliable connectivity with complete oversight as the data center network evolves Greater efficiency: eliminate wasted effort while reducing errors and optimize asset utilization Security: imple...
High-velocity engineering teams are applying not only continuous delivery processes, but also lessons in experimentation from established leaders like Amazon, Netflix, and Facebook. These companies have made experimentation a foundation for their release processes, allowing them to try out major feature releases and redesigns within smaller groups before making them broadly available. In his session at 21st Cloud Expo, Brian Lucas, Senior Staff Engineer at Optimizely, will discuss how by using...
In this strange new world where more and more power is drawn from business technology, companies are effectively straddling two paths on the road to innovation and transformation into digital enterprises. The first path is the heritage trail – with “legacy” technology forming the background. Here, extant technologies are transformed by core IT teams to provide more API-driven approaches. Legacy systems can restrict companies that are transitioning into digital enterprises. To truly become a lead...
DevOps at Cloud Expo, taking place October 31 - November 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA, is co-located with 21st Cloud Expo and will feature technical sessions from a rock star conference faculty and the leading industry players in the world. The widespread success of cloud computing is driving the DevOps revolution in enterprise IT. Now as never before, development teams must communicate and collaborate in a dynamic, 24/7/365 environment. There is no time to w...
SYS-CON Events announced today that CAST Software will exhibit at SYS-CON's 21st International Cloud Expo®, which will take place on Oct 31 - Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. CAST was founded more than 25 years ago to make the invisible visible. Built around the idea that even the best analytics on the market still leave blind spots for technical teams looking to deliver better software and prevent outages, CAST provides the software intelligence that matter ...
SYS-CON Events announced today that Daiya Industry will exhibit at the Japanese Pavilion at SYS-CON's 21st International Cloud Expo®, which will take place on Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. Ruby Development Inc. builds new services in short period of time and provides a continuous support of those services based on Ruby on Rails. For more information, please visit https://github.com/RubyDevInc.
When it comes to cloud computing, the ability to turn massive amounts of compute cores on and off on demand sounds attractive to IT staff, who need to manage peaks and valleys in user activity. With cloud bursting, the majority of the data can stay on premises while tapping into compute from public cloud providers, reducing risk and minimizing need to move large files. In his session at 18th Cloud Expo, Scott Jeschonek, Director of Product Management at Avere Systems, discussed the IT and busine...
As businesses evolve, they need technology that is simple to help them succeed today and flexible enough to help them build for tomorrow. Chrome is fit for the workplace of the future — providing a secure, consistent user experience across a range of devices that can be used anywhere. In her session at 21st Cloud Expo, Vidya Nagarajan, a Senior Product Manager at Google, will take a look at various options as to how ChromeOS can be leveraged to interact with people on the devices, and formats th...
Is advanced scheduling in Kubernetes achievable? Yes, however, how do you properly accommodate every real-life scenario that a Kubernetes user might encounter? How do you leverage advanced scheduling techniques to shape and describe each scenario in easy-to-use rules and configurations? In his session at @DevOpsSummit at 21st Cloud Expo, Oleg Chunikhin, CTO at Kublr, will answer these questions and demonstrate techniques for implementing advanced scheduling. For example, using spot instances ...
First generation hyperconverged solutions have taken the data center by storm, rapidly proliferating in pockets everywhere to provide further consolidation of floor space and workloads. These first generation solutions are not without challenges, however. In his session at 21st Cloud Expo, Wes Talbert, a Principal Architect and results-driven enterprise sales leader at NetApp, will discuss how the HCI solution of tomorrow will integrate with the public cloud to deliver a quality hybrid cloud e...
SYS-CON Events announced today that Yuasa System will exhibit at the Japan External Trade Organization (JETRO) Pavilion at SYS-CON's 21st International Cloud Expo®, which will take place on Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. Yuasa System is introducing a multi-purpose endurance testing system for flexible displays, OLED devices, flexible substrates, flat cables, and films in smartphones, wearables, automobiles, and healthcare.
DevOps is under attack because developers don’t want to mess with infrastructure. They will happily own their code into production, but want to use platforms instead of raw automation. That’s changing the landscape that we understand as DevOps with both architecture concepts (CloudNative) and process redefinition (SRE). Rob Hirschfeld’s recent work in Kubernetes operations has led to the conclusion that containers and related platforms have changed the way we should be thinking about DevOps and...