New from SEMI: Opto/LED Fab Watch


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New from SEMI: Opto/LED Fab Watch

Use of LEDs in LCD Displays Drives Rapid Growth
By Clark Tseng, senior manager, market analyst, SEMI Taiwan Industry Research and Statistics

With the rise of eco-friendly green lighting, light-emitting diodes (LEDs) are now in the spotlight. While LEDs represent a more efficient lighting solution, the cost of implementing LEDs in general purpose lighting has been comparatively prohibitive. However, with the push from government regulations and on-going technology advancement, the adoption of LEDs in major lighting applications is expected to quickly rise in the coming years.

One of the major drivers of the LED market is the fast-growing penetration of LED backlights in LCD display panels. In the past, LED backlights were mostly found in small display applications, but their adoption in large LCD panels has rapidly gained more ground in the past two years. With LED’s lower power consumption, dimming capability and slim and light form factors, LED backlights are now designed into the latest notebook, monitor and LCD TV panels. This will further drive the shipments of LEDs.

Screenshot of the New Opto/LED Fab Watch Database

The exploding demand forecast has propelled LED chip manufacturers and also new players to invest in new facilities and to expand capacities. In SEMI’s latest new report— the Opto/LED Fab Watch— the database tracks and lists Optoelectronics and LED chip manufacturing facilities worldwide. Our data reveals key information on fab capacity, technology capability, location, products, wafer size, expansion plan, investment amount, and more. Currently, the report contains information on 168 Opto/LED fabs worldwide with 86 LED fabs and 82 opto-related fabs. The database shows Japan as having the largest number of Opto/LED fabs with a total of 42 facilities in this region. The regions with the most LED fabs are Taiwan (40%), Japan (23%) and China (22%).

While LED manufacturing has long employed 2-inch wafer substrates, SEMI’s Opto/LED Fab Watch shows that increasing numbers of LED fabs are adopting 4-inch wafer substrates and some have even migrated to 6-inch sapphire substrates. With the adoption of larger wafer size, LED manufacturers can further reduce cost and significantly expand capacity.

The Opto/LED Fab Watch database is the newest member of the SEMI suite of fab databases, which includes the World Fab Forecast, FabFutures, World Fab Watch, and the 300mm Fab Report. For additional information or to download a sample of this new database, please click here.

October 21, 2009