Date Announced: 02 Dec 2010 Wellingborough, UK –– Nichia remains at no 1, with Seoul Semiconductor, Samsung LED and Cree amongst the suppliers with the strongest growth in 2010.Although the TV backlighting boom has temporarily fallen in the 4th quarter of 2010 due to weaker demand and supply chain corrections, 2010 was still a year of tremendous growth in the LED industry, dramatically higher than the typical growth rates of recent years. IMS Research believe the market for LEDs (including all types: Standard, AlInGaP and InGaN) has grown from $6.1 billion in 2009 to about $10.0 billion in 2010, driven by economic recovery, lighting and above all backlights, especially TVs. This means that suppliers are having to grow by 64% this year just to maintain their market share. Nichia is still the number one by total revenue in 2009 and 2010 however will be challenged strongly by Samsung LED in 2011. Samsung LED now has the capacity to take the #1 position and increasing demand for LED TVs from Q2 2011 onwards should enable them to do so. In 2009 IMS Research ranks Samsung as 3rd and in 2010 2nd, changing places with Osram who have previously occupied the number 2 rank for many years. Lumileds, which was ranked 3rd by IMS Research in 2006, 2007 and 2008, has fallen to 4th position in 2009 and a provisional 6th in 2010. Lumileds’ market share has actually been fairly steady as they are estimated to have grown in line with the market, but they provisionally look set to fall in rank in 2010 due to tremendous growth from Seoul Semiconductor and Cree. Along with Samsung, these suppliers are among those who have grown even more than 64% in 2010.Market shares vary by application segment. For lighting, IMS Research believes Cree is the market leader. For automotive, Osram is the market leader. Nichia is also strong in both these sectors as well as backlighting and signage/large displays. 2011 will be an interesting year for the LED industry in terms of market shares, with Samsung and others further continuing to challenge Nichia’s longstanding position as market leader.About IMS ResearchIMS Research (www.imsresearch.com) is a supplier of market research and consultancy services on a wide range of global electronics markets. The company headquarters is in Wellingborough, UK with offices in Austin, Texas and Shanghai, China. IMS Research regularly publishes detailed research on the LED and lighting markets, among others.
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