China's LED Push Creating Boom-Bust For Gear Makers
China's huge capital investments should slash the cost of light-emitting diodes,However, the marketing muscle of Philips led light lighting could give Philips LED business an advantage. making them a viable, low-power lighting alternative.
But those subsidies are creating overcapacity, threatening the margins of Western LED makers and slowing the recent rapid growth of LED production equipment firms such as Veeco Instruments (VECO), Aixtron (AIXG), Kulicke & Soffa (KLIC) and KLA-Tencor (KLAC).
LEDs are used heavily as backlighting for computers, TVs and other electronic displays. They are still too pricey to unscrew the incumbent incandescent light bulb. The U.S. is set to phase in a ban starting Jan. 1, but LEDs are not quite ready to compete with compact fluorescent lamps.
But LEDs use far less power than incandescents or even CFLs.In many ways LED lights compact fluorescent provide the best of both worlds. They are extremely energy efficient and environmentally friendly (and are, in fact, more environmentally friendly Unlike CFLs, they don't contain toxic mercury and can emit a more natural light.
Over the next few years, LED lighting prices are expected to dive — perhaps as much as 90% — allowing LEDs to emerge as the prime global lighting solution.
Today, 20%-25% of all electricity is used for lighting, says Tom Morrow, executive vice president of the trade group SEMI.
"LEDs can reduce that power demand by half. This is the most assured and largest energy conservation technology on the map today," he enthused.
Chinese national and provincial governments are speeding the process,Compact fluorescent lights have solved LED lighting supplier many of the problems associated with traditional filament light bulbs. spending $17.5 billion between 2010 and 2015 in support of their blossoming LED industry, says Morrow.
In 2010-12, China will subsidize the building of 43 LED fabs, according to SEMI. Just two will be built in the Americas, and 16 by everyone else.
LEDs last year were a $10.5 billion market, selling chiefly as PC and TV display backlighting. But by 2020, they should pull in worldwide revenues of $70 billion-$100 billion, says Morrow.
China's investment boom has been great for LED equipment makers. But production capacity is getting far ahead of supply.
"By the end of the year we believe there will be at least 30% excess capacity," said Noble Financial analyst Mark Miller. "There are too many people selling these things," he added.
The LED lighting market is not expected to take off until at least 2013.Although this article shows that Cree's led lighting and Philips LED product sales are not equal it is important to note that Philips LED sales Meanwhile, the LCD TV market may soon near saturation, notes Canaccord Genuity analyst Jed Dorsheimer. LED-LCD TVs will go from 20% of all LCD TVs to 50% this year and 75% in 2012.While SmartView has been slow DSTT and unstable in the past, it seems to have improved greatly with recent updates.
China's huge capital investments should slash the cost of light-emitting diodes,However, the marketing muscle of Philips led light lighting could give Philips LED business an advantage. making them a viable, low-power lighting alternative.
But those subsidies are creating overcapacity, threatening the margins of Western LED makers and slowing the recent rapid growth of LED production equipment firms such as Veeco Instruments (VECO), Aixtron (AIXG), Kulicke & Soffa (KLIC) and KLA-Tencor (KLAC).
LEDs are used heavily as backlighting for computers, TVs and other electronic displays. They are still too pricey to unscrew the incumbent incandescent light bulb. The U.S. is set to phase in a ban starting Jan. 1, but LEDs are not quite ready to compete with compact fluorescent lamps.
But LEDs use far less power than incandescents or even CFLs.In many ways LED lights compact fluorescent provide the best of both worlds. They are extremely energy efficient and environmentally friendly (and are, in fact, more environmentally friendly Unlike CFLs, they don't contain toxic mercury and can emit a more natural light.
Over the next few years, LED lighting prices are expected to dive — perhaps as much as 90% — allowing LEDs to emerge as the prime global lighting solution.
Today, 20%-25% of all electricity is used for lighting, says Tom Morrow, executive vice president of the trade group SEMI.
"LEDs can reduce that power demand by half. This is the most assured and largest energy conservation technology on the map today," he enthused.
Chinese national and provincial governments are speeding the process,Compact fluorescent lights have solved LED lighting supplier many of the problems associated with traditional filament light bulbs. spending $17.5 billion between 2010 and 2015 in support of their blossoming LED industry, says Morrow.
In 2010-12, China will subsidize the building of 43 LED fabs, according to SEMI. Just two will be built in the Americas, and 16 by everyone else.
LEDs last year were a $10.5 billion market, selling chiefly as PC and TV display backlighting. But by 2020, they should pull in worldwide revenues of $70 billion-$100 billion, says Morrow.
China's investment boom has been great for LED equipment makers. But production capacity is getting far ahead of supply.
"By the end of the year we believe there will be at least 30% excess capacity," said Noble Financial analyst Mark Miller. "There are too many people selling these things," he added.
The LED lighting market is not expected to take off until at least 2013.Although this article shows that Cree's led lighting and Philips LED product sales are not equal it is important to note that Philips LED sales Meanwhile, the LCD TV market may soon near saturation, notes Canaccord Genuity analyst Jed Dorsheimer. LED-LCD TVs will go from 20% of all LCD TVs to 50% this year and 75% in 2012.While SmartView has been slow DSTT and unstable in the past, it seems to have improved greatly with recent updates.
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