LED forecast and MOCVD utilization chat with Strategies Unlimited

August 12, 2011 — Tom Hausken, Strategies Unlimited, shares his light emitting diode (LED) forecast, including drivers like new LED backlights and general LED lighting, in a video interview from SEMICON West 2011. He sees 13-15% LED industry growth in the future, after nearly double growth from 2009 to 2010.


High-brightness LEDs (HB-LEDs) started out in commercial applications with automotive uses, then mobile phone backlights. Now, LED TV backlights are driving a growth surge. Once this market is saturated, price erosion should naturally occur, Hausken says. LED lighting is also pushing a cycle of LED growth.

Manufacturing issues? Metal organic chemical vapor deposition (MOCVD) is critical, but it is slow and expensive, Hausken notes. To ramp up LED production, makers need many MOCVD machines. However, Strategies Unlimited thinks that only a percentage of the MOCVD systems shipping now are going to be used in production, as operation expertise lags behind machine purchases and shipments.

While there will be a shake-out in the market, as competition takes place for top suppliers, low-end supplier dominance, etc., Hausken is not concerned about a bubble in LED markets. He also sees global LED manufacturing options, not simply China-based production alone.

More from SEMICON West 2011

Subscribe to Solid State Technology/Advanced Packaging.

POST A COMMENT

Easily post a comment below using your Linkedin, Twitter, Google or Facebook account. Comments won't automatically be posted to your social media accounts unless you select to share.

Leave a Reply

Your email address will not be published. Required fields are marked *

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <s> <strike> <strong>

LIVE NEWS FEED

NEW PRODUCTS

OEM Group expands P5000 capabilities to compound semiconductor substrates
05/25/2017OEM Group has launched the P5000:CS automated single wafer cluster tool for the compound semiconductor market. ...
3D-Micromac launches the second generation of its high-performance microcell OTF laser systems
04/17/2017The high-performance production solution for Laser Contact Opening (LCO) of PERC solar cells achieves a th...
ULVAC launches NA-1500 dry etching system for 600mm advanced packaging systems
03/24/2017ULVAC, Inc. is pleased to announce the NA-1500 dry etching system for 600mm advanced packaging substrates, providing for u...