Global LED Industry Report, 2009

Table of Contents

1. LED Industry

• 1.1 LED Profile
• 1.2 LED Terms
• 1.3 LED Patents
• 1.4 LED Process Flow

2. LED Market

• 2.1 Overview
• 2.2 Small & Medium-size LED Market
  • 2.2.1 Cell Phone
  • 2.2.2 Digital Camera
• 2.3 LED for Laptop Backlight
  • 2.3.1 Laptop Market
  • 2.3.2 Laptop Industry
  • 2.3.3 Profile of Laptop LED
  • 2.3.4 Laptop LED Market
• 2.4 LED TV
  • 2.4.1 Development
  • 2.4.2 Classification
  • 2.4.3 Market
• 2.5 LED Auto Lighting
  • 2.5.1 Introduction
  • 2.5.2 Status Quo
  • 2.5.3 Market
• 2.6 Outdoor Billboard Market
  • 2.6.1 Global Outdoor LED Billboard Market
  • 2.6.2 China Outdoor LED Billboard Market
  • 2.6.3 Tulip Mega Media
  • 2.6.4 Olympic Games LED Project
• 2.7 LED Street Lamps
  • 2.7.1 Cost Comparison between LED and Traditional Street Lamps
  • 2.7.2 Global LED Street Lamp Policies
  • 2.7.3 Global LED Street Lamp Market
  • 2.7.4 China LED Street Lamp Market
  • 2.7.5 Project of Promoting LED Lamps in Cities
  • 2.7.6 Plan of LED City
• 2.8 General Lighting
• 2.9 LED Traffic Lights

3. LED Industry Chain

• 3.1 Overview
• 3.2 LED Upstream - Sapphire Substrate
• 3.3 LED Middle Stream - Epitaxy
• 3.4 LED Downstream - Packaging
• 3.5 China LED Industry

4. LED Manufacturers

• 4.1 Everlight
• 4.2 Epistar
• 4.3 Genesis
• 4.4 Arima Optoelectronics
• 4.5 Formosa Epitaxy
• 4.6 Bright LED Electronics Corp.
• 4.7 Opto Tech
• 4.8 Harvatek
• 4.9 Tekcore
• 4.10 Unity Opto
• 4.11 HUGA
• 4.12 CREE
• 4.13 TOYOTA GOSEI
• 4.14 Nichia
• 4.15 OSRAM
• 4.16 Philips
• 4.17 Stanley
• 4.18 Seoul Semiconductor
• 4.19 Silan Azure
• 4.20 San' an Photoelectric
• 4.21 Lianchuang Optoelectronic
• 4.22 Fangda Group
• 4.23 Samsung Electro-Mechanics
• 4.24 LiteOn
• 4.25 CITIZEN
• 4.26 Dalian Lumei Optoelectronics
• 4.27 Epilight Technology
• 4.28 Rainbow Optoelectronics
• 4.29 HuaLei Optoelectronic

5. MOCVD Manufacturers

• 5.1 AIXTRON
• 5.2 VEECO

List of Charts

• Parameters of LED Wafer
• LED Classifications
• Distribution of LED Patents
• LED Production Flow Chart
• LED Market Downstream Layout and Market Scale, 2007-2012E
• Market Shares of Global Small and Medium-sized LCD Panel Manufacturers by Sum, 2008
• Market Shares of Global Small and Medium-sized LCD Panel Manufacturers by Shipment, 2008
• Global Shipment of Mobile Phone, Digital Camera, Hand-held GPS Navigation and PMP, 2008-2012E
• Global Mobile Phone Shipment and Ratio of Smart Phone, 2007-2012E
• Shipment of World' s Top 13 Brand Manufacturers, 2007-2008
• LED Quantity Needed by Mobile Phone, 2006-2010E
• Digital Camera Shipment, 2004-2011E
• Market Shares of Global Key Digital Camera Manufacturers, 2008
• Digital Camera OEM Relation and Key Manufacturers' Shipment
• Market Shares of Digital Camera Display Suppliers by Sum, 2008
• Global Shipment of Notebooks, 2006-2012E
• Comparison between MID, Laptop and Netbook
• Market Shares of Global Key Laptop Manufacturers, 2001-2008Q3
• Netbook Shipment, 2007-2011E
• Shipment of World' s Key Netbook Manufacturers, Q3 2008
• Taiwan Laptop OEM Shipment and Ratio to Global Market, 2004-2009
• Market Shares of Global Key Laptop OEMs, 2006
• Shipment of World' s Key Laptop OEMs by Brand, 2007
• Market Shares of World' s Key Laptop OEMs, 2008
• Cost Comparison between LED Backlight and CCFL Backlight
• Global Laptop LED Backlight Penetration Rate, 2007-2013E
• Market Shares of Global Key Lap LED Panel Manufacturers, 2009Q1
• LED TV Penetration Rate, 2008-2012
• Market Shares of Key LED TV Panel Manufacturers
• Power Consumption Comparison between Auto Signal LED Lamp and Incandescence Lamp
• Cost of Five Auto Lighting Types and Luminance Development Trend, 2007-2014E
• LED Auto Lighting Market Size, 2008-2015E
• Global Outdoor LED Billboard Market, 2007-2012E
• China Outdoor LED Billboard Market
• Industrial Chain of China Outdoor LED Billboard Market
• Main Partners of Tulip Mega Media
• Presence of Tulip Mega Media in China
• Global LED Street Lamp Policies
• Global Street Lamp Amount, 2008-2013E
• Global General LED Lighting Market Size, 2007-2012E
• LED Industry Chain
• Key Manufacturers in LED Industry Chain
• LED Sapphire Substrate Market Size, 2005-20102E
• Geographical Distribution of GaN LED Sapphire Substrate Downstream Market, 2008
• Machine Amount and Output Capacity of Epitaxy Manufacturers in Taiwan, 208-2009
• Revenue of World' s 17 LED Upstream Manufacturers, 2008-2009
• Operating Profit Margin of World' s 10 LED Upstream Manufacturers, 2008-2009
• Revenue of World' s 8 LED Downstream Manufacturers, 2008-2009
• Operating Profit Margin of World' s 5 LED Downstream Manufacturers, 2008-2009
• Global LED Output Value by Region, 2006-2011E
• LED Ratio of China' s LED Manufacturers
• MOCVD Machine Amount of LED Manufacturers in Mainland China, 2007
• Output Capacity of LED Manufacturers in Mainland, 2007
• Operation of Key Chinese LED Manufacturers
• Technology Sources of Chinese LED Manufacturers
• Revenue and Operating Profit Margin of Everlight, 2002-2010E
• Revenue of Everlight by Product, 2008Q1-2009Q4
• Everlight Product Structure by Application, 2005-2008
• Output Capacity of Everlight , 2008
• Revenue and Operating Profit Margin of Epistar, 2000-2009E
• Revenue of Epistar by Product, 2008Q1 - 2009Q4
• HB LED Product Line of Epistar
• Revenue and Operating Profit Margin of Genesis, 2003-2007
• Product Structure and Proportions of Genesis, 2005-2008
• Roadmap of Genesis
• Revenue and Gross Profit Margin of Arima Optoelectronics, 2002-2009
• Revenue of Arima Optoelectronics by Product, 2006-2009
• Revenue and Operating Profit Margin of Formosa Epitaxy, 2002-2009
• Revenue of Formosa Epitaxy by Product, 2008Q1-2009Q4
• Operating Revenues of Formosa Epitaxy, 2007-2009
• Operating Revenue Ratios of Formosa Epitaxy, 2009
• Revenue and Operating Profit Margin of Bright LED, 2002-2010E
• Revenue of Bright LED by Product, 2008-2009
• Revenue of Bright LED by Region, 2004-2008
• Financial Performance of Bright LED, 2008Q1-2009Q4
• Revenue and Gross Profit Margin of Opto Tech , 2004-2009E
• Revenue of Opto Tech by Product, 2008-2009
• Main Projects of Compul Electronics (Suzhou)
• Revenue and Operating Profit Margin of Harvatek, 2000-2009
• HARVATEK Revenue by Region, 2008
• Revenue and Gross Profit Margin of Tekcore, 2005-2010E
• High-Brightness LED Output Capacity of Tekcore, 2009Q1-2010Q4E
• Revenue and Operating Profit Margin of Unility Opto, 2004-2009
• HUGA Organization Structure
• Revenue and Operating Profit of HUGA, 2004-2008,
• Revenue and Operating Profit Margin of CREE, FY2004-FY2009
• Global Presence of CREE
• TOYOTA GOSEI Revenue by Product, FY2009
• TOYOTA GOSEI Revenue, FY2005-FY2009
• TOYOTA GOSEI Operating Profit, FY2005-FY2009
• TOYOTA GOSEI LED Product Revenue, FY2005-FY2009
• LED Revenue and Operating Profit Margin of Nichia, FY2004-FY2009
• Revenue and Operating Profit Margin of OSRAM, FY2004-FY2008
• OSRAM Revenue by Region, FY2008
• OSRAM Revenue by Product, FY2008
• OSRAM Employee Distribution by Region, FY2008
• Financial Statement of OSRAM, 2004-2007
• Revenue of Philips Lighting by Region, 2004-2008
• Operating Revenue of Philips Lighting, 2004-2008
• Revenue of Philips Lighting by Product, FY2008
• Financial Data of Philips Automotive Lighting Hubei Co., Ltd, 2004-2007
• Revenue and Operating Profit Margin of STANLEY, FY2004-FY2009
• Revenue and Operating Profit Margin of STANLEY' s Auto Lighting Division, FY2005-FY2009
• Revenue and Operating Profit Margin of STANLEY' s Electronics Lighting Division, FY2005-FY2009
• STANLEY Revenue by Region, FY2008-FY2009
• STANLEY Operation Profit by Region, FY2008-FY2009
• Financial Data of STANLEY (Tianjin), 2004-2007
• Financial Data of STANLEY (Guangzhou), 2004-2007
• Financial Data of STANLEY (Shenzhen), 2004-2007
• Financial Data of STANLEY (Suzhou), 2004-2007
• Core Competitiveness of Seoul Semiconductor
• Seoul Semiconductor' s Code of Conduct
• Product Distribution of Seoul Semiconductor
• Revenue and Operation Profit Margin of Seoul Semiconductor, 2006-2009
• Revenue and Operation Profit of Seoul Semiconductor, 2007Q1-2009Q1
• Direct Export Growth Margin of Seoul Semiconductor , 2002-2009Q1
• Global Presence of Seoul Semiconductor
• Vertical Integration of Seoul Semiconductor
• Downstream Application Distribution of Seoul Semiconductor, 1999, 2002, 2005, 2008 & 2009
• Product Structure of Seoul Semiconductor , 2007Q1-2011Q4
• Revenue and Operation Profit Margin of San' an Photoelectric, 2005-2010
• MOCVD Machine Number of San' an Photoelectric
• GaN Epitaxy Cost Structure of San' an Photoelectric
• GaAs Epitaxy Cost Structure of San' an Photoelectric
• Product Downstream Application of San' an Photoelectric
• Output Capacity Schedule of San' an Photoelectric, 2008-2011
• Revenue Structure of Samsung Electro-Mechanics, 2009Q1
• LED Operation Revenue of Samsung Electro-Mechanics by Application, 2005-2009
• CITIZEN Revenue, FY2004-FY2008
• CITIZEN Operation Profit, FY2004-FY2008
• CITIZEN Revenue Structure, FY2008
• CITIZEN LED Revenue, FY2004-FY2008
• AXT Revenue and Operation Profit Margin, 2004-2008
• AXT Revenue by Product, 2006-2008
• AXT Revenue by Region, 2006-2008
• AIXTRON Revenue, 2003-2008
• AIXTRON Net Profit, 2003-2008
• AIXTRON Operation Profit, 2003-2008
• Global Presence of AIXTRON
• Staff Members of AXITRON, 2003-2008
• Product Downstream Application of AXITRON, 2008
• AXITRON Revenue by Region, 2008
• AXITRON Product Revenue by Technology, 2008
• Market Shares of AXITRON, 2006-2008
• VEECO Revenue and Operation Profit, 2004-2008
• VEECO Revenue by Product, 2006-2008
• VEECO Revenue by Product, 2009Q1