LED Industry Could See Supply Shortage in 2010 - iSupply (VECO, CREE, KLAC)
Tweet
Share
E-mailGet Alerts VECO Hot Sheet
Join SI Premium – FREE
According to research from iSupply.com, 2010 could see a potential shortage of LEDs unless production capacity is increased.
LED consumption in 2009 reached 63 billion units, a 10.5% increase from 57 billion in 2008. The industry's capacity last year was 75 billion units.
An iSuppli analyst believes that demand will oust supply, as the industry is expected to grow by double-digits for at least the next three years.
LEDs are used in many applications, including the backlighting to large-screen LCD-TVs, automobiles, and cell phones. LED are also finding an increased usage for general illumination needs, which iSupply sees broadening in the next two years.
Of all the applications, the large-screen TVs are expected to fare the worst upon a shortage.
Strategies to cope include more vertical integration and a greater move toward in-house sourcing.
Major players to watch include:Non-U.S. exchange traded companies include: Lumileds Lighting, Nichia Corp, Toyoda Gosei, Hitachi, Aixtron, and OC Oerlikon Corp.
LED consumption in 2009 reached 63 billion units, a 10.5% increase from 57 billion in 2008. The industry's capacity last year was 75 billion units.
An iSuppli analyst believes that demand will oust supply, as the industry is expected to grow by double-digits for at least the next three years.
LEDs are used in many applications, including the backlighting to large-screen LCD-TVs, automobiles, and cell phones. LED are also finding an increased usage for general illumination needs, which iSupply sees broadening in the next two years.
Of all the applications, the large-screen TVs are expected to fare the worst upon a shortage.
Strategies to cope include more vertical integration and a greater move toward in-house sourcing.
Major players to watch include:Non-U.S. exchange traded companies include: Lumileds Lighting, Nichia Corp, Toyoda Gosei, Hitachi, Aixtron, and OC Oerlikon Corp.
You May Also Be Interested In
- Deutsche Bank calls Treasury buyback doubling similar to ’operation twist’
- Morgan Stanley sees modest downside risks to US aluminum premium
- BofA survey shows European fund managers eye growth despite caution
Create E-mail Alert Related Categories
General News, Insiders' BlogSign up for StreetInsider Free!
Receive full access to all new and archived articles, unlimited portfolio tracking, e-mail alerts, custom newswires and RSS feeds - and more!
