Taiwanese LED packaging companies are ramping up their transformation efforts, pivoting away from standard products to explore diversified segments such as invisible light products, Micro LEDs, semiconductors, and silicon photonics. They are also seeking new growth opportunities in AI applications.
Leading manufacturer Everlight recently hosted an investor conference, highlighting its strong position as one of the top five global players in photocouplers. The company continues to focus on high-end photocouplers and expects robust gross margins to persist through 2025. Photocouplers, essential in robotics, industrial digital logic controllers (DLCs), servers, and AI-related domains, hold significant potential in areas such as computational power and co-packaged optics (CPO). Overall, Everlight remains optimistic about the potential of photocouplers in AI applications.
Other key players, namely Ligitek, Brightek, and Ennostar, joined the SEMI Silicon Photonics Industry Alliance (SiPhIA) in 2024 to break into the optical communications sector. During an investor briefing, Ligitek emphasized its commitment to five growth drivers, including the research and development of system-in-package (SIP) heterogeneous integration, high-frequency components, mid- and low-frequency components, and modules. Specifically, the company focuses on the demand for high-frequency components in the silicon photonics industry.
In addition to the greater visibility for its automotive iCLed lineup, Brightek reported significant year-on-year growth in the invisible light segment, such as IR LEDs and sensors, for the first three quarters of 2024, and it expects continued momentum into 2025. Brightek is also focusing on new keyboard technologies to capitalize on the anticipated rise of AI laptops.
Edison Opto, with 5% of its revenue coming from optical communication products like transceiver modules, is expanding its presence in this field. Alongside its existing focus on automotive finished products and modules, the company has established a research and development team to explore CPO-related opportunities.
PlayNitride has achieved a new milestone in Mini LED and Micro LED technologies, turning a profit on both a monthly and quarterly basis for the first time. In the fourth quarter of 2024, the company recorded revenue from Micro LED equipment sales. As revenue streams expand, PlayNitride is poised to double its revenue in 2025.
Harvatek has long invested in Micro LED research and development. In 2025, it plans to develop equipment to meet the precision and manufacturing needs of its affiliates, YTEC and TZI. The company expects capital expenditures to reach NT$300 million, including investments in Mini LED and Micro LED equipment, as well as the construction of a new facility in Xiamen.
(Photo credit: Paixin.com)
Gold+ Member Report
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Report Title
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Content
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Format
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Publication
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LED Industry Demand
and Supply Database
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Demand Market Analysis:
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PDF / Excel
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1Q (Mid Mar.)
3Q (Early Sep.)
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2024-2028 Demand Market Forecast
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(Backlight and Flash LED / General Lighting / Agricultural Lighting / Architectural Lighting / Automotive- Passenger Car & Box Truck & Scooter / Video Wall / UV LED / IR LED / Micro LED / Mini LED)
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Supply Market Analysis:
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1. LED Chip Market Value (External Sales, Total Sales)
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2. WW New / Accumulated GaN LED and AS/P LED MOCVD Chamber Installations
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3. GaN LED and AS/P LED Wafer Market Demand (By Region / By Wafer Size)
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4. GaN LED and AS/P LED Wafer Market Demand and Supply Analysis
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LED Player Revenue
and Capacity
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LED Chip Market Analysis:
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PDF / Excel
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2Q (Early Jun.)
4Q (Early Dec.)
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Top 10 LED Chip Manufacturers by Revenue and Wafer Capacity
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LED Package Market Analysis:
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LED Package Manufacturers: Total Revenue, LED Revenue, and Capacity Analysis
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Top 10 LED Package Players by Revenues in Backlight and Flash LED, Lighting, Automotive, Video Wall, UV LED
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LED Industry Price Survey
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Sapphire / Chip / Package (Backlight, General Lighting, Agricultural Lighting, Automotive, Video Wall, UV LED,
IR LED, VCSEL)
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Excel
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1Q (Mid Mar.)
2Q (Early Jun.)
3Q (Early Sep.)
4Q (Early Dec.)
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LED Industry
Quarterly Update
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Major Players Quarterly Update:
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PDF
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1Q (Mid Mar)
2Q (Early Jun)
3Q (Early Sep)
4Q (Early Dec)
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EU / U.S.- Lumileds, ams OSRAM, Cree LED
(Smart Global Holdings)
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JP- Nichia, Citizen, Stanley, ROHM
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KR- Samsung, Seoul Semiconductor, Seoul Viosys
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ML- Dominant
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TW- Ennostar, Everlight, LITEON, AOT, Harvatek, PlayNitride
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CN- San’an, Changelight, HC SemiTek, Aucksun, Focus Lightings, Nationstar, Hongli, Refond, Jufei, MTC, MLS
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Micro/Mini LED
Exhibit Report
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CES 2024 / Touch Taiwan 2024 / Display Week 2024
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PDF
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Aperiodically;
<20 Pages
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TrendForce 2024 Micro LED Market Trend and Technology Cost Analysis
Release: 31 May / 30 November 2024
Language: Traditional Chinese / English
Format: PDF
Page: 160-180
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If you would like to know more details , please contact:
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CN
TW
EN
