Author: Ted Romanowitz
Date Published:
In light of recent global events and the ongoing discussions around international trade, this comprehensive report dives into the challenges and opportunities surrounding the global LED supply chain. Exploring the current market landscape, key component suppliers for LED chiplets, packaged LEDs, driver ICs, LED controllers, and power supplies.
With evolving trade policies bearing the potential to reshape the industry, many LED brands are exploring strategies for geographic diversification and divestiture. This report provides insights into these shifts, profiling 36 component providers, 20 China-based branded OEM/ODM vendors, and 15 contract manufacturers. Additionally, it details 21 companies actively manufacturing LEDs in North America, Europe, and the Rest of APAC (RoAPAC).
Best in class brands routinely evaluate component vendors and manufacturing partners to maximise quality while minimising bill of material (BOM) and production costs. Second sourcing and geographical diversity are two strategies to harden supply chains without incurring significant finished goods investments.
Seven of the top tier LED brands as well as thirteen second tier brands all manufacture in mainland China. Each has large factories and the top tier vendors have especially strong buying power for key ingredients but do not support OOC or OOT objectives. Each is actively OEMing or ODMing for other brands or open to the possibility. A primary concern is directly competing with these vendors’ branded offerings head-to-head in international markets, especially the top tier that have established strong international businesses in Americas and EMEA. The concern is less with second tier as most have not expanded significantly outside of China and APAC. A portion of the buying power and vertical integration cost benefit of these vendors can be lost due to price of differentiation and reduced cost advantage.
| Comprehensive PDF report
| Executive summary
| Report Background and Methodology
| LED Display Technology Trends
| Business Management Considerations
| Supply Chain Strategic Considerations
| Key Component Trends
| LED Chiplets and Packaged LEDs
| Driver ICs
| LED Video Wall Control Systems
| Other Key Components
| LED Branded Manufacturers
| LED Manufacturers in International Markets
| LED Manufacturers in Americas
| LED Manufacturers in APAC Outside China (RoAPAC)
| LED Manufacturers in EMEA
| LED Contract Manufacturers
| LED chips and packaged LED
| Driver ICs
| LED Video Wall Controllers
| Power Supplies
| LED chip and package manufacturers
| Driver ICs suppliers
| LED video wall controller vendors
| Power supply sources
ӏ Geographic location of headquarters
| Research and development
| Manufacturing
Futuresource has been regularly tracking, researching and consulting on the LED market since 2013, as part of its professional display technology portfolio.
Any enterprise operating within the LED display market and adjacent industries will benefit from this report, particularly:
| Manufacturers and their suppliers
| Resellers and VARs
| Intermediaries and supply chain
| Market strategists, marketing and sales professionals
| Investors
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