2014年中国LED照明厂商业绩跟踪季度报告.pdf

睿工业睿工业(MIR), Beijing petitor Performance Tracking -2014 Q3 Report (睿工业) 2014. 11 睿工业(MIR), Beijing Page2 Agenda Data source: MIR interview 1. Competition Overview Chip/PKG Revenue Ranking Revenue Ranking Revenue by Trad./LED 2. GI petitions Overview Top Players +LMS Top Players Top Players Top Players Overview Top Players Top Players Top Players Players Top Players Top Players Top Players Estate Top Players 3. Competitor Profile & Activities Watch 睿工业(MIR), Beijing Page3 1. Competition Overview - LED Chip/PKG Revenue Ranking Data source: MIR interview Euro/US Player Korea/Japan Player Taiwan Player Local Player Supplier Revenue Gr% Philips -- -- StrongLED -- -- Tridonic -- -- Supplier Revenue Gr% SeoulSemi 195 19% Samsung 10 11% Panasonic -- -- Ushio -- -- Supplier Revenue Gr% Everlight 317 23% Lextar 8% Supplier Revenue Gr% Sanan 1324 28% Re-fond 241 34% Hongli 196 50% Eti 175 44% NVC -- -- Kingsun -- -- Opple -- -- RoLED -- -- MOSO -- -- PAK -- -- LMJ -- -- Arctik -- -- Foxconn -- -- Felco -- -- CnLight -- -- yancon -- -- 睿工业(MIR), Beijing Page4 1. Competition Overview - Lighting Revenue Ranking Data source: MIR interview Euro/US Player StrongLED Tridonic Philips GI Other Korea/Japan Player Taiwan Player Local Player Revenue Gr% Revenue Gr% Revenue Gr% Revenue Gr% Samsung Ushio SeoulSemi Panasonic GI Other Lextar Everlight GI Other +7% +10% +15% +14% +12% +3% +28% +4% +25% RoLED Light Arctik LMJ Eti Kingsun yancon Foxconn PAK FSL NVC Opple GI Other +8% +8% +18% +25% +20% -6% +24% +37% +12% +35% +20% +30% +25% 睿工业(MIR), Beijing Page5 1. Competition Overview - Lighting Revenue by Trad./LED Data source: MIR interview Key Comments ?In this research, we focused on petitors, From the total overview, the lighting total performance in 2014 Q3 is about