This quarterly tracker is part of the LED Intelligence Service, which also contains an annual report with more detailed Packaged LED demand data, and market briefs covering hot topics.
The LED Supply and Demand tracker is mostly focused on GaN LEDs only (excluding AlInGaP and others) and so most of the data in the report is GaN LEDs only. However a short section does show the total Packaged LED market size (including AlInGaP and others) and market shares for the total also.
The key features of this quarterly report are GaN LED MOCVD, GaN LED wafer and die capacity that results from these LEDs, GaN LED demand by application (in the form of Packaged LED shipments, ASPs and revenues), a comparison of GaN LED supply and demand, and supplier market shares on a quarterly basis.
The report is based on detailed research with LED companies and MOCVD suppliers, and thorough models of the market. Most top players speak to IHS Markit regularly during the research for the report. The report has been recognized as market leading by most top LED suppliers.
Deliverables: The report is around 80-90 slides in PDF and has around 80-90 charts or tables (the exact number varies slightly between each quarterly report). The report also includes excel pivot tables.