• Japanese
  • Korean
  • Chinese
Cover Image

Global and China MO Source Industry Report, 2014-2018

As the backing material of MOCVD, MOMBE and other semiconductor microstructures, MO source (also known as high-purity metal organic compound) is widely used in LED (accounting for about 90% of the demand), solar cells, phase change memory, radio-frequency integrated circuit (RFIC) chips, etc.

The global demand for MO source was small prior to 2009, with a basic balance between market supply and demand. In 2009-2011, the explosive growth in the LED industry propelled the demand for MO source to grow swiftly, resulting in the global oligopoly and the gap of about 4.8 tons in 2011. After 2012, the slowdown of the LED market and new capacity release of major companies led to the oversupply worldwide.

China is one of the world's major MO source producers and consumers. In 2014, China's MO source capacity hit 28.5 tons, making up about 30% of the global total; it is expected to jump to 33.6 tons in 2015. China's demand for MO source attained 23.5 tons in 2014, occupying around 40.4% of the global; driven by the continued growth in MOCVD shipment, the demand is expected to reach 32.7 tons in 2015.

Currently, the global MO source market is dominated by several tycoons. In 2014, DOW, SAFC, Nata Opto-electronic and AKZO Nobel eyed a combined market share of about 92.2% (by sales); particularly DOW grasped 37.8% alone. Japan-based Sumitomo Chemical, South Korea-based Lake LED Materials and China-based Suzhou Guangyao have formed sizable production of MO source, but their capacity is not high enough, so they are still weak in the global competition.

DOW is the largest MO source manufacturer in the world. It entered the Chinese market as early as 1930s, and now China has become its second-largest overseas market following Germany with the sales contribution of RMB4.3 billion in 2014. To serve the Greater China region better, DOW set up a sales base in Chengdu in 2012; it erected sales bases in Harbin and Wuhan in 2014; in 2015, it plans to establish a sales base in Xinjiang (according to China's "The Belt and Road Initiative" strategic layout).

Jiangsu Nata Opto-electronic Material Co., Ltd. is China's largest MO source company with an existing capacity of 27.5 t/a. In May 2014, the company invested RMB28.41 million in a new 1.5 t/a high-purity trimethyl indium production line project, consisting of a trimethyl indium synthetic line and two trimethyl indium purification lines.

The report focuses on the followings:

  • Global MO source supply, demand, competition pattern, etc.;
  • China's MO source development environment, supply, demand, price, etc.;
  • Status quo of Chinese MO source upstream and downstream industries;
  • Operation, revenue structure, MO source business, etc. of eight MO companies at home and abroad.

Table of Contents

1. Overview of MO Source Industry

  • 1.1. Introduction
  • 1.2. Classification and Application
  • 1.3. Industry Chain
  • 1.4. Industry Characteristics
    • 1.4.1. High Concentration
    • 1.4.2. High Growth

2. Development of Global MO Source Industry

  • 2.1. Overview
  • 2.2. Supply
  • 2.3. Demand
    • 2.3.1. Downstream Demand Restores Growth
    • 2.3.2. Midstream & Upstream Capacity Gradually Digested
    • 2.3.3. Quantity Demanded
    • 2.3.4. Demand Structure
  • 2.4. Competition Pattern
  • 2.5. USA
  • 2.6. Taiwan
  • 2.7. South Korea
  • 2.8. Europe
  • 2.9. Japan

3. Development of MO Source Industry in China

  • 3.1. Development Environment
    • 3.1.1. Policy Environment
    • 3.1.2. Trade Environment
    • 3.1.3. Technical Environment
  • 3.2. Supply
    • 3.2.1. Production Capacity
    • 3.2.2. Capacity Structure
  • 3.3. Demand
  • 3.4. Price Trend

4. Upstream and Downstream Sectors of MO Source in China

  • 4.1. Upstream Sectors
    • 4.1.1. Gallium
    • 4.1.2. Indium
    • 4.1.3. Policies and the Influence
  • 4.2. LED Industry
    • 4.2.1. LED Market Scale
    • 4.2.2. MOCVD and LED Chip Market
    • 4.2.3. LED Encapsulation Market
    • 4.2.4. LED Application Market
    • 4.2.5. Competition Pattern
  • 4.3. Other Downstream Sectors
    • 4.3.1. New Solar Cell
    • 4.3.2. Phase Change Memory
    • 4.3.3. Semiconductor Laser
    • 4.3.4. RFIC Chip

5. Key Enterprises Worldwide

  • 5.1. DOW
    • 5.1.1. Profile
    • 5.1.2. Operation
    • 5.1.3. Revenue Structure
    • 5.1.4. MO Source Business
    • 5.1.5. Business in China
  • 5.2. Sigma-Aldrich
    • 5.2.1. Profile
    • 5.2.2. Operation
    • 5.2.3. SAFC Hitech-MO Source Business
    • 5.2.4. Business in China
  • 5.3. AKZO Nobel
    • 5.3.1. Profile
    • 5.3.2. Operation
    • 5.3.3. Revenue Structure
    • 5.3.4. MO Source Business
    • 5.3.5. Business in China
  • 5.4. Sumitomo Chemical
    • 5.4.1. Profile
    • 5.4.2. Operation
    • 5.4.3. Revenue Structure
    • 5.4.4. MO Source Business
    • 5.4.5. Business in China
  • 5.5. Albemarle
    • 5.5.1. Profile
    • 5.5.2. Operation
    • 5.5.3. Revenue Structure
    • 5.5.4. MO Source Business
    • 5.5.5. Business in China
  • 5.6. Chemtura
    • 5.6.1. Profile
    • 5.6.2. Operation
    • 5.6.3. Revenue Structure
    • 5.6.4. MO Source Business
    • 5.6.5. Business in China
  • 5.7. Lake LED Materials
    • 5.7.1. Profile
    • 5.7.2. MO Source Business
  • 5.8. Nata Opto-electronic
    • 5.8.1. Profile
    • 5.8.2. Operation
    • 5.8.3. Revenue Structure
    • 5.8.4. Gross Margin
    • 5.8.5. Production and Sales
    • 5.8.6. Key Projects

6. Summary and Forecast

  • 6.1. Market
  • 6.2. Enterprises

Selected Charts:

  • Application of MO Source
  • Industrial Chain of MO Source
  • Proportion of MO Source in LED Production Process
  • Global MO Source Supply, 2010-2015
  • Global LED Backlight Penetration Rate by Field, 2008-2015
  • Global TV LED Backlight Output Value, 2012-2015
  • Output Value and Growth Rate of Global HB LED Products, 2010-2015
  • Number of Newly Added MOCVD Machines and Ownership Worldwide, 2010-2018E
  • Global MOCVD Ownership by Region, 2014
  • Demand of MOCVD Standalone for MO Source
  • Global MO Source Demand, 2010-2018E
  • Global MO Source Demand by Industry, 2010-2015
  • Global MO Source Capacity by Region, 2015
  • Number of Newly Added MOCVD Machines in Taiwan, 2009-2015
  • Number of Newly Added MOCVD Machines in South Korea, 2009-2012
  • Production Bases and Major Customers of MO Source in Japan
  • Distribution of Japanese LED Industry
  • Policies about MO Source Industry in China, 2011-2014
  • Capacity of MO Source in China, 2010-2015
  • Capacity of MO Source in China by Product, 2010-2015
  • Competition Pattern of Chinese MO Source Companies, 2014
  • Major M&A Cases in LED Industry, 2014
  • MOCVD Purchase Plan of China's Local Governments, 2010-2015
  • Demand for MO Source in China, 2010-2018E
  • Average Price of MO Source Products in China, 2009-2015
  • Price of Gallium (Purity ≥99.99%) in China, 2010-2015
  • Global indium consumption structure, 2014
  • Output and Sales Volume of Indium in China, 2009-2014
  • Market Price of Indium (Purity ≥99.99%) in China, 2010-2015
  • LED Industry Chain
  • Driving Factors of LED Industry, 2005-2014
  • Total Output Value and Growth Rate of LED Industry in China, 2010-2015
  • Ownership and Growth Rate of MOCVD Machines in China, 2010-2018E
  • MOCVD Capacity Utilization and Operating Rate in China, 2012-2014
  • Output Value and Growth Rate of LED Epitaxial Chip in China, 2010-2015
  • Major LED Epitaxial Chip Companies in China
  • Output Value and Growth Rate of LED Encapsulation Industry in China, 2010-2015
  • LED Output Value by Application, 2013-2014
  • Business of Key LED Companies in China
  • Performance Comparison of Different Types of Solar Cells
  • Output of GaAs Solar Cell in China, 2010/2015/2020
  • Sales and Net Income of Dow, 2010-2015
  • Revenue Structure of Dow by Business, 2014
  • Production Bases of Dow Electronic Materials
  • Revenue of Electronic & Functional Materials of Dow, 2010-2014
  • Revenue of Dow's Electronic Materials Division by Region, 2014
  • Revenue of Dow's Electronic Materials Division by Business, 2014
  • Sales and Net Income of Sigma-Aldrich, 2009-2015
  • Revenue Structure of Sigma-Aldrich by Business, 2011-2014
  • Revenue Structure of Sigma-Aldrich by Region, 2014
  • Sales and Growth Rate of SAF, 2011-2015
  • MO Source Production Bases of SAFC Hitech
  • Revenue and Net Income of AKZO Nobel, 2009-2015
  • Revenue Structure of AKZO Nobel by Business, 2012-2015
  • Revenue Structure of AKZO Nobel by Region, 2014
  • Revenue of AKZO Nobel's Functional Chemicals, 2012-2014
  • Revenue Structure of AKZO Nobel's Functional Chemicals by Region, 2014
  • Revenue and Growth Rate of AKZO Nobel in China, 2010-2015
  • Production Bases of Functional Chemical Products of AKZO Nobel in China
  • Revenue and Net Income of Sumitomo Chemical, FY2009- FY2014
  • Revenue of Sumitomo Chemical by Business, FY2009-FY2014
  • Branch Companies of Sumitomo Chemical and Their Primary Business
  • Albemarle's Global Layout
  • Revenue and Net Income of Albemarle, 2010-2015
  • Revenue of Albemarle by Business, 2009-2014
  • Albemarle's Layout in China
  • Chemtura's Global Layout
  • Sales and Net Income of Chemtura, 2009-2014
  • Revenue of Chemtura by Business, 2014
  • Revenue Structure of Chemtura by Region, 2014
  • Main MO Source Products of Lake LED Materials
  • Equity Structure of Nata Opto-electronic, 2015
  • Revenue and Net Income of Nata Opto-electronic, 2009-2015
  • Revenue of Nata Opto-electronic by Product, 2009-2014
  • Revenue of Nata Opto-electronic by Region, 2009-2014
  • Gross Margin of Nata Opto-electronic by Product, 2009-2014
  • Sales Volume and Unit Price of Nata Opto-electronic, 2010-2014
  • Key Projects of Nata Opto-electronic, 2014
  • Capacity of Nata Opto-electronic, 2010-2015
  • Global and Chinese MO Source Demand Growth Rate, 2010-2018E
  • Growth Rate of LED Chip and Encapsulation Output Value in China, 2010-2015
  • Revenue Growth Rate of Major Global MO Source Companies, 2010-2015
  • Competition Pattern of Global MO Source Companies, 2014
Show More
Pricing
  • Int'l: +1-860-674-8796
  • TollFree(US): +1-866-353-3335
  • Europe: +32-2-535-7543
  • Asia: +65-6223-2436
Back to Top