Nichia Corporation
HQ JP28% share
World's largest LED maker; invented the high-brightness blue LED (Nobel Prize 2014) that enables white LED lighting.
manufactured · input
LED Package / Chip (GaN)
Packaged white/blue LED emitters built on gallium-nitride epitaxy — the light source in virtually all modern lamps and fixtures. China dominates LED packaging; the underlying gallium is ~98% Chinese.
11
Source countries
5
Companies
2
Goods affected
0
Claims on record
What depends on it
Goods that need this input
2 essential American goods rely on led package / chip (gan) somewhere upstream in their supply chain.
Where it comes from
Source countries
Share of global supply, by country.
| Country | Share of supply |
|---|---|
| JPJapan | 27% |
| CNChina | 19% |
| MYMalaysia | 19% |
| TWTaiwan | 11% |
| DEGermany (Federal Republic of Germany) | 7% |
| THThailand | 5% |
| CACanada | 2% |
| MXMexico | 2% |
| VNVietnam | 1% |
| FRFrance | 1% |
| IEIreland | 1% |
Who makes it
Supplier companies
5 companies produce led package / chip (gan).
Signify N.V. (formerly Philips Lighting)(LIGHT.AS)
HQ NL12% share
World's largest lighting company (Philips brand); major downstream consumer of LED packages and drivers.
Samsung Electronics(005930.KS)
HQ KR
Samsung Electronics Co., Ltd. (KRX: 005930; ~$200B revenue) is the world's largest NAND flash memory manufacturer with ~33% global market share. Samsung's NAND operations span the Pyeongtaek P3 complex (South Korea) and — critically — the Xi'an, Shaanxi, China facility, which is Samsung's largest single NAND fab by capacity. Samsung received a one-year BIS export control exemption (later extended) to continue upgrading Xi'an equipment under US restrictions. Samsung pioneered 3D NAND V-NAND technology in 2013 (first commercial 3D NAND) and now produces 200+ layer V-NAND. Also produces DRAM (world's largest) and logic chips (Exynos, foundry).
San'an Optoelectronics(600703.SS)
HQ CN
World's largest gallium-nitride LED chip (epitaxy/wafer) maker; also compound-semiconductor (GaAs/GaN) foundry.
ams OSRAM AG(AMS.SW)
HQ AT
Optical-semiconductor maker; LEDs, sensors and emitters (Osram Opto Semiconductors).