Seoul Semiconductor
HQ KR12% share
Major Korean LED maker for backlights and lighting.
manufactured · input
TV Backlight LED Modules
Edge/direct LED backlight modules for LCD televisions.
11
Source countries
3
Companies
1
Goods affected
0
Claims on record
What depends on it
Goods that need this input
1 essential American goods rely on tv backlight led modules 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
3 companies produce tv backlight led modules.
3M Company
HQ US
3M Company (Maplewood MN; NYSE: MMM; ~$23B revenue after Health Care spinoff; ~$35B before) is the dominant US manufacturer of N95 respirators and is vertically integrated into meltblown polypropylene nonwoven production. 3M manufactures its own electret (electrostatically charged) meltblown filtration media at its Arden Hills, MN facility — a rare example of vertical integration in nonwovens. 3M's N95 respirators (1860, 8210, 8110S) use proprietary Filtrete electret media. During COVID-19, 3M doubled N95 production to ~2 billion respirators/year (from ~1B) but could not scale meltblown capacity fast enough to meet demand — the Arden Hills facility was the binding constraint. 3M also sells Filtrete HVAC filter media (MERV 11-13) made from the same meltblown technology, generating ~$700M/year in home filtration revenue alongside its respirator business.
Nichia Corporation
HQ JP
World's largest LED maker; invented the high-brightness blue LED (Nobel Prize 2014) that enables white LED lighting.