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Seoul Semiconductor closes in on second-largest LED maker ams OSRAM

What happened

According to Omdia's 2024 rankings, Seoul Semiconductor has narrowed its market share gap with ams OSRAM to just one percentage point. The broader LED market is experiencing a slowdown, with leaders Nichia and ams OSRAM seeing significant revenue declines. Neutral: This market share shift reflects competitive dynamics but does not provide a direct, actionable signal for LED component pricing or supply.

Impact and signal

Low impactImpact score: 10/100

Affected components and suppliers

LED
Seoul Semiconductor Co Ltdams OSRAMNichia
market-sharerevenue-decline

Source and time

Source: Semiconductor Today · 5/12/2025 · View original source

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