Semileds (LEDS) Quarterly and Annual Segment Results by Country and Region - CSIMarket
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Semileds Corp  (NASDAQ: LEDS)
    Sector  Technology    Industry Semiconductors
   Industry Semiconductors
   Sector  Technology

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Description of Semileds's Business Segments


Semileds Corp offers a comprehensive portfolio of LED products and services, focusing on various segments that cater to diverse market applications. Below is an extensive overview of their key segments, products, and services:

1. LED Chips

Semileds Corp produces and purchases a wide spectrum of LED chips, categorized by color and application. Their primary offerings in this segment include:

- Color Variants: The companys LED chips include blue, white, green, and UV (ultraviolet) chips. These chips are integral for various lighting solutions, particularly in specialty markets.
- Product Series: The EV LED product series includes chips available in various sizes, ranging from 380 microns (μm) by 380 μm to 1520 μm by 1520 μm. This varying size offers flexibility for different application needs.
- Applications: These chips are primarily used in specialty lighting fields, with applications in commercial and industrial settings. Specific uses include:
- UV Curing of Polymers: High-intensity UV chips facilitate the curing process in industrial applications.
- Medical and Cosmetic LED Light Therapy: Therapeutic uses within medical and aesthetic fields leverage the unique properties of specific LED wavelengths.
- Counterfeit Detection: UV LEDs are utilized in security applications for detecting authenticity in currency and documents.
- Horticultural Lighting: These chips cater to the growing demand for optimized lighting solutions in plant growth.
- Architectural Lighting: Semileds LED chips enhance visual architecture through innovative lighting solutions.

Financial Insight: Sales from LED chips contributed 4% and 8% of total revenues for the fiscal years ending August 31, 2017, and 2016, respectively, indicating a niche yet valuable market presence.

LED Components

In addition to raw LED chips, Semileds provides packaged LED components geared towards specific applications and sectors:

- Packaging Techniques: The company packages many of its LED chips into components primarily intended for sale to distributors or direct end-customers. The majority of these components utilize larger chips greater than 860 μm by 860 μm, particularly focusing on high-wattage applications (greater than 3W).
- Thermal Management: Utilizing high thermal conductivity substrates (like aluminum nitride) enhances performance in high-powered environments.

Four Primary Product Groups:
- UV LED Products: These range from 2W to 200W and are specifically designed for various industrial uses such as printing, coating, and medical applications.
- MCE (Multi-Channel Entertainment) Packages: Targeting sectors like entertainment and horticulture, MCE packages can control individual LED channels to produce a full spectrum of colors.
- Automotive Lighting Solutions: Meeting stringent automotive standards, these products focus on producing linear and controlled light configurations. The achievement of TS16949 certification highlights the quality compliance in automotive applications.
- Specialty Lighting Products:
- 2016 Series: Used in smartphone camera flash modules.
- Infrared Products: Used for surveillance with different viewing angle options.

In August 2015, Semileds launched two high-density UV COB (Chip-on-Board) modules (D4525 and D4825) aimed at industry-specific applications, particularly in durable and efficient thermal management.

Revenue Contribution: LED components accounted for 73% and 76% of revenues for the fiscal years ended August 31, 2017, and 2016, reflecting a strong segment focus.

Lighting Products

Semileds also designs and assembles complete lighting solutions for a variety of applications:

- General Applications: Their lighting products serve commercial, residential, and industrial markets, ensuring flexibility in design and function.
- Primary Offerings:
- LED Luminaries: These are complete lighting fixtures designed for efficient and effective illumination.
- LED Retrofits: Solutions aimed at upgrading existing lighting systems with LED technology, enhancing energy efficiency and longevity.

Services

To further enhance their market appeal, Semileds provides a range of services related to the design and manufacturing of LED products:

- Customization Services: Tailored solutions for various market segments allow clients to receive packages specific to their requirements.
- Integrated System Solutions: Beyond basic product offerings, Semileds focuses on providing integrated systems that accommodate electrical, thermal, and mechanical design needs. This strategic approach positions them as a one-stop solution for clients.

Key System Markets Targeted:
- UV LED industrial printers
- Aquarium lighting solutions
- Medical illumination applications
- Niche imaging light engines
- High-standard commercial lighting setups

Manufacturing and Packaging Processes

The manufacturing process at Semileds incorporates several critical steps that include:

- Chip bonding
- Wire bonding
- Phosphor coating
- Encapsulation
- Scribing and dicing
- Rigorous testing

Conclusion

With a focus on innovation, high-quality manufacturing, and customer-centered services, Semileds Corp has established itself as a significant player in the LED marketplace. Their commitment to advancing LED technology through chip production, component packaging, and integrated lighting solutions marks them as a comprehensive provider in the industry.


Composition of Semileds Corp Revenues by Segments

 

Q3 three months ended (May 31 2026)
Revenues by Business Segments Revenues
(in millions $)
%
(of total Revenues)
Total 9.07 100 %




Q3 three months ended (May 31 2026)
Revenue Growth rates by Segment Y/Y Revenue
%
Q/Q Revenue
%
Total -48.59 % 752.82 %




Q3 three months ended (May 31 2026)
Income by Business Segments Income
(in millions $)
%
(Profit Margin)
Total 1.52 16.78 %




Q3 three months ended (May 31 2026)
Income Growth rates by Segment Y/Y Income
%
Q/Q Income
%
Total 582.96 % -




Annual Report on Semileds Corp Divisions, Sales by Country

 
LED chips   LED chips Segment contribution to total sales 0.35 % of total Revenue
LED components   LED components Segment contribution to total sales 4.8 % of total Revenue
Lighting products   Lighting products Segment contribution to total sales 0.53 % of total Revenue
Other   Other Segment contribution to total sales 94.32 % of total Revenue
India   India Segment contribution to total sales 88.58 % of total Revenue
Japan   Japan Segment contribution to total sales 5.07 % of total Revenue
Other individually less than 5 of total net revenues   Other individually less than 5 of total net revenues Segment contribution to total sales 6.35 % of total Revenue


Twelve months ended 2025
LEDS s Annual Revenue by Geography and Business Segments Sales
(in millions $)
%
(of total Sales)
Total 43.01 100 %
LED chips 0.15 0.35 %
LED components 2.07 4.8 %
Lighting products 0.23 0.53 %
Other 40.57 94.32 %
India 38.10 88.58 %
Japan 2.18 5.07 %
Other individually less than 5 of total net revenues 2.73 6.35 %


Twelve months ended 2025
LEDS s Annual Income by Country and Business Segments Income
(in millions $)
%
(Profit Margin)
Total -1.13 -

Twelve months ended 2025
Annual Revenue and Income Growth by Country and Business Segments % Y/Y Sales Growth % Y/Y Income Growth
Total 729.81 % -
LED chips 60.22 % -
LED components -22.21 % -
Lighting products 7.55 % -
Other 1725.65 % -
Japan 32.42 % -
Other individually less than 5 of total net revenues -22.74 % -
United States - -
Netherlands - -
Taiwan - -



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