SemiLEDs Corporation develops, manufactures, and sells light emitting diode (LED) chips, components, and modules and systems in the United States, Taiwan, the Netherlands, Japan, and internationally. The company also sells enhanced vertical, LED product series in blue, white, green, and UV; LED chips to packagers or distributors; and lighting products primarily to original design manufacturers of lighting products and the …
Full LEDS analysis →
Competitive advantage assessment
Key strengths
Operating Leverage in EffectOperating leverage is evident (score 0.89), with margins expanding over time.
Key risks
Commodity Pressure / Weak DifferentiationGross margin at 4.6th percentile with high volatility suggests weak pricing power or commoditized products.
ROIC Below WACC or PeersROIC at 9.4th percentile suggests inefficient capital deployment.
The dashed ring is the peer median. Defense scores are percentile ranks
against peers, so 50 is roughly the typical company in this group.
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SemiLEDS Corporation ranks #51 of 66
scored companies in Semiconductors by moat score — the top 77%.
The widest moat in the group is NVE Corporation (NVEC)
at 86/100.
Moat scores for companies ranked near LEDS in Semiconductors
Pricing power is the ability to raise prices without losing volume.
Cost Advantage
Score 62
· 15% of the moat score
A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.
Customer Stickiness
Score 26
· 15% of the moat score
Stickiness is what makes revenue repeat without being re-won every year.
Capital Efficiency
Score 13
· 18% of the moat score
Capital efficiency asks what the company earns on the money tied up in the business.
Resilience
Score 27
· 17% of the moat score
Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.
Scale & Market Position
Score 50
· 15% of the moat score
Scale matters only when it converts into economics.
SemiLEDS Corporation (LEDS) scores 32 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as developing. It ranks #51 of 66 scored companies in Semiconductors, the top 77%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 65 companies in Semiconductors. Its strongest defense is Cost Advantage (62/100) and its weakest is Capital Efficiency (13/100).
How does SemiLEDS Corporation compare with other Semiconductors companies?
SemiLEDS Corporation ranks #51 of 66 scored companies in Semiconductors by moat score. The widest moat in Semiconductors is NVE Corporation (NVEC) at 86/100. The companies ranked closest are GSI Technology, Inc. (GSIT) at 32 just above it and Valens Semiconductor Ltd. (VLN) at 29 just below it.
How is the moat score calculated?
Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 65 companies in Semiconductors. The defenses are then weighted to produce the overall score out of 100.
Why is SemiLEDS Corporation scored with the Corporate Default template?
Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.
Which competitive defenses are measured for SemiLEDS Corporation?
The Corporate Default template measures 6 defenses, and LEDS scores: Pricing Power (19), Cost Advantage (62), Customer Stickiness (26), Capital Efficiency (13), Resilience (27), Scale & Market Position (50). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.
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