Status of the LED Industry

NEW YORK, Sept. 24, 2012 /PRNewswire/ -- Reportlinker.com announces that a new market research report is available in its catalogue:

Status of the LED Industry

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Powered by General Lighting application, packaged LED market will experience tremendous growth between 2012 and 2018 to reach $17.1B market size

THE LED INDUSTRY IS ENTERING ITS THIRD GROWTH CYCLE: GENERAL LIGHTING

Growth of the LED industry has come initially from the small display application and has been driven forward by the LCD display application. LED TV was expected to be the LED industry driver for 2011 but the reality was quite different….  Lower adoption of LEDs in the TV market and the entry of several new players, mostly from Asia, created a climate of overcapacity, price pressure and strong competition. As a consequence, packaged LED volume was about 30% lower than expected and revenue shrank due to strong ASP pressure.  In 2012, most companies have moved to the new "El Dorado" the of LED business: General Lighting, which represents the next killer application for LEDs.  But enabling massive adoption of the technology for such an application still requires a large decrease in the cost of LED-based products...

We estimate packaged LED revenue will reach a market size of $11.4B in 2012 and will peak to $17.1B by 2018.  Growth will be driven both by the Display (LCD TV) and General Lighting applications until massive adoption of LEDs in lighting.  From 2014, the third growth cycle of the LED business will accelerate with the General Lighting application representing more than 50% of the overall packaged LED business.

The report presents all applications of LEDs and associated market metrics within the period 2008-2020, detailing for each application: drivers & challenges, associated volume and market size (packaged LED, LED die surface), penetration rate of LEDs….

COST OF PACKAGED LEDs STILL NEEDS TO BE REDUCED BY A FACTOR X10 TO ENABLE MASSIVE ADOPTION IN GENERAL LIGHTING

The adoption of LEDs for General Lighting applications strongly depends on technology and manufacturing improvements. This is required to drive performance and cost of LED solutions to a trigger point where massive adoption could start.

Industry consensus points out a cost reduction per lumen of packaged LEDs by a factor x10. This can be achieved through a combination of manufacturing efficiency and performance improvement, such as:

-Access to larger size wafers;

-Improvements in LED epitaxy cost of ownership through yield and throughput;

-Improved packaging technologies (phosphors, optics…);

Additionally, improved package and luminaire design will also enable significant cost reduction ("design for manufacturability").

The report presents LED reduction opportunities, detailing: cost structure of packaged LEDs (and LED-based lighting products), key technologies and research areas…

CHINA's GaN MOCVD REACTOR CAPACITY HAS INCREASED BY A FACTOR X20 THE LAST 3 YEARS

The capacity for GaN LED epitaxy has increased dramatically in 2010 and 2011. This increase took place across all regions but was most dramatic in China (increased by a factor x20 of the reactor capacity between Q4 2009 and Q1 2012).

Most emerging Chinese LED epiwafer and die manufacturers are still lagging significantly behind their competitors in term of technology maturity and LED performance. The bulk of those new companies are not yet capable of manufacturing LEDs to address the large display and general lighting applications that are currently driving the market.  In the mid-term, consolidation of the Chinese LED Industry will occur (scenario in the central government's new five-year plan), and China could became a major actor in the LED Industry.

The report presents LED value chain, detailing: reactor capacity by region, with an analysis of capacity vs. demand, actors involved with a focus on leading LED epitaxy and packaging companies (2011 ranking by revenue)…

NEW BUSINESS MODELS ARE MANDATORY TO CAPTURE ADDED VALUE OF LED LIGHTING

Ultimately, the long life of Solid State Lighting (SSL) technology will totally change the lighting market by dramatically increasing the length of the replacement cycles. The replacement market (aftermarket) will be strongly impacted, pushing traditional players of the lighting industry to define new strategies to capture profit (intelligent lighting, lighting solutions…). In addition, as value is moving to the top of the value chain (module and luminaire levels), several players that were originally involved only at LED device levels will develop strategies of vertical integration in order to capture more value. But accessing distribution channels represents a big challenge for those players who develop new approaches to sell their lighting products (e-commerce, new distributors….). The rise of LED lighting will therefore depend on the right merger of the emerging LED industry with the traditional lighting industry.

The report presents a deep analysis of the General Lighting application, detailing for each market segment: status & trends, drivers & challenges, regulations & standards, , market metrics…   An analysis of geographical trends is also developed."Powered by General Lighting application, packaged LED market will experience tremendous growth between 2012 and 2018 to reach $17.1B market size

BENEFITS

-The report identifies all applications of LEDs and associated market metrics within the period 2008-2020, detailing for each application: drivers & challenges, associated volume and market size (packaged LED, LED die surface), penetration rate of LEDs….

-The report presents LED value chain, detailing: reactor capacity by region, with an analysis of capacity vs. demand, actors involved with a focus on leading LED epitaxy and packaging companies (2011 ranking by revenue)…

-The report presents a deep analysis of the General Lighting application, detailing for each market segment: status & trends, drivers & challenges, regulations & standards, , market metrics… An analysis of geographical trends is also developed.

COMPANY INDEX

A-Bright, Advanced Photonics, American Bright, American Opto Plus, AOT, ApexScience & Engineering, APT Electronics, Aqualite Co, Arima, AUO, Avago, Bridgelux, Bright LED, Brightview electronic, CDT, Century Epitech, Chi Mei Lighting Technology, Citizen Electronics, CREE, CS Bright, Daina, Dominant Semiconductors, Edison, Elec-tech, Enfis, Epiled, Epilight Technology, Epistar, EpiValley, Everlight, Excellence Opto, Fangda group, Formosa epitaxy (Forepi), galaxia Photonic, GE, Genesis Photonics, Golden Valley Optoelectronics, Hangzhou Silan Azure, Harvatech, HC SemiTek, Heesung, High Power Opto, hi-Light, hueyjann, huga, huiyuan Optoelectronic, hunan HuaLei Optoelectronic, Hunin Electronic, Idemitsu Kosan, Illumitex, Invenlux, Itswell, KingBright, Kodenshi, Konica Minolta, Korea Photonics Technology Institute (KOPTI), Kwality group, Lattice Power Corporation, LedEngin, LEDTech, Lemnis, Lextar/Lighthouse, LG Display, Lg Innotek, Lighting Science, Ligitek, Lite-On, LongDeXin (LDX), Lumei Optoelectronics, Lumenmax, Lumex, Lumileds, LumiMicro, Lumination, Luminus, Lumitek, Lustrous Technology, Luxpia, LuxtalTek, MokSan Electronics, Moser Baer, Nanosys, Nanya, Nationstar, Neo-Neon, Nichia, NiNEX, Oasis, Optek Technology, Opto Tech, Osram, ParaLight, Philips, Power Opto, Powerlightec, Rainbow Optoelectronics, Rohm, Samsung SEMCO, Sanan Optoelectronics, Sanken Electric, Seiwa Electric, SemiLEDs, Seoul semi / Optodevice, Shandong huaguang Optoelectronics, Sharp, Shenzen Mason Technology, Shenzen Mimgxue, Shenzen Yiliu Electronic, Shenzhen Refond, Showa Denko, Stanley Electric, Sunpu Opto, Supernova, Sylvania, Tekcore, TESS, Tonghui Electronic Corporation, Toshiba, Toyoda gosei, TSMC, Tyntek, UDC, Unity Opto, Visera Tech, Vishay, VPEC, Walsin Lihwa, Wellipower, Wenrun Optoelectronic, Wooree LED, Xiamen Changelight, Xiamen Hualian, Ya Hsin, Yangzhou huaxia Integrated Photoelectric (DarewinChip), Yangzhou Zhongke Semiconductor, YoungTeck, Yuti Lighting Shanghai, Zoomview (Xi An Zoomlight)

Table of Contents

Objective of the Report

Glossary

Executive Summary

Packaged LED forecast

Introduction to High Brightness LEDs

Segmentation of High Brightness LED packages

LED market metrics

Packaged LED Revenue forecast

Packaged LED Volume forecast

Packaged LED Die surface forecast

LED Supply by Region

Recent Trends

Price Trends of Packaged LEDs

Leading LED Epitaxy Companies

2011 Revenue Ranking

Leading LED Packaging Companies

2011 Revenue Ranking

LED Reactors

Capacity Analysis

Geographic Trends & Impact on global demand

Capacity vs. Demand

Conclusion

Display applications

Introduction

Large size displays: LCD TVs and Monitors

History & Trends

Market Drivers

Energy Requirements

LED Backlighting Value Chain

Backlight Designs

Standard Direct Backlight

Edge Lit Backlight

Low Cost Direct Backlight

LED backlight color gamut

Local dimming with LED TVs

Backlight Design Trends

Package and Chip Surface Trends

Alternative Technologies

Crystal LED (CLED)

Quantum Dots LED (QLED)

Organic led (OLED) - overview

Led adoption trends

Packaged LED revenue from lcd tvs and monitors

Conclusion

Small size displays: cell phones

History & Trends

Alternative Technologies - Organic LED (OLED)

Comparison with LED

Main Players

New 2012 Devices

Penetration Rate in cell phone

Packaged LED revenue from cell phones

Medium size displays: notebooks & tablets

History & Trends

Penetration Rate of backlight Technologies

Packaged LED Revenue from notebooks and tablets

Other display applications

Personal navigation device (PND)

Portable DVDs

Digital Cameras and Camcorders

Portable Multimedia players (PMP)

Portable Game Console

Picture Frames

Portable Devices - The Blurred Frontier

Packaged LED Revenue From "Other Displays"

Sign and large display applications

Overview

Details on large outdoor displays

Details on signals / emergency lights

Packaged LED Revenue From signs and large displays

Projector applications

Overview of Technologies

Details on Table Top Projectors

Details on Ultra Portable and Pico Projectors

Alternative Technology - laser-based projectors

LED penetration rate

Packaged LED revenue from projectors

Personal lighting applications

Overview

Packaged LED revenue from personal lighting

Automotive lighting applications

Introduction

History of LEDs integration

Drivers for LEDs integration

Focus on interior Lighting

Focus on exterior Lighting

Challenges

Trends & potential impact on industry structure

Sales of Automotive and Trucks

Penetration rate of LEDs

Packaged LED revenue - split by applications

Conclusion

General lighting applications (1/6) - Lumen Consumption forecast

Introduction

International energy agency (IEA) model

Sandia national laboratory (SNL) model

Model developed in the report

General lighting applications (2/6) - Driving forces, status and trends

Introduction

Market segments & associated characteristics

Overview of light source technologies

Standard light bulb classifi cation

2011 worldwide lighting use

2011 worldwide lamp sales

Value chain

Overview

Associated players & trends

Conclusion

Drivers & challenges

Benefits & promises of LEDs

Drivers for adoptionupfront Cost

Drivers for adoption - Total Cost of Ownership (TCO)

The Path to Cost Reduction

Cost Structure of Lighting Products

LED Downlight Luminaire Cost Breakdown

LED Outdoor area Lamp Cost Breakdown

LED Replacement Lamp (bulb) Cost Breakdown

LED Replacement Lamp Cost Breakdown

Analysis

Cost structure of packaged LED

Cost breakdown of Cree Xlamp xb-d

Cost breakdown of Lumileds Luxeon S

Analysis

Cost reduction Opportunities

The Cost of Yields

Key Technologies & Research Areas

Main Technical Challenges

Lifetime & Reliability

Color Rendering & Consistency

Regulations & Standards

Regulations

Ban / phase out of incandescent lamps

CFL and Toxicity

Potential Impact of Subsidies

Standards

Worldwide Trends

Module Standardization (zhaga)

Future Trends

Intelligent Lighting / Lighting solution

Low Voltage DC Power - Focus on the emerge alliance

Alternative Technologies

Plasma Induction Lighting

Laser Lighting

Oled Lighting

Conclusion

Conclusion

General lighting applications (3/6) - Design trends

Chip on Board (COB)

Middle Power LEDs

Light Engines

Small vs. Large chips

Bulb and Tubes replacement vs. Dedicated SSL modules

Design Considerations

Examples

Conclusion

General lighting applications (4/6) -Market segment review

Residential lighting

General Description

Incumbent Technologies

Lamp Replacement vs. Dedicated ssl modules

LEDs Integration - Drivers & Stoppers

Adoption Trends

SWOT Analysis

LED Penetration Trends

Commercial lighting

General Description

Incumbent Technologies

Dedicated SSL modules

LEDs integration - Drivers & Stoppers

Focus on Office Lighting

Focus on High End Applications

Focus on Specialty Applications

SWOT Analysis

LED Penetration Trends

Industrial Lighting

General Description

Incumbent Technologies

Focus on agricultural applications

SWOT analysis

LED penetration trends

Outdoor Stationary Lighting

General description

Incumbent technologies

LEDs integration - drivers & stoppers

SWOT analysis

LED penetration trends

Conclusion

General Lighting Applications (5/6) -Lamp market forecast

Worldwide trends

Annual sales of lamps in the world (volume)

Split by Technology

Split by Region

Annual sales of Lamps in the world (m$)

Split by Technology

Split by Region

Geographical Trends

Annual sales of lamps in Europe

Annual sales of lamps in North America

Annual sales of lamps in Asia

Annual sales of lamps in South America

Annual sales of lamps in MEA

General Lighting Applications (6/6) -Conclusion

Final conclusion

To order this report:

Lighting_Equipment_Manufacturing Industry: Status of the LED Industry

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