The Markets for Smart Lighting Drivers, Controllers and Sensor Chips – 2014
This report analyzes the market for LED drivers, MCUs, sensors and other chips used in smart lighting. It is the latest in NanoMarkets ongoing series of reports on smart lighting, which covers both the lighting itself and important components and chips used in smart lighting systems. In this report we explicitly discuss smart lighting components in the context of the emerging Internet-of-Things. The report focuses on analysis for the chips that will be used in the newer kinds of smart lighting -- color tuning (mood lighting) and visible light communications (VLC) -- as well as more traditional smart lighting aimed primarily at increasing lighting efficiency. Coverage includes innovative devices such as intelligent LED drivers with embedded sensors and the latest wireless standards for smart lighting such as Bluetooth Low Energy (BLE). In addition, the report also covers the needs of all the major end-user segments of the market. We take these to be commercial and industrial, residential, government and public buildings.
We have also discussed the available markets for smart lighting in transportation and outdoor lighting. Detailed eight-year market projections of seven major smart lighting chip types in both revenue and volume terms are presented. Additional breakouts are provided by (1) the part of the lighting system in which the chips are used and (2) the technology generation of the system itself and (3) the type of building, vehicle or location in which the smart lighting systems will be used. The report is designed for semiconductor industry executives that want to better understand the opportunities in smart lighting electronics. It is also intended to provide guidance to firms in the LED and smart lighting systems sectors who need to better understand where smart-lighting electronics trends will take their businesses.
We have also discussed the available markets for smart lighting in transportation and outdoor lighting. Detailed eight-year market projections of seven major smart lighting chip types in both revenue and volume terms are presented. Additional breakouts are provided by (1) the part of the lighting system in which the chips are used and (2) the technology generation of the system itself and (3) the type of building, vehicle or location in which the smart lighting systems will be used. The report is designed for semiconductor industry executives that want to better understand the opportunities in smart lighting electronics. It is also intended to provide guidance to firms in the LED and smart lighting systems sectors who need to better understand where smart-lighting electronics trends will take their businesses.
EXECUTIVE SUMMARY
Objective and Scope of this Report
Methodology of this Report
Plan of this Report
The Four Generations of Smart Lighting
The Smart Lighting Opportunity for Chip Makers: Some Definitions
Changes in the Market Since the 2013 NanoMarkets Smart Lighting Electronics Report
Impact of the “Internet-of-Things” and IPv6 on Smart Lighting Electronics
LED Driver Opportunities for Next-Generation Smart Lighting
MCUs and the Future of Smart Lighting
Sensor Opportunities in Smart Lighting
Chips and Li-Fi
Impact of OLED Lighting Trends on Smart Lighting Electronics
The IMOLA Project
Some Thoughts on Smart Ballasts
Ten Firms to Watch in the Smart Lighting System Electronics Space
Marvell: Smart Lighting Strategies
NXP: Smart Lighting Strategies
Summary of Eight-Year Market Forecast for Smart Lighting Chips: By Type of Chip
Summary of Eight-Year Market Forecast for Smart Lighting Chips: By Type of System
Summary of Eight-Year Market Forecast for Smart Lighting Chips: By Component of Smart Lighting System
CHAPTER ONE: INTRODUCTION
Background to Report
Chip Opportunities for a Light-Tuned World
Smart Lighting: What’s Next for LED Driver Makers?
Smart Lighting: A New Market for MCUs
Sensing Opportunities: New Materials, ZigBee, Bluetooth Low Energy, and EnOcean
CHAPTER TWO: SMART LIGHTING EVOLUTION AND LED DRIVERS
LED Drivers for Smart Lighting
Required Capabilities and Threats for Smart Lighting LED Drivers
Opportunities for LED Drivers in Smart Lighting Systems
IC Requirements for Smart LED Drivers
Smart Lighting as a Pioneer Market for High-Performance LED Drivers
Impact of Declining Chip Prices and Costs: the Smart Lighting Perspective
Dimming and LED Drivers in Smart Lighting Markets
Color Tuning and the Need for Dynamic Mood and Health Lighting
Color Tuning Chips: Opportunities for the Semiconductor Industry
AC LEDs in Smart Lighting: A Possible Negative for the Smart Lighting Driver Market
Improved Binning – an Unintended Opportunity for Smart Lighting Driver Makers
Voltage/Current Control and Power Load Design as Competitive Issue for Smart LED Drivers
Standards for Smart Lighting LED Drivers
Driver Suppliers and the Opportunities for New Entrants
Eight-Year Forecasts of LED Drivers for Smart Lighting Electronics
Key Points Made in this Chapter
CHAPTER THREE: MCUS AND THE FUTURE OF SMART LIGHTING
MCUs and Other Control Chips for Smart Lighting
MCUs for Gateways and Controller Boxes in Smart Lighting
The Rise of Central Controllers in the Smart Lighting Systems Market: Their Use of MCUs
Central Controllers as Early Competitive Battlefield for Smart Lighting
The Possible Disappearance of Gateways as a Threat to MCU Makers
Eight-Year Forecasts of MCUs and Other Control Chips for Smart Lighting Electronics
Key Points Made in this Chapter
CHAPTER FOUR: SMART LIGHTING SENSORS
Sensors for Smart Lighting
Creating Value-Added Sensing Devices for Smart Lighting Applications: Integration
Creating Value-Added Sensing Devices for Smart Lighting Applications: New Materials
ZigBee and Smart Lighting
Bluetooth and Smart Lighting
EnOcean and Smart Lighting
Other Protocols that may Create Opportunities for Smart Lighting Makers
Eight-Year Forecasts of Sensors for Smart Lighting Electronics
Key Points Made in this Chapter
CHAPTER FIVE: CHIP REQUIREMENTS FOR VISIBLE LIGHT COMMUNICATIONS
Evolution of Li-Fi Technology and its Markets
Limitations of VLC/Li-Fi
VLC/Li-Fi Players and Silicon Requirements
Eight-Year Forecasts of VLC/Li-Fi Chips
Key Points Made in this Chapter
CHAPTER SIX: END-USER MARKET ANALYSIS AND EIGHT-YEAR FORECAST
Forecasting Methodology
Addressable Markets
Assumptions about Market Size and Penetration
Residential Smart Lighting Markets
Eight-year Forecasts of Electronics for Residential Smart Lighting: By Chip Type
Eight-year Forecasts of Electronics for Residential Smart Lighting: By System Type
Drivers for Smart Lighting in Commercial/Industrial Buildings
Eight-year Forecasts of Electronics for Commercial/Industrial Smart Lighting: By Chip Type
Eight-year Forecasts of Electronics for Commercial/Industrial Smart Lighting: By System Type
Drivers for Smart Lighting in Government/Public Buildings
Eight-year Forecasts of Smart Lighting Electronics in Government/Public Buildings: By Chip Type
Eight-year Forecasts of Smart Lighting Electronics in Government/Public Buildings: By System Type
Smart Lighting in Street Lighting and Other Outdoor Environments
Eight-year Forecasts of Smart Lighting Electronics for Outdoor/Street Lighting: By Chip Type
Eight-year Forecasts of Smart Lighting Electronics for Outdoor/Street Lighting: By System Type
Smart Lighting in Automotive and other Transportation Environments
Eight-year Forecasts of Smart Lighting Electronics for Auto/Transportation Lighting: By Chip Type
Eight-year Forecasts of Smart Lighting Electronics for Auto/Transportation Lighting: By System Type
Niche Applications for Smart Lighting
Eight-year Forecasts of Smart Lighting Electronics for Other Applications: By Chip Type
Eight-year Forecasts of Smart Lighting Electronics for Other Applications: By System Type
Other Market and Technology Scenarios and their Impact on Smart Lighting Electronics
Key Points Made in this Chapter
Acronyms
Objective and Scope of this Report
Methodology of this Report
Plan of this Report
The Four Generations of Smart Lighting
The Smart Lighting Opportunity for Chip Makers: Some Definitions
Changes in the Market Since the 2013 NanoMarkets Smart Lighting Electronics Report
Impact of the “Internet-of-Things” and IPv6 on Smart Lighting Electronics
LED Driver Opportunities for Next-Generation Smart Lighting
MCUs and the Future of Smart Lighting
Sensor Opportunities in Smart Lighting
Chips and Li-Fi
Impact of OLED Lighting Trends on Smart Lighting Electronics
The IMOLA Project
Some Thoughts on Smart Ballasts
Ten Firms to Watch in the Smart Lighting System Electronics Space
Marvell: Smart Lighting Strategies
NXP: Smart Lighting Strategies
Summary of Eight-Year Market Forecast for Smart Lighting Chips: By Type of Chip
Summary of Eight-Year Market Forecast for Smart Lighting Chips: By Type of System
Summary of Eight-Year Market Forecast for Smart Lighting Chips: By Component of Smart Lighting System
CHAPTER ONE: INTRODUCTION
Background to Report
Chip Opportunities for a Light-Tuned World
Smart Lighting: What’s Next for LED Driver Makers?
Smart Lighting: A New Market for MCUs
Sensing Opportunities: New Materials, ZigBee, Bluetooth Low Energy, and EnOcean
CHAPTER TWO: SMART LIGHTING EVOLUTION AND LED DRIVERS
LED Drivers for Smart Lighting
Required Capabilities and Threats for Smart Lighting LED Drivers
Opportunities for LED Drivers in Smart Lighting Systems
IC Requirements for Smart LED Drivers
Smart Lighting as a Pioneer Market for High-Performance LED Drivers
Impact of Declining Chip Prices and Costs: the Smart Lighting Perspective
Dimming and LED Drivers in Smart Lighting Markets
Color Tuning and the Need for Dynamic Mood and Health Lighting
Color Tuning Chips: Opportunities for the Semiconductor Industry
AC LEDs in Smart Lighting: A Possible Negative for the Smart Lighting Driver Market
Improved Binning – an Unintended Opportunity for Smart Lighting Driver Makers
Voltage/Current Control and Power Load Design as Competitive Issue for Smart LED Drivers
Standards for Smart Lighting LED Drivers
Driver Suppliers and the Opportunities for New Entrants
Eight-Year Forecasts of LED Drivers for Smart Lighting Electronics
Key Points Made in this Chapter
CHAPTER THREE: MCUS AND THE FUTURE OF SMART LIGHTING
MCUs and Other Control Chips for Smart Lighting
MCUs for Gateways and Controller Boxes in Smart Lighting
The Rise of Central Controllers in the Smart Lighting Systems Market: Their Use of MCUs
Central Controllers as Early Competitive Battlefield for Smart Lighting
The Possible Disappearance of Gateways as a Threat to MCU Makers
Eight-Year Forecasts of MCUs and Other Control Chips for Smart Lighting Electronics
Key Points Made in this Chapter
CHAPTER FOUR: SMART LIGHTING SENSORS
Sensors for Smart Lighting
Creating Value-Added Sensing Devices for Smart Lighting Applications: Integration
Creating Value-Added Sensing Devices for Smart Lighting Applications: New Materials
ZigBee and Smart Lighting
Bluetooth and Smart Lighting
EnOcean and Smart Lighting
Other Protocols that may Create Opportunities for Smart Lighting Makers
Eight-Year Forecasts of Sensors for Smart Lighting Electronics
Key Points Made in this Chapter
CHAPTER FIVE: CHIP REQUIREMENTS FOR VISIBLE LIGHT COMMUNICATIONS
Evolution of Li-Fi Technology and its Markets
Limitations of VLC/Li-Fi
VLC/Li-Fi Players and Silicon Requirements
Eight-Year Forecasts of VLC/Li-Fi Chips
Key Points Made in this Chapter
CHAPTER SIX: END-USER MARKET ANALYSIS AND EIGHT-YEAR FORECAST
Forecasting Methodology
Addressable Markets
Assumptions about Market Size and Penetration
Residential Smart Lighting Markets
Eight-year Forecasts of Electronics for Residential Smart Lighting: By Chip Type
Eight-year Forecasts of Electronics for Residential Smart Lighting: By System Type
Drivers for Smart Lighting in Commercial/Industrial Buildings
Eight-year Forecasts of Electronics for Commercial/Industrial Smart Lighting: By Chip Type
Eight-year Forecasts of Electronics for Commercial/Industrial Smart Lighting: By System Type
Drivers for Smart Lighting in Government/Public Buildings
Eight-year Forecasts of Smart Lighting Electronics in Government/Public Buildings: By Chip Type
Eight-year Forecasts of Smart Lighting Electronics in Government/Public Buildings: By System Type
Smart Lighting in Street Lighting and Other Outdoor Environments
Eight-year Forecasts of Smart Lighting Electronics for Outdoor/Street Lighting: By Chip Type
Eight-year Forecasts of Smart Lighting Electronics for Outdoor/Street Lighting: By System Type
Smart Lighting in Automotive and other Transportation Environments
Eight-year Forecasts of Smart Lighting Electronics for Auto/Transportation Lighting: By Chip Type
Eight-year Forecasts of Smart Lighting Electronics for Auto/Transportation Lighting: By System Type
Niche Applications for Smart Lighting
Eight-year Forecasts of Smart Lighting Electronics for Other Applications: By Chip Type
Eight-year Forecasts of Smart Lighting Electronics for Other Applications: By System Type
Other Market and Technology Scenarios and their Impact on Smart Lighting Electronics
Key Points Made in this Chapter
Acronyms
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