LED Phosphor Markets - 2014
This new NanoMarkets report provides a thorough analysis of the latest opportunities in the LED phosphor markets. It builds on NanoMarkets’ successful 2012 phosphor report and shows how the phosphor market is shifting in response to latest developments in both display backlighting and general illumination markets.
In this years’ report, we are placing special attention on some of the newer phosphor chemistries such as nanophosphors, glass phosphors and QDs. And we also ask and answer the question as to how new phosphor materials can build market share in a market crowded in new materials.
We identify how performance improvements are likely to help grow addressable markets for phosphors, with an especial focus on general illumination, outdoor/street lighting and backlighting and how money will be made in the LED phosphor market.
The report also includes NanoMarkets’ assessments of the product/market strategies of leading firms active in the LED phosphors space. And, as always with our reports, this report contains granular eight-year forecasts of the LED phosphors shipments in volume and value terms, with breakouts by type of phosphor and type of application. This report is required reading, not just for strategy planners at phosphor firms, but for those throughout the solid-state lighting and display industries.
In this years’ report, we are placing special attention on some of the newer phosphor chemistries such as nanophosphors, glass phosphors and QDs. And we also ask and answer the question as to how new phosphor materials can build market share in a market crowded in new materials.
We identify how performance improvements are likely to help grow addressable markets for phosphors, with an especial focus on general illumination, outdoor/street lighting and backlighting and how money will be made in the LED phosphor market.
The report also includes NanoMarkets’ assessments of the product/market strategies of leading firms active in the LED phosphors space. And, as always with our reports, this report contains granular eight-year forecasts of the LED phosphors shipments in volume and value terms, with breakouts by type of phosphor and type of application. This report is required reading, not just for strategy planners at phosphor firms, but for those throughout the solid-state lighting and display industries.
EXECUTIVE SUMMARY
E.1 Important changes since NanoMarkets’ previous phosphor report
E.2 Key opportunities for LED phosphors
E.2.1 Opportunities for independent phosphor makers
E.2.2 Opportunities for LED firms
E.2.3 Opportunities for the lighting and display industry
E.2.4 Potential for startups
E.3 Firms to watch in LED phosphors
E.3.1 The growing importance of China
E.3.2 Other important phosphor firms to watch
E.3.3 LED firms that shape the phosphor market
E.4 Thoughts on China as a supplier and user of LED phosphors
E.5 Summary of eight-year forecasts for LED phosphors
CHAPTER ONE: INTRODUCTION
1.1 Background to this report
1.2 Objectives and scope of this report
1.3 Methodology of this report
1.4 Plan of this report
CHAPTER TWO: PHOSPHORS: MATERIALS AND PRODUCTS
2.1 Standard conversion: Blue LEDs with Ce-YAG coatings
2.1.1 How dominant will standard phosphor technologies
2.1.2 Who controls the IP
2.1.2 What happens when critical phosphor IP expires?
2.2 White phosphors
2.3 UV and NUV strategies
2.4 CCT and the warm white technology gap
2.5 Phosphor-on-LED vs. remote phosphor coatings
2.6 Emerging phosphor strategies
2.6.1 Thin-film phosphors
2.6.2 Glass phosphors
2.6.3 Nanophosphors
2.7 Emerging competition for improved phosphors
2.7.1 RGB LED combinations
2.7.2 QD-coated LEDs
2.8 Pricing trends
2.8.1 Expectations for price declines for novel phosphors
2.9 Key points made in this CHAPTER
CHAPTER THREE: PHOSPHOR MARKETS: OPPORTUNITIES AND CHALLENGES
3.1 Factors shaping the use of phosphors in general illumination markets
3.1.1 Current consumer dissatisfaction with LED and CFL lighting
3.1.2 Regional differences in lighting tastes
3.1.3 CRI and CCT goals
3.1.4 Which phosphors will succeed in the general illumination market?
3.2 Outdoor/street lighting
3.2.1 Current and future CRI and CCT requirements for street lighting
3.2.2 Current and future CRI and CCT requirements for other outdoor lighting
3.2.3 Which phosphors will succeed in the outdoor/street lighting market?
3.3 LED back lights for displays
3.3.1 Light uniformity and its impact on the phosphor market
3.3.2 Edge-lit LCDs and phosphors
3.3.3 Which phosphors will succeed in the outdoor/street lighting market?
3.4 Automotive lighting
3.4.1 LED lighting requirements and tastes for auto lighting: implications for phosphors
3.4.1 Which phosphors will succeed in the auto market?
3.5 Notes on phosphors in audiovisual, theater and other specialty lighting
3.6 The rare earth supply problem
3.6.1 Current situation
3.6.2 Which rare earths will remain in shortage?
3.6.3 Implications for the phosphor sector
3.7 Manufacturing challenges for phosphors
3.7.1 Challenges
3.7.2 Long-term manufacturing technology strategies for phosphors
3.8 Potential health and safety issues with phosphors
3.9 Key points made in this CHAPTER
CHAPTER FOUR: LED PHOSPHORS MARKETS AND FORECASTS
4.1 Forecasting methodology
4.1.1 Pricing assumptions
4.2 Eight-Year forecasts of LED phosphors by application
4.3 Eight-Year forecasts of LED phosphors by type of phosphor material and technology
4.4 Eight-Year forecasts of LED phosphors by location of customer
4.5 Alternative scenarios
E.1 Important changes since NanoMarkets’ previous phosphor report
E.2 Key opportunities for LED phosphors
E.2.1 Opportunities for independent phosphor makers
E.2.2 Opportunities for LED firms
E.2.3 Opportunities for the lighting and display industry
E.2.4 Potential for startups
E.3 Firms to watch in LED phosphors
E.3.1 The growing importance of China
E.3.2 Other important phosphor firms to watch
E.3.3 LED firms that shape the phosphor market
E.4 Thoughts on China as a supplier and user of LED phosphors
E.5 Summary of eight-year forecasts for LED phosphors
CHAPTER ONE: INTRODUCTION
1.1 Background to this report
1.2 Objectives and scope of this report
1.3 Methodology of this report
1.4 Plan of this report
CHAPTER TWO: PHOSPHORS: MATERIALS AND PRODUCTS
2.1 Standard conversion: Blue LEDs with Ce-YAG coatings
2.1.1 How dominant will standard phosphor technologies
2.1.2 Who controls the IP
2.1.2 What happens when critical phosphor IP expires?
2.2 White phosphors
2.3 UV and NUV strategies
2.4 CCT and the warm white technology gap
2.5 Phosphor-on-LED vs. remote phosphor coatings
2.6 Emerging phosphor strategies
2.6.1 Thin-film phosphors
2.6.2 Glass phosphors
2.6.3 Nanophosphors
2.7 Emerging competition for improved phosphors
2.7.1 RGB LED combinations
2.7.2 QD-coated LEDs
2.8 Pricing trends
2.8.1 Expectations for price declines for novel phosphors
2.9 Key points made in this CHAPTER
CHAPTER THREE: PHOSPHOR MARKETS: OPPORTUNITIES AND CHALLENGES
3.1 Factors shaping the use of phosphors in general illumination markets
3.1.1 Current consumer dissatisfaction with LED and CFL lighting
3.1.2 Regional differences in lighting tastes
3.1.3 CRI and CCT goals
3.1.4 Which phosphors will succeed in the general illumination market?
3.2 Outdoor/street lighting
3.2.1 Current and future CRI and CCT requirements for street lighting
3.2.2 Current and future CRI and CCT requirements for other outdoor lighting
3.2.3 Which phosphors will succeed in the outdoor/street lighting market?
3.3 LED back lights for displays
3.3.1 Light uniformity and its impact on the phosphor market
3.3.2 Edge-lit LCDs and phosphors
3.3.3 Which phosphors will succeed in the outdoor/street lighting market?
3.4 Automotive lighting
3.4.1 LED lighting requirements and tastes for auto lighting: implications for phosphors
3.4.1 Which phosphors will succeed in the auto market?
3.5 Notes on phosphors in audiovisual, theater and other specialty lighting
3.6 The rare earth supply problem
3.6.1 Current situation
3.6.2 Which rare earths will remain in shortage?
3.6.3 Implications for the phosphor sector
3.7 Manufacturing challenges for phosphors
3.7.1 Challenges
3.7.2 Long-term manufacturing technology strategies for phosphors
3.8 Potential health and safety issues with phosphors
3.9 Key points made in this CHAPTER
CHAPTER FOUR: LED PHOSPHORS MARKETS AND FORECASTS
4.1 Forecasting methodology
4.1.1 Pricing assumptions
4.2 Eight-Year forecasts of LED phosphors by application
4.3 Eight-Year forecasts of LED phosphors by type of phosphor material and technology
4.4 Eight-Year forecasts of LED phosphors by location of customer
4.5 Alternative scenarios
