Light Emitting Diode (LED): Market Research Report

April 2010 | 407 pages | ID: L13A90C722EEN
Global Industry Analysts, Inc

Abstracts

This report analyzes the Global market for Light Emitting Diodes (LED) in Million Units, and US$ Million by the following end use segments: Automotive, Phones, Portable PCs (Netbooks, & Netbooks), LCD TV, and Lighting & Others.

Annual estimates and forecasts are provided for the period 2006 through 2015.

The report profiles 43 companies including Avago Technologies, Citizen Electronics Co.Ltd., Cree Inc., Edison Opto Corporation, Epistar Corporation, Everlight Electronics Co., Ltd., General Electric Company, Lumination, LLC, Kingbright Elec. Co., Ltd., Nichia Corporation, Optotech Corporation, Osram Opto Semiconductors GmbH, OSRAM SYLVANIA, Inc., Philips Lumileds Lighting Company, Seoul Semiconductor Co., Ltd., Stanley Electric Co.Ltd., Toyoda Gosei Co., Ltd., and Universal Display Corporation.

Market data and analytics are derived from primary and secondary research.

Company profiles are mostly extracted from URL research and reported select online sources.

Contents

I.INTRODUCTION, METHODOLOGY & PRODUCT DEFINITION

Study Reliability and Reporting Limitations
Disclaimers
Data Interpretation & Reporting Level
Quantitative Techniques & Analytics
Product Definitions and Scope of Study

II. EXECUTIVE SUMMARY

1.INDUSTRY OVERVIEW

Snapshots
The LED Revolution
Current & Future Analysis
Impact of Economic Recession
High-Brightness Light Emitting Diodes (HB-LED) Segment – An Insight

Table 1. Global LED Market (2007): Percentage Share Breakdown of Sales (Value) by LED Color for InGaN White, InGaN Blue/Green, InGaAIP Red/Orange/Yellow, and RGB Multichip (includes corresponding Graph/Chart)

Fast Facts
Technological Advancements to Lower ASP and Number of Chips Per Box
LED Supply Chain
Players in the Global LED Downstream Market
Players in the Global LED Midstream Market
Players in the Global LED Upstream Market
Licensing Arrangements in the LED Industry
Licensing Arrangements in the Global LED Market
Competitive Landscape

Table 2. Leading Vendors in the Global LED Market (2008): Percentage Share Breakdown of Sales for Nichia, Osram Opto, Philips Lumileds, and Others (includes corresponding Graph/Chart)

Table 3. Leading Players in the Global LED Downstream Market (2007): Percentage Share Breakdown of Revenues for Nichia, Osram Opto, Cree, Citizen, Stanley, Philips Lumileds, and Others (includes corresponding Graph/Chart)

Table 4. Leading Players in the Global LED Lighting Market (2008): Percentage Share Breakdown of Value Sales for Nichia Chemical, Osram, Cree, Avago Technologies, Stanley Electric, Sharp, Citizen Electronics, and Others (includes corresponding Graph/Chart)

2.MARKET DYNAMICS

Increased Demand from Lighting Segment
Efficiency Requirements to Boost LED Lighting Applications
Governments Move Towards Energy Efficient Lighting Products
Energy Saving Policies of Select Countries
Regulatory Ban on Incandescent Bulbs to Boost LED Demand
LED Replacement Lamp Market to Exhibit Robust Growth
LED Street Lights to Replace Traditional Mode of Street Lighting
Intelligent LED Streetlamps Score Over Conventional Streetlights
Customization to Gain Ground
LED LCD TVs – Fulfilling LEDs Real Potential
High Prices Hamper Adoption of LED-Backlight Monitors
Direct Backlighting Vs. Edge Backlighting
Restraining Factors in LED-Backlit LCD TV Market
LED TV Manufacturers Shift to In-House Chip Production
Cost Reductions in Manufacturing LEDs to Mirror Semiconductor and Flat Panel Display Curve
LED Usage in Medical and Analytical Applications Grows
Hybrid Control Measures Boost LED Market
OLED Market - A High Potential Technology
OLED in Display Applications
OLED in Lighting Applications

3.END-USE MARKET ANALYSIS

LED Usage in Different End-Use Segments – An Insight

Table 5. Luminous Intensity Required for Select LED-Based Devices

Table 6. Penetration Levels of LEDs in Different End-use Segments (2007-2009) (includes corresponding Graph/Chart)

Mobile Handsets
Display & Signage
Automotive
Illumination & General Lighting

Table 7. Global General Lighting Market (2008): Percentage Share Breakdown of Revenues for Fluorescent Lights, Incandescent Lights, and LED Lights (includes corresponding Graph/Chart)

LED Driver Design: Critical for Addressing Customers’ Lighting Needs

4.PRODUCT OVERVIEW

Light Emitting Diodes (LEDs) - An Introduction
Major Characteristics of LED
LED Description
Initial Usage and Development of LED
Recent Technological Innovations
Operational Parameters and Efficiency of LED

Table 8. Comparing LED Luminous Intensity and LED Yield

LED Manufacturing Process
Types of LED
Blue and Ultraviolet LED
White-Light LED
RGB Systems-Based White-Light LED
Phosphor-Based White-Light LED
Other White-Light LEDs
Organic Light-Emitting Diodes (OLEDs)
Miniature LED
LED for Specific Applications
Advantages of LED
Disadvantages of LED

5.LED APPLICATIONS - AN OVERVIEW

Automotive

Table 9. Global LED Lighting in Automotive Market (2009): Percentage Share Breakdown of Revenues by Segment for Interior Lighting and Exterior Lighting

Displays

Table 10. Number of LED Chips for Backlighting in Select Devices

Comparing CCFL and LED Backlight Applications
Issues Concerning LED Backlighting Applications
Signage
Lighting Applications
Comparing Energy Efficiencies of Incandescent Light Bulbs, Compact Fluorescent Lights, and LEDs
Examples of LED Applications
General Lighting
Task-Specific Lighting
Medical Lighting
Feature Lighting
Safety Lighting
Architectural Lighting
Non-Visible Applications

6.REGIONAL MARKET PERSPECTIVE

The United States

Table 11. LED Market in North America (2009E): Percentage Share Breakdown of Revenues by Segment for Commercial, Public/Outdoor, Industrial, Residential, and Others (includes corresponding Graph/Chart)

Stringent Standards to Boost Demand for Energy Efficient LCD TV Models
OLED Lighting Market to Witness Growth
Japan
White LED Market – An Overview
Prospects in LED Lighting Market
Technological Advancements & Regulations Boost LED Backlighting Market
Europe
Increasing Demand for LEDs in Lighting Applications

Table 12. European LED Market (2009E): Percentage Share Breakdown of Revenues by Segment for Public, Retail, Industrial, Offices, Residential, and Others (includes corresponding Graph/Chart)

Table 13. Leading Players in the European LED Market (2007): Percentage Share Breakdown of Revenues for Philips, Nichia, Osram, Cree, and Others (includes corresponding Graph/Chart)

Germany
Federal Government Propels LED Industry
China
An Introduction
Massive Government Spending to Propel Growth
LED TVs to Witness Increase in Market Share
Government Adopts Regulations to Promote Energy Saving
LED Street Lamps – A Nascent Yet High Growth Market
LED Chips Market Witnesses Rapid Expansion
Taiwan
Taiwan’s LED Industry Chain
Specialized Vertical Disintegration – USP of Taiwanese LED Industry
Government Initiatives for Promoting LED Market
Lack of Patents Constrains Growth
Taiwanese Companies to Benefit from Burgeoning LED-Backlit TV Market
Taiwan & China Collaborate for Development of LED Technology
South Korea
Massive Investments in LED Sector in Near Future
Supply Shortage of High-End LEDs to Hit TV Manufacturing Industry

7.PRODUCT INNOVATIONS/INTRODUCTIONS

Samsung Electronics to Launch 3-D LED LCD TVs
LG Electronics to Unveil 3-D LED LCD TVs
Luminus Devices Introduces SBT-16 PhlatLight LED Chipset
Avago Technologies Launches HLMP-ELxx/Egxx Lamp Series
Avago Technologies Launches New LGF Technology
Avago Technologies Unveils 3-Watt ASMT-Jx3x LED Emitter
Cree Rolls Out LRP-38 LED Lamp
Cree Launches Ultra-Compact LED Bins
Cree Launches XLamp® XP-G LED
Cree Launches XLamp® MX-6 LED
Cree Launches Tri-Color LED
Cree Launches XLamp XP-E LED Lighting Solutions
Cree Introduces EasyWhite bins
Edison Opto Intoduces SMT Packaged LEDs
Epistar to Introduce AC-LED Products
Epistar Rolls Out 1W and 3W LED Package
GE Lumination Introduces Tetra miniMAX LED System
GE Offers GE Evolve™ LED Series Area Light
GE Lighting Systems Unveils GE Evolve™ LED Garage Light Fixture
GE Consumer & Industrial Unveils Immersion® LED Display Case Lighting
GE Consumer & Industrial Introduces New LED Lamps
GE Launches Fully Dimmable LED Module
Luminus Devices Unveils SBM-160 PhlatLight® LED
Luminus Devices Rolls Out SST-90 Color Series PhlatLight® LEDs
Luminus Devices Unveils CSM-360-W PhlatLight® LED
Luminus Devices Launches New PhlatLight® LEDs
Luminus Devices Rolls Out CST-90 White PhlatLight® LED
Luminus Devices Unveils SST-90 White PhlatLight® LED
Luminus Devices Introduces PhlatLight® LED PT-121 Chipset
Luminus Devices Introduces SST-50 White PhlatLight LED
OPTOTECH to Introduce Advanced LED Street Lights
OSRAM Opto Semiconductors Unveils New LEDs
Osram Opto Semiconductors Launches Power LED
Osram Opto Semiconductors Unveils MultiLED LRTB GFTM
OSRAM Opto Semiconductors Launches Orbeos OLED Light Source
OSRAM Opto Semiconductors Launches OSLON SX ECE and OSLON MX ECE LEDs
Panasonic Electric Works to Launch New LED Lights
Philips Lumileds Launches Luxeon Rebel LEDs
Philips Lumileds Rolls Out LUXEON Rebel PC Amber LED
Philips Lumileds Introduces 9 New Luxeon Rebel LEDs
Philips Lumileds Launches Luxeon Altilon Power LEDs
Philips Unveils Solar-Powered LED Floodlighting System
Rohm Semiconductor to Launch LED Lamps
Samsung Introduces New LED Ultraslim TVs
Samsung Electronics Introduces LED TV
Seoul Semiconductor Introduces Z-Power LEDs
Sharp Introduces LED Backlit Aquos LCD HDTVs
Sharp Introduces New Models of LED Lamps
Universal Display and FDC to Launch Flexible OLED
Vishay Intertechnology Launches VLMW63 and VLMW64 SMD LED Series
Avago Technologies Introduces ASMT-FJ30 Auto-Focus LED
Avago Introduces ASMT-MY09 LED Emitter
Avago Technologies Introduces New Light Emitting Diodes
Cree Makes Available XLamp® XP-E LEDs on Large Scale
Cree Unveils New Lighting Class LEDs
Cree Unveils LR24 LED Luminaire
Cree Rolls Out Advanced Oval LEDs
Cree Launches XLamp® MC-E LED
Cree Introduces New High Performance Color LEDs in XR-C Series
Luminus Devices to Incorporate White LEDs
Osram Opto Semiconductors Expands Product Portfolio with LEDs
Osram Opto Semiconductors and BASF Introduce White OLED
Osram Opto Semiconductors Introduces Oslux and Ceramos LED Flash Lights
Osram Opto Semiconductors Introduces New MultiLEDs
Osram Opto Semiconductors Rolls Out Advanced Power TopLED Plus
Osram Opto Semiconductors Unveils Diamond Dragon LED
OSRAM SYLVANIA to Launch JFL2 LED Headlamp System
Sharp to Unveil New Range of LED Lights
Sony Unveils XEL-1 OLED TV in the US
Toshiba Unveils New UV LED
OSRAM SYLVANIA Develops New LED Streetlight Solution

8.RECENT INDUSTRY ACTIVITY

Luminus Devices Enters into Partnership with Jetronic Technology
Samsung Joins Hands with Luminus Devices
AgiLight and Nichia Ink Licensing Agreement
Acuity Brands Signs Agreement with Philips
Cree Inks Distribution Agreement with MSC Vertriebs
Cree to Establish LED Chip Production Plant
Cree Inks Deal with LED do Brasil Comercio de Produtos Eletronicos
Epistar Acquires Stake in Nanya Photonic
Epistar to Establish LED Chip Production Base in China
Formosa Epitaxy to Establish Subsidiary in China
Hyundai Mobis and Samsung Group to Co-Develop LED Headlamps
LG Display Enters into Deal with Cree
LG Innotek to Invest for Expansion of LED Chip Facilities
Luminus Devices Enters into Partnership with EBV Elektronik
Lynk Labs and Epistar Ink an Agreement
OSRAM Opto and Mouser Electronics Ink Distribution Agreement
Osram Commences Operations of LED Chip Production Plant
OSRAM and Everlight Electronics Extend License Agreement
Philips Inks Acquisition Agreement with Ilti Luce
POSCO to Acquire 1% Interest in Seoul Semiconductor
Power Paper Inks Agreement with GE Global Research
Samsung Establishes LED Production Company
Samsung Electronics Enters into Joint Venture with Sister Firm
Sharp Inks Business Agreement with Sony
Toyoda Gosei and Sharp Sign Cross-Licensing Agreement
Cree Inks Agreement with Zumtobel Group
Cree Acquires LED Lighting Fixtures
Cree and Premier Farnell Ink Global Distribution Agreement
LG Chem Collaborates with Universal Display Corporation
Rohm Takes Over Oki Electric’s Semiconductor Business
Rohm and Haas Takes Over Gracel Display
Royal Philips Electronics Acquires Genlyte
Seoul Semiconductor Inks Cross-License Agreement with TridonicAtco Optoelectronics
Toyoda Gosei and Cree Sign Patent Agreement
Samsung Electronics Establishes Joint Venture with Samsung SDI

9.FOCUS ON SELECT PLAYERS

Avago Technologies (US)
Citizen Electronics Co. Ltd. (Japan)
Cree Inc. (US)
Edison Opto Corporation (Taiwan)
Epistar Corporation (Taiwan)
Everlight Electronics Co., Ltd (Taiwan)
General Electric Company (US)
Lumination, LLC (US)
Kingbright Elec. Co., Ltd. (Taiwan)
Nichia Corporation (Japan)
Optotech Corporation (Taiwan)
Osram Opto Semiconductors GmbH (Germany)
OSRAM SYLVANIA, Inc. (US)
Philips Lumileds Lighting Company (US)
Seoul Semiconductor Co., Ltd (South Korea)
Stanley Electric Co. Ltd. (Japan)
Toyoda Gosei Co., Ltd. (Japan)
Universal Display Corporation (US)

10.GLOBAL MARKET PERSPECTIVE

Dollar Analytics

Table 14. World Recent Past, Current & Future Analysis for Light Emitting Diode (LED) by End Use Segment – Automotive, Phones, Portable PCs (Netbooks and Notebooks), LCD TV and Lighting & Others Markets Independently Analyzed with Annual Revenue Figures in US$ Million for Years 2006 through 2015 (includes corresponding Graph/Chart)

Table 15. World 10-Year Perspective for Light Emitting Diode (LED) by End Use Segment – Percentage Breakdown of Value Sales for Automotive, Phones, Portable PCs (Netbooks and Notebooks), LCD TV and Lighting & Others Markets for Years 2006, 2009 and 2015 (includes corresponding Graph/Chart)

Volume Analytics

Table 16. World Recent Past, Current & Future Analysis for Light Emitting Diode (LED) by End Use Segment – Automotive, Phones, Portable PCs (Netbooks and Notebooks), LCD TV and Lighting & Others Markets Independently Analyzed with Annual Sales Figures in Million Units for Years 2006 through 2015 (includes corresponding Graph/Chart)

Table 17. World 10-Year Perspective for Light Emitting Diode (LED) by End Use Segment – Percentage Breakdown of Volume Sales for Automotive, Phones, Portable PCs (Netbooks and Notebooks), LCD TV and Lighting & Other Markets for Years 2006, 2009 and 2015 (includes corresponding Graph/Chart)

III. COMPETITIVE LANDSCAPE

Total Companies Profiled: 43 (including Divisions/Subsidiaries - 52)
Region/CountryPlayers
The United States
Japan
Europe
Germany
The United Kingdom
Rest of Europe
Asia-Pacific (Excluding Japan)