|
|
|
|
・Battle between major players and underground players of solid-state lighting devices will be 10 years ahead
|
|
|
(Prospect of future marketability of LED and OLED in the lighting field)
|
3
|
|
・Forget about “all-in-one”; OLED must start playing in the market immediately
|
|
|
(Suggestion for OLED market)
|
4
|
|
・White LED for lighting starts fight with time limit to get position in market Capability of fighting in all directions is ticket to play in future
|
|
|
(Suggestion for LED market -1)
|
5
|
|
・Virtual verticalization of the strong has priority over verticalization of the weak
|
|
|
(Suggestion for LED market -2)
|
7
|
|
|
|
|
・Growth goes straight up to peak of LCD TV backlight in 2013
|
|
|
|
11
|
|
【Figure】 White LED market size
|
12
|
|
・Some manufacturers double the sales in 2010 from previous year;Europe and U.S. dominate white LED market share over Japan
|
|
|
|
12
|
|
【Table】White LED manufacturers' market share(Japanese, U.S., and European manufacturers; 2009 and 2010)
|
13
|
|
・Chip production capacity (base of market growth) will exceed 10 billion units per month
|
|
|
|
14
|
|
【Table】 Manufacturers' share by GaN chip production capacity (2009, 2010, 2015)
|
15
|
|
【Table】 Market breakdown by country and region based on GaN chip production capacity(2009, 2010, 2015)
|
16
|
|
【Table】 Recent trends in the reinforcement of GaN chip production capacity
|
17
|
|
・Notable Chinese market including chip production goes ahead;Ratio of domestically produced chips exceeds 50%
|
|
|
|
17
|
|
【Figure】Change in the Chinese LED market (2001 through 2010 (Projection))
|
18
|
|
【Table】 Chinese LED market by type (GaN LED, quaternary LED) (2006 through 2009)
|
19
|
|
【Figure】 Change in ratio of domestically produced chips by type in the Chinese LED market (2006 through 2009)
|
19
|
|
・Market size for the white LEDs for lighting will exceed 100 billion yen at high growth rate
|
|
|
|
20
|
|
【Table】 Global market size for the white LEDs for lighting (2004 through 2010)
|
21
|
|
【Figure】Global market size for the white LEDs for lighting ratio to the total white LED market(2004 through 2010)
|
21
|
|
【Figure】 Changes in year-on-year ratio of the global market size for the white LEDs for lighting and ratio to the total white LED market (2004 through 2010)
|
22
|
|
・GaN chip production market still has many new participants;However, there are limited players capable of producing chips without lowering efficiency under high drive current
|
|
|
(Trend in chip technology)
|
22
|
|
・Trend of package with large current and high efficiency chip is
|
|
|
ceramic thin plate + lens mold
|
|
|
(Trend in package technology)
|
23
|
|
・“Market needs are not higher performance but lower price” and other unique efforts made
|
|
|
to replace fluorescent lamps with LED
|
|
|
|
24
|
|
【Table】 Unique efforts to take over fluorescent lamps
|
26
|
|
・Nation-level measures for proliferation of LED lighting in various fields
|
|
|
|
26
|
|
【Table】 New luminous flux standard for LED light bulbs stipulated in Energy Star (Applied from the end of August 2010)
|
27
|
|
・Competition in luminous efficiency will be end in the near future
|
|
|
|
32
|
|
【Figure】 Forecast of changes in luminous efficiency
|
33
|
|
・Unit price of luminous flux becomes 1 yen/lm or less, overtook bulb-type fluorescent lamp and targets price level of fluorescent lamp
|
|
|
|
33
|
|
【Table】 Comparison between light sources
|
35
|
|
【Figure】Comparison of unit price of luminous flux between light sources
|
36
|
|
【Figure】Forecast of changes in unit price of luminous flux
|
37
|
|
・Market aims at 1 trillion yen; sharp growth will be expected in next 5 years
|
|
|
|
37
|
|
【Figure】Forecast of world market size for the white LEDs for lighting
|
39
|
|
【Table】Forecast of world market size for the white LEDs for lighting (by existing light source type)
|
40
|
|
|
|
|
|
43
|
|
【Figure】Market size forecast of OLEDs for lighting (2009 through 2010, 2015, 2020)
|
43
|
|
|
44
|
|
【Table】Overview of the major OLED products for lighting
|
44
|
|
|
45
|
|
【Table】Recent trends of companies who enter (or plan or aim to enter) OLED lighting panel business
|
46
|
|
|
47
|
|
【Table】OLED luminous materials and trend in commercialization of lighting panels by manufacturing method
|
47
|
|
【Table】Trend of luminous efficiency of white OLED (fluorescent material base and phosphorescent material base)
|
48
|
|
【Table】Present status and future possibilities of low molecule vapor deposition method and high molecule application method
|
48
|
|
|
49
|
|
【Figure】 Examples of unit luminous flux price of white LED lighting panel (2010, 2012 to 2013, 2017)
|
50
|
|
|
50
|
|
【Table】Overview of the major four projects related to OLED for lighting in EU 7th FP
|
52
|
|
【Table】Overview of ongoing OLED lighting related project by NEDO
|
52
|
|
【Table】Overview of OLED lighting related project in South Korea
|
53
|
|
|
53
|
|
【Table】Comparison between initial target and result (prospect) between OLED and LED in
|
|
|
lighting market
|
56
|
|
|
|
|
■Avago Technologies, Inc．
|
59
|
|
|
|
|
・Leading manufacturer of optoelectronic products and analogue interface components/parts
|
|
|
|
|
|
・Mini high-power LED series available in both 1 W and 3 W packages - various projects underway for 3 W packages
|
|
|
(Products for lighting application - 1)
|
|
|
・Upgrade and expansion of lighting product lineups such as the Luxeon footprint compatible model in addition to the Moonstone series in 0.5 W, 1 W and 3 W packages
|
|
|
(Products for lighting application - 2)
|
|
|
・Incoming upgrade and expansion of RGB series to climb up to be one of top three venders
|
|
|
(Situations of overall LED business)
|
|
|
■DOMINANT Semiconductors
|
63
|
|
|
|
|
・Founded as an LED manufacturer in Melaka (Malaysia) and a new plant constructed in Laos to maintain continuous competitiveness
|
|
|
(Outline of business)
|
|
|
・White LED production reached 80% upon production increase for TV backlighting application for TV backlighting application
|
|
|
|
|
|
■OSRAM Opto Semiconductors
|
66
|
|
|
|
|
・Production capacity doubled by adding a new wafer plant in Penang
|
|
|
|
|
|
・OSLON package featuring 60,000 hours service life at 120°C junction temperature
|
|
|
(Trend of products)
|
|
|
・Combination of new chip technology UX:3 and OSLON package as the best match of efficiency and service life
|
|
|
(Advantages of product)
|
|
|
・Inbound orders exceeding production capacity - China becoming the most heated market in the lighting field
|
|
|
(Situations in the lighting field)
|
|
|
■OPTILED JAPAN
|
71
|
|
|
|
|
・Taking steady steps in response to market needs since incorporation in 2008 and shifting gears to business expansion in spring of 2010
|
|
|
(Background of business)
|
|
|
・REAL TUBE built with Cree’s LED package arranged in a high-density array,featuring uniform distribution of brightness without unevenness
|
|
|
|
|
|
・Price leadership strategy in order to vitalize the market with half the market price - 4,800 yen per piece
|
|
|
(New pricing strategy)
|
|
|
・Well-prepared for and oriented to innovate and retain a sustainable business model
|
|
|
|
|
|
・Substantively tough but telling sales target along with major repricing
|
|
|
|
|
|
■CREE, INC.
|
75
|
|
|
|
|
・Growth to over 150% of year-on-year ratio in the year ended June 30, 2010
|
|
|
|
|
|
・Shorter time-to-market of research & development products- waiting for the release of prospective 208 lm/W package
|
|
|
(Future business prospects)
|
|
|
■KOHA Co., Ltd.
|
79
|
|
|
|
|
・Mid-term plan with a focus on lighting products progressing- 46% to total sales for the year ending March 31, 2013
|
|
|
|
|
|
・Gallium-oxide-based LEDs ready for commercialization - new growth origin
|
|
|
(LED business with proprietary materials)
|
|
|
■Sanken Electric Co., Ltd.
|
82
|
|
|
|
|
・Steady increase of white LEDs for backlighting and other lighting
|
|
|
|
|
|
・Tripled sales of related products in two years by implementing a total LED solution strategy
|
|
|
|
|
|
■JFE Advanced Light Corporation/JFE Engineering Corporation
|
85
|
|
|
|
|
・Lighting as essential part of total energy saving solutions
|
|
|
(Background of business)
|
|
|
・Business tie-up with Genesis Photonics Inc. (Taiwan) for co-prosperity
|
|
|
rather than supplementary relationship
|
|
|
(Business regime)
|
|
|
・Tubes and balls offered as initial products - incoming plan to increase performance and expand business in consideration of customer needs
|
|
|
(Outline of major products)
|
|
|
・Flood of inquiries - clear vision from experimental to full-fledged introduction
|
|
|
(Business prospects)
|
|
|
■Sharp Corporation
|
88
|
|
|
|
|
・Start of verticalized business of white LEDs from wafers- chip production volume to one third of in-house purchase volume
|
|
|
(Business performance)
|
|
|
・Applications increased by new high-color-rendering LED lighting device “Miniature Zenigata”
|
|
|
|
|
|
・Development of LED lighting solution with high-color-rendering device in a narrow chromaticity range
|
|
|
(Strengths in lighting business)
|
|
|
・Great strengths in synergy with the LCD business- strategic use of volume effects
|
|
|
(LED business strategy)
|
|
|
■Showa Denko K.K.
|
91
|
|
|
|
|
・Superior chip crystallinity achieved by hybrid PPD is undergoing
|
|
|
high level evolution
|
|
|
|
|
|
・Production volume of blue LED chips increased to 170%- further production increase planned in response to market demands
|
|
|
|
|
|
・Best performance with brushed up reliability and high temperature properties
|
|
|
(Future prospects)
|
|
|
■Stanley Electric Co., Ltd.
|
95
|
|
|
|
|
・Steady increase of white LEDs for backlighting and general lighting
|
|
|
|
|
|
・Lighting business projects extensively all along the line to end products in multiple applications besides power LEDs
|
|
|
|
|
|
・Advanced “optical” technology applied to lighting
|
|
|
(Future prospects)
|
|
|
■Sumitomo Chemical Co., Ltd.
|
99
|
|
|
|
|
・Steady steps toward establishment of a polymer OLED development regime through acquisition of CDT and establishment of Device Development Center
|
|
|
|
|
|
・Chemical compound manufacturer oriented to extensive OLED business to downstream processes
|
|
|
(Business prospects)
|
|
|
■Seiwa Electric Mfg. Co., Ltd.
|
102
|
|
|
|
|
・Use applications of LED packages shifted to lighting and automotive onboard applications requiring high reliability
|
|
|
|
|
|
・Seiwa Electric’s new GaN chip plant under construction - production capacity doubled upon start of operation of new plant in January 2011
|
|
|
|
|
|
・Various production lineups of high-color-rendering series such as red-chip-added white packages
|
|
|
|
|
|
・Flexible business regime compatible with any needs ranging from upstream to downstream products
|
|
|
(Business prospects)
|
|
|
■TOHOKU DEVICE Co., Ltd.
|
106
|
|
|
|
|
・Specialized in white OLED since incorporation- shifted to lighting application in 2009
|
|
|
(Business background)
|
|
|
・Tandem facilities installed for incoming start of mass production- ongoing improvements of characteristics
|
|
|
|
|
|
・Flood of inquiries about panels for lighting application since start of receiving orders - full examination of all valuable information to select potential customers
|
|
|
(Business prospects 1)
|
|
|
・Constant production volume contributory to earlier panel price cut to one fifth
|
|
|
(Business prospects 2)
|
|
|
■Toyoda Gosei Co., Ltd.
|
110
|
|
|
|
|
・Tripled sales of products for use in laptop computers - the highest record of sales of optoelectronics products
|
|
|
|
|
|
・Steady course to increase chip production with doubled production capacity
|
|
|
(Production performance and prospects)
|
|
|
■Nichia Corporation
|
113
|
|
|
|
|
・Healthy showing of shipping volume but standstill on an amount basis
|
|
|
|
|
|
・Wide variety of high-performance product series with tactfully invested 100 billion yen in FY 2010
|
|
|
(Outline of products for lighting application)
|
|
|
■Marubeni Metals Corporation/Novaled AG
|
117
|
|
|
|
|
・High performance based on “Novaled PIN OLED Technology”- a broad range of demonstrative samples
|
|
|
|
|
|
・Novaled AG’s agent, Marubeni Metals with experiences in marketing Lumileds LED chips
|
|
|
(Future prospects)
|
|
|
■Panasonic Semiconductor Opto Devices Co., Ltd.
|
121
|
|
|
|
|
・Steady growth of white LEDs continuing
|
|
|
|
|
|
・“Homoepitaxial GaN” white LEDs taking off in camera flashlight application- intended to increase applications
|
|
|
(Key products)
|
|
|
・Fostering competitiveness of in-house chips for growing applications- TV backlighting and lighting
|
|
|
(Highlighted applications and prospects)
|
|
|
■Panasonic Electric Works Co., Ltd.
|
125
|
|
|
|
|
・Release of LED base light with total efficiency of 104.6 lm/W superior to Hf fluorescent light
|
|
|
|
|
|
・Product development concept “Triple Saving”High-quality space design supported by LED product having luminous flux equivalent to 60 W downlight per LED
|
|
|
(Development concept)
|
|
|
・Responding to markets demanded pricing while offering trade-on solutions of both energy saving and comfort of living
|
|
|
(Missions)
|
|
|
・Sales target of 100 billion yen through globalization based on triumph in recent brushfire competitions
|
|
|
|
|
|
■Hitachi Zosen Corporation
|
130
|
|
|
|
|
・OLED manufacturing equipment based on vacuum technology
|
|
|
- planar evaporation source deposition introduced to offer various advantages
|
|
|
|
|
|
・Shift to G6 size by next spring based on NEDO project
|
|
|
(Situations in recent years)
|
|
|
・One chamber capable of depositing multiple layers- higher productivity with new concept matched with lighting panels
|
|
|
|
|
|
■Fujitec International Inc.
|
135
|
|
|
|
|
・Unique approach to OLEDs based on LEDs
|
|
|
(Outline and background of business)
|
|
|
・Significance of OLEDs as a next-generation lighting = “phosphorescent lamp” business model as part of a social system
|
|
|
|
|
|
・Success with in-tube luminescence - next development of deposition across
|
|
|
the whole inner surface of a tube → reuse process
|
|
|
|
|
|
・Only successful OLED model in the future
|
|
|
(Future prospects)
|
|
|
■Lumiotec Inc.
|
140
|
|
|
|
|
・Full-fledged business of lighting panels with MPE (multi photon emission)
|
|
|
(Background of business)
|
|
|
・Start of shipment of sample kits of lighting panels manufactured with in-line deposition equipment with linear evaporation sources for mass production
|
|
|
|
|
|
・“Design sample kits” offered to precisely identify customers’ needs- feedbacks reflected in the next version for incoming mass production
|
|
|
|
|
|
・Drastic price cut upon future installation of a new production line
|
|
|
- secured business in some lighting applications
|
|
|
|
|
|
■Philips Lumileds Lighting Company
|
145
|
|
|
|
|
・Fast-growing to double the sales for the year ending December 31, 2010- a wave of inbound large orders for white LEDs
|
|
|
|
|
|
・Production of LUXEON K2 terminated and integrated into LUXEON Rebel - further upgrade of LUXEON Rebel ES for increasing variation
|
|
|
(Key products)
|
|
|
・Innovation for covering all lighting applications
|
|
|
(Strengths in the lighting field)
|
|
|
■NIST (National Institute of Standards and Technology)
|
150
|
|
|
|
|
・Developing a variety of activities in Solid State Lighting programs of the U.S., including taking the initiative to establish the standards, the basis of Energy Star
|
|
|
・Having developed Color Quality Scale for optimum color quality evaluation that has been proposed to be an international standard, and owning the only spectrum simulation lighting facility in the world
|
|
|
・Beginning other standardizations including development of high power LED measurement
|
|
|
・Participating in the activities toward worldwide standardization from the initial stage
|
|
