Yoleuvledsmarch2013sample 130312123601 Phpapp01

UV LED T
E N
EM Trends
Technology & Application
P
O P
EL
E V
E D
L
YO
75 cours Emile Zola, F-69001 Lyon-Villeurbanne, France

Tel : +33 472 83 01 80 - Fax : +33 472 83 01 83
Web: http://www.yole.fr
© 2013 1
Copyrights © Yole Développement SA. All rights reserved.
UV Lamp Applications as a Function of the
Wavelength and Optical Power Output
Required optical
power output
(log W/cm²)
UVC UVB
N
UVAT
M E
E
100 Analytical Instrument
PP
L O
10 UV Curing
V E
D E
E
Tanning
L
Disinfection
YO
1 / Purification
Photocatalytic
(Water / Air /
Purification
Surface)
Medical
0.1 Phototherapy
Analytical Instrument
Counterfeit
Detection
0.01 Wavelength
200 280 315 365 400 (nm)
© 2013 2
UV Lamp Market Size
Evolution from 2008 to 2012
An increase of ~XX% of the UV lamp market size ($M) between 2008 and 2012.
N T
ME
P E
O P
EL
E V
E D
L
YO
© 2013 3
UV LED Applications Roadmap
Timeline / Time to Market
UV Curing
T
Banknote Detection
UVA
E N
M
Photocatalytic Air Purification
P E
O P
Photocatalytic Water Purification
EL
V
UVB Medical Phototherapy
D E Analytical Instruments
L E
YO
UVC Water Disinfection / Purification
Air Disinfection / Purification
2000’s 2009 2010 2011 2012 2013 2014 2015 2016
Timeline / Time to Market
© 2013 4
UV LED Sales
2012 Revenues and Market Shares
UV LED (package and chip) sales only
It does not include:
• Revenues from R&D contracts
T
• Revenues from regional/national
N
funding
E
• Other funding
EM
P
• XXX (USA and TW) is more and
O P more installed in the UV LED
L
business (growth relay since
V E competition has increased in visible
E
LED market) and continue to take
D market shares over Nichia.
LE
• XXX is loosing market shares since
YO
the company still continue to focus
mainly on packaged LED that are
not optimally suitable for UV curing
arrays and since competition begin
to develop (entry of Chinese and
Taiwanese players).
Over a market of nearly $XXM • UV LED packagers (LED Engin…) also
develop strong revenues.
1. Including CREE and Fox Group who have exited now
© 2013 5
UV Lamp vs. UV LED
Different Strategies to Catch Value of UV LEDs (1/2)
The merger of the semiconductor industry and the traditional UV lighting industry has created a
redistribution of the value on the supply chain!!!
Traditional UV Lamps
T
Traditional UV Systems
N
M E
E
Philips…
Critical
PP
O
SPOT Vertical
L
Integration
V E
Hoenle, IST…
Horizontal
UV LEDs
D E UV LED Systems
Integration
L E “Disruptive”
YO
UV Die UV Package UV Arrays Integration
Photon Star…
Crystal IS, HexaTech… Hoenle, IST…
LED
Manufacturer Integrator SWEET SPOT
SWEET SPOT
© 2013 6
Known M&A, Investments and Fund Raising
in UV LED
More than $XX.6M invested in UV LED since 2010 !!!
Fund Raising
Before
2010 National Funding
N T
E
Acquisition
Joint Development
$XM
EM $X.5M $X.2M
$3.1M
PP
Acq. of Enfis by
L O Acq. of Crystal IS by Acq. of Huga Optotech
E
PhotonStar LED Asahi Kasei by Epistar
V
Amount not known Amount not known Amount not known
D E Acq. of Psoria-Shield by
LE
Wellness Center USA
$X.XM $XM Amount not known
$X.XM YO $X.5M $X.6M
$X.7M $X.8M $X.15M $X.05M
2010 2011 2012 2013

© 2013 7
UV LED Market Size (M$)
Split by Application
In 2017, UV LEDs business should represent nearly $XXXM!!!
CAGR 2012 - 2017 = 43%
N T
ME
P E
O P
EL
E V
E D
L
YO
© 2013 8
UVA / UVB Applications
Lamp Specifications and Market Highlights
Although UV curing application represents < 3% of total UVA lamp volume, associated revenues
represents > 50% (biggest UVA market).
Biggest UVA / UVB lamp market ($M) is UV curing which represent
Wall-Plug
2012 UV more
2012 UV
than 50% of all UVA
UV Lamp /
UV LED
N T
E
λ UVB lamp revenue…Lamp
Application
Size
However the Power
Lamp ASP
Inputapplication
Lamp
representVolume
less 3% of total
Lamp UVA lamp
Market
Market
volume
Time to
M
(m) ($) Growth
(W) ($M) Market1
(Munits).
E
(Munits) (2011 -2012)
Application A 0.3m to 2m 10W to 20kW

PP
$250 to $300 0.53 149.7 +13.4% 2003
L O
Application B 0.5m to 2m 15W to 200W
V E
$5 to $15 10.59 84.9 +3.5% > 2015
D E
E
Application C 0.2m to 2m 10W to 100W $40 to $100 0.62 30.8 +7.2% 2015
L
UVA
YO
/
UVB
Application D 0.1m to 0.3m 10W to 40W $5 to $10 0.57 4.3 +2.4% 2006
Application E 0.1m to 0.2m 4W to 10W $5 to $10 0.53 2.7 +3.6% 2003
Application F 0.2m to 1.2m 4W to 40W $1 to $15 10.52 31.0 +1.1% > 2015
In red are presented the most challenging specifications for UV LEDs.

1. UV LED time to market = Time when UV LED penetration rate > 1%.
© 2013 9
Company A (JP)
• Identity
– Founded in 2000 through collaboration with xxxx University (JP) -
Acquired by the private equity xxxxx in 2001 ($xxxM).
– Employees 2012: ~30 persons.
N T
E
– Activity: Manufacturing of GaN wafers, UVA AlGaN epiwafers and UVA
M
LEDs (chips, packages and modules).
• UV LED Technology & Products
P E
– Growth technique: Lateral Epitaxy on Patterned Substrate (LEPS).
O P
L
• Novel MOCVD approach developed in association with Tokushima
E
University.
– 2” AlInGaN epiwafers.
E V
D
– UVA LED wavelength range: 353-360nm, 360-363nm, 363-370nm,
E
370-375nm and 375-380nm.
• Single chip optical power output :
L
YO
– 280x280µm: 1mW (363nm) to 5.5mW (380nm) @ 20mA.
– 600x600µm: 5mW (363nm) to 35mW (380nm) @ 100mA.
– 1mm² chip are targeted for the future. Die 280x280m SMD package with 4 chips 600µm
(200mW @ 375nm)
• SMD package with one to 4 chips:
– 375nm: 200mW @ 500mA.
• Power LED with 25 chips:
– 375nm: 900mW @ 300mA.
– Production capacity was ~xx million LEDs/month in 2010.
• UV LED Applications Die 600x600m Module with 4 SMD of 4 chips
(300mW @ 375nm)
– UVA applications (counterfeit detection, curing, photocatalysis…).
© 2013 10
Bulk AlN Roadmap - Mass Production Availability
Company A
N T
E
Company B
EM
Company C
PP
LO
V E
E
Company D
E D
L
YO
Company E
Company F
1’’ wafer 2’’ wafer 2000 2010 2011 2012 2013 2014
4’’ wafer Timeline
© 2013 11
About Yole Développement and LED
Activity NT E
EM
PP
L O
V E
D E
L E
YO
75 cours Emile Zola, F-69001 Lyon-Villeurbanne, France

Tel : +33 472 83 01 80 - Fax : +33 472 83 01 83
Web: http://www.yole.fr
© 2013 12
Yole Développement
Field of Research Activity
• Yole Développement is a market research and strategic consulting company founded in 1998.
• We are involved in the following areas:
T
Photovoltaic
E N
EM
Power Electronics
PP Microfluidic & Medical Technologies
L O
V E
Advanced
D E MEMS & Image
L E
Packaging Sensors
YO
LED, OLED and Laser Diode Wafer & Substrates
• Our research is acquired by in-house personnel via open-ended discussions and interviews.
– We employ 32 full-time analysts with technical and marketing degrees
– Primary research includes over 3,500 interviews per year
© 2013 13
Yole Développement
Around the World
We are present in Europe, North America and Asia
40% of our activity is in
N T
E
Europe
EM
30% of our activity is in
PP 30% of our activity is in
O
North America Asia
EL
Yole Paris
V
System Plus Yole Korea
E
Consulting
E
Yole Inc.
D
L
Yole Japan
YO
Yole Taiwan
Lyon, France -
Headquarters
© 2013 14
Yole Développement
Mission Statement – Knowledge-Based Company
• We help our customers develop their business through specific analysis and reports, including:
– Accurate market data, market segmentation and marketing analysis.
– Technical evaluation, technology cost and Cost of Ownership (COO) analysis.
N T
– Patent portfolio analysis.
ME
E
– Freedom to operate analysis.
– Strategic analysis to enhance company and business unit performance.
PP
–
LO
Strategic development support (growth opportunities identification, M&A support, investor(s)
identification,etc.).
V E
E
– Advertising opportunities in Yole’s magazines, webinars and specific events.
E D
L
YO
• Our customers get measurable, operational results from our actions!
© 2013 15
Supporting the Entire Value Chain
Yole consultants provide Market Analysis, Technology Evaluation and Business Plan Assessment
for customers along the entire value chain
N T
ME
P E
O P
EL
E V
E D
L
YO
© 2013 16
About Yole’s LED Analyst Team
Dr. Philippe ROUSSEL - Business Unit Manager

Dr. Philippe ROUSSEL holds a PhD in Integrated Electronics Systems from the National
T
Institute of Applied Sciences of Lyon (INSA - France). He joined Yole Développement in 1998
N
E
and is Business Unit Manager of the Compound Semiconductors, Photovoltaic, LED and
M
Power Electronics department.
P E
O P
Dr. Eric VIREY - Senior Analyst
E L
V
Dr. Eric VIREY holds a PhD in Optoelectronics from the National Polytechnic Institute of
D E
Grenoble (INPG - France). In the last 12 years, he has held various R&D, engineering,
manufacturing and marketing positions with Saint-Gobain. Most recently, he was Market
L E
Manager at Saint-Gobain Crystals, in charge of Sapphire and Optoelectronic products.
Y O
Pars MUKISH - Analyst
Pars MUKISH holds a master’s degree in Materials Science & Polymers and a master’s in
Innovation & Technology Management (EM Lyon - France). He works at Yole
Développement as Market and Technology Analyst in the fields of LED and Lighting
Technologies, carrying out technical, economic and marketing analysis. Previously, he was a
Marketing and Techno-Economic Analyst for several years with the CEA.
© 2013 17
2012 - 2013 LED Reports (Latest & To Come)
Status of the
LED Front-End LED Packaging
LED Industry
N T
ME
P E
P
© © ©
2012 Copyrights © Yole Développement SA. All rights 2012 Copyrights © Yole Développement SA. All rights 2012 Copyrights © Yole Développement SA. All rights
reserved. reserved. reserved.
L O LED for Street

LED Phosphor
V E UV LED
Lighting
D E
L E
©
2012 Copyrights © Yole Développement SA. All rights
reserved.
YO ©
reserved.
©
reserved.
Sapphire OLED For

III - V Epitaxy
Substrates Lighting
© © ©
2012 Copyrights © Yole Développement SA. All rights 2012 Copyrights © Yole Développement SA. All rights 2012 Copyrights © Yole Développement SA. All rights
reserved. reserved. reserved.
© 2013 18

Yoleuvledsmarch2013sample 130312123601 Phpapp01

Uploaded by

Document Information

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Yoleuvledsmarch2013sample 130312123601 Phpapp01

Uploaded by

Copyright:

Available Formats

UV LED T

75 cours Emile Zola, F-69001 Lyon-Villeurbanne, France

Air Disinfection / Purification

2000’s 2009 2010 2011 2012 2013 2014 2015 2016

Timeline / Time to Market

O P more installed in the UV LED

V E competition has increased in visible

D market shares over Nichia.

Crystal IS, HexaTech… Hoenle, IST…

L O Acq. of Crystal IS by Acq. of Huga Optotech

$X.XM YO $X.5M $X.6M

$X.7M $X.8M $X.15M $X.05M

2010 2011 2012 2013

Application A 0.3m to 2m 10W to 20kW

Application E 0.1m to 0.2m 4W to 10W $5 to $10 0.53 2.7 +3.6% 2003

In red are presented the most challenging specifications for UV LEDs.

4’’ wafer Timeline

75 cours Emile Zola, F-69001 Lyon-Villeurbanne, France

We are present in Europe, North America and Asia

40% of our activity is in

Dr. Philippe ROUSSEL - Business Unit Manager

L O LED for Street

Sapphire OLED For

You might also like