高亮LED应用.pdf

The Market Outlook for High-
Brightness LEDs in Lighting
Applications
International Workshop on Status, Prospects,
and Strategies for LEDs in General Lighting
May 3-4, 2007
Robert V. Steele
Strategies Unlimited
1
Outline
‰ Introduction
‰ HB LED Markets
‰ Lighting
‰ Outlook
22
HB LED Market Analysis
‰ Market is worldwide in scope
„ Main production and consumption are in ., Europe,
Japan, Taiwan, S. Korea, China, SE Asia
‰ Market analyzed in terms of packaged devices
(lamps, SMDs, multichip, high-power packages)
‰ Materials include InGaAlP (red-orange-yellow)
and InGaN (blue, blue-green, green, white)
„ Higher performance, “qualified” devices
‰ Market segmented and sub-segmented by
applications that have similar functionality
33
HB LED Application Segments
Other Mobile Appliances
Illumination Indicators, small displays
amusement, misc. other
HB LED
Market Signs and Displays
Signals
Automotive
44
Outline
‰ Introduction
‰ HB LED Markets
‰ Applications
‰ Lighting
‰ Outlook
55
HB LED Market Trends
‰ Market continued its “slow growth” phase in
2006 – similar patterns to 2005
‰ Overall market growth was 6% to $ billion
‰ Heavily influenced by ongoing decline in mobile
phone market
‰ Other applications continued to have attractive
growth rates
‰ Substantial ASP erosion across many product types
66
Recent Market History
5,000
%/yr Other
4,000
Market Illumination
Size 3,000
Signals
($ Million) 44%/yr
2,000 Automotive
Signs/Displays
1,000
Mobile Appliances
0
2001 2002 2003 2004 2005 2006
77
Market Growth Without Mobile
Phones
2,500
2,000 Other
22%/yr Illumination
1,500
Market Size Signals
($ Million) 1,000 Automotive
Signs/Displays
500
Other Mobile
0
2001 2002 2003 2004 2005 2006
88
2006 Market by Application
Illumination Other
5% 16%
Mobile
Signals
Appliances
2%
48%
Automotive
15%
Signs