Published on February 21, 2014
wwwecisolutionscom Opportunities for LED Phosphors NanoMarkets, LC January 2014 www.nanomarkets.net © 2014 NanoMarkets, LC
2 ABOUT NANOMARKETS • NanoMarkets provides industry analysis of advanced materials markets in the energy and electronics sectors. We have been covering these activities for a decade. • Our work includes market, company and technology analysis, market forecasting and due diligence. • Offerings include reports, custom consulting, seminars/webinars and in-house training. NanoMarkets is based in US, with extensive contacts all over the world. www.nanomarkets.net © 2014 NanoMarkets, LC
2 ABOUT THE REPORT The LED and LED phosphor markets are growing considerably, and this growth is expected to continue in the upcoming years However, both LED and phosphor firms must quickly address consumer perceptions that LEDs are dull, cold, and not affordable if they are to maximize growth and thus their potential profitability NanoMarkets believes that current consumer concerns over the cost of lighting could end up driving LEDs and phosphors down the same path CFLs (compact fluorescent lamp) have gone. Therefore, LED lighting and phosphor firms must offer lighting technologies that encourage consumers to embrace LED lighting because of its efficiency gains and differentiating feature, thus making cost inconsequential The rapid growth of the phosphor market presents real opportunities for phosphor firms to innovate and establish novel IP. While the LED market may take a little longer than originally thought to achieve true maturity, it will get there as long as phosphor firms continue to offer novel yellow, red, and hybrid phosphor solutions at affordable prices www.nanomarkets.net ©2014 NanoMarkets, LC
2 RELATED REPORTS Market Opportunities for Quantum Dots in Lighting and Displays Smart Lighting Markets and Opportunities 2013 Markets for Smart Lighting Driver, Controller and Sensor Chips LED Phosphor Markets 2014 www.nanomarkets.net ©2014 NanoMarkets, LC
PHOSPHOR FIRMS TO WATCH Firms LED phosphor Comments Yellow phosphors, aluminates, silicates, garnets, nitrides, remote phosphor components Largest supplier in China Intematix (US) Cree (US) Yellow phosphors, aluminates, silicates, garnets, nitrides Remote phosphors Strengthening its position in remote phosphor and hold key patents in this segment Nitrides, oxynitrides, UV phosphors, others One among large players and in competition with Intemaix for the high efficiency/high stability red nitride phosphors Garnets, silicates, others (captive use and licensing) Largest global LED maker IP related to phosphors Major LED lighting product maker Mitsubishi Chemical Corp (Japan) Osram (Germany) Philips (Netherland) www.nanomarkets.net Active in development of new phosphor technology and key player in licensing/litigation activities Key developer of new phosphor technologies IP related to phosphors (silicates) Seoul Semiconductor (Korea) Extensive licensing, partnership and IP litigation activities Major LED component manufacturer Relies on non-Nichia technology and develop their own IP ©2014 NanoMarkets, LC
LED MANUFACTURING FIRMS TO WATCH Nichia:Dominant player and supplies three million LEDs per month Focused towards volume production, process optimization and quantum yield Philips:A major producer of LED based lighting products Introduced flip chip technology where phosphor along with glue can be applied to flip chip for cutting Cree:Stands next to Nichia and Philips But lags behind other players in innovation Epistar:Taiwanese company emerging in the LED segment Promotes chip free products that comes with PoD technology TSMS Solid State Lighting :One of the players in the Asian region Just like Epistar, promotes chip free products with PoD www.nanomarkets.net ©2014 NanoMarkets, LC
CHINA AS A SUPPLIER AND END USER As As Supplier End User Emerging as the largest supplier of LED components and materials 3000 LED manufacturers and 75 fab labs 30% of world LED production capacity by 2014 Less competent at wafer and chip fabrication www.nanomarkets.net Highest market potential in general and backlighting To be the largest LCD TV market by 2014 Largest manufacturer and consumer base for lighting products Subsidy programs the major demand drivers ©2014 NanoMarkets, LC
3 CONTACT US Address: NanoMarkets, LC PO Box 3840 Glen Allen, VA 23058 Telephone / Fax 804-270-1718 804-360-7259 facebook.com/pages/NanoMarkets/ twitter.com/nanomarkets Email / Web firstname.lastname@example.org www.nanomarkets.net linkedin.com/in/nanomarkets nanomarkets.net/rssfeeds www.nanomarkets.net © 2013 NanoMarkets, LC
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