UV LED Market - I-Micronews
UV LED Market - I-Micronews
UV LED Market - I-Micronews
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Hydro-Photon<br />
<strong>UV</strong> <strong>LED</strong> <strong>Market</strong><br />
2012 Edition - Sample<br />
Hammamatsu<br />
Phoseon Semi<strong>LED</strong>s<br />
Ncrystal Dowa Nichia<br />
Thermo<br />
Nitek<br />
Copyrights © Yole Développement SA. All rights reserved.
Table of Contents (1/2)<br />
• Table of Contents<br />
• Glossary<br />
• Definitions, limitations and boundaries<br />
• Executive Summary<br />
• What we saw and we missed: Comparison with previous report<br />
(2011 edition)<br />
• Noteworthy News 2011 & 2010<br />
• Known M&A, investments and fund raisings in the <strong>UV</strong> <strong>LED</strong> area<br />
• Traditional <strong>UV</strong> lamp business<br />
– <strong>UV</strong> wavelengths classification<br />
– Main applications for <strong>UV</strong> lamps : Split by wavelength<br />
– Traditional <strong>UV</strong> lamps: 2011 market segmentation and size<br />
– Traditional <strong>UV</strong> lamps: Performance<br />
– Traditional <strong>UV</strong> lamps: Technical positioning (output power as function of<br />
wavelength)<br />
– <strong>UV</strong> power requirement per application and current (<strong>UV</strong> <strong>LED</strong> best results)<br />
– Target price for <strong>UV</strong> lamps and current <strong>LED</strong> (commercial products in $/W)<br />
– <strong>UV</strong> <strong>LED</strong> and <strong>UV</strong> lamp performance (comparison table)<br />
– <strong>UV</strong> lamps applications: Characteristics, market price and accessibility for<br />
<strong>UV</strong> <strong>LED</strong><br />
– 2011 <strong>UV</strong> lamp market volume and size: Split by application<br />
– <strong>Market</strong> analysis: Traditional low power mercury lamps manufacturers<br />
– <strong>Market</strong> analysis: High power mercury lamps manufacturers<br />
– Traditional <strong>UV</strong> systems and lamp business relationship<br />
– Conclusion<br />
• <strong>UV</strong> <strong>LED</strong> market analysis<br />
– <strong>UV</strong> lamp to <strong>UV</strong> <strong>LED</strong> substitution: A different design approach<br />
– <strong>UV</strong> lamp systems pricing<br />
– <strong>UV</strong> lamp vs. <strong>UV</strong> <strong>LED</strong> : A different strategy and business model needed<br />
– <strong>UV</strong> <strong>LED</strong> supply chain new entrants in 2010 and 2011: Entry at different<br />
levels<br />
– <strong>UV</strong> <strong>LED</strong> systems based companies profiles<br />
• <strong>UV</strong>A/<strong>UV</strong>B applications<br />
– <strong>UV</strong>A/<strong>UV</strong>B: Main applications and niche markets<br />
– <strong>UV</strong>A/<strong>UV</strong>B: Main applications comparison<br />
– <strong>UV</strong>A/<strong>UV</strong>B applications: As a function of the optical power output and<br />
wavelength<br />
P2<br />
P5<br />
P6<br />
P7<br />
P9<br />
XXX<br />
P18<br />
P24<br />
P25<br />
P46<br />
P53<br />
– X<br />
X<br />
XX<br />
XX<br />
– <strong>UV</strong>A/<strong>UV</strong>B applications: <strong>UV</strong> curing<br />
• Introduction<br />
• Traditional <strong>UV</strong> curing systems market (Attractive growth perspective /<br />
Segmentation / Geographical sales breakdown / Main manufacturers)<br />
• Traditional <strong>UV</strong> curing system and lamp business relationship<br />
• <strong>UV</strong> <strong>LED</strong> market<br />
• Many new <strong>UV</strong> <strong>LED</strong> curing systems launching<br />
• Optical power increase: Latest performances from some key players<br />
• Heat management and light emission: How are they optimized by the<br />
industry?<br />
• <strong>UV</strong> curing supply chain<br />
• <strong>UV</strong> curing system players adoption<br />
• Main <strong>UV</strong> curing systems and lamp manufacturers<br />
• <strong>UV</strong> curing applications field and main players position<br />
• <strong>UV</strong> <strong>LED</strong> curing (Supply chain / Main market parameters & metrics<br />
– <strong>UV</strong>A/<strong>UV</strong>B applications: Counterfeit banknote detection<br />
– <strong>UV</strong>A/<strong>UV</strong>B applications: Photocatalytic purification<br />
– <strong>UV</strong>A/<strong>UV</strong>B applications: Medical phototherapy<br />
• <strong>UV</strong>C applications<br />
– <strong>UV</strong>C: Main applications and niche markets<br />
– <strong>UV</strong>C: Main applications comparison<br />
– <strong>UV</strong>C applications: As a function of the optical power output and<br />
wavelength<br />
– <strong>UV</strong>C application: Purification<br />
• Patents research (over 421 patents): A booming interest!<br />
• # of patents per country of origin: Asia dominates<br />
• Dynamics per country over the time: Acceleration in Korea and China<br />
• # of patents per assignee: Asia dominates<br />
• <strong>UV</strong> <strong>LED</strong> application patent: Analysis<br />
– <strong>UV</strong>C <strong>LED</strong>s: Main market drivers<br />
– <strong>UV</strong>C <strong>LED</strong>s: Main challenges<br />
– <strong>UV</strong>C applications: Purification<br />
• Segmentation & 2011 world market size<br />
• <strong>UV</strong>C purification applications accessible to <strong>UV</strong> <strong>LED</strong>s<br />
• <strong>UV</strong>C purification lamps market accessible to <strong>UV</strong> <strong>LED</strong>s<br />
• What is the best wavelength for <strong>UV</strong> <strong>LED</strong>s?<br />
P93<br />
© 2012 2<br />
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Sample
Table of Contents (2/2)<br />
• Focus on water purification<br />
– <strong>UV</strong> water purification segments, technologies, systems price and<br />
players positioning<br />
– Main water <strong>UV</strong> purification systems and lamp manufacturers<br />
– Price & Power of traditional <strong>UV</strong>C purification lamp<br />
– Focus on some applications<br />
• Focus on air/surface purification<br />
– <strong>UV</strong> air/surface purification segments<br />
– <strong>UV</strong> air/surface purification: Professional applications<br />
– <strong>UV</strong> surface purification: Food industry<br />
– <strong>UV</strong> air purification: Consumer residential<br />
• <strong>UV</strong>C low power lamp 2011 market in power output (MW)<br />
• <strong>UV</strong>C <strong>LED</strong>s challenges to reach purification applications<br />
• <strong>UV</strong>C applications: Analytical instruments<br />
• <strong>UV</strong> <strong>LED</strong> market<br />
– <strong>UV</strong> <strong>LED</strong>s: Estimated accessible markets, growth rate and time to market<br />
– <strong>UV</strong> <strong>LED</strong> applications roadmap: Time to market<br />
– <strong>UV</strong> <strong>LED</strong> market size (M$): Split by application (excluding lighting)<br />
– <strong>UV</strong> <strong>LED</strong> applications: Relative market shares<br />
– <strong>UV</strong> <strong>LED</strong> and traditional <strong>UV</strong> lamp business comparison<br />
• <strong>UV</strong> <strong>LED</strong> industry outlook<br />
– <strong>UV</strong> <strong>LED</strong> chip manufacturers: Main industrial initiatives<br />
– Key industrial <strong>UV</strong>A chip market players positioning<br />
– Key industrial <strong>UV</strong>B/<strong>UV</strong>C chip market players positioning<br />
– Main <strong>UV</strong> <strong>LED</strong> players<br />
– Major <strong>UV</strong> <strong>LED</strong> chip manufacturer locations (industrial production or R&D)<br />
– <strong>UV</strong>A <strong>LED</strong> Industrial supply chain in 2011<br />
– <strong>UV</strong>B/<strong>UV</strong>C <strong>LED</strong> Industrial supply chain in 2011<br />
– Business model of players already in production<br />
– Zoom in Asia: Visible <strong>LED</strong>s players start to invest in the <strong>UV</strong> <strong>LED</strong> field<br />
– <strong>UV</strong> <strong>LED</strong> manufacturers: Estimation of 2011 revenues and market shares<br />
– Some known M&A and business agreements<br />
– Spin-offs from universities<br />
– Conclusion<br />
• <strong>UV</strong> <strong>LED</strong> performance roadmap<br />
– <strong>UV</strong> lamp power: Some definitions (from wall-plug power to sample<br />
irradiation)<br />
– Main specifications of <strong>UV</strong>A, <strong>UV</strong>B and <strong>UV</strong>C <strong>LED</strong>s<br />
– <strong>UV</strong> <strong>LED</strong>: Main players<br />
– External Quantum Efficiency: Evolution with wavelength (Comparison 2010<br />
- 2011)<br />
P152<br />
– X<br />
P159<br />
P178<br />
– Optical power vs. chip size and wavelength dependency (Comparison 2010 - 2011)<br />
– <strong>UV</strong> <strong>LED</strong> technical roadmap (/Pout): Past & Present<br />
– <strong>UV</strong>C <strong>LED</strong> Technical Roadmap (/Pout) outlook: Many new players in the starting<br />
blocks!<br />
– Price and lifetime evolution with wavelength<br />
– <strong>UV</strong>C <strong>LED</strong> optical power/price outlook (for a 280 nm wavelength)<br />
– 2011 cost breakdown model projection: From 2” AlN wafer to <strong>UV</strong>C packaged <strong>LED</strong><br />
– Conclusion<br />
• Single crystal AlN and AlN epiwafer industry outlook<br />
– Why use Bulk AlN to make <strong>UV</strong> <strong>LED</strong>s?<br />
– <strong>UV</strong> emission wavelength depends on the Al content in the AlGaN alloy<br />
– Major AlN bulk substrate manufacturer locations (industrial production or<br />
R&D)<br />
– AlN Bulk crystal: Main companies<br />
– AlN Bulk crystal: Main R&D labs<br />
– AlN epiwafers and templates: Main players<br />
– AlN substrates: Example of current available offers (as of 2011)<br />
– Bulk AlN roadmap: Mass production availability outlook (many new<br />
players in the starting blocks!)<br />
– Conclusion<br />
• General Conclusion<br />
• <strong>UV</strong> industry: Company profiles of major actors<br />
– <strong>UV</strong> <strong>LED</strong> manufacturers<br />
• Aurora <strong>UV</strong> (USA), Crystal IS (USA), Dot Metrics (USA), Dowa (J), eLumix<br />
(GE), <strong>LED</strong> Engin (USA), Lumex (USA), Luminus (USA), Nichia (J), Nitek<br />
(USA), Nitride Semiconductors (J), Photon Star <strong>LED</strong> (UK), QD Jason<br />
Electric (CN), Rayvio (USA), Semi<strong>LED</strong>s (USA), SETi (USA), Seoul<br />
Optodevice (KOR), Tekcore (TW), <strong>UV</strong> Craftory (J), Yes<strong>LED</strong> (CN)<br />
– <strong>UV</strong> <strong>LED</strong> manufacturing companies exit : Fox group (USA), Cree (USA)<br />
– AlN substrate manufacturers<br />
• Acerde (FR), Crystal-N (GE), Fairfield Crystal Technology (USA),<br />
HexaTech (USA), Kyma Technologies (USA), Nitride Crystal (USA),<br />
Nitride Solutions (USA)<br />
• Appendix<br />
– Bulk AlN substrates manufacturing by PVT: Crucible is a key component<br />
– HT-CVD : From gases to bulk AlN epi-ready wafers<br />
– Average <strong>UV</strong> dose required: Selected <strong>UV</strong> inactivation of pathogens<br />
– Doping of AlN Material at NTT (J)<br />
– WideBaSe program for <strong>UV</strong>A technologies<br />
– DARPA program for <strong>UV</strong>C technologies<br />
P191<br />
P202<br />
P205<br />
P242<br />
© 2012 3<br />
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Sample
<strong>UV</strong> power requirement per application and current<br />
<strong>UV</strong> <strong>LED</strong> best results (still R&D products for <strong>UV</strong>C <strong>LED</strong>S)<br />
Optical power output needed at the<br />
surface of the lamp (log W/cm²)<br />
2011 results<br />
2010 results<br />
<strong>UV</strong>C<br />
<strong>UV</strong>B<br />
<strong>UV</strong>A<br />
2008 results<br />
Analytical instrument<br />
<strong>UV</strong> curing<br />
White <strong>LED</strong> for<br />
general lighting<br />
<strong>UV</strong> curing<br />
<strong>UV</strong> <strong>LED</strong> in 2011<br />
<strong>UV</strong> <strong>LED</strong> in 2010<br />
Water/Air<br />
purification<br />
Medical<br />
phototherapy<br />
Tanning<br />
Photocatalytic<br />
purification<br />
200<br />
<strong>UV</strong> <strong>LED</strong> in 2008<br />
Analytical instrument<br />
Counterfeit<br />
banknote<br />
detection<br />
280 315 365<br />
400<br />
Wavelength<br />
(nm)<br />
© 2012 4<br />
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Sample
Target price for <strong>UV</strong> lamps and current <strong>UV</strong> <strong>LED</strong><br />
commercial products ASP<br />
ASP for 1W optical power output<br />
(log $/W)<br />
<strong>UV</strong>C<br />
<strong>UV</strong>B<br />
<strong>UV</strong>A<br />
2008 results<br />
2010 results<br />
2011 results<br />
Price reduction between 2008<br />
and 2011<br />
is still limited due to limited<br />
competition and low volume<br />
<strong>UV</strong> <strong>LED</strong> (as of today)<br />
Initial price gap compensated by :<br />
- Higher lifetime<br />
- Lower maintenance cost<br />
- Power supply cost reduction<br />
In 2008<br />
In 2010<br />
In 2011<br />
200 280 315 365<br />
400<br />
Wavelength<br />
(nm)<br />
© 2012 5<br />
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Sample
<strong>UV</strong> lamps applications<br />
Characteristics, market price and accessibility for <strong>UV</strong> <strong>LED</strong><br />
© 2012 6<br />
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Sample
• <strong>UV</strong> working principle:<br />
<strong>UV</strong> curing market<br />
Introduction<br />
– <strong>UV</strong> are used to produce a chemical reaction that polymerizes a combination of chemical components (typically<br />
monomers, oligomers and photoinitiators). These materials may be under the form of a coating, adhesive, ink or<br />
some other product.<br />
– A <strong>UV</strong> curing system integrate the lamps, the reflectors, the power converter, the housing. This system is installed as<br />
in a printing equipment or directly on a production line.<br />
• <strong>UV</strong> curing market :<br />
– <strong>Market</strong> segmentation: a lot of different applications with various <strong>UV</strong> light requirements<br />
• Printing (sheet-fed offset, flexo, inkjet printing…) : about 60 % of the market. Inkjet represent about 5% of the total market.<br />
• Industrial coating (wood, plastic, metal and other) : 30 %<br />
• Adhesives that include the spot curing market : 10 % of the market<br />
Source : Radtech 2010<br />
<strong>UV</strong> curing system<br />
© 2012 7<br />
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Sample
<strong>UV</strong> <strong>LED</strong> purification application patents<br />
Dynamics per assignee over the time<br />
XX<br />
XX<br />
XX<br />
XX<br />
XX<br />
University of Tokushima<br />
XX<br />
XX<br />
XX<br />
Inax<br />
XX<br />
Toyoda Gosei<br />
XX<br />
XX<br />
Philips<br />
© 2012 8<br />
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Sample
<strong>UV</strong>C purification lamps market accessible to <strong>UV</strong> <strong>LED</strong>s<br />
2011 world market segmentation and size for LP lamps<br />
Water purification Air/surface purification Global 2011<br />
Residential<br />
• Applications : Point of Use main fed<br />
dispenser, portable purifiers, over the<br />
counter purifiers, ponds purifiers<br />
• Output power : 0,8 to 4,5 W. Average : 3 W<br />
• Volume : XX millions lamps / year<br />
• Price : 2 to 10 $. Average : XX<br />
• <strong>Market</strong> : XX<br />
• Applications : portable air purifier, in duct<br />
HVAC air purifier<br />
• Output power : 3 to 12 W. Average : 7 W<br />
• Volume : XX lamps / year<br />
• Price : 2 to 15 $. Average : XX<br />
• <strong>Market</strong> : XX<br />
Volumes : XX<br />
<strong>Market</strong> : XX<br />
Professional<br />
• Applications : Point of entry, light<br />
commercial.<br />
• Output power : 4,5 - 30 W. Average : 13 W<br />
• Volume/year : XX lamps / year<br />
• Price : 10 to 50 $. Average : XX<br />
• <strong>Market</strong> : XX<br />
• Applications : commercial for in duct<br />
HVAC, upper room or lower room air<br />
purification (hospital mainly)<br />
• Output power : 4,5 - 40 W. Average : 20 W<br />
• Volume : XX lamps / year<br />
• Price : 10 to 50 $. Average : XX<br />
• <strong>Market</strong> : XX<br />
Volumes : XX<br />
<strong>Market</strong> : XX<br />
Global<br />
<strong>Market</strong><br />
© 2012 9<br />
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XX XX XX<br />
High power applications (municipal, industrial) have not been considered due to high power requirements (1000s W)<br />
Sample
<strong>UV</strong> <strong>LED</strong>s<br />
Estimated accessible markets, growth rate and time to market<br />
CAGR (%)<br />
50<br />
20<br />
Estimated accessible markets (current lamp revenues),<br />
growth rate, and time to market for <strong>UV</strong> <strong>LED</strong><br />
<strong>UV</strong> A/B<br />
<strong>UV</strong> C<br />
Application C<br />
$6.6M<br />
Diameter corresponds to <strong>UV</strong> lamp<br />
market size as it was in 2011<br />
Application G<br />
$29M<br />
10<br />
Application A<br />
$4.2M<br />
Application D<br />
App E<br />
Application F<br />
$90M<br />
Application H<br />
0<br />
© 2012 10<br />
2003<br />
$40M<br />
$2.6M<br />
Application B<br />
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$54 M $58M<br />
Time to market<br />
2006 2009 2010 2012-2015 for <strong>UV</strong> <strong>LED</strong><br />
Sample
<strong>UV</strong> <strong>LED</strong> market size (M$)<br />
Split by application (excluding lighting)<br />
© 2012 11<br />
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<strong>UV</strong>A <strong>LED</strong> industrial supply chain in 2011<br />
From substrate to system, a worldwide coverage<br />
<strong>UV</strong> <strong>LED</strong><br />
substrate<br />
<strong>UV</strong> <strong>LED</strong><br />
epiwafer<br />
<strong>UV</strong> <strong>LED</strong><br />
chip<br />
<strong>UV</strong> packaged<br />
<strong>LED</strong><br />
<strong>UV</strong> <strong>LED</strong><br />
module/array<br />
<strong>UV</strong> <strong>LED</strong><br />
system<br />
Production<br />
R&D<br />
Country A<br />
Company A<br />
Company B<br />
Supplies to…<br />
Semi<strong>LED</strong>s<br />
Company C<br />
Country B<br />
Company D<br />
Company E<br />
Nichia<br />
Country C<br />
Company H<br />
Company J<br />
Company F<br />
Company I<br />
Company G<br />
All players identified on<br />
<strong>UV</strong>A <strong>LED</strong> deal with<br />
template (AlN on<br />
Sapphire) as substrate<br />
Company K<br />
Country D<br />
Company L<br />
Country E<br />
Country F<br />
© 2012 12<br />
Company R<br />
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Heraeus Noblelight, Hoenle, IST Metz (…)<br />
Epiwafers<br />
Company M<br />
Company N<br />
Company O<br />
Phoseon<br />
Company P<br />
Company Q<br />
Company U<br />
Sample
Optical Power vs. Chip size and λ dependency<br />
Optical power<br />
output (log mW)<br />
for a single chip<br />
Some examples (Comparison 2010 - 2011)<br />
<strong>UV</strong>C <strong>UV</strong>B <strong>UV</strong>A<br />
2011 results<br />
2010 results<br />
2008 results<br />
Improvement<br />
2010-2011<br />
Improvement<br />
2008-2010<br />
© 2012 13<br />
200 240 260 280 315 360 400<br />
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Sample<br />
440<br />
Wavelength (nm)
Price and Lifetime Evolution with wavelength<br />
Some examples<br />
Lifetime (hours)<br />
<strong>UV</strong>C<br />
<strong>UV</strong>B<br />
<strong>UV</strong>A<br />
<strong>LED</strong> chip price with<br />
maximum power and<br />
10,000 p order (log $)<br />
2011 results<br />
2010 results<br />
With AlN bulk substrate<br />
With AlN template<br />
200 265 280 315<br />
360<br />
400<br />
Wavelength (nm)<br />
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Sample
Yole Activities<br />
Technology & <strong>Market</strong><br />
Reports<br />
Report/Database/Reverse Costing/Tools<br />
Custom Studies<br />
<strong>Market</strong> Research<br />
Technology & Strategy<br />
Media business<br />
Website / Magazines / Webcasts<br />
www.yole.fr<br />
Yole Finance<br />
M&A / Due Diligence /<br />
Fund raising services<br />
www.yolefinance.com<br />
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New!<br />
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