Abstract
This report provides a detailed analysis of the application drivers,
technology developments and product introduction trends that are propelling
the LED Driver IC market into the future. It also reviews relevant government
regulations and surveys potential competitive threats to LEDs in important
application sub-segments.
Driven in the short-run primarily by mobile phone handsets, the worldwide
white light-emitting diode (LED) market is projected to exceed 20 billion
units in 2008. Using higher light-emitting efficiency and lower pricing, an
increasing number of white LEDs are being used as backlight for notebook PCs,
medium and large LCD TVs, and single-color and full-color outdoor signs.
Further growth is expected to come from automotive applications, which are
expected to see increased penetration in LED headlamps, as well as LEDs in
interior lighting. Toward the end of the forecast period, around 2013 or 2014,
general illumination applications are expected to experience rapidly
accelerating growth. This report focuses on five primary application segments:
* Handheld Applications - mobile phone handsets, digital still cameras, small
flashlights, personal media players, GPS navigation systems, organizers, and
so on.
* Medium-size Applications - ultra-mobile PCs, small digital photo frames,
(typically LCDs below 10-inches), instrumentation, large flashlights, medical
lighting, specialty lighting, industrial lighting, and so on.
* Large-size Applications - billboards, marquees, LCD televisions, LCD
monitors, laptop computers, large LCD photo frames, traffic signals, and so on.
* Automotive Applications - indicator and illumination lighting applications,
turn signals, brake lights, map reading lights, head lights, and so on.
* General Illumination - general indoor and outdoor lighting, architectural
lighting, street lights, and so on.
While handheld (primarily mobile phone handsets) applications are still the
most-often targeted application segment, the dominance of the segment has
declined significantly in the past three years. At the beginning of 2005,
about 35% of all LED driver IC introductions were targeted at the handheld
segment. By the end of 2007, the percentage had dropped to about 25%. While
the actual number of driver ICs targeted at handheld applications has not
dropped significantly, the overall market for LED driver ICs has grown.
That market growth is visible in the Medium- and Large-sized application
segments which have maintained their relative market shares over the past 3
years. Overall, these segments have been growing at about the same rate as the
market. Medium- and Large-sized applications for LEDs are becoming the new
growth driver for the industry. While handheld applications such as mobile
phone handsets will continue to be important, they will be eclipsed in
importance by new application segments.
Table of Contents
- LED Driver Product Introduction Trends
- Sub-Markets Shaping Opportunities
- Digital Still Cameras and Video Lighting
- Handsets, Media Players and Organizers
- Digital Picture Frames
- Ultramobile Personal Computers
- Projectors
- Obstruction Lighting
- Channel Letters and Small Marquees
- LCD Backlight Units
- Traffic Signals
- Outdoor Advertising, Signs and Digital Billboards
- Automotive Lighting
- Approval Situation for LEDs in Headlamps
- General Illumination Market Size and Characteristics
- CFLs Move Ahead of LEDs in General Illumination
- Medical Lighting
- Street Lights
- Architectural and Landscape Lighting
- Lighting in Hazardous Environments
- Performance and Pricing Factors for LEDs in General Illumination
- LED Driver Feature Trends
- AC Mains LEDs and Drivers
- LED Dimming Challenges
- OLED Driver Trends
- Creating White Light with LEDs
- Advances in HB-LEDs
- Regulations and Incentives
- US Energy Independence and Security Act
- Safety Standards for LEDs
- Threats to Continued HB-LED Growth
- The Continued Evolution of Emissive Displays
- Large OLED Developments
- Flash and Illumination Application Threats
- Alternative Approaches to Improved Illumination Efficiencies
- Appendix A - LEDs at the Beijing Olympics
- Appendix B - Glossary of Lighting Terms
- Appendix C - Companies Included in "LED Driver Product Introduction Trends"
- Figure 1 - Application Targets by Percentage vs Number of LED Driver
Introduced 4
- Figure 2 - Changing Application Drivers of LED Market Growth 6
- Figure 3 - Zylight Z90 Adjustable Color Temperature Video Lighting Source 9
- Figure 4 - 8-inch LED Backlight Digital Picture Frame from Digital Foci
- Figure 5 - OQO Model 02 UMPC
- Figure 6 - Sony' s LED Projector Employs 14 LEDs
- Figure 7 - 38-inch Long "Rope" of 96 HB-LEDs for Channel Lighting
- Figure 8 - Samsung 40-inch LCD TV with LED Backlighting
- Figure 9 - LEDtronics' Traffic Signals
- Figure 10 - LED "Fish Tank" in Beijing Mall
- Figure 11 - LED Terminal Sign from AgiLight
- Figure 12 - LEDtronics LED Automotive Bulbs Include 24 5mm LEDs
- Figure 13 - LED headlamps in Cadillac Escalade Feature LEDs from OSRAM
- Figure 14 - Citroen C4 Picasso with LED Tail Lights
- Figure 15 - Color Temperature Scale
- Figure 16 - Color Rendering Index
- Figure 17 - Cree Luminaire for Parking Garages
- Figure 18 - Lexel Lighting System from the TIR Division of Philips
- Figure 19 - iLED 5 Surgical Light from TRUMPF Includes 184 HB-LEDs
- Figure 20 - Medical Applications for LEDs
- Figure 21 - LED Street Light in Taipei Consumes 100W per "Lamp" for a
total of 600W
- Figure 22 - General Illumination Technologies
- Figure 23 - Critical Performance Level 100 lm/W
- Figure 24 - Luminaire Pricing, General Illumination
- Figure 25 - Relative Pricing and Performance
- Figure 26 - TIR LED Light Pipes in Callahan Tunnel in Boston, Massachusetts
- Figure 27 - Full Moon Tower, Galaxy Park in Tianjin, China
- Figure 28 - Acriche AC-Powered White HB-LED from Seoul Semiconductor
- Figure 29 - LED Elevator Light Prototypes from Westinghouse Lighting
- Figure 30 - Recessed LED Light from LEDWaves Uses Three 3W LEDs to Provide
White Light with a CCT Between 3,000K (warm) and 6,000K (cool)
- Figure 31 - Diamond DRAGON LED from OSRAM Opto Semconductor
- Figure 32 - Lumileds K2 Power LED
- Figure 33 - IEC 60529 Ingress Protection Ratings
- Figure 34 - ebook Prototype from LG
- Figure 35 - Beijing Olympics Water Cube
