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市場調查報告書 - 202050

高亮度LED市場回顧及預測(2011年)

High-Brightness LED Market Review and Forecast 2011

出版商 Strategies Unlimited
出版日期 內容資訊 英文
價格
高亮度LED市場回顧及預測(2011年) High-Brightness LED Market Review and Forecast 2011
出版日期: 2011年09月27日 內容資訊: 英文
簡介

本報告為,以供需兩方蒐集之數據,調查北美、歐洲、日本、亞洲(中國、韓國、台灣等)高亮度LED市場現況,並展望未來,詳細分析電視及螢幕背光、汽車、行動儀器、標誌、照明等各應用之產品市場,摘要如下列闡述。

第1章 簡介

  • 簡介
  • 實施概要
    • 市場摘要
    • 材料摘要
    • 製造商摘要

第2章 電視及螢幕背光

  • 螢幕背光
  • LED電視用顯示器背光
    • 市場概要
    • 技術
    • 市場要素
    • 電視市場摘要
  • LED螢幕用顯示器背光
    • 市場概要
    • 技術
    • 螢幕及一體成型(AIO)PC市場摘要
  • 電視牆
  • 材料摘要

第3章 汽車照明

  • 簡介
    • 2010年回顧
  • 市場趨勢
  • 汽車外裝照明
    • 市場結構
    • 法規
    • 汽車外裝照明用LED
    • 中間高位剎車燈(CHMSL)
    • 背面照明
    • 前轉向信號
    • 側鏡式轉向信號燈
    • 倒車燈
    • 車牌燈
    • 前位燈
    • 大燈
    • DRL(日間行駛燈)
    • 卡車、客車和緊急車輛
    • 兩輪車輛
    • 售後市場
    • 摘要
    • 汽車內裝照明
    • 車內顯示器

第4章 行動設備

  • 行動電話
    • 市場概要
    • 行動電話相機用閃光燈
    • 顯示器
    • 鍵盤
    • 其他
    • 摘要
  • 行動電腦
    • 筆記型電腦
    • 平板電腦
    • 摘要
  • 其他行動設備

第5章 標誌

  • 全彩/多色/單色標誌
    • 市場概要
    • 全彩標誌
    • 多色/單色標誌
    • 摘要
  • 跑馬燈及輪廓裝飾
    • 要素
  • 其他
    • Sign Bos
    • 隧道內廣告系統

第6章 照明

  • 市場概要
  • 市場要素
  • LED之優點
  • 照明器具
    • 商用及工業用照明
    • 零售店顯示
    • 住宅用照明
    • 戶外照明

圖表

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目錄

Revenues for high-brightness LEDs grew by a remarkable 108% to $11.2 billion in 2010, according to a new market report by the leading firm following the LED market, Strategies Unlimited. The growth was propelled by applications in TV backlight units, but expanding supply and a slowdown in overall TV demand in 2011 led to a drastic drop in LED prices, leading to a revised estimate of $12.3 billion in LED revenues for 2011. Revenue is expected to peak in 2014 at $16.2B and then fall to $15.3 B in 2015. The dip in revenues will be temporary, as lighting will take over as the engine for growth after 2015.

Other highlights from Strategies Unlimited's new report, High-Brightness LED Market Review and Forecast - 2011, include:

  • LED prices have plummeted 20-40%, except for some specialized applications, such as headlamps. Weaker players or new entrants without much experience - like many from China who entered in during 2010 - will retreat from the market. As LEDs become more like commodities, only strong players with deep pockets will survive the fluctuations, much like DRAM suppliers.
  • Revenues of LEDs for lighting will see compound growth of 33% over the period. With LEDs being approximately 30% of the bill of materials, the recent drop in the prices may accelerate LED adoption. For example, a high quality, large volume 1W cool white packaged LED with delivery in September 2011 was quoted around $0.65.
  • The worldwide sign industry experienced explosive growth to $3.4B in 2010. The domestic Chinese market grew 54% to $1.9B and is expected to continue growing at 14% compounded annually through 2015. LED revenues for signs were $1.1B in 2010, growing to about $1.6B in 2015. About 83% of worldwide signs were manufactured in China, with that trend continuing toward Chinese manufacturing.
  • The mobile appliance segment is the only one with negative growth through the period. Smartphone units will grow at 30% and tablet computers at 57%, compounded annually. However, most mobile appliances, such as feature phones and notebooks, have reached saturation, and falling prices will erode LED revenues by -4.1%, compounded annually.
  • LED revenue from the automotive segment reached $1.1B in 2010, propelled by strong growth in the China market. Expected growth for 2011 has been revised to 5%, due to cooling of the Chinese market and the effect of the Japanese tsunami on LED supply. Increased use of LEDs in daytime running lights and headlamps will fuel revenue growth for LEDs in exterior automotive lighting at 10%, compounded annually. Falling prices and saturation of LEDs in instrument panels - reaching 90% in 2015 - will erode LED revenue for that segment by 2% over the period.

Table of Contents

1. INTRODUCTION AND SUMMARY

  • 1.1. Introduction
  • 1.2. Executive Overview
    • 1.2.1. Market Summary
    • 1.2.2. Material Summary
    • 1.2.3. Suppliers Summary

2. DISPLAY BACKLIGHTS FOR TVs AND MONITORS

  • 2.1. Disiplay Backlights for TV and Monitor
  • 2.2. Display Backlight for Led TV
    • 2.2.1. Market Overview
    • 2.2.2. Technology
    • 2.2.3. Market Factors
    • 2.2.4. Summary for TV
  • 2.3. LED Monitor Display Backlight
    • 2.3.1. Market Overview
    • 2.3.2. Technology
    • 2.3.3. Summary for Monitor & AIO PC
  • 2.4. Video Wall
  • 2.5. Material Summary

3. AUTOMOTIVE LIGHTING

  • 3.1. Introduction
    • 3.1.1. 2010 Review
  • 3.2. Market Trends
  • 3.3. Automotive Exterior Lighting
    • 3.3.1. Market Structure
    • 3.3.2. Regulations
    • 3.3.3. LEDs are Used in Automotive Exterior Lighitng in the Following Functions
    • 3.3.4. CHMSLs
    • 3.3.5. Rear Lighting
    • 3.3.6. Front Turn Signal
    • 3.3.7. Side-Mirror Mounted Turn Signal Lamps
    • 3.3.8. Back Up Lamps
    • 3.3.9. License Plate Lamps
    • 3.3.10. Front Position Lamps
    • 3.3.11. Headlamps
    • 3.3.12. DRL (Daytime Running Lights)
    • 3.3.13. Truck, Bus, and Emergency Vehicle
    • 3.3.14. Two-Wheel Vehicles
    • 3.3.15. Others
    • 3.3.16. Aftermarket
    • 3.3.17. Summary
  • 3.4. Automotive Interior Lighting
  • 3.5. Inside Displays

4. MOBILE APPLIANCES

  • 4.1. Mobile Phones
    • 4.1.1. Market Overview
    • 4.1.2. Camera Flash in Phones
    • 4.1.3. Display
    • 4.1.4. Keypad
    • 4.1.5. Others
    • 4.1.6. Summary
  • 4.2. Mobile Computing
    • 4.2.1. Notebook Computers
    • 4.2.2. Tablets
    • 4.2.3. Summary
  • 4.3. Other Mobile Appliances

5. SIGNS

  • 5.1. Full/Multi/Single Color Signs
    • 5.1.1. Market Overview
    • 5.1.2. Full-Color Signs
    • 5.1.3. Single/Multi Color Signs
    • 5.1.4. Summary for Full/Single/Multi Color Signs
  • 5.2. Channel Letters and Contours
    • 5.2.1. Factors
  • 5.3. Others
    • 5.3.1. Sign Bos
    • 5.3.2. Tunnel Advertising System
  • 5.4. Summary

6. Illumination

  • 6.1. Market Review
  • 6.2. Market Factors
  • 6.3. Advantages of LED for Illulmination
  • 6.4. Luminaires
    • 6.4.5. Commercial and Industrial Lighting
    • 6.4.6. Retail Display
    • 6.4.7. Residential Lighting
    • 6.4.8. Outdoor Lighting
    • 6.4.9. Off-Grid Lighting
    • 6.4.10. Consumer Portable
    • 6.4.11. Machine Vision
    • 6.4.12. Safety and Security
  • 6.5. Replacement Lamps
    • 6.5.1. A-Lamps and Globe Lamps
    • 6.5.2. R and PAR Lamps
    • 6.5.3. MR16 Lamps
    • 6.5.4. Candelabras and Other Decorative Lamps
    • 6.5.5. Linear Fluorescent Tube Replacements
  • 6.5. Summary of Materials & Package Types

7. Other Applications

  • 7.1. Overview
  • 7.2. Signals
    • 7.2.1. Vehicular and Pedestrian Traffic Signals
  • 7.3. Projectors
  • 7.4. Gaming
  • 7.5. Horticulture/Fishing/Agriculture
  • 7.6. Miscellaneous
  • 7.7. Summary of “Others” Category

8. Supplier Analysis

  • 8.1. Japan
  • 8.2. Korea
  • 8.3. US/Europe
  • 8.4. Taiwan and Southeast Asia
  • 8.5. China

APPENDIX A - Product Definitions

APPENDIX B - Exchange Rates

APPENDIX C - Method of Analysis

LIST OF FIGURES

  • 1.1. HB-LED Market Growth by Application 2009-2010
  • 1.2. HB LED Market by Application US $11.2 Billion
  • 1.3. Disiplay Backlight (US $M) 2010
  • 1.4. Disiplay Backlight Revenue 2010-15
  • 1.5. HB-LED Market by Revenue & YoY Growth Rate
  • 1.6. HB-LED Revenue CAGR by Application 2010-15
  • 1.7. Worldwide HB-LED InGaAIP & RGB Units (M) 2010-15
  • 1.8. Worldwide HB LED InGaN Units (M) 2010-15
  • 1.9. Worldwide HB LED Market by Material Revenue (US $M) 2010-15_
  • 1.1. Material Unit and Revenue CAGR 2010-2015
  • 1.11. LED Supplier Revenue US $(M) by Geography 2010
  • 1.12. Cumulative Installations of MOCVD Equipment in China
  • 2.1. TV, Monitor, AIOPC & Video Wall Display Backlight Revenue US $(M) 2010-15
  • 2.2. Global TV Shipment by Technology
  • 2.3. LED Penetration Rates of LCD TV by Size 2010
  • 2.4. LED TV by Size (M) 2010
  • 2.5. CCFL and LED Backlights Color Gamut
  • 2.6. Power Consumption of Plasma TVs, LCD TVs with CCF Backlighlts, and LCD TVs with LED Backlights
  • 2.7. Direct Backlit with Local Dimming
  • 2.8. Edge-Lit without Local Dimming
  • 2.9. Edge-Lit with Local Dimming
  • 2.1. Passive 3D Glasses
  • 2.11. LED TV by Backlight Technology
  • 2.12. The “nano film” (chips ono film) that makes up the backlightig element of the LW9500
  • 2.13. LG Nano LW9500
  • 2.14. Vizio XVTT3D710CM 71” Cinema Disiplay
  • 2.15. Samsung D800 with 0.2” Bezels
  • 2.16. LED Bar Reduction Roadmap
  • 2.17. HB LED Revenue in TV Display Backlight
  • 2.18. TV Revenue by LED Package US $ (M) 2010-15
  • 2.19. LED Monitor & AIO PC Units (M) 2010-15
  • 2.2. Apple iMac
  • 2.21. Samsung SA 950
  • 2.22. Monitor Revenue US $(M) 2010-15
  • 2.23. Monitor Revenue Growth US $(M) by Category (2010-15)
  • 2.24. Video Wall
  • 2.25. Summary Display by Material & Package Type (M)
  • 2.26. Summary Display Revenue by Material & Package Type (US $M) 2010-15
  • 4.1. HB LED Market by Application, 2009
  • 4.2. HB LED Market by Application and Material Type, 2009
  • 4.3. HB LED Market by Package Type, 2009
  • 4.4. HB LED Market by Material, 2009
  • 4.5. Worldwide HB LED Shipments by Product Type (Revenue), 2009
  • 4.6. Worldwide HB LED Shipments by Product Type (Units), 2009
  • 4.7. HB LED Market by Color (Revenue), 2009
  • 4.8. HB LED Market by Color (Units), 2009
  • 4.9. HB LED Consumption by Application and Geographic Region, 2009
  • 4.1. HB LED Consumption by Geographic Region, 2009
  • 4.11. HB LED Supply vs. Consumption, 2009
  • 5.1. HB LED Regional Supplier Shares, 2009
  • 5.2. World Supplier Market Shares, 2009
  • 5.3. HB LED Industry Concentration, 2009
  • 6.1. HB LED Summary Forecast by Application, 2010-2014
  • 6.2. LCD Backlight and Illumination Forecast Versus Other Applications Forecast, 2010-2014
  • 6.3. Evolution of Applications for HB LEDs, 2009 and 2014
  • 6.4. Summary Forecast by Material (Revenue), 2010-2014
  • 6.5. Summary Forecast by Material (Units), 2010-2014
  • 6.6. Summary Forecast by Package Type (Revenue), 2010-2014
  • 6.7. Summary Forecast by Package Type (Units), 2010-2014
  • 6.8. HB LED Revenue Forecast per Phone, 2010-2014
  • 6.9. Mobile Phone Forecast by Function, 2010-2014
  • 6.1. Mobile Phone Forecast by Material and Package Type, 2010-2014
  • 6.11. Other Mobile Appliance Forecast by Application, 2010-2014
  • 6.12. Mobile Appliance Forecast by Material and Package Type, 2010-2014
  • 6.13. Mobile Appliance Forecast by Application, 2010-2014
  • 6.14. Full-Color Sign Forecast by Material and Package Type (Revenue), 2010-2014
  • 6.15. Full-Color Sign Forecast by Material and Package Type (Units), 2010-2014
  • 6.16. Single-Color Sign Forecast by Material and Package Type, 2010-2014
  • 6.17. LED-Based Display Forecast by Package and Material Type, 2010-2014
  • 6.18. Signs/Displays Forecast Summary by Package and Material Type, 2010-2014
  • 6.19. Automotive Interior Lighting Forecast by Material and Package Type, 2010-2014
  • 6.2. Automotive Interior Lighting Forecast by Function, 2010-2014
  • 6.21. Automotive Exterior Lighting Forecast by Function, 2010-2014
  • 6.22. Automotive Exterior Lighting Forecast by Material and Package Type, 2010-2014
  • 6.23. Automotive Exterior Lighting Forecast by Material and Package Type (Including Trucks, Buses, and Emergency Vehicles), 2010-2014
  • 6.24. Automotive Lighting Forecast Summary, 2010-2014
  • 6.25. Signals Forecast by Material and Package Type, 2010-2014
  • 6.26. Illumination Forecast by Application, 2010-2014
  • 6.27. Illumination Forecast by Material and Package Type, 2010-2014
  • 6.28. Illumination Forecast by Color, 2010-2014
  • 6.29. Other Forecast by Material and Package Type, 2010-2014

LIST OF TABLES

  • 1.1. Average Currency Exchange Rates for 2009
  • 1.2. HB LED Market by Application and Material, 2009
  • 1.3. Summary of HB LED Shipments by Material and Package Type, 2009
  • 1.4. HB LED Supply vs. Consumption, 2009
  • 1.5. HB LED Revenues by Supplier, 2009
  • 1.6. HB LED Summary Forecast by Application, 2010-2014
  • 1.7. Summary Forecast by Material, 2010-2014
  • 1.8. Summary Forecast by Package Type, 2010-2014
  • 2.1. HB LED Product Segmentation
  • 2.2. HB LED Materials and Characteristics
  • 2.3. Applications of HB LEDs
  • 3.1. LED Exterior Automotive Lighting Functions and Penetration Rates, 2009
  • 3.2. Market Sizes for Illumination Applications, 2009
  • 4.1. HB LED Market by Application and Material, 2009
  • 4.2. HB LED Market by Product Type and Application, 2009
  • 4.3. Summary of HB LED Shipments by Product Type, 2009
  • 4.4. HB LED Consumption by Application and Geographic Region, 2009
  • 4.5. HB LED Supply vs. Consumption, 2009
  • 4.6. Regional HB LED Supply by Product Type, 2009
  • 4.7. Regional HB LED Consumption by Product Type, 2009
  • 5.1. HB LED Revenues by Supplier, 2009
  • 6.1. HB LED Summary Forecast by Application, 2010-2014
  • 6.2. Summary Forecast by Application - InGaN, 2010-2014
  • 6.3. Summary Forecast by Application - InGaAlP, 2010-2014
  • 6.4. Summary Forecast by Application - RGB Multichip, 2010-2014
  • 6.5. Summary Forecast by Material, 2010-2014
  • 6.6. Summary Forecast by Package Type and Application - InGaN, 2010-2014
  • 6.7. Summary Forecast by Package Type and Application - InGaAlP, 2010-2014
  • 6.8. Summary Forecast by Package Type, 2010-2014
  • 6.9. Mobile Phone Camera Flash Forecast, 2010-2014
  • 6.1. Mobile Phone Forecast by Function, 2010-2014
  • 6.11. Mobile Phone Forecast by Material and Package Type, 2010-2014
  • 6.12. Other Mobile Appliance Forecast by Application, 2010-2014
  • 6.13. Mobile Appliance Forecast by Material and Package Type, 2010-2014
  • 6.14. Full-Color Sign Forecast by Material and Package Type, 2010-2014
  • 6.15. Single-Color Sign Forecast by Material and Package Type, 2010-2014
  • 6.16. LED-Based LCD Display Forecast by Application, 2010-2014
  • 6.17. Signs/Displays Forecast Summary by Package and Material Type, 2010-2014
  • 6.18. Automotive Interior Lighting Forecast by Function, 2010-2014
  • 6.19. Automotive Exterior Lighting Forecast by Function, 2010-2014
  • 6.2. Truck Lighting Forecast by Material and Package Type, 2010-2014
  • 6.21. Bus Lighting Forecast by Material and Package Type, 2010-2014
  • 6.22. Emergency Vehicle Lighting Forecast by Material and Package Type, 2010-2014
  • 6.23. Automotive Exterior Lighting Forecast by Material and Package Type (Including Trucks, Buses, and Emergency Vehicles), 2010-2014
  • 6.24. Automotive Lighting Revenue Forecast Summary, 2010-2014
  • 6.25. Signals Forecast by Material and Package Type, 2010-2014
  • 6.26. Illumination Forecast by Application, 2010-2014
  • 6.27. Illumination Forecast by Material and Package Type, 2010-2014
  • 6.28. Illumination Forecast by Color, 2010-2014
  • 6.29. Other Forecast by Material and Package Type, 2010-2014
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