Abstract
Direct and indirect emitting semiconductor green laser diodes market,
industry and technology analysis
DESCRIPTION
PICOPROJECTORS WILL DRIVE THE GREEN LASER MARKET
The green laser market today is highly segmented in numerous niche
applications from medical to military applications and laser shows. Those
applications can work with existing Solid State Lasers or the more recent
combinations of semiconductor lasers with non linear crystals (SHG: Second
Harmonic Generation).
In the emerging market of pico-projectors and other display techniques such as
Head Mounted Display (HMD) or Head up Display (HUD), the ideal light emitting
device would be lasers thanks to their capability to deliver highly saturated
colors in the widest possible gamut. Additional features are focus-free
operation and expected improved wall-plug efficiency which will affect the
power consumption for battery operation.
In 2009 however, the first LED based picoprojectors have been available on the
marketplace with a slow take-off. No more than 300k units have been sold. The
poor brightness (10 lm) for a relative high price might be a reason for this.
In the same year some impressive progress has been published on the capability
to shift the blue laser diodes towards the green wavelength. The
direct-emission semiconductor laser should be available in the coming years
(2011-2012) to serve the projection display applications.
Green laser diode market size will reach about $500M size by 2016 and should
represent more than 45M devices:
- Stand-alone projectors: We forecast this market to really take-off
by 2010 with a sales volume in between 0.5 to 1 M units. During this first
phase, most of it will be LED-based but we forecast 10-20% will be laser-based
by 2011 and that ratio will grow to 50-75% by 2016.
We also envision a natural move from stand-alone to embedded device as the
technology will little-by-little be compatible with size and cost constraints.
- Cell-Phone: That market will start late 2010 with high-end devices
(Samsung “Android”,...). Laser-based systems will be slowly
implemented along with cost reduction but we stay very conservative saying
that LED will strongly dominate at least until 2016. According to the small
size requirement, direct-emission green laser will be highly recommended.
- Media Players: That device is the perfect location for embedded
pico-projectors. Its ultimate function is to diffuse and share media. There
are less cost constraints and size issues compared to cell-phone. The boom
should occur by 2012 with 2.6 to 5 M units equipped with projection
functionality. SHG green lasers should dominate first waiting for
direct-emission to be price and performance-compatible.
- Camera and camcorder: there, we forecast a slow market penetration
for laser-based technologies as the battery life-time and cost can become
critical parameters.
- Laptop: That is probably the most unclear segment.
GREEN LASER DIODE TECHNOLOGY: A MOVE FROM SHG TO DIRECT EMISSIONSOURCES
Only SHG laser diodes are available today on the market place. Corning, OSRAM
and QD Laser having each their proprietary solution to green light generation.
However, given the complex package of these lasers, it seems difficult to
reach a reasonable target price. Moreover, these components seem to suffer
from a shortage situation.
Sumitomo SEI, KAAI (UCSB) and OSRA M are the most advanced players for
direct-emission green laser diodes. If performance meets the minimum
requirements for optical power, wall - plug efficiency and lifetime, some of
them could possibly offer products in limited quantities:as soon as the middle
of 2011. The battle for direct-emission green source will also take place at
substrate side where non-polar and semi-polar GaN crystal can play a very
positive role in green wavelength emission.
Light engine module: A question of light-source cost...
The Light-Engine Module, combination of light source and image management
(LCD, micro-mirrors, LCOS...) is expected at a target price of $40, this
implies a price target of $10 per color, red will not be a problem, however,
GaN blue lasers have not reached that price target yet despite their maturity.
Green laser will also have to stay in the $10 range to penetrate the market.
LED is a serious competitor
LED and HBLED are serious competitors since some pico-projectors are already
announced with Brightness of up to 30 lumens. The capability of lasers to
deliver bright images becomes less ‘unique' . If the green and blue
lasers from GaN based materials are not delivered in the expected target
price, the market share for lasers could be limited to high end products.
This report provides a complete analysis of the projection applications
targeted by the green laser diodes along with key market metrics. It describes
the involvement of the major laser device manufacturers and gives a snapshot
of the GaN material industry playground. The report presents the $ and unit
values on the 2009-2016 time scale for the green laser diode devices and the
related material market size in 2" equivalent.
COMPANIES MENTIONED IN THE REPORT
3M, Aaxa, ADM, ADTEEC, Agfa Photo, AIPTEK, ALViS Technology, Ammono Sp, Apple,
Arasor, BeamBox, Brothers industries, bTendo, Casio, Commax, Corning, Cotopaxi
Materials, Crystal Photonics, Dell, Display Tech, EpiCrystals, Ericsson,
Explay, Freiberger, Furukawa, Goldeneye, Hitachi Cable, Infocus, Inlustra
Technologies, Iview, KAAI, Kyma Technologies, Laser Operations LLC, Lemoptix,
LG, Light Blue Optics, LumiLOG, Maradin, Mesmeriz, Microvision, Mirrorcle,
Mitsubishi Chemical, Mitsumi Electric, NanoGaN, Nichia, Nikon, Novalux,
Optoma, Opus Microsystems, OSRAM, Ostendo, Panasonic, Photodigm, Photop, QD
Laser, Rohm, Runco, Samsung, Samsung-Corning, SCRAM Techno, Sharp, Sony,
Soraa, Spectalus, SSTDC, Sumitomo SEI, Syndiant, Tedacos, Texas Instrument,
TopGaN, Toyoda Gosei, UCSB, Unipress, Univ. Nottingham, WowWee, Young Optics.
Table of Contents
GLOSSARY
EXECUTIVE SUMMARY
- Our vision of semiconductor Green
- Laser market and technology in 2020
- The 3 Green Laser semiconductor-based technologies
- Green Lasers overall possible applications. Main market segments
- Green laser can enable more brightness in projection devices
- Market drivers for green laser
LIGHT SOURCE IN PROJECTION DEVICES: THE LIGHT-ENGINE TECHNOLOGIES
- Definition of Light-Engine
- Light sources in light engines: LED or laser diodes
- Comparison between LED and LD
- Advantages and drawbacks of each light source technology
- Status of RGB Laser sources in picoprojection
- Micromirrors structure, type of light source and corresponding
applications
- RGB sources for projection display: LED -vs- lasers
- Target cost of lasers in the light-engine
- Conclusion
PICO-PROJECTOR MARKET
- Introduction
- Picoprojectors: a slow take-off
- Picoprojectors: How things could evolve
- PicoProjectors: a resolution contest
- Example of released or announced picoprojectors
- Added-values of laser light sources
- Brightness of Picoprojectors
- More on the brightness specification
- Specifications of green LD for picoprojection
- LED vs Lasers
- Brightness vs Speckle
- PicoProjectors deployment scenario
- Market volume projection for embedded picoprojectors in various
applications
- Market volume projection for stand-alone picoprojectors
- Conclusions
- Examples of picoprojector devices
- Microvision
- Light Blue Optics: Light Touch
- Dell and Ericsson Concepts
- LG: A projector into a Smartphone
- More SmartPhones: Samsung, TEDACOS... Apple ?
- Syndiant
- Maradin, bTendo
- Lemoptix, Mezmeriz,
- Explay: Acquired by ADM Inc
- Mitsumi: a prototype MEMS Mirror
- OPUS Microsystems
- Value chain: from GaN substrate to projection display
HEAD-MOUNTED DISPLAY AND HEAD-UP DISPLAYS MARKETS
- Brothers industries, Ltd:
- Retinal Imaging Display
- HMD-HUD
- Projection on glass
LASER TV AND FRONT-PROJECTION MARKETS
- Laser TV - Retro projection TV
- 3D Laser TV - HDI
- Cinema projectors and Home cinema
- Sony unveiled RGB laser light source module for large screen projectors
- CASIO hybrid light source projector
GREEN LASERS TECHNOLOGY AND MARKET
- How to generate a Green Laser beam?
- Pros and cons of various solutions
- Status of SHG and DPSS Green Lasers for projection
- Corning (US)
- OSRAM opto semiconductor (D)
- QD Laser (J)
- Spectralus (US)
- ATTO SHG green laser
- EpiCrystals, Inc (Fi)
- PHOTOP (II-VI Inc, USA)
- COMMAX (KR) / Photodigm
- ALViS Technology Inc (TW)
- Laser Operations LLC (US) (former QPC Lasers)
- Arasor (Australia) and Novalux
- Status of direct emission Green Lasers
- Direct-emission Green Laser Diodes State-of-the-art
- The technical challenge of the Green shift
- Polar versus non polar growth
- KAAI (US)
- Nichia (J)
- OSRAM (D)
- Rohm (J)
- Sumitomo SEI (J)
GAN SUBSTRATES: A KEY ENABLING MATERIAL
- GaN options for direct emission Green Lasers
- The GaN c-plan orientation: challenging but close to industrialization
- Recent Known Funding in GaN Material
- Development
- Bulk / Free-standing GaN Specifications: production status
- 2" FS & ELO GaN Substrates 2007-2015 market price
- Non-polar & Semi-polar GaN main interests
- Non-polar & Semi-polar GaN Substrates
- R&D status
- Non or Semi-polar GaN Substrate Size: Tentative roadmap to 2020
- Estimation of Bulk GaN market size and volume for Green Laser production
to 2016
- Summary of technologies and substrates used by main players
- Known supply-chain and agreements
GREEN LASER MARKET QUANTIFICATION
- Analysis and hypothesis for market sizing of green lasers in projection
applications.
- Green laser shortage analysis
- Green Laser diode expected time-to-market
- Manufacturing aspects of direct-emission Green Lasers
- Projection of green laser diode ASP: SHG vs. Direct-emission to 2016
- 2009-2016 market volume (Units) for Green Laser diodes. Split by
projection applications
- 2009-2016 market size (M$) for Green Laser diodes. Split by projection
applications
- Market size and volume for Green Laser diodes. Split SHG and
direct-emission for projection applications
CONCLUSIONS AND SYNTHESIS P109 US AND EUROPEAN R&D EFFORT ON GREEN LASER
- DARPA: VIGIL
- PolarCoN
- NATAL
- Nano-Photonics Materials and technologies for Multicolor High Power Sources
- FAST-DOT
- OSIRIS
APPENDIX: COMPANY PROFILES
- I view Limited
- Resolution and ratios for screen
