World Market for LEDs and OLEDs

World Market for LEDs and OLEDs

This research report, World Market for LEDs and OLEDs, presents an in-depth analysis of the development, applications, products, manufacturers, and trends in the use of light-emitting diodes (LEDs) and organic light-emitting diodes (OLEDs) in the United States. These two technologies have improved dramatically over the past few years and are now poised to revolutionize the lighting industry. The report provides a comprehensive analysis of the current market for these technologies and projects future market size and end-use applications through 2013. Marketing concerns including energy demand, environmental impacts, economic conditions, consumer acceptance, intellectual property rights, and government activities are discussed in relation to their impact on market growth for LED and OLED technologies. The report also profiles major manufacturers and marketers of LEDs and OLEDs and the strategies they have adopted to maximize growth and profitability.

LEDs and OLEDs are currently used in numerous business and consumer products but have yet to significantly penetrate the general illumination market. Cost remains the final hurdle as brightness levels and operational lifetimes have surpassed those of commonly used incandescent and fluorescent lighting products. From mobile phones to automobiles to billboards and television sets, LEDs and OLEDs have proven their effectiveness with their many advantages over other lighting sources. This report delineates the potential impacts of these two technologies bring to these and other applications over the next five years.

Scope and Methodology

This report includes both primary and secondary research. Secondary research data have been obtained from government sources, trade association publications, business journals, and company literature. Simmons Market Research Bureau (SMRB) and IRI provided primary research. Statistical data are included for industry revenue, both globally and for the United States. Historical data are provided for the 2003 to 2008 time frame with projections of future sales through 2013. The base year for the report is 2008. Demand in each of the following product application sectors is analyzed in terms of overall revenue, both for business and consumer uses:

• Automotive Applications
  
  
• Display Backlighting Applications
  
  
• Mobile Applications
  
  
• Signals and Signage Applications
  
  
• General Illumination Applications
  
  
• Other Applications

Potential product applications, buying trends, environmental issues, and energy considerations are also reviewed and analyzed. Market size estimates and forecasts are based on historic data of LED and OLED sales, current revenue trends based on secondary sources, and the impact of factors such as environmental concerns, fuel and energy prices, economic considerations, and housing and building trends.

How You Will Benefit from this Report

If your company is involved with general lighting, display advertising, automotive lighting, or televisions, computer monitors, or other consumer electronic displays - or if you are replacing your current lighting fixtures, want to conserve energy, or begin a “green” initiative - you will find this report invaluable, as it provides a comprehensive package of information and insight about LEDs and OLEDs not offered in any other single source. You will gain a thorough understanding of the current LED and OLED applications and markets, as well as projected market sizes and trends through 2013.

This report will help:

• Marketing Managers identify market opportunities and develop targeted promotion plans for LED and OLED products.
  
  
• Research and Development Professionals stay on top of competitor initiatives, product applications, and demand for LED and OLED products.
  
  
• Advertising Agencies working with clients in the general illumination, display advertising, and consumer electronics markets develop compelling messages and images to promote sales of LED and OLED products.
  
  
• Business Development Executives understand the dynamics of the LED and OLED markets, identify potential partnerships, and detect new product applications.
  
  
• Information and Research Center Librarians provide market researchers, brand and product managers, and other colleagues with the vital information they need to do their jobs more effectively.

 
 

Chapter 1: Executive Summary

Scope

Methodology

Overview

A Brief History of LEDs and OLEDs

Market Size - World and U.S.

Market Size by Segment

Figure 1-1: Global and U.S. LED Growth, 2008-2013 (in millions of dollars)

Figure 1-2: Global and U.S. OLED Growth, 2008-2013 (in millions of dollars)

LED Operation

OLED Operation

Creating Light

LED and OLED Advantages

LED and OLED Disadvantages

High Brightness LEDs

LED Drivers

LED and OLED Applications

Government Initiatives

LED and OLED Distribution Channels

Pricing Trends

Summary

Chapter 2: LED Operation and Applications

Scope

Diode Overview

Figure 2-1: P-N Junction Materials

Figure 2-2: P-N Junction Formation

Figure 2-3: P-N Junction Depletion Zone

Figure 2-4: P-N Junction Depletion Zone Removal

Light Producing Diodes

Table 2-1: LED Semiconductor Materials and Associated Light Color

Organic Light Emitting Diodes

Figure 2-5: OLED Construction

Types of OLED Construction

Types of OLED Manufacturing

History of LEDs and OLEDs

Advantages of LEDs and OLEDs

LED Advantages

Table 2-2: Advantages of LEDs (percent)

OLED Advantages

Disadvantages of LEDs and OLEDs

High Brightness LEDs

LED Drivers

LED and OLED Applications

Automotive LED Applications

Display Backlighting Applications

Mobile Applications

Signals and Signage Applications

General Illumination Applications

Other Applications

Summary

Chapter 3: Market Size and Growth

Scope

Current LED Market

Figure 3-1: U.S. LED Market, 2003-2008 (in millions of dollars)

Automotive LED Market

Figure 3-2: U.S. Automotive LED Market, 2003-2008 (in millions of dollars)

General Illumination LED Market

Figure 3-3: U.S. General Illumination LED Market, 2003-2008 (in millions of dollars)

Signals and Signage LED Market

Figure 3-4: U.S. Signals & Signage LED Market, 2003-2008 (in millions of dollars)

Backlighting LED Market

Figure 3-5: U.S. Backlighting LED Market, 2003-2008 (in millions of dollars)

Mobile LED Market

Figure 3-6: U.S. Mobile LED Market, 2003-2008 (in millions of dollars)

The OLED Market

Figure 3-7: U.S. OLED Market, 2003-2008 (in millions of dollars)

Factors Affecting LED and OLED Growth

Manufacturing Costs

The Economy

Electric Automobiles

The Green Movement

Public Awareness—CFLs

Figure 3-8: U.S. Household Usage of Compact Fluorescent and Energy Efficient Lighting, 2003-2008 (percent)

Public Awareness—TV’s & Computers

Public Awareness—Flashlights & Camping

Industry Acceptance

TV Infrastructure

New Applications

Estimated Market Size 2008-2013

Automotive LED Growth

Figure 3-9: Projected U.S. Automotive LED Market, 2008-2013 (in millions of dollars)

General Illumination LED Growth

Figure 3-10: Projected U.S. General Illumination LED Market, 2008-2013 (in millions of dollars)

Signals and Signage LED Growth

Figure 3-11: U.S. Signals & Signage LED Market, 2008-2013 (in millions of dollars)

Backlighting LED Growth

Figure 3-12: U.S. Backlighting LED Growth, 2008-2013 (in millions of dollars)

Mobile LED Growth

Figure 3-13: U.S. Mobile LED Growth, 2008-2013 (in millions of dollars)

U.S. LED Growth

Figure 3-14: U.S. LED Growth, 2008-2013 (in millions of dollars)

Figure 3-15: World and U.S. LED Growth, 2008-2013 (in millions of dollars)

U.S. OLED Growth

Figure 3-16: U.S. OLED Growth, 2008-2013 (in millions of dollars)

Figure 3-17: World and U.S. OLED Growth, 2008-2013 (in millions of dollars)

Summary

Chapter 4: Product Trends and Distribution

Scope

LED and OLED Performance Trends

LED and OLED Brightness and Longevity

Advances in LED Brightness

Advances in OLED Brightness

LED and OLED Operation and Manufacturing Improvements

Operational Advances

Material Advances

Manufacturing Advances

LED and OLED Drivers, Encapsulants, and Thermal Improvements

LED and OLED Patents

LED and OLED Manufacturing Technique Patents

LED and OLED Light Intensity Regulating Patents

LED and OLED Improvement Patents

Improved LED and OLED Moisture Seal Patents

Vehicle Lighting Patents

Other Products and Applications

Government Initiatives

U.S. Department of Energy (DOE) Initiatives

DOE Basic Energy Sciences Program

DOE Core Technology Research

DOE Product Development

DOE Commercialization Support

DOE-NGLIA SSL Partnership

DOE SSL Projects

Table 4-1: U.S. Department of Energy Solid-State Lighting Projects, 2008

DARPA Initiatives

A Note on Energy Star® Issues

LED and OLED Distribution Channels

Retail Stores

Wholesalers and Manufacturers

Internet

Catalogs

Trade Shows and Other Channels

LED and OLED Advertising and Promotions

Pricing Trends

Table 4-2: Examples of LED and OLED Product Pricing, All Prices as of October 20, 2008 (in dollars)

Summary

Chapter 5: Competitive Profiles

Scope

Cree, Inc.

Overview

Mergers and Acquisitions

Company Performance

Table 5-1: Cree, Inc.: Company Information

Litigation

Product Portfolio

Table 5-2: Cree, Inc. Product Portfolio

Product Distribution

Significant Developments

Seoul Semiconductor Company, Ltd

Overview

Company Performance

Table 5-3: Seoul Semiconductor Company, Ltd.: Company Information

Litigation

Product Portfolio

Table 5-4: Seoul Semiconductor Product Portfolio

Product Distribution

Significant Developments

Philips Lumileds Lighting Company

Overview

Company Performance

Table 5-5: Philips Lumileds: Company Information

Litigation

Product Portfolio

Table 5-6: Philips Lumileds Product Portfolio

Product Distribution

Significant Developments

OSRAM GmbH

Overview

Company Performance

Table 5-7: OSRAM GmbH: Company Information

Table 5-8: OSRAM SYLVANNIA: Company Information

Litigation

Product Portfolio

Table 5-9: Osram Product Portfolio

Product Distribution

Significant Developments

Toyoda Gosei Co., Ltd.

Overview

Company Performance

Table 5-10: Toyoda Gosei: Company Information

Litigation

Product Portfolio

Table 5-11: Toyoda Gosei Product Portfolio

Product Distribution

Nichia Corporation

Overview

Company Performance

Table 5-12: Nichia: Company Information

Litigation

Product Portfolio

Table 5-13: Nichia Product Portfolio

Product Distribution

Significant Developments

Lumination, LLC

Overview

Company Performance

Table 5-14: Lumination: Company Information

Product Portfolio

Table 5-15: Lumination Product Portfolio

Product Distribution

Significant Developments

Samsung SDI

Overview

Company Performance

Table 5-16: Samsung SDI: Company Information

Product Portfolio

Table 5-17: Samsung SDI Product Portfolio

Product Distribution

Significant Developments

Eastman Kodak Company

Overview

Company Performance

Table 5-18: Kodak: Company Information

Product Portfolio

Table 5-19: Kodak Product Portfolio

Product Distribution

Significant Developments

Appendix: Addresses