UV LED
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Technology & Application EM Trends E L YO
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P P O
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75 cours Emile Zola, F-69001 Lyon-Villeurbanne, France Tel : +33 472 83 01 80 - Fax : +33 472 83 01 83 Web: http://www.yole.fr © 2013
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UV Lamp Applications as a Function of the Wavelength and Optical Power Output Required optical power output (log W/cm²) UVC
UVA
M E P P O
Analytical Instrument
100
L E V
UV Curing
10
E L YO
Disinfection / Purification (Water / Air / Surface)
1
T N E
UVB
E D
Tanning Photocatalytic Purification
Medical Phototherapy
0.1
Analytical Instrument Counterfeit Detection
0.01 200 © 2013
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280
315
365
400
Wavelength (nm)
UV Lamp Market Size Evolution from 2008 to 2012 An increase of ~XX% of the UV lamp market size ($M) between 2008 and 2012.
T N E
E L YO
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E D
L E V
M E P P O
UV LED Applications Roadmap Timeline / Time to Market UV Curing
T N E
Banknote Detection UVA
M E P P O
Photocatalytic Air Purification
Photocatalytic Water Purification
UVB
E L YO
UVC
2000’s
2009
2010
E D
L E V
Analytical Instruments Water Disinfection / Purification Air Disinfection / Purification
2011
2012
2013
Timeline / Time to Market
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Medical Phototherapy
2014
2015
2016
UV LED Sales 2012 Revenues and Market Shares UV LED (package and chip) sales only It does not include: • Revenues from R&D contracts • Revenues from regional/national funding • Other funding
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Over a market of nearly $XXM 1. Including CREE and Fox Group who have exited now
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M • XXX (USA and TW) is more and E more installed in the UV LED P P business (growth relay since O •
•
competition has increased in visible LED market) and continue to take market shares over Nichia. XXX is loosing market shares since the company still continue to focus mainly on packaged LED that are not optimally suitable for UV curing arrays and since competition begin to develop (entry of Chinese and Taiwanese players). UV LED packagers (LED Engin…) also develop strong revenues.
UV Lamp vs. UV LED Different Strategies to Catch Value of UV LEDs (1/2) The merger of the semiconductor industry and the traditional UV lighting industry has created a redistribution of the value on the supply chain!!! Traditional UV Lamps
Critical SPOT
UV Die
E L YO
UV Package
E D
L E V
UV LED Systems
UV Arrays
Photon Star… Crystal IS, HexaTech…
LED Manufacturer SWEET SPOT © 2013
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Hoenle, IST…
Integrator SWEET SPOT
Vertical Integration Hoenle, IST…
M E P P O
Philips…
UV LEDs
T N E
Traditional UV Systems
Horizontal Integration “Disruptive” Integration
Known M&A, Investments and Fund Raising in UV LED More than $XX.6M invested in UV LED since 2010 !!! Fund Raising
Before 2010
Acquisition
M E P P O
$XM
Joint Development
$X.5M
$3.1M Acq. of Enfis by PhotonStar LED Amount not known
$X.XM
LE
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L E V
$X.XM
2010 7 Copyrights © Yole Développement SA. All rights reserved.
Acq. of Crystal IS by Asahi Kasei Amount not known
$XM
$X.8M
2011
Acq. of Psoria-Shield by Wellness Center USA Amount not known
$X.6M
$X.15M
2012
$X.2M
Acq. of Huga Optotech by Epistar Amount not known
$X.5M
$X.7M
© 2013
T N E
National Funding
$X.05M
2013
UV LED Market Size (M$) Split by Application In 2017, UV LEDs business should represent nearly $XXXM!!! CAGR 2012 - 2017 = 43%
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E L YO
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L E V
M E P P O
UVA / UVB Applications Lamp Specifications and Market Highlights Although UV curing application represents < 3% of total UVA lamp volume, associated revenues represents > 50% (biggest UVA market). Biggest UVA / UVB lamp market ($M) is UV curing which represent more than 50% of all UVA / 2012 UV UV Lamp Wall-Plug 2012 UV UV LED Size Lamp ASP Lamp Market λ UVB lamp Application Inputapplication Power Lamp Market Time to revenue…Lamp However the representVolume less 3% of total UVA lamp volume (m) ($) Growth (W) ($M) Market1 (Munits) (2011 -2012) (Munits).
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UVA / UVB
Application A
0.3m to 2m
10W to 20kW
Application B
0.5m to 2m
15W to 200W
Application C
0.2m to 2m
Application D
M E P P O 0.53
149.7
+13.4%
2003
$5 to $15
10.59
84.9
+3.5%
> 2015
10W to 100W
$40 to $100
0.62
30.8
+7.2%
2015
0.1m to 0.3m
10W to 40W
$5 to $10
0.57
4.3
+2.4%
2006
Application E
0.1m to 0.2m
4W to 10W
$5 to $10
0.53
2.7
+3.6%
2003
Application F
0.2m to 1.2m
4W to 40W
$1 to $15
10.52
31.0
+1.1%
> 2015
E L YO
E D
$250 to $300
L E V
In red are presented the most challenging specifications for UV LEDs. 1. UV LED time to market = Time when UV LED penetration rate > 1%. © 2013 9 Copyrights © Yole Développement SA. All rights reserved.
Company A (JP) •
Identity –
Founded in 2000 through collaboration with xxxx University (JP) Acquired by the private equity xxxxx in 2001 ($xxxM). Employees 2012: ~30 persons. Activity: Manufacturing of GaN wafers, UVA AlGaN epiwafers and UVA LEDs (chips, packages and modules).
– –
•
Growth technique: Lateral Epitaxy on Patterned Substrate (LEPS). •
– –
L E V
Novel MOCVD approach developed in association with Tokushima University.
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2” AlInGaN epiwafers. UVA LED wavelength range: 353-360nm, 360-363nm, 363-370nm, 370-375nm and 375-380nm. •
•
SMD package with 4 chips 600µm (200mW @ 375nm)
Die 600x600m
Module with 4 SMD of 4 chips (300mW @ 375nm)
375nm: 200mW @ 500mA. 375nm: 900mW @ 300mA.
Production capacity was ~xx million LEDs/month in 2010.
UV LED Applications –
© 2013
Die 280x280m
Power LED with 25 chips: –
–
280x280µm: 1mW (363nm) to 5.5mW (380nm) @ 20mA. 600x600µm: 5mW (363nm) to 35mW (380nm) @ 100mA. 1mm² chip are targeted for the future.
SMD package with one to 4 chips: –
•
E L YO
Single chip optical power output : – – –
•
M E P P O
UV LED Technology & Products –
T N E
UVA applications (counterfeit detection, curing, photocatalysis…). 10 Copyrights © Yole Développement SA. All rights reserved.
Bulk AlN Roadmap - Mass Production Availability Company A
T N E
Company B Company C
M E P P O
Company D Company E
E L YO
E D
L E V
Company F 1’’ wafer
2’’ wafer
2000
4’’ wafer © 2013
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2010
2011
2012 Timeline
2013
2014
About Yole Développement and LED Activity NT
E L YO
E D
E M E P P O
L E V
75 cours Emile Zola, F-69001 Lyon-Villeurbanne, France Tel : +33 472 83 01 80 - Fax : +33 472 83 01 83 Web: http://www.yole.fr © 2013
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Yole Développement Field of Research Activity • •
Yole Développement is a market research and strategic consulting company founded in 1998. We are involved in the following areas:
T N E
Photovoltaic
Power Electronics
M E P P O
Advanced Packaging
E L YO
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L E V
LED, OLED and Laser Diode
•
Microfluidic & Medical Technologies
MEMS & Image Sensors
Wafer & Substrates
Our research is acquired by in-house personnel via open-ended discussions and interviews. – –
© 2013
We employ 32 full-time analysts with technical and marketing degrees Primary research includes over 3,500 interviews per year
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Yole Développement Around the World We are present in Europe, North America and Asia 40% of our activity is in Europe
30% of our activity is in North America
M E P P O
T N E
L E V
30% of our activity is in Asia
Yole Paris
System Plus Consulting
E L YO
Yole Inc.
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E D
Yole Korea
Yole Japan Yole Taiwan
Lyon, France Headquarters
Yole Développement Mission Statement – Knowledge-Based Company •
We help our customers develop their business through specific analysis and reports, including: – – – – – –
Accurate market data, market segmentation and marketing analysis. Technical evaluation, technology cost and Cost of Ownership (COO) analysis. Patent portfolio analysis. Freedom to operate analysis. Strategic analysis to enhance company and business unit performance. Strategic development support (growth opportunities identification, M&A support, investor(s) identification,etc.). – Advertising opportunities in Yole’s magazines, webinars and specific events.
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Our customers get measurable, operational results from our actions!
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Supporting the Entire Value Chain Yole consultants provide Market Analysis, Technology Evaluation and Business Plan Assessment for customers along the entire value chain
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M E P P O
About Yole’s LED Analyst Team Dr. Philippe ROUSSEL - Business Unit Manager Dr. Philippe ROUSSEL holds a PhD in Integrated Electronics Systems from the National Institute of Applied Sciences of Lyon (INSA - France). He joined Yole Développement in 1998 and is Business Unit Manager of the Compound Semiconductors, Photovoltaic, LED and Power Electronics department.
T N E
M E P P Dr. Eric VIREY - Senior Analyst O L E V E D E L O Y Pars MUKISH - Analyst
Dr. Eric VIREY holds a PhD in Optoelectronics from the National Polytechnic Institute of Grenoble (INPG - France). In the last 12 years, he has held various R&D, engineering, manufacturing and marketing positions with Saint-Gobain. Most recently, he was Market Manager at Saint-Gobain Crystals, in charge of Sapphire and Optoelectronic products.
Pars MUKISH holds a master’s degree in Materials Science & Polymers and a master’s in Innovation & Technology Management (EM Lyon - France). He works at Yole Développement as Market and Technology Analyst in the fields of LED and Lighting Technologies, carrying out technical, economic and marketing analysis. Previously, he was a Marketing and Techno-Economic Analyst for several years with the CEA. © 2013
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2012 - 2013 LED Reports (Latest & To Come) Status of the LED Industry
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LED Front-End
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LED Packaging
M E P P O
T N E © 2012
UV LED L
E V E
LED Phosphor
LED for Street Lighting
D E
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Sapphire Substrates
© 2012
L O Y
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OLED For Lighting
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III - V Epitaxy
© 2012
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