Escolar Documentos
Profissional Documentos
Cultura Documentos
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EM Trends
Technology & Application
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UVC UVB
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UVAT
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100 Analytical Instrument
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10 UV Curing
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Tanning
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Disinfection
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1 / Purification
Photocatalytic
(Water / Air /
Purification
Surface)
Medical
0.1 Phototherapy
Analytical Instrument
Counterfeit
Detection
0.01 Wavelength
200 280 315 365 400 (nm)
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UV Lamp Market Size
Evolution from 2008 to 2012
An increase of ~XX% of the UV lamp market size ($M) between 2008 and 2012.
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UV LED Applications Roadmap
Timeline / Time to Market
UV Curing
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Banknote Detection
UVA
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Photocatalytic Air Purification
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Photocatalytic Water Purification
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UVB Medical Phototherapy
D E Analytical Instruments
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UVC Water Disinfection / Purification
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UV LED Sales
2012 Revenues and Market Shares
UV LED (package and chip) sales only
It does not include:
• Revenues from R&D contracts
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• Revenues from regional/national
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funding
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• Other funding
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• XXX (USA and TW) is more and
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business (growth relay since
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LED market) and continue to take
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• XXX is loosing market shares since
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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).
Over a market of nearly $XXM • UV LED packagers (LED Engin…) also
develop strong revenues.
1. Including CREE and Fox Group who have exited now
© 2013 5
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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
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Traditional UV Systems
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Philips…
Critical
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SPOT Vertical
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Integration
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Hoenle, IST…
Horizontal
UV LEDs
D E UV LED Systems
Integration
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UV Die UV Package UV Arrays Integration
Photon Star…
LED
Manufacturer Integrator SWEET SPOT
SWEET SPOT
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Known M&A, Investments and Fund Raising
in UV LED
More than $XX.6M invested in UV LED since 2010 !!!
Fund Raising
Before
2010 National Funding
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Acquisition
Joint Development
$XM
EM $X.5M $X.2M
$3.1M
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Acq. of Enfis by
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PhotonStar LED Asahi Kasei by Epistar
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Amount not known Amount not known Amount not known
D E Acq. of Psoria-Shield by
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Wellness Center USA
$X.XM $XM Amount not known
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UVA / UVB Applications
Lamp Specifications and Market Highlights
Although UV curing application represents < 3% of total UVA lamp volume, associated revenues
represents > 50% (biggest UVA market).
Biggest UVA / UVB lamp market ($M) is UV curing which represent
Wall-Plug
2012 UV more
2012 UV
than 50% of all UVA
UV Lamp /
UV LED
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λ UVB lamp revenue…Lamp
Application
Size
However the Power
Lamp ASP
Inputapplication
Lamp
representVolume
less 3% of total
Lamp UVA lamp
Market
Market
volume
Time to
M
(m) ($) Growth
(W) ($M) Market1
(Munits).
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(Munits) (2011 -2012)
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Application B 0.5m to 2m 15W to 200W
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$5 to $15 10.59 84.9 +3.5% > 2015
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Application C 0.2m to 2m 10W to 100W $40 to $100 0.62 30.8 +7.2% 2015
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UVA
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/
UVB
Application D 0.1m to 0.3m 10W to 40W $5 to $10 0.57 4.3 +2.4% 2006
Application F 0.2m to 1.2m 4W to 40W $1 to $15 10.52 31.0 +1.1% > 2015
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– Activity: Manufacturing of GaN wafers, UVA AlGaN epiwafers and UVA
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LEDs (chips, packages and modules).
• UV LED Technology & Products
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– Growth technique: Lateral Epitaxy on Patterned Substrate (LEPS).
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• Novel MOCVD approach developed in association with Tokushima
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University.
– 2” AlInGaN epiwafers.
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– UVA LED wavelength range: 353-360nm, 360-363nm, 363-370nm,
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370-375nm and 375-380nm.
• Single chip optical power output :
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– 280x280µm: 1mW (363nm) to 5.5mW (380nm) @ 20mA.
– 600x600µm: 5mW (363nm) to 35mW (380nm) @ 100mA.
– 1mm² chip are targeted for the future. Die 280x280m SMD package with 4 chips 600µm
(200mW @ 375nm)
• SMD package with one to 4 chips:
– 375nm: 200mW @ 500mA.
• Power LED with 25 chips:
– 375nm: 900mW @ 300mA.
– Production capacity was ~xx million LEDs/month in 2010.
• UV LED Applications Die 600x600m Module with 4 SMD of 4 chips
(300mW @ 375nm)
– UVA applications (counterfeit detection, curing, photocatalysis…).
© 2013 10
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Bulk AlN Roadmap - Mass Production Availability
Company A
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Company B
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Company C
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Company D
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Company E
Company F
1’’ wafer 2’’ wafer 2000 2010 2011 2012 2013 2014
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About Yole Développement and LED
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• Yole Développement is a market research and strategic consulting company founded in 1998.
• We are involved in the following areas:
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Photovoltaic
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Power Electronics
PP Microfluidic & Medical Technologies
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Advanced
D E MEMS & Image
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Packaging Sensors
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LED, OLED and Laser Diode Wafer & Substrates
• Our research is acquired by in-house personnel via open-ended discussions and interviews.
– 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
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Europe
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30% of our activity is in
PP 30% of our activity is in
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North America Asia
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Yole Paris
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System Plus Yole Korea
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Consulting
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Yole Inc.
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Yole Japan
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Yole Taiwan
Lyon, France -
Headquarters
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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.
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– Patent portfolio analysis.
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– Freedom to operate analysis.
– Strategic analysis to enhance company and business unit performance.
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–
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Strategic development support (growth opportunities identification, M&A support, investor(s)
identification,etc.).
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– 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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About Yole’s LED Analyst Team
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Institute of Applied Sciences of Lyon (INSA - France). He joined Yole Développement in 1998
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and is Business Unit Manager of the Compound Semiconductors, Photovoltaic, LED and
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Power Electronics department.
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Dr. Eric VIREY - Senior Analyst
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Dr. Eric VIREY holds a PhD in Optoelectronics from the National Polytechnic Institute of
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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
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Manager at Saint-Gobain Crystals, in charge of Sapphire and Optoelectronic products.
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Pars MUKISH - Analyst
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 17
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2012 - 2013 LED Reports (Latest & To Come)
Status of the
LED Front-End LED Packaging
LED Industry
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reserved.
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reserved.
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