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UV LED Technology and Application Trends 2013 Report by Yole Developpement

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VFrom $45M in 2012 to $270M in 2017, the UV LED market is booming - but we’re just scratching the surface of the technology’s true potential. …

VFrom $45M in 2012 to $270M in 2017, the UV LED market is booming - but we’re just scratching the surface of the technology’s true potential.



THANKS TO UV CURING, UV LEDs SHOULD BECOME A $270M BUSINESS BY 2017 - AND COULD HIT $300M IF NEW APPLICATIONS BOOM

Thanks to its compactness, low cost of ownership and environmentally-friendly composition, UV LED continues to replace incumbent technologies like mercury. Hence, the UV LED business is expected to grow from $45M in 2012 to nearly $270M by 2017, at a CAGR of 43% - whereas the traditional UV lamps market will grow at a CAGR of 10% during the same time period.

In 2012, UVA/UVB applications represented 89% of the overall UV LED market. Amongst these applications, UV curing is the most dynamic and most important market, due to significant advantages offered over traditional technologies (lower cost of ownership, system miniaturization, etc.). This trend is reinforced by the whole supply chain, which is pushing for the technology’s adoption: from UV LED module and system manufacturers to ink formulators and (of course) the associations created to promote the technology. And with Heraeus Noblelight’s recent acquisition of Fusion UV (Jan. 2013), all major UV curing system manufacturers are now involved in the UV LED technology transition.

Concerning UVC applications, they are still in their infancy and their sales are mainly for R&D purposes and analytic instruments like spectrophotometers. But given some newly published results (increase of EQE over 10%, etc.) and the recent commercialization of the world’s first UVC LED-based disinfection system (2012), the market should kick into gear within the next two years.

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  • 1. UV LED E NT EM Technology & Application Trends O PP V EL D E LE YO 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 1 Copyrights © Yole Développement SA. All rights reserved.
  • 2. UV Lamp Applications as a Function of the Wavelength and Optical Power Output Required optical power output (log W/cm²) UVC UVB E NT UVA EM 100 Analytical Instrument P P O 10 UV Curing V EL D E LE Tanning Disinfection YO 1 / Purification Photocatalytic (Water / Air / Purification Surface) Medical 0.1 Phototherapy Analytical Instrument Counterfeit Detection 0.01 Wavelength 200 280 315 365 400 (nm)© 2013 2 Copyrights © Yole Développement SA. All rights reserved.
  • 3. UV Lamp Market Size Evolution from 2008 to 2012 An increase of ~XX% of the UV lamp market size ($M) between 2008 and 2012. E NT P EM O P V EL D E LE YO© 2013 3 Copyrights © Yole Développement SA. All rights reserved.
  • 4. UV LED Applications Roadmap Timeline / Time to Market UV Curing NT Banknote Detection EUVA EM Photocatalytic Air Purification P P Photocatalytic Water Purification OUVB V EL Medical Phototherapy D E Analytical Instruments LE YOUVC Water Disinfection / Purification Air Disinfection / Purification 2000’s 2009 2010 2011 2012 2013 2014 2015 2016 Timeline / Time to Market© 2013 4 Copyrights © Yole Développement SA. All rights reserved.
  • 5. UV LED Sales 2012 Revenues and Market Shares UV LED (package and chip) sales only It does not include: • Revenues from R&D contracts NT • Revenues from regional/national funding E • Other funding P EM XXX (USA and TW) the more and • is O P more installed in UV LED EL business (growth relay since competition has increased in visible EV LED market) and continue to take D market shares over Nichia. LE • XXX is loosing market shares since YO 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 Copyrights © Yole Développement SA. All rights reserved.
  • 6. 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!!! NT Traditional UV Lamps Traditional UV Systems E EM Philips…Critical P P OSPOT Vertical EL Integration V Hoenle, IST… Horizontal UV LEDs D E UV LED Systems Integration LE “Disruptive” YO UV Die UV Package UV Arrays Integration Photon Star… Crystal IS, HexaTech… Hoenle, IST… LED Manufacturer Integrator SWEET SPOT SWEET SPOT© 2013 6 Copyrights © Yole Développement SA. All rights reserved.
  • 7. Known M&A, Investments and Fund Raising in UV LED More than $XX.6M invested in UV LED since 2010 !!! Fund Raising Before NT 2010 National Funding E Acquisition EM $XM $X.5M $X.2M Joint Development $3.1M P P O EL Acq. of Enfis by Acq. of Crystal IS by Acq. of Huga Optotech PhotonStar LED Asahi Kasei by Epistar V Amount not known Amount not known Amount not known D E Acq. of Psoria-Shield by LE Wellness Center USA $X.XM $XM Amount not known $X.XM YO $X.5M $X.6M $X.7M $X.8M $X.15M $X.05M 2010 2011 2012 2013© 2013 7 Copyrights © Yole Développement SA. All rights reserved.
  • 8. UV LED Market Size (M$) Split by Application In 2017, UV LEDs business should represent nearly $XXXM!!! CAGR 2012 - 2017 = 43% E NT P EM O P V EL D E LE YO© 2013 8 Copyrights © Yole Développement SA. All rights reserved.
  • 9. UVA / UVB Applications Lamp Specifications and Market Highlights Although UV curing application represents < 3% of total UVA lamp volume, associated revenues represents > 50% (biggest UVA market). NT Biggest UVA / UVB lamp market ($M) is UV curing which represent moreUV Wall-Plug 2012 UV 2012 than 50%Lamp UVALED UV of all UV / E Lamp Size Lamp ASP Lamp Market λ UVB lamp revenue… However the application represent less 3% of total UVA lamp volume to Application Input Power Lamp Market Time EM (m) ($) Volume Growth (W) ($M) Market1 (Munits). (Munits) (2011 -2012) Application A 0.3m to 2m 10W to 20kW P $250 to $300 P0.53 149.7 +13.4% 2003 O Application B 0.5m to 2m 15W to 200W V EL $5 to $15 10.59 84.9 +3.5% > 2015 D E LE Application C 0.2m to 2m 10W to 100W $40 to $100 0.62 30.8 +7.2% 2015 UVA YO / UVB Application D 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 $15 10.52 31.0 +1.1% > 2015 In red are presented the most challenging specifications for UV LEDs.1. UV LED time to market = Time when UV LED penetration rate > 1%. © 2013 9 Copyrights © Yole Développement SA. All rights reserved.
  • 10. Company A (JP)• Identity – Founded in 2000 through collaboration with xxxx University (JP) - Acquired by the private equity xxxxx in 2001 ($xxxM). NT – Employees 2012: ~30 persons. E – Activity: Manufacturing of GaN wafers, UVA AlGaN epiwafers and UVA EM LEDs (chips, packages and modules). P• UV LED Technology & Products – Growth technique: Lateral Epitaxy on Patterned Substrate (LEPS). O P EL • Novel MOCVD approach developed in association with Tokushima University. – 2” AlInGaN epiwafers. E V D – UVA LED wavelength range: 353-360nm, 360-363nm, 363-370nm, LE 370-375nm and 375-380nm. • Single chip optical power output : YO – 280x280µm: 1mW (363nm) to 5.5mW (380nm) @ 20mA. – 600x600µm: 5mW (363nm) to 35mW (380nm) @ 100mA. – 1mm² chip are targeted for the future. Die 280x280m 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 600x600m Module with 4 SMD of 4 chips (300mW @ 375nm) – UVA applications (counterfeit detection, curing, photocatalysis…).© 2013 10 Copyrights © Yole Développement SA. All rights reserved.
  • 11. Bulk AlN Roadmap - Mass Production Availability Company A Company B E NT P EM Company C O P V EL E Company D D LE YO Company E Company F 1’’ wafer 2’’ wafer 2000 2010 2011 2012 2013 2014 4’’ wafer Timeline© 2013 11 Copyrights © Yole Développement SA. All rights reserved.
  • 12. About Yole Développement and LED Activity NT E ME O PP V EL D E LE YO 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 12 Copyrights © Yole Développement SA. All rights reserved.
  • 13. 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: NT Photovoltaic E P EM P Power Electronics Microfluidic & Medical Technologies O V EL Advanced D E MEMS & Image LE Packaging Sensors YO 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© 2013 13 Copyrights © Yole Développement SA. All rights reserved.
  • 14. Yole Développement Around the World We are present in Europe, North America and Asia NT 40% of our activity is in E Europe P EM P 30% of our activity is in 30% of our activity is in O North America Asia EL Yole Paris V System Plus Yole Korea E Consulting D LE Yole Inc. Yole Japan YO Yole Taiwan Lyon, France - Headquarters© 2013 14 Copyrights © Yole Développement SA. All rights reserved.
  • 15. 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. NT – Technical evaluation, technology cost and Cost of Ownership (COO) analysis. – Patent portfolio analysis. E EM – Freedom to operate analysis. – Strategic analysis to enhance company and business unit performance. P P O EL – Strategic development support (growth opportunities identification, M&A support, investor(s) identification,etc.). EV – Advertising opportunities in Yole’s magazines, webinars and specific events. D LE YO• Our customers get measurable, operational results from our actions!© 2013 15 Copyrights © Yole Développement SA. All rights reserved.
  • 16. Supporting the Entire Value Chain Yole consultants provide Market Analysis, Technology Evaluation and Business Plan Assessment for customers along the entire value chain E NT P EM O P V EL D E LE YO© 2013 16 Copyrights © Yole Développement SA. All rights reserved.
  • 17. 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 NT Institute of Applied Sciences of Lyon (INSA - France). He joined Yole Développement in 1998 E and is Business Unit Manager of the Compound Semiconductors, Photovoltaic, LED and EM Power Electronics department. P P Dr. Eric VIREY - Senior Analyst O V EL Dr. Eric VIREY holds a PhD in Optoelectronics from the National Polytechnic Institute of D E 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 LE Manager at Saint-Gobain Crystals, in charge of Sapphire and Optoelectronic products. YO 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 Copyrights © Yole Développement SA. All rights reserved.
  • 18. 2012 - 2013 LED Reports (Latest & To Come) Status of the LED Front-End LED Packaging LED Industry E NT P EM P © © © 2012 Copyrights © Yole Développement SA. All rights 2012 Copyrights © Yole Développement SA. All rights 2012 Copyrights © Yole Développement SA. All rights reserved. reserved. reserved. L O LED for Street VE LED Phosphor UV LED Lighting D E E © 2012 Copyrights © Yole Développement SA. All rights reserved. YOL © 2012 Copyrights © Yole Développement SA. All rights reserved. © 2012 Copyrights © Yole Développement SA. All rights reserved. Sapphire OLED For III - V Epitaxy Substrates Lighting © © © 2012 Copyrights © Yole Développement SA. All rights 2012 Copyrights © Yole Développement SA. All rights 2012 Copyrights © Yole Développement SA. All rights reserved. reserved. reserved.© 2013 18 Copyrights © Yole Développement SA. All rights reserved.