LEDs ♦ news digest
contrast ratios enhancing the presentation of retail merchandise. The Decor arrays now permit us to deliver the highest quality light, brilliantly rendering colours and textures. These are the elements that allow us to present our shops and restaurants in living colour.”
The Decor arrays deliver light output equivalent to a 75 - 150 watt halogen bulb, while using only 25 - 50 watts of power. Further, the Decor arrays feature the same form factor as previous Bridgelux Array product generations, allowing for a simple upgrade path for existing customers while minimizing design efforts.
Bridgelux says it is the only vertically integrated LED manufacturer and developer of solid-state light sources that designs its solutions specifically for the lighting industry.
LED revenues to peak at $16.2B in 2014
Revenue is however expected to fall to $15.3 B in 2015 although the dip will be temporary, as lighting will take over as the engine for growth after 2015.
Revenues for high-brightness LEDs grew by a remarkable 108% to $11.2 billion in 2010, according to new market report “High-Brightness LED Market Review and Forecast-2011” by Strategies Unlimited.
The growth was propelled by applications in TV backlight units, but expanding supply and a slowdown in overall TV demand in 2011 led to a drastic drop in LED prices, leading to a revised estimate of $12.3 billion in LED revenues for 2011. Revenue is expected to peak in 2014 at $16.2B and then fall to $15.3 B in 2015. The dip in revenues will be temporary, as lighting will take over as the engine for growth after 2015.
The report says LED prices have plummeted 20- 40%, except for some specialised applications, such as headlamps. Weaker players or new entrants without much experience, like many from China who entered in during 2010, will retreat from the market. As LEDs become more like commodities, only strong players with deep pockets will survive the fluctuations, much like DRAM suppliers.
Revenues of LEDs for lighting will see compound growth of 33% over the period. With LEDs being approximately 30% of the bill of materials, the recent drop in the prices may accelerate LED adoption. For example, a high quality, large volume 1W cool white packaged LED with delivery in September 2011 was quoted around $0.65.
The worldwide sign industry experienced explosive growth to $3.4B in 2010. The domestic Chinese market grew 54% to $1.9B and is expected to continue growing at 14% compounded annually through 2015. LED revenues for signs were $1.1B in 2010, growing to about $1.6B in 2015. About 83% of worldwide signs were manufactured in China, with that trend continuing toward Chinese manufacturing.
The mobile appliance segment is the only one with negative growth through the period. Smartphone units will grow at 30% and tablet computers at 57%, compounded annually. However, most mobile appliances, such as feature phones and notebooks, have reached saturation, and falling prices will erode LED revenues by -4.1%, compounded annually.
LED revenue from the automotive segment reached $1.1B in 2010, propelled by strong growth in the China market. Expected growth for 2011 has been revised to 5%, due to cooling of the Chinese market and the effect of the Japanese tsunami on LED
November/December 2011
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