NEWS REVIEW GaN LED revenue lifts 10.6 percent in 2013
DRIVEN BY SURGING DEMAND from the lighting, tablet and mobile phone backlighting segments, global revenue for GaN LEDs climbed 10.6 percent in 2013, but this could mark the last hurrah for the era of double-digit dollar growth for the market.
Worldwide revenue for GaN LEDs rose to $12.4 billion in 2013, up from $11.2 billion in 2012, according to IHS Technology. Revenue growth this year is forecast at 4 percent, with sales totalling $12.9 billion. Although unit shipments will continue to rise, the market will enter a sustained period of flatness starting in 2015, based on data from the new IHS report, Quarterly GaN LED Supply and Demand Market Tracker: Q4 ‘13.
“The GaN LED market has experienced strong revenue growth in recent years, propelled by the combination of growing demand from the lighting and display backlighting segments,” says Jamie Fox, principal analyst for LEDs at IHS. “However, LED backlighting market revenue has begun to decline – although lighting will continue to expand. The combination of the contraction in backlighting and rise in lighting will result in flat revenue for the GaN LED market in the coming years.”
While revenue growth will stall, GaN LED unit shipments will continue to rise in the coming years, but at a more moderate
pace than before. Following increases of 17.3 percent in 2013 and 7.3 percent in 2014, unit shipments will rise in the 3 to 4 percent range from 2015 through 2018. LEDs are used extensively as backlights for liquid-crystal display (LCD) panels. But backlighting applications including televisions and monitors will soon reach 100 percent LED saturation. What’s more, the value of the LEDs in each television and PC monitor shipped has begun to decline.
Meanwhile, the fast growth of LEDs in tablets is slowing. The backlighting market in this area is starting to mature in terms of LED technology, and shipment levels of the tablet devices also are not
growing as rapidly as before.
Overall, the GaN LED backlighting segment is projected to decline to $3.7 billion in 2018, down from $4.3 billion in 2013. In contrast, the GaN LED lighting segment will rise to $5.9 billion in 2018, up from $4.2 billion in 2013.
All the GaN LED backlighting applications combined still exceeded the lighting segment in 2013, at $5.5 billion compared with $4.2 billion. Lighting and backlighting revenue will be on a par with 2014 and 2015, but lighting will take a decisive lead in 2016.
Osram InGaN LED opens up new design options for cars
OSRAM has launched the yellow Oslon Compact LED, an emitter with package dimensions of 1.5 mm x 1.9 mm x 0.7 mm that is claimed to be is powerful and suited for use in light guide applications.
This high-power LED, based on InGaN, offers an output of more than 120 lumens at high currents and application temperatures of 100° C (T j in the chip). The yellow Oslon Compact is an addition to the two white versions and is ideal for front turn indicators.
Thanks to its compact design it can be used in particular to create light guide solutions. The light guides themselves measure less than 10 mm in diameter
so the LEDs have to make full use of the available area by being packed very close together.
Andreas Geistreiter, Marketing LED Automotive at Osram Opto Semiconductors says, “For turn indicators or daytime running lights, the new Oslon Compact is suitable especially for light guide solutions, just like the other members of the product family”.
“Thanks in particular to its high luminous efficacy and compact size it represents a further step in the direction of miniaturisation and greater freedom of design, opening up such possibilities as quasi-3D effects. This special
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www.compoundsemiconductor.net March 2014
design element is of huge interest in the premium automotive segment, and thanks to the new Oslon Compact it is now easier for set makers to achieve,” continues Geistreiter.
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