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From Technologies to Market

Automotive Lighting

Technology, Industry, and Market Trends

2017

October 2017

Sample

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THIS REPORT’S PRIMARY OBJECTIVE IS TO PROVIDE A COMPREHENSIVE OVERVIEW OF AUTOMOTIVE LIGHTING!

This includes deep insight into various automotive lighting technologies and system approaches, including comparisons between:

LED/OLED/Laser - DRL/Headlamp/Interior Lighting - AFLS

As well as an industry analysis, technology roadmaps, and market metrics.

Additional report objectives:

• Analyse the automotive lighting market and applications’ current status and future trends

• Review the automotive lighting industry’s structure and future trends

• Discuss the main technologies used for automotive lighting, and associated roadmaps

• Examine the main lighting systems used for automotive applications, and associated roadmaps

• Provide market insights for 2013-2021 for automotive lighting applications

REPORT OBJECTIVES

©2017 | www.yole.fr | Automotive Lighting 2017: Technology, Industry and Market Trends

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Biography & contact

ABOUT THE AUTHOR

Pierrick Boulay

Pierrick Boulay works as Market and Technology Analyst in the fields of LED, OLED and Lighting Systems to carry out

technical, economic and marketing analysis at Yole Développement, the "More than Moore" market research and strategy

consulting company. He has experience in both LED lighting (general lighting, automotive lighting…) and OLED lighting. In

the past, he has mostly worked in R&D department for LED lighting applications. Pierrick holds a master degree in

Electronics (ESEO - France).

E-mail: [email protected]


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• Executive Summary P12

• Automotive Market Trends P13

• Status of the market

• 2005 - 2016 vehicle sales

• Overview

• Geographical breakdown

• Vehicle type breakdown

• Automotive manufacturers and associated brands

• Growth drivers

• Macrotrends

• 2017 automotive landscape – Major players’ revenue

• How significant is the automotive industry ?

• Change in the industry landscape

• Automotive industry under transformation

• How styling of automotive is impacting front lighting?

o Light Sources and Associated Functions/Applications P33

• History of light sources

• Overview of light sources

• Halogen

• Xenon/HID

• LED

• Laser

• OLED

• Light source vs. lighting functions/applications

• Conclusion

• Analysis of 2016 Automotive Lighting Market P44

• 2016 Revenue - Breakdown by Supplier

• 2016 Revenue - Breakdown by Region of Sale and Headquarter Location

• 2013 - 2016 Revenue Growth

• Drivers - Overview

• Drivers - Growth of Automotive Market Volume

• Drivers - Development of Advanced Front Lighting Technologies / System

• Drivers - Development of New Light Source Technologies

• Analysis of 2016 - 2022 Automotive Lighting MarketTrends P54

• Market Revenue Forecast

• 2016-2022 Market Revenue Forecast

• 2016 vs. 2022 Comparison - Breakdown by Application

• In-Depth Analysis of the Front Lighting Market

• Headlamp System - Segmentation

• Headlamp System - Penetration Rate by Technology

• LED Headlamp System - Penetration Rate by System Type

• Technology Trends / Penetration Rates

• Market size - Headlamp – ASP

• Market Size - Headlamp - Split by Technology Type

• Market Size - LED Headlamp - Split by System Type

TABLE OF CONTENTS (1/4)


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• Automotive Lighting Industry P74

• Analysis of Tier-1 Competitive Landscape

• Market Share - 2015 vs. 2016

• Automotive Lighting Market

• Supplier Ranking per Region

• 2013-2016 revenue trends for top 15 suppliers

• 2016 Market Share vs. 2015-2016 Revenue Growth - Analysis

• Company Profiles

• Koito (JP)

• Magneti Marelli (IT)

• Valeo (fr)

• Hella (DE)

• Stanley (JP)

• ZKW (AT)

• Varroc Lighting Systems (IN)

• SL Corporation (KR)

• Ichikoh (jp)

• Grupo Antolin (SP)

• TYC, Brother Industrial. Co., ltd (TW)

• Depo Auto Parts ind. Co., ltd (TW)

• Olsa (IT)

• Analysis of Chinese Automotive Lighting Market and Industry

• Chinese Automotive Market - Trends

• Chinese Automotive Lighting Market - LED Penetration Rate

• Chinese Automotive Lighting Market - Trends

• Chinese Automotive Lighting Industry - Market Shares

• Automotive Lighting Industry P124

• Analysis of Chinese Automotive Lighting Market and Industry

• Chinese Automotive Lighting Industry - Relation between OEMs and Top-5Tier-1s

• Chinese Automotive Lighting Industry - Future Trends

• Packaged LED for Automotive Lighting P126

• Introduction

• Drivers For LED Integration

• Challenges For LED Integration

• LED Device Suppliers

• LED device suppliers - Leaders, followers and emerging players

• Cost Aspects

• Trends

• OLED Panel for Automotive Lighting P140

• Drivers and potential applications

• Automotive application roadmap

• Challenges for OLED integration - Technology aspects

• Challenges for OLED integration - Market and industry aspects

• Recent trends - BMW - From prototype to production

• Future trends - From 2D OLED to 3D OLED

• Conclusion



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• Laser Diode for Automotive Lighting P152

• Introduction and history

• Technology aspects

• Basic full LED headlamp vs LED headlamp with laser booster

• Technical aspects – Comparison with LEDs

• Laser vs. LED

• Laser safety

• Conclusion

o Analysis of Advanced Front Lighting Systems (AFLS) P162

• Applications

• Introduction

• Static bend lighting

• Non camera-based adaptive front lighting

• Camera-based adaptive front lighting

• Glare-free lighting

• Glare-free lighting - System Architecture

• Development Trends

• New opportunities with cameras

• ECU – Introduction

• ECU - Sensors to BCM Connection (CAN or LIN)

• Global Trends - AFLS Type System Architecture

• Global Trends - Possible Scenarios of Evolution

• Importance of Software

• Analysis of Advanced Front Lighting Systems (AFLS) P186

• Future Trends / Opportunities

• Pixel Lighting

• µAFS Headlamp

• LCD Headlamp

• Matrix Laser Headlamp

• Technology Roadmap

• Technology Roadmap

• Technology benchmark

• ADAS and Lighting Technologies

• Relation Between ADAS and Lighting Technologies

• Interior Lighting P216

• Key milestones

• Functions/uses - Introduction

• Architecture evolution

• Audi's vision

• LG's vision

• Toyota's vision

• Conclusion

• Rear Combination Lamp P224

• Milestones

• Product Evolution

• Technical Evolution

• Technologies behind styling

• OLED RCL

• Future Trends – Holography

• Lighting Signature



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• Non Visible Lighting for Automotive Applications P239

• Introduction

• Classification IR LED and Laser Applications

• Classification by function

• Applications

• Night Vision systems

• LIDAR

• Rain Sensors

• Gesture Recognition Systems

• Occupancy Sensors

• Driver Monitoring Systems

• Photo interrupters

• Integration of IR Sources and Roadmap

• Increasing functionality in automotive applications

• The future of automotive applications - 3D cameras and iris and gesture recognition

• Focus on automotive markets - Sensor fusion

• Analysis of “The Future of Automotive Lighting” P262

• Introduction

• New Functionalities for HD Lighting Systems

• Light for Automated Driving

• Interior lighting: automotive or lounge?

• Integration of LIDAR into headlamps

• BMW's Vision

• Mercedes' Vision

• VW's Vision

• Mitsubishi's Vision

• Stanley's Vision

• Conclusion P274

• Presentation of Yole Développement With Focus on Solid State Lighting LED, OLED… and Display Activities P277

• From Technologies to Market

• About Solid State Lighting LED, OLED… and Display Activities



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Major trends in the automotive industry.

AUTOMOTIVE INDUSTRY AND SUPPLY - UNDERGOING TRANSFORMATION


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• As LED technology continues to improve and costs gradually decline, LED lights gain further automotive technology validation for replacingtraditional technologies like incandescent, halogen, and HID/xenon lamps.

• LEDs integration’s main drivers are:

• Design flexibility (color saturation, size, weight).

• Long lifetime.

• High efficiency/Low energy consumption.

• Greater potential for new functionalities.

• Controllability (dimming, etc.).

• Fast response (enhanced safety).

• Health-friendly/eco-friendly.

• Regulation.

• LED is suitable for a variety of automotive lighting:

• Interior light:

• Footwell light.

• Dome light.

• Map light.

• Daytime running light (DRL).

• Rear combination lamp (RCL)/backup light.

• Center high-mount signal light (CHMSL).

• Front/headlight (high and low-beam lamps).

Main use of LEDs for Lighting Applications

LED

Interior Lighting

Exterior Lighting

source: Allegro MicroSystems


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Temperature stability is the biggest challenge to OLED integration as surface-area light sources suitable for automotive use!

Challenges for OLED integration - Technology aspects

OLED

• Automotive requirements for OLED integration can becategorized by degree of difficulty in reaching them:

• Accessible task Requirements related to lifetime, efficacy,and luminance

Automotive requirements for OLED integration can be categorizedby degree of difficulty in reaching them:

• Highly challenging task Requirements related to reliabilityand resistance to harsh environment

OLED

Lifetime

XX

XX

• OLED to be consistent with

vehicle lifetime (15 years)

• XX

• XX

• XX

• XX

• XX

REQUIREMENTS

ACCESSIBLE TASKS

Reliability

and

resistance to

harsh

environment

• Resistant to operation and

storage temperatures:

• XX

• XX

• XX

• XX

• XX

• XX

REQUIREMENTS

HIGHLY CHALLENGING TASKS


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High luminance and small spot size are required for well-collimated beams and lighting design with a high degree of freedom.

Technical aspects – Comparison with LEDs

LASER

• Luminance > XX cd/mm² can be achieved with 0.4mm-diameter laser spot size hitting a phosphor converter plate. Up to XXcd/mm²has been demonstrated (source: Schott).


3 Laser focused

on phosphor

Osram Ostar

HL Pro (1 die)

Emission Area XX 1mm²

Power XX 3.5W

Luminous Flux XX 250lm

Luminance XX XX

Efficiency XX XX

Op. Temperature XX 125°C

Risk level Laser class 4 -

• Laser has several advantages over LEDs:

• Smaller optical system.

• XX.

• Higher luminous intensity.

• But laser has still some challenges to overcome:

• XX.

• XX.

• Eye injury hazard (Avoid direct eye exposure).

Laser eye injury comparison – Source: lasersafetyfacts

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Applications - Glare-free lighting

ADVANCED FRONT LIGHTING SYSTEMS (AFLS)

• Glare-free lighting also represents an enhancement of an automatic high-beam (AHB) system.

• The function can be realized by installing a special sheath on the rotating cylinder in the projection module.

• Based on image processing functions and intelligent settings in the projection module, critical areas of oncoming traffic that might faceglare are removed from high-beam distribution, but the rest of the high-beam field remains intact for the driver’s convenience.

• New technologies, i.e. matrix LED and digital mirror device, are being developed to increase functionalities of such systems.


Glare free lighting is the next step after adaptive front lighting.

Automatic High Beam XX XX

Automatic switching between low and high-beam

XX

XX

LIGHTING

FUNCTIONS

SYSTEMS

Increasing complexity of the system (light source/module, camera, sensors, software, etc.)

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Development Trends - ECU - LED Drivers - Basic configuration


• A LED driver is required to convertthe battery-voltage source into aconstant-current drive for an array ofseries or series/parallel LEDs.

• Generally, a single stage buck-boosttopology is preferred in order toprovide regulation during load-dumpand cold-crank conditions.

• During load dump, the battery voltagecan rise to 60 V and higher at times,while during cold-crank it may dropto 4.5V

• A complete front-lighting systemusually comprises multiple converters,each regulating a different part of thesystem


The LED driver is responsible to supply a constant current to a string of LEDs. The level of the current will define the color and brightness of the LED.

Battery Body Control Unit

• XX

• XX

• XX

• 5V regulator

LED Array

• XX

• XX

• Other lights

Light Control Unit (LCU)

• XX

• XX

• 5V regulator

• XX

XX

XX

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Development Trends - Overview



XX

XX

Halogen HID

(Xenon)

Full LED Matrix

LED

XX XX XX

Dynamic bend

lighting

Dynamic bend

lighting

XX

Dynamic bend

lighting

XX

XX

Dynamic bend

lighting

XX

XX

XX

XX

Dynamic bend

lighting

XX

XX

XX

XX

Dynamic bend

lighting

XX

XX

XX

XX

XX

Dynamic bend

lighting

XX

XX

XX

XX

XX

XX

Oct 2017

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Future Trends / Opportunities - Picture Beam - Overview of Technologies


• Picture beam technology allows a very high beam resolution that can be between XX and XX pixels depending and the lightsource/technology.

• All these technologies are in development but will need to overcome technical issues to be used in headlamps:

• Thermal management

• XX

• XX

• (…)


Different technologies are being developed to increase beam resolution but still need to overcome technical issues.

µAFS Laser scanner LCD DMD

Resolution XX XX XX XX

Light source MicroLED Laser LED / LCD Laser

Illustration

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Relation Between ADAS and Lighting Technologies



A front camera was already used to develop ADAS systems.

Camera is also the key sensor to enable new applications in lighting.

HalogenXenon LED

XX

< 1990 1992 2003 2006 2009 2015 > 2020

Light Sources

Sensors used

for lighting

Steering angleFront camera

XX

XXADAS based

on camera

Traffic Sign

Recognition

XX

XXXX

XXXX

XX

XX

XXLighting

Functions

AFSBend lightingHigh beam assist

XX

XXXX

XX

Lane departure

warning

Source: Hella + Yole Développement

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Classification by Function - Focus on Detection

NON VISIBLE LIGHTING FOR AUTOMOTIVE APPLICATIONS


Sensing Imaging

Applications:

Sub-functions:

Functions: Detection

Photodiode and

data processing

CIS and image

processingCISPhotodiodeAssociated

components1:

• Blind spot sensors

• Photointerrupters

• XX

• Rain sensors

• LDW systems

• XX

• XX

• XX

• XX

• XX

1. Associated components in the module

Legend

• Applications using IR LEDs

• Applications using XX

• Applications using XX

MOST APPLICATIONS USE IR LEDS.

The reason for this is that these light sources are already well-developed in performance and

supply and are available at a reasonable cost, whereas diodes and especially XX still need

technological development and cost reduction.

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2016 Revenue - Breakdown by Supplier

2016 AUTOMOTIVE LIGHTING MARKET STATUS AND TRENDS

• In 2016, the top five industry players (i.e. Tier-1s) held~80% of total automotive lighting revenue: Koito (JP),Magneti Marelli (IT), Valeo (FR), HELLA (DE), and Stanley(JP). The remaining revenue was distributed across a veryfragmented industry counting 20+ players.

• To keep this situation, leading players are working oninnovation and the development of new technologies:

• XX

• XX

• XX

• XX

• Some emerging players – XX , XX , and XX - have alreadyexhibited a very high growth rate (more than +XX% from2015 - 2016, compared to the total market’s average+XX% growth).

• Others Japanese players – Stanley, Ichikoh - have exhibiteda very high growth more than XX%.


Revenue in automotive lighting systems increased +XX% in 2016 thanks to volume growth and democratization of LED technology.

Total:

US$ 25.7B

Oct 2017

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• Due to low cost and sufficient performance for low and high beam, halogen should remain the major technology for headlamp.

• LED technology has already started to replace halogen bulbs in premium vehicles and middle-end vehicles. This trend will continue and LEDtechnology will also be implemented into low-end vehicles at longer term.

• LED technology has a penetration rate of XX% in 2016 and is expected to reach XX% by 2022 with the development of advanced technologieslike matrix or pixel LED.

• Penetration rate of xenon (HID) technology slowly decrease due to the growing adoption of LED but should remain stable as this technology is abasic in premium vehicles.

• For Audi, vehicles are equipped with HID headlamp as a basic and full LED or matrix LED headlamp are still considered as an option.

Headlamp System - Penetration Rate by Technology (degree 1 - all technologies)

AUTOMOTIVE FRONT LIGHTING MARKET


Oct 2017

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2016 vs. 2022 Comparison - Breakdown by Application

2016 – 2022 AUTOMOTIVE LIGHTING MARKET FORCAST


In 2016, X% of value is interior lighting and we expect it to reach XX% in 2020.

Oct 2017

$XXB

2016

2022

$XXB

$XB

$XB

$XB

$XB

$25.7B

$35.9BCAGR +5.7%

Headlamp

Rear Lighting

Interior Lighting

Small Lamps

CHMSL

Fog Lamps

$XXB

$XXB

$XXB

$XB

$XB

$XB

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Highlights

COMPANY PROFILE: STANLEY (JP)


CalendarYear Revenue (Local Currency, in Million):

2015 2016Evolution

%

Total

Revenue¥ 401,014 ¥ 388,560 -3%

Automotive

Lighting¥ XX ¥ XX + XX%

Revenue Breakdown

Asia Pacific XX%

North America XX%

Europe 3 %

ROW 0 %

Global Market Share XX%

2016 Estimated Lighting Revenue Breakdown:

Employees:

2016

Total 15,542

R&D Not available

Major Customers / Design Wins:

Brand Group Model

Mitsubishi Mitsubishii-MiEV, Outlander, Pajero

Sport, Triton

Honda HondaAccord, Fit, S660,

Stepwagon

Acura Honda RLX, TSX

Mazda MazdaAxela, CX-3, CX-5,

Demio13, Roadster

Nissan Renault Fuga, Sylphy

Lexus Toyota NX

Toyota Toyota Aqua, Rav4

Subaru Subaru Impreza, XV

Daihatsu Toyota Wake

Suzuki Suzuki Alto

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Highlights

COMPANY PROFILE: STANLEY (JP)


CalendarYear Revenue (Local Currency, in Million):

2015 2016Evolution

%

Total

Revenue¥ 401,014 ¥ 388,560 -3%

Automotive

Lighting¥ XX ¥ XX + XX%

Revenue Breakdown

Asia Pacific XX%

North America XX%

Europe 3 %

ROW 0 %

Global Market Share XX%

2016 Estimated Lighting Revenue Breakdown:

Employees:

2016

Total 15,542

R&D Not available

Major Customers / Design Wins:

Brand Group Model

Mitsubishi Mitsubishii-MiEV, Outlander, Pajero

Sport, Triton

Honda HondaAccord, Fit, S660,

Stepwagon

Acura Honda RLX, TSX

Mazda MazdaAxela, CX-3, CX-5,

Demio13, Roadster

Nissan Renault Fuga, Sylphy

Lexus Toyota NX

Toyota Toyota Aqua, Rav4

Subaru Subaru Impreza, XV

Daihatsu Toyota Wake

Suzuki Suzuki Alto

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RELATED REPORTS


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https://www.i-micronews.com/category-listing/product/mems-and-sensors-for-automotive-report.html


https://www.i-micronews.com/led-report/product/csp-led-lighting-modules.html


https://www.i-micronews.com/led-report/product/led-lighting-module-technology-industry-and-market-trends-2017.html


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Since the first full light-emitting diode (LED) headlamp was introduced in 2007, LED technology has gradually penetrated headlamp design. LED technology has allowed lighting to become a distinctive feature and enabled innovative functions like the glare free adaptive high beam introduced in 2013.

LED technology use had been limited to high-end vehicles and has had to compete with traditional light sources, namely halogen and high-intensity discharge (HID/Xenon). Improved LED performance, lower power consumption and flexible design were the first enablers. Then, cost reductions helped LED technology spread to all vehicle categories.

In this context, the automotive lighting market totaled $25.7B in 2016 and is expected to reach $35.9B in 2022 at a 5.7% compound annual growth rate (CAGR

2016-2022). In 2017, Yole Développement estimates that the market should be close to $27.7B. This growth is driven by natural LED cost erosion, increasing the LED penetration

rate. Standardization of LED modules and their optimization are key factors behind decreasing costs. This has resulted in more vehicles equipped with LED technology.

Automotive lighting is driven by exterior lighting and especially headlamps, generating more than two-thirds of the total market revenue. Rear lighting is the second largest area, representing 17% of total market revenue. Interior lighting represents almost 10% of revenue but growth is expected to be linked to the development of autonomous vehicles and the creation of vehicles as «living homes». Other types of lighting, such as fog lamps, Center High Mounted Signal Light (CHMSL) or small lamps, comprised the remaining 7% of revenue in 2016.

This report presents all automotive lighting applications and the associated market revenue for the period 2013-2022, with details concerning integration status of different lighting technologies and systems, recent trends and market size by application.

AUTOMOTIVE LIGHTING: TECHNOLOGY, INDUSTRY AND MARKET TRENDSMarket & Technology report - October 2017

FASTER THAN ANTICIPATED GROWTH WILL SEE THE MARKET REACH $35.9B IN 2022 THANKS TO WIDE LED ADOPTION

Unexpectedly fast growth combined with technology evolution could reshape the industry.

KEY FEATURES OF THE REPORT Get the sample of the report on www.i-Micronews.com• Automotive lighting market analysis• Automotive lighting industry

analysis including Tier-1 players• Automotive lighting technologies

analysis including LED, OLED and laser

• Automotive lighting roadmap analysis

WHAT’S NEWThe report provides a detailed analysis of:• Emerging lighting technologies

including those based on microLEDs, LCDs and lasers

• Advanced front lighting system (AFLS) architecture, and interaction with sensors

• Chinese automotive lighting industry

• Non-visible lighting systems such as infrared and ultraviolet emitters used for automotive applications

• Future trends in automotive lighting

REPORT OBJECTIVES• Analyze the automotive lighting

market and applications’ current status and future trends

• Review the automotive lighting industry’s structure and future trends

• Discuss the main technologies used for automotive lighting, and associated roadmaps

• Examine the main lighting systems used for automotive applications, and associated roadmaps

• Provide market insights for 2013-2022 for automotive lighting applications

Automotive lighting market size 2016-2022

$17.4B

2016

2022

$4.3B

$2.4B

$0.6B

$0.6B

$0.4B

$25.7B

$35.9B CAGR +5.7%

Headlamp Rear lighting Interior lighting Small lamps CHMSL* Fog lamps

$23.6B

$5.8B

$4.6B

$0.6B

$0.8B

$0.4B

*Center High Mounted Signal Light

(Yole Développement, October 2017)

FRONT LIGHTING SYSTEMS: THE PIXEL ERA HAS JUST BEGUN

Glare-free adaptive headlamps were made possible

by the development of LED matrix systems splitting

the front beam into up to 25 vertical segments.

Such systems add value by keeping the high beam

enabled even when there is oncoming traffic and therefore increasing the driver’s night visibility.

Today, the highest matrix resolution commercially available has 84 pixels per headlamp, making it

AUTOMOTIVE LIGHTING: TECHNOLOGY, INDUSTRY AND MARKET TRENDS

THE BIG FIVE CONTROL THE AUTOMOTIVE LIGHTING INDUSTRY – BUT WILL IT LAST?

The automotive lighting industry is in the hands of five players: Japan’s Koito and Stanley, Italy’s Magneti Marelli, France’s Valeo, and Germany’s Hella. Among 20 competing companies, the big five received 80% of

the total automotive lighting revenue in 2016.

To keep ahead, the leading players are innovating and developing new technologies, including integrating organic LEDs (OLEDs) and new LED, LCD or laser light sources. But these companies are being challenged by smaller ones like India’s Varroc Lighting Systems and Austria’s ZKW, who are focused on integrating new components and technologies using laser or OLED light sources and developing new lighting systems, electronics and/or software.

Some players are growing faster than the market. Japan’s Ichikoh is taking advantage of its takeover by Valeo. China’s Xingyu benefits from the fast growth of the Chinese automotive market, which will boom in the next five years. Asia, and mostly China, represents the next main opportunity in the automotive market, with nearly 65% of vehicles to be sold in the region between 2017 and 2022.

This report presents an analysis of the automotive lighting industry with details about the top 15 suppliers’ revenue and market share in total and by region. The report also includes a focus on the Chinese automotive lighting market and industry.

possible for the system to create sharp masking zones. But the increase in headlamp resolution has just started, as car manufacturers and Tier-1 manufacturers are developing new technologies to increase it. They’re working on very small/micro LEDs, laser or Liquid Crystal Display (LCD) light sources with resolutions ranging from 2,000 pixels to more than 500,000 pixels per headlamp. All these technologies are different but they have the same objective: create new light functions such as roadway marking, driver support or pedestrian interaction.

The main purpose of lighting will no longer be the best visibility for the driver. The focus will become

communication with the environment of the car. Many concepts and proposals have been made for autonomous vehicles and concerns include safety and acceptance by pedestrians. New lighting technologies can enable this interaction but standards and regulations have to be defined.

The report presents a complete overview of new lighting technologies and advanced front lighting systems (AFLS), providing details regarding benefits and drawbacks, integration status, and development roadmap. The report gives insights into the future of automotive lighting with concepts developed by several players.

Synergies between ADAS and lighting technologies since the 90s


>2020 <1990 2003 2006 2015 2009

Halogen Xenon LED Laser Lighting technology

ADAS level L0 L3 L2 L1 L2

Lighting functions

Matrix light

Glare free lighting

Bend lighting

Pedestrian info

L3

High beam assist

Pixel light

ADAS levels: L0: Driver only - L1: Driver assistance - L2: Partial automation - L3: Conditional automation - L4: High automation - L5: Full automation

2016 automotive lighting market shares


29%

14%

13%

12%

11%

21% Koito (JP)

Magneti Marelli (IT)

Valeo (FR)

Hella (DE)

Stanley (JP)

Others

Total $25.7B

Find more details about

this report here:

MARKET & TECHNOLOGY REPORT

COMPANIES CITED IN THE REPORT (non exhaustive list)3M, Abarth, Acura, Alfa Romeo, AMG, Apple, Aston Martin, Audi, Autoliv, Automotive Lighting, Avago, Avis, Basf, Bentley, BlaBlaCar, BMW, Bolloré, Bosch, Brightek Optoelectronic, Bugatti, Buick, BYD, Cadillac, Chevrolet, Chrysler, Cisco, Citizen Electronic, Citroen, Clean Technology Leader, CML Innovative Technologies, CnLight, Continental, Covestro, Cree, Dacia, Daihatsu, Daimler, Datsun, Delphi, Denso, Depo Auto Parts, Dodge, Dominant, Dupont, Edison, EFI Lighting, Elmos Semiconductor, Everlight, FCA, Ferrari, Fiat, Ford, Fraunhofer, Freescale, Fujitsu, Geely, General Motors, GMC, Grupo Antolin, Hamamatsu, Harman, Harvatek, Hella, Hokuyo, Holden, Honda, Honglitronic, Hyundai, Ibeo, IBM, Ichikoh, Infineon, Infiniti, Inova Semiconductor, Itswell, Jaguar, Jeep, Kandi, Kia, Kodenshi, Koito, Konica Minolta, Lada, Lamborghini, Lancia, Land Rover, Leddartech, Lextar, Lexus, LG Innotek, Lincoln, Lumens, Lumileds, Lumimicro, Luxpia, Magna, Magneti Marelli, Maserati, Mazda, Mc Laren, Mercedes-Benz, Merck, Mini, Mitsubishi, Morpho, Nichia, Nissan, Odelo, Olsa, Opel, Osram, Peugeot, Pioneer, Porsche, PSA, Quanergy, RAM, Renault, Rohm, Rolls Royce, Samsung; San’an, Sandia National Laboratory, Schweizer, Scion, Seat, Seoul Semiconductor, Shenzhen Refond, ShinEtsu, Sick, Skoda, SL Corporation, Smart, SoftKinetic, Stanley, STMicroelectronic, Subaru, Suzuki, Ta Yih, Tata, Tesla, Texas Instrument, Toyoda Gosei, Toyota, Troller, TRW, TYC, Uber, Valeo, Varroc, Vauxhall, Velodyne LIDAR, Visteon, Volkswagen, Volvo, Würth Elektronik, Xingyu, ZKW

• LED Lighting Module Technology, Industry and Market Trends 2017

• MEMS and Sensors for Automotive - Market and Technology Trends 2017

• IR LEDS and VCSELs - Technology, Applications and Industry Trends

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Automotive market trends 13

> Status of the market- 2005 - 2016 vehicle sales- Automotive manufacturers and associated brands- Growth drivers

> Macrotrends- 2017 automotive landscape – Major players’ revenue- How significant is the automotive industry ? - Change in the industry landscape- Automotive industry under transformation- How styling of automotive is impacting front lighting?

Light sources and associated functions/applications 33> Halogen> Xenon/HID> LED> Laser> OLED> Light source vs. lighting functions/applications

Analysis of 2016 automotive lighting market 44> 2016 Revenue - breakdown by supplier, by region of sale

and headquarter location> 2013 - 2016 revenue growth> Drivers - growth of automotive market volume> Drivers - development of advanced front lighting

technologies / system > Drivers - development of new light source technologies

Analysis of 2016 - 2022 automotive lighting market trends 54

> Market revenue forecast- 2016-2022 market revenue forecast - 2016 vs. 2022 comparison - breakdown by application

> In-depth analysis of the front lighting market- Headlamp system - segmentation and penetration

rate by technology- LED headlamp system - penetration rate by system type - Technology trends / penetration rates- Market size - headlamp – ASP and LED headlamp

Automotive lighting industry 74> Analysis of tier-1 competitive landscape

- Market share - 2015 vs. 2016- Automotive lighting market- Supplier ranking per region - 2013-2016 revenue trends for top 15 suppliers- 2016 market share vs. 2015-2016 revenue growth - analysis

> Company profile > Analysis of chinese automotive lighting market and

industry trends- Chinese automotive lighting market - LED penetration

rate , trends, market shares, relation between OEMs and Top-5 Tier-1s

Packaged LED for automotive lighting 126> Drivers for LED integration> Challenges for LED integration > LED device suppliers > LED device suppliers - leaders, followers and emerging

players> Cost aspects> Trends

OLED panel for automotive lighting 140> Drivers and potential applications> Automotive application roadmap> Challenges for OLED integration - technology ,

market and industry aspects > Recent trends - BMW - from prototype to production > Future trends - from 2D OLED to 3D OLED

Laser diode for automotive lighting 152> Basic full LED headlamp vs LED headlamp with laser

booster> Technical aspects – comparison with LEDs> Laser vs. LED> Laser safety

Analysis of advanced front lighting systems (AFLS) 162> Applications

- Static bend lighting- Non camera-based adaptive front lighting - Camera-based adaptive front lighting - Glare-free lighting

> Development trends- New opportunities with cameras - ECU - Global trends - Importance of software

> Future trends / opportunities- Pixel lighting- µAFS headlamp- LCD headlamp- Matrix laser headlamp

> Technology roadmap and benchmark> ADAS and lighting technologies

Interior lighting 216> Key milestones> Functions/uses - introduction> Architecture evolution> Audi’s vision> LG’s vision> Toyota’s vision

Rear combination lamp 224> Milestones> Product evolution> Technical evolution> Technologies behind styling> OLED RCL > Future trends – holography> Lighting signature

Non visible lighting for automotive applications 239> Classification IR LED and laser applications> Classification by function

- Night Vision systems- LIDAR- Rain Sensors- Gesture recognition systems- Occupancy sensors- Driver monitoring systems- Photo interrupters

> Integration of IR sources and roadmap- Increasing functionality in automotive applications- The future of automotive applications - 3D cameras

and iris and gesture recognition- Focus on automotive markets - sensor fusion

Analysis of “the future of automotive lighting” 262> New functionalities for HD lighting systems> Light for automated driving> Interior lighting: automotive or lounge?> Integration of LIDAR into headlamps> BMW’s vision> Mercedes’ vision> VW’s vision> Mitsubishi’s vision> Stanley’s vision

Conclusion 274

Presentation of Yole Développement 277

TABLE OF CONTENTS

AUTHORPierrick Boulay works as Market and Technology Analyst in the fields of LED, OLED and Lighting Systems to carry out technical, economic and marketing analysis at Yole Développement, the “More than Moore” market research and strategy consulting company. He has experience in both LED lighting (general lighting, automotive lighting…) and OLED lighting. In the past, he has mostly worked in R&D department for LED lighting applications. Pierrick holds a master degree in Electronics (ESEO - France).





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Founded in 1998, Yole Développement has grown to become a group of companies providing marketing, technology and strategy consulting, media and corporate finance services, reverse engineering and reverse costing services and well as IP and patent analysis. With a strong focus on emerging applications using silicon and/or micro manufacturing, the Yole group of companies has expanded to include more than 80 collaborators worldwide covering MEMS and image sensors, Compound Semiconductors, RF Electronics, Solid-state lighting, Displays, software, Optoelectronics, Microfluidics & Medical, Advanced Packaging, Manufacturing, Nanomaterials, Power Electronics and Batteries & Energy Management.The “More than Moore” market research, technology and strategy consulting company Yole Développement, along with its partners System Plus Consulting, PISEO and KnowMade, support industrial companies, investors and R&D organizations worldwide to help them understand markets and follow technology trends to grow their business.

CONSULTING AND ANALYSIS• Market data & research, marketing analysis• Technology analysis• Strategy consulting• Reverse engineering & costing• Patent analysis• Design and characterization of innovative optical systems• Financial services (due diligence, M&A with our partner)More information on www.yole.fr

MEDIA & EVENTS• i-Micronews.com website & related @Micronews e-newsletter• Communication & webcast services• Events: TechDays, forums…More information on www.i-Micronews.com

REPORTS• Market & technology reports• Patent investigation and patent infringement risk analysis• Teardowns & reverse costing analysis• Cost simulation toolMore information on www.i-micronews.com/reports

CONTACTSFor more information about :• Consulting & Financial Services: Jean-Christophe Eloy ([email protected])• Reports: David Jourdan ([email protected]) Yole Group of Companies• Press Relations & Corporate Communication: Sandrine Leroy ([email protected])

© 2017

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25©2017 | www.yole.fr | About Yole Développement

FIELDS OF EXPERTISE COVERED BY OUR 35+ ANALYSTS

MEMS & Sensors

Solid State Lighting(LED, OLED, …)

Compound Semi.

Imaging

Photonics

MedTech

Manufacturing

Advanced

Packaging

Batteries / Energy Management

Power Electronics

Displays

RF

Devices &

Techno.

Advanced

Substrates

Software

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3 BUSINESS MODELS

o Consulting and Analysis

• Market data & research,

marketing analysis

• Technology analysis

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• Reverse engineering & costing

• Patent analysis

• Design and characterization of

innovative optical systems

• Financial services (due diligence,

M&A with our partner)

www.yole.fr

o Reports

• Market & technology reports

• Patent investigation and patent

infringement risk analysis

• Teardowns & reverse costing

analysis

• Cost simulation tool

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o Media

• i-Micronews.com website

• @Micronews e-newsletter

• Communication & webcast

services

• Events: TechDays, forums,…

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A GROUP OF COMPANIES

Market, technology

and strategy

consulting

www.yole.fr

Due diligence

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Manufacturing costs analysis

Teardown and reverse engineering

Cost simulation tools

www.systemplus.fr

IP analysis

Patent assessment

www.knowmade.fr

Innovation and business maker

www.bmorpho.com

Design and characterization of

innovative optical systems

www.piseo.fr

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OUR GLOBAL ACTIVITY

30%of our business

40%of our business 30%

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Greater

China office

Yole Japan

HQ in Lyon

Nantes

Paris

Nice

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Frankfurt

Hsinchu

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Yole Inc.

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ANALYSIS SERVICES - CONTENT COMPARISON

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Customers

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Report

Leadership

Meeting

Q&A

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Depth of the analysis

Bre

adth

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e a

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ysis

Meet the

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Analysis

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SERVING THE ENTIRE SUPPLY CHAIN

Our analysts provide market analysis,

technology evaluation,

and business plans along the entire

supply chain

Integrators and

end-users

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Suppliers: material, equipment,

OSAT, foundries…

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SERVING MULTIPLE INDUSTRIAL FIELDS

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From A to Z…

Transportation

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and

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electronics

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Medical

systems

Industrial

and defense

Energy

management

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o Yole Développement publishes a comprehensive collection of market & technology reports and patent analysis in:

• MEMS & Sensors

• RF devices & technologies

• Imaging

• Medical technologies (MedTech)

• Photonics

• Advanced packaging

• Manufacturing

• Advanced substrates

• Power electronics

• Batteries and energy management

• Compound semiconductors

• Solid state lighting

• Displays

o You are looking for:

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The combined team of 60+ experts (PhDs, MBAs, industry veterans…) from Yole Développement, System Plus Consulting and KnowMade, collect information, identifythe trends, the challenges, the emerging markets, the competitive environments and turn it into results to give you a complete picture of your industry landscape.

In the past 19 years, we worked on more than 2 000 projects, interacting with technology professionals and high level opinion makers from the main players of theindustry.

o Every year, Yole Développement, System Plus Consulting and Knowmade publish +120 reports. Gain full benefit from our Bundle and Annual Subscription offers.

REPORTS COLLECTION

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OUR 2017 REPORTS PLANNING (1/2)

MARKET AND TECHNOLOGY REPORTS by Yole Développement

o MEMS & SENSORS

− Acoustic MEMS and Audio Solutions 2017

− Integrated Passive Devices Market Status 2017

− 3D Imaging & Sensing 2017

− Status of the MEMS Industry 2017

− Silicon Photonics 2017*

− MEMS & Sensors for Automotive 2017

− High End Inertial Sensors for Defense and Industrial Applications 2017*

− Magnetic Sensors Market and Technologies 2017

− Sensors and Sensing Modules for Smart Homes and Buildings 2017

− Sensing and Display for AR/VR/MR 2017**

− MEMS Packaging 2017

− Fingerprint Sensor Applications and Technologies - Consumer Market Focus 2017

o RF DEVICES AND TECHNOLOGIES

− RF Front End Modules and Components for Cellphones 2017

− Advanced RF SiP for Cellphones 2017

− 5G Impact on RF Industry: From Wireless Infrastructure to Cellphone Terminals

2017

− RF Technologies for Automotive Applications 2017

− GaN and Si LDMOS Market and Technology Trends for RF Power 2017

o MANUFACTURING

− Glass Substrate Manufacturing 2017

− Equipment & Materials for Fan Out Technology 2017

− Equipment and Materials for 3D TSV Applications 2017

− Emerging Non Volatile Memories 2017*

o MEDTECH

− Status of the Microfluidics Industry 2017

− Solid State Medical Imaging 2017

− Connected Medical Devices: the Internet of Medical Things 2017

− Sensors for Medical Robotics 2017

− Artificial Organs: Market & Technology Analysis 2017

− Organs-on-a Chip 2017

o ADVANCED PACKAGING

− Advanced Substrates Overview 2017


− Status of the Advanced Packaging Industry 2017

− Fan Out Packaging: Market & Technology Trends 2017*

− 3D TSV and 2.5D Business Update - Market and Technology Trends 2017

− Advanced QFN: Market & Technology Trends 2017**

− MEMS Packaging 2017

− Advanced Packaging for Memories 2017

− Advanced RF SiP for Cellphones 2017

− Power Packaging Market and Technology Trends 2017

− Embedded Die Packaging: Technologies and Markets Trends 2017

o IMAGING & OPTOELECTRONICS

− 3D Imaging & Sensing 2017

− Status of the CMOS Image Sensor Industry 2017*

− Camera Module for Consumer and Automotive Applications 2017*

− Uncooled Infrared Imaging Technology & Market Trends 2017*

− Solid State Medical Imaging 2017

− Embedded Software for Machine Vision Systems 2017**

o BATTERY AND ENERGY MANAGEMENT

− Status of the Rechargeable Li-ion Battery Industry*2016 version still available / **To be confirmed

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OUR 2017 REPORTS PLANNING (2/2)o POWER ELECTRONICS

− Status of Power Electronics Industry 2017

− Power MOSFET 2017: Market and Technology Trends

− IGBT Market and Technology Trends 2017

− Power Module Packaging: Material Market and Technology Trends 2017

− Power SiC 2017: Materials, Devices, and Applications

− Power GaN 2017: Materials, Devices, and Applications*

− Materials Market Opportunities for Cellphone Thermal Management (Battery

Cooling, Fast Charging, Data Processing, etc.) 2017

− Gate Driver Market and Technology Trends 2017

− Power Management ICs Market Quarterly Update 2017


− Thermal Management for LED and Power 2017

o COMPOUND SEMICONDUCTORS

− Power SiC 2017: Materials, Devices, and Applications

− Power GaN 2017: Materials, Devices, and Applications*

− GaN and Si LDMOS Market and Technology Trends for RF Power 2017

− 5G Impact on RF Industry: From Wireless Infrastructure to Cellphone Terminals

2017

− Bulk GaN Substrate Market 2017

o DISPLAYS

− MicroLED Displays 2017

− MicroLED IP 2017

− Quantum Dots for Display Applications 2017

− Phosphors & Quantum Dots 2017 - LED Downconverters for Lighting & Displays

o SOLID STATE LIGHTING

− UV LEDs 2017 - Technology, Manufacturing and Application Trends*

− Horticultural Lighting 2017 - Technology, Industry and Market Trends

− Automotive Lighting 2017 - Technology, Industry and Market Trends*

− Active Imaging and Lidar 2017 - IR Lighting**

− LED Lighting Module 2017 - Technology, Industry and Market Trends

− IR LEDs and VCSELs - Technology Applications and Industry Trends 2017

− Phosphors & Quantum Dots 2017 - LED Downconverters for Lighting & Displays

− MicroLED Displays 2017

− CSP LED Lighting Module 2017

− LED Packaging 2017

− Thermal Management Technology and Market Perspectives in Power Electronics

and LEDs 2017

PATENT ANALYSIS by Knowmade

− Consumer Physics SCiO Molecular Sensor Patent-to-Product Mapping 2017

− Patent Licensing Companies in the Semiconductor Market - Patent Litigation Risk

and Potential Targets 2017

− MEMS Microphone: Patent Landscape Analysis 2017

− Knowles MEMS Microphones in Apple iPhone 7 Plus Patent-to-Product Mapping

− Microbolometer: Patents Used in Products 2017

− Microfluidic Technologies for Diagnostic Applications Patent Landscape 2017

− Pumps for Microfluidic Devices Patent Landscape

− III-N Patent Watch

− MicroLEDs: Patent Landscape Analysis 2017

− Uncooled Infrared Imaging: Patent Landscape Analysis 2017

− 3D Monolithic Memory: Patent Landscape Analysis 2017

− NMC Lithium-Ion Batteries Patent Landscape Analysis

− FLUIDIGM Patent Portfolio Analysis

TEARDOWN & REVERSE COSTING by System Plus Consulting More than 60 teardowns and reverse costing analysis and cost simulation tools to be

published in 2017.

*2016 version still available / **To be confirmed

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OUR 2016 PUBLISHED REPORTS LIST (1/2)

MARKET AND TECHNOLOGY REPORTS by Yole Développement

o MEMS & SENSORS

− Gas Sensors Technology and Market 2016

− Status of the MEMs Industry 2016

− Sensors for Cellphones and Tablets 2016

− Market and Technology Trends of Inkjet Printheads 2016

− Sensors for Biometry and Recognition 2016

− Silicon Photonics 2016

o IMAGING & OPTOELECTRONICS

− Status of the CMOS Image Sensor Industry 2016

− Uncooled Infrared Imaging Technology & Market Trends 2016

− Imaging Technologies for Automotive 2016

− Sensors for Drones & Robots: Market Opportunities and Technology Evolution 2016

o MEDTECH

− BioMEMS 2016

− Point of Care Testing 2016: Application of Microfluidic Technologies

o ADVANCED PACKAGING

− Embedded Die Packaging: Technology and Market Trends 2017

− 2.5D & 3D IC TSV Interconnect for Advanced Packaging: Business Update 2016

− Fan-Out: Technologies and Market Trends 2016

− Fan-In Packaging: Business update 2016

− Status and Prospects for the Advanced Packaging Industry in China 2016

o MANUFACTURING

− Thin Wafer Processing and Dicing Equipment Market 2016

− Emerging Non Volatile Memories 2016

o COMPOUND SEMICONDUCTORS

− Power GaN 2016: Epitaxy and Devices, Applications and Technology Trends

− GaN RF Devices Market: Applications, Players, Technology and substrates 2016

− Sapphire Applications & Market 2016: from LED to Consumer Electronics

− Power SiC 2016: Materials, Devices, Modules, and Applications

o LED

− UV LED Technology, Manufacturing and Applications Trends 2016

− OLED for Lighting 2016 – Technology, Industry and Market Trends

− Automotive Lighting: Technology, Industry and Market Trends 2016

− Organic Thin Film Transistor 2016: Flexible Displays and Other Applications

− Sapphire Applications & Market 2016: from LED to Consumer Electronics

o POWER ELECTRONICS

− Power Electronics for EV/HEV 2016: Market, Innovations and Trends

− Status of Power Electronics Industry 2016

− Passive Components Technologies and Market Trends for Power Electronics 2016

− Power SiC 2016: Materials, Devices, Modules, and Applications

− Power GaN 2016: Epitaxy and Devices, Applications, and Technology Trends

− Inverter Technologies Trends & Market Expectations 2016

− Opportunities for Power Electronics in Renewable Electricity Generation 2016

− Thermal Management Technology and Market Perspectives in Power Electronics and

LEDs 2017

− GaN RF Devices Market: Applications, Players, Technology and substrates 2016

o BATTERY AND ENERGY MANAGEMENT

− Beyond Li-ion Batteries: Present and Future Li-ion Technology Challengers 2016

− Stationary Storage and Automotive Li-ion Battery Packs 2016

− Opportunities for Power Electronics in Renewable Electricity Generation 2016

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OUR 2016 PUBLISHED REPORTS LIST (2/2)

PATENT ANALYSIS by Knowmade

− Microbattery Patent Landscape Analysis

− Miniaturized Gas Sensors Patent Landscape Analysis

− 3D Cell Culture Technologies Patent Landscape

− Phosphors and QDs for LED Applications Patent Landscape

− TSV Stacked Memory Patent Landscape

− Fan-Out Wafer Level Packaging Patent Landscape Analysis

TEARDOWN & REVERSE COSTING by System Plus Consulting More than 45 teardowns and reverse costing analysis and cost simulation tools published

in 2016.

MORE INFORMATION

o All the published reports from the Yole Group of Companies are available on our website

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o Ask for our Bundle and Annual Subscription offers: With our bundle offer, you choose the

number of reports you are interested in and select the related offer. You then have up to 12

months to select the required reports from the Yole Développement, System Plus Consulting

and KnowMade offering. Pay once and receive the reports automatically (multi-user format).

Contact your sales team according to your location (see the last slide).

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CONTACT INFORMATION

o CONSULTING AND SPECIFIC ANALYSIS

• North America: Steve LaFerriere, Director of Northern America Business DevelopmentEmail: [email protected] – +1 31 06 008 267

• Japan & Rest of Asia: Takashi Onozawa, General Manager, Asia Business DevelopmentEmail: [email protected] - +81 3 4405 9204

• Greater China: Mavis Wang, Director of Greater China Business DevelopmentEmail: [email protected] - +886 979 336 809

• RoW: Jean-Christophe Eloy, CEO & President, Yole DéveloppementEmail [email protected] - +33 4 72 83 01 80

o REPORT BUSINESS

• North America: Steve LaFerriere, Director of Northern America Business DevelopmentEmail: [email protected] – +1 31 06 008 267

• Europe: Lizzie Levenez, EMEA Business Development ManagerEmail: [email protected] - +49 15 123 544 182

• Rest of Asia: Takashi Onozawa, General Manager, Asia Business DevelopmentEmail: [email protected] - +81 3 4405 9204

• Japan & Asia: Miho Othake, Account ManagerEmail: [email protected] - +81 3 4405 9204

• Greater China: Mavis Wang, Director of Greater China Business DevelopmentEmail: [email protected] - +886 979 336 809

o FINANCIAL SERVICES (in partnership with Woodside Capital Partners)

• Jean-Christophe Eloy, CEO & PresidentEmail: [email protected] - +33 4 72 83 01 80

o GENERAL

• Public Relations: [email protected] - +33 4 72 83 01 89

• Email: [email protected] - +33 4 72 83 01 80

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39

About Solid State Lighting LED, OLED… and Display Activities

©2017 | www.yole.fr | LED Lighting Module Technology Industry and Market Trends

http://www.yole.fr/

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40

Yole is active throughout the value chain: Example of LED and Sapphire activities

FOCUS ON SOLID STATE LIGHTING LED, OLED AND DISPLAY ACTIVITIES


We are active throughout the value chain: from substrates to systems.

And we interact with industrial/R&D players from each level.

Substrate

SiC/Sapphire/Silicon/Bulk

GaN/Engineered

substrates

LED epi-

wafer

Mesa LED, Flip Chip LED,

Vertical LED structures

LED dies-

on-wafer

LED dies

Front-end Level 0 - Epitaxy• Nucleation layer

• n-type layer

• Active layers MQW

• p-type layer

Back-End Level 0 - Packaging• Substrate separation and Bonding

• Die singulation

• Testing and Binning

LED systems and applications

Front-end Level 1 - Device Production• Inspection

• Masking/Lithography

• Etching

• Metallization/Contacts/Mirrors

Back-End level 1 - Packaging• Die Attach and Interconnections

• Phosphors

• Encapsulation and Optics


Packaged LEDs

Module Packaging• Substrates PCB

• Encapsulation and Optics

• Heatsink


LED modules

http://www.yole.fr/

http://www.yole.fr/

http://www.amazon.com/gp/product/B007H7G6IE/ref=as_li_ss_tl?ie=UTF8&camp=1789&creative=390957&creativeASIN=B007H7G6IE&linkCode=as2&tag=oledinfo-20

http://www.amazon.com/gp/product/B007H7G6IE/ref=as_li_ss_tl?ie=UTF8&camp=1789&creative=390957&creativeASIN=B007H7G6IE&linkCode=as2&tag=oledinfo-20

41

Insights on Forecast Methodology Example of LED and Sapphire activities



'What’s Behind the Crystal Ball?'

Only analysts that follow the industry on a daily basis through interviews and developed market modeling tools based on discussions with key players of the industry.

APPLICATION

Forecast of standard

product market volume unite.g.: Smartphone, TVs, lamps

Definition of functions using

LEDse.g.: 'Flash vs. Keypad' for

smartphone

Definition of technical

requirementse.g.: Efficacy, size

Definition of LED

penetration rate and

competitiveness with

alternative technologiese.g.: 'OLED vs. LED' in smartphone

Forecast of LED market volume in unitsSplit by application, power type low vs. medium vs. high

power, package type single vs. multi-die

Definition of LED

ASPPer power type, packaged

type

Forecast of LED market size in $Split by application, power type, package type

Definition of manufacturing flows for

front-end and packaging process,

technologies, materials, yieldsSplit by application, power type, package type

Forecast of LED manufacturing

equipment and material markets

in units and $e.g.: Phosphors, encapsulant, dicing equipment

Definition of LED die

surface in mm²

Definition of substrate die surface in

mm² and epiwafer volume unitSplit by type of substrate

Forecast of LED substrate

markets in units and $Split by type of substrate

Definition of sales

levels of key

manufacturers in

$Ex: LED, packaging

materials, epitaxy

materials, manufacturing

equipment, MOCVD

reactor, substrate

System Plus Consulting

expertise in reverse

costing/reverse

engineering

http://www.yole.fr/

http://www.yole.fr/

http://www.systemplus.fr/

http://www.systemplus.fr/

42

About Yole’s Analyst Team



A team based on persons having complementary skills and expertise.

Pars MUKISH - Business Unit Manager - SSL and Display

Pars MUKISH holds a master degree in Materials Science and Polymers ITECH - France and a master degree in Innovation

and Technology Management EM Lyon - France. Since 2015, Pars MUKISH has taken on responsibility for developing LED,

OLED and Sapphire activities as Business Unit Manager at Yole Développement. Previously, he has worked as Marketing

Analyst and Techno-Economic Analyst for several years at the CEA French Research Center.

Dr. Eric VIREY - Senior Market and Technology Analyst - Sapphire and Display

Eric VIREY holds a Ph-D in Optoelectronics from the National Polytechnic Institute of Grenoble INPG - France. He works

as Market and Technology Analyst in the fields of Sapphire, LED/OLED and Display. 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.

Pierrick BOULAY - Market and Technology Analyst - SSL

Pierrick BOULAY holds a master degree in Electronics from ESEO France. He works as Market and Technology Analyst in

the fields of LED, OLED and Lighting Systems to carry out technical, economic and marketing analysis. He has experience in

both LED lighting general lighting, automotive lighting… and OLED lighting. In the past, he has mostly worked in R&D

department for LED lighting applications.

http://www.yole.fr/

http://www.yole.fr/

43

Report collection


Previous Publications:

• Status of the LED Industry

• LED in Road and Street Lighting

• LED Front End

• GaN-on-Si Technology and Market

• Phosphors and QDs - IP Landscape

2016 Publications:

• OLED For Lighting - February 2016

• Automotive Lighting - April 2016

• UV LED - August 2016

• Sapphire - September 2016

• Organic TFT - October 2016

2017 Publications:

• Thermal Management for LED and PE - New

• LED Packaging - Update

• MicroLEDs and MicroDisplays - New

• CSP LED Lighting Module - New

• IR LEDs and Lasers - New

• Agricultural Lighting - New

• LED Lighting Module - Update

• QD for Display Applications - New

• LED Downconverters Phosphors and QDs - Update

• Automotive Lighting - Update

• UV LED - Update

• Display for Augmented Reality - New


A collection of more than 15 reports on Solid State Lighting and Display.

Our reports are unmatched in quality and technology depth and typically include:

• Technology trends and evolution: costs, barriers, roadmaps

• Supply and value chain analysis: business models, relationships

• In-depth analysis of applications and market drivers: challenges, inflection points

• Market data: $, units, wafer starts

Already

published

http://www.yole.fr/

http://www.yole.fr/

automotive lighting technology, industry, and market ... · automotive lighting technology,...

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